Connecting Calendly for Online Booking

Quick Answer

Add your Calendly event URL to your Profile listing to let visitors book appointments directly from your listing. When configured, a "Schedule Meeting" button appears on your profile, linking to your Calendly page where visitors can select a time that works for both of you.

Overview

Calendly integration eliminates back-and-forth scheduling emails. Visitors click one button, see your real-time availability, and book instantly. You receive confirmation emails, and the appointment is added to your calendar automatically. Heritage Web supports YouTube and Vimeo for video—and Calendly specifically for scheduling.

Step-by-Step Instructions

Step 1: Set Up Calendly (If You Haven't Already)

Go to calendly.com and create a free account
Create an Event Type (e.g., "30-Minute Consultation")
Set your availability and preferences
Copy your event URL (e.g., https://calendly.com/yourname/30min)

Step 2: Add Calendly to Your Profile

Log into your Heritage Web dashboard
Click My Profile in the left navigation
Scroll to the Calendly Integration section
Click to expand it

Step 3: Configure Your Settings

Enter a Meeting Name (this appears on the button)
- Example: "Free 30-Minute Consultation"
Paste your Calendly Event URL
- Example: https://calendly.com/drsmith/consultation

Step 4: Set Visibility

Toggle Visible to ON to display the booking button
Toggle OFF to hide it temporarily (URL stays saved)

Step 5: Save Changes

Click Publish Draft at the top of the page
After approval, the "Schedule Meeting" button appears on your listing

Important Notes

Only Calendly URLs are supported (not Acuity, Microsoft Bookings, etc.)
Your Calendly event must be public or unlisted—private events won't work
The booking happens entirely within Calendly—Heritage Web just links to it
Pair with the Free Consultations checkbox to signal availability

FAQs

Can I use a different scheduling tool? Currently, only Calendly is supported for the dedicated scheduling integration. For other tools, you can add the booking link in your Website field or Bio.

What should I name my meeting? Use something clear and action-oriented: "Free 30-Minute Consultation," "Schedule a Call," or "Book an Appointment." Include duration if relevant.

Do visitors need a Calendly account to book? No. Anyone can book through your Calendly link without creating an account.

What if my Calendly link isn't working? Verify the URL is correct and that the event is active in Calendly. Test the link directly in your browser. Ensure it's public or unlisted, not private.