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Connecting Calendly for Online Booking

Let visitors book appointments directly from your profile using Calendly scheduling

Brandon Austin avatar
Written by Brandon Austin
Updated today

Quick Answer

Connect Calendly by pasting your Calendly event URL in the "Calendly Integration" section of your profile. A scheduling button appears on your public listing, allowing visitors to book appointments without back-and-forth coordination. You can add up to 10 different event types.


Overview

Calendly Integration lets potential clients book time with you directly from your Heritage Web profile. When visitors click the scheduling button, they see your real-time availability and can select a convenient time slot. Both parties receive automatic confirmation emails.

This feature works exclusively with Calendlyβ€”other scheduling tools like Acuity or Microsoft Bookings are not supported.


Before You Start

You'll need a Calendly account with at least one event type configured:

  1. Create a free account at calendly.com

  2. Set up an event type (e.g., "30-Minute Consultation")

  3. Configure your availability

  4. Copy the event URL


Step-by-Step Instructions

Step 1: Find Your Calendly Event URL

In Calendly:

  1. Go to Event Types

  2. Find the event you want to link

  3. Click Copy Link or Share

  4. Copy the full URL

Valid URL formats:

  • https://calendly.com/username/event-name

  • https://calendly.com/username/30min

  • https://calendly.com/d/abc-123-xyz/meeting-name

Step 2: Open the Calendly Integration Section

Navigate to your Edit Profile page and expand "Calendly Integration."

Step 3: Enter the Meeting/Event Name

In the "Meeting/Event Name" field, type a clear name visitors will see.

Placeholder example: "Ex. 20-Minute Free Consultation Call"

Good names include:

  • "Free 30-Minute Consultation"

  • "Discovery Call"

  • "Initial Case Review"

  • "Virtual Meeting"

  • "Coaching Session"

Step 4: Enter the Event URL

In the "Event URL" field, paste your Calendly event link.

Step 5: Add More Event Types (Optional)

Click "Add Calendly +" to add additional meeting types. You can add up to 10 different events.

Step 6: Remove an Event (If Needed)

Click the trash icon (πŸ—‘) between the fields to remove an entry.

Step 7: Submit Your Changes

Click "Publish Draft" to save.


Example Setup: Attorney with Multiple Meeting Types

Meeting/Event Name

Event URL

Free 15-Minute Discovery Call

60-Minute Paid Consultation

Follow-Up Appointment

Visitors choose the meeting type that fits their needs.


How It Appears to Visitors

When configured, your public listing displays a scheduling button:

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚   πŸ“… Free 30-Minute Consultation    β”‚ β”‚        Schedule Meeting             β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

What happens when clicked:

  1. Calendly opens in a new tab

  2. Visitor sees your available times

  3. Visitor selects a slot and enters their info

  4. Both parties receive confirmation emails


Temporarily Hiding Calendly

Toggle visibility OFF in the section header to temporarily hide scheduling without deleting your configuration. Your Calendly links are preserved and can be re-enabled anytime.

Common reasons to hide:

  • Vacation or extended absence

  • Temporarily not taking new appointments

  • Seasonal availability changes

  • Calendly account issues


Important Notes

  • Calendly only: Other scheduling tools (Acuity, Microsoft Bookings, etc.) are not supported

  • Maximum 10 events: You can add up to 10 different Calendly event types

  • HTTPS required: URLs must start with https://

  • No tier restrictions: Works the same for Free and Sponsor listings

  • No ownership verification: Heritage Web validates URL format but doesn't verify you own the Calendly account


Troubleshooting

Scheduling Button Not Appearing

  1. Check visibility toggle is ON (green)

  2. Verify your listing is approved (not Pending)

  3. Confirm the Event URL field isn't empty

  4. View your public listing directly to check

Calendly Link Not Working

  1. Test the URL directly in your browser

  2. Verify the Calendly event still exists and is active

  3. Check for typos or extra spaces in the URL

  4. Ensure you pasted the full URL (including https://)

  5. Confirm it's a Calendly URL (not another scheduling tool)

Visitors Can't Find Available Times

This is a Calendly issue, not Heritage Web:

  1. Check your Calendly availability settings

  2. Verify your Calendly account is active

  3. Test booking yourself to see what visitors experience

Wrong Meeting Type Opens

  1. Verify you entered the correct event URL

  2. Each Calendly event has a unique URLβ€”double-check you copied the right one

  3. Update the URL and resubmit your listing


Using Calendly with Free Consultations

These features work well together:

Feature

What It Does

Free Consultations

Declares you offer free consultations; enables search filtering; shares status with leads

Calendly Integration

Provides the actual booking mechanism

Enable both for maximum effectivenessβ€”visitors can filter for professionals offering free consultations AND book directly.


Workaround for Other Scheduling Tools

If you use Acuity, Microsoft Bookings, or another tool:

  • Add your scheduling link to the Website field

  • Include the booking URL in your Bio

  • Mention it in your contact instructions


FAQs

Do I need a paid Calendly account? No. Calendly's free tier works with Heritage Web. Paid features (multiple event types, custom branding, team scheduling) are optional.

Can visitors book without leaving Heritage Web? No. Clicking the button opens Calendly in a new tab. Your Heritage Web listing stays open for reference.

What if I delete an event in Calendly? Your Heritage Web button will show an error. Update or remove the link in your listing.

Is there a character limit for Meeting/Event Name? Keep names conciseβ€”they display as button labels. Something like "Free 30-Minute Consultation" works well.

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