Connecting Calendly for Online Booking

Quick Answer

Connect your Calendly account to let visitors book appointments directly from your Organization listing. Go to the Calendly section, paste your Calendly scheduling link, and save. Visitors can then schedule time with you without leaving Heritage Web.

Overview

Calendly integration adds a booking button to your listing that opens your Calendly scheduling page. Visitors can see your availability and book appointments instantly—no back-and-forth emails required. This is especially powerful when combined with the Free Consultation badge.

Why Connect Calendly

Benefit	Description
Instant booking	Visitors schedule without waiting for your response
24/7 availability	Accept bookings any time, even when you're unavailable
Reduced no-shows	Calendly sends automatic reminders
Time savings	No back-and-forth to find meeting times
Professional image	Modern, streamlined booking experience

What You Need

Before connecting:

Calendly account - Free or paid plan at calendly.com
Scheduling link - Your Calendly booking URL
Event types configured - At least one meeting type set up

Step-by-Step Instructions

Step 1: Set Up Calendly (If Needed)

Go to calendly.com and create an account (free tier available)
Set up your availability
Create at least one event type (e.g., "30-Minute Consultation")
Copy your scheduling link

Step 2: Access the Calendly Section

Go to your Organization listing edit page
Scroll to the Calendly section
Click to expand if collapsed

Step 3: Add Your Calendly Link

Paste your Calendly scheduling URL
Format: https://calendly.com/yourname or https://calendly.com/yourname/event-type
The system validates the URL format

Step 4: Save Your Changes

Click Publish Draft to save
Booking button appears after approval

Calendly URL Formats

URL Type	Format	Use Case
Main profile	calendly.com/yourname	Shows all your event types
Specific event	calendly.com/yourname/30-min	Links to one meeting type
Team page	calendly.com/team/yourteam	Team scheduling (paid plans)

What Visitors Experience

Visitor views your Organization listing
Clicks the "Schedule" or "Book Appointment" button
Your Calendly page opens (in new tab or modal)
Visitor selects date/time from your availability
Visitor enters their information
Both parties receive confirmation emails

Calendly + Free Consultation

Combine both features for maximum effect:

Feature	Purpose
Free Consultation badge	"Yes, we offer free consultations"
Calendly integration	"Book your free consultation now"

This combination removes friction: visitors know it's free AND can book immediately.

Setting Up Calendly Event Types

Recommended Event Types for Organizations

Event Type	Duration	Description
Free Consultation	15-30 min	Initial meeting, case evaluation
Discovery Call	30 min	Learn about potential project
Full Appointment	60 min	Standard client meeting
Follow-Up	15 min	Quick check-in with existing clients

Tips for Calendly Setup

Set buffer time between meetings
Block personal time on your calendar
Connect your Google/Outlook calendar to avoid conflicts
Enable reminder emails to reduce no-shows
Add intake questions to qualify leads

Visibility Control

The Calendly section has a visibility toggle:

Setting	Result
Visible	Booking button displays on your listing
Hidden	Calendly section not shown

You can add your Calendly link but hide it temporarily if needed.

Important Notes

Calendly is a third-party service (not part of Heritage Web)
Free Calendly plan works; paid plans offer more features
Visitors book through Calendly's interface
Heritage Web doesn't access your calendar or bookings
Keep your Calendly availability current

Troubleshooting

Problem	Solution
Link not working	Verify URL is correct and publicly accessible
No availability showing	Check your Calendly availability settings
Wrong event type	Use the specific event URL, not your main profile
Calendar conflicts	Connect your external calendar to Calendly

FAQs

Do I need a paid Calendly account? No. The free Calendly plan works with Heritage Web. Paid plans offer additional features like multiple event types and team scheduling.

Can I use a different scheduling tool? Currently, only Calendly URLs are supported for the integrated booking button.

Will bookings appear in my Heritage Web inbox? No. Calendly handles booking confirmations directly via email. Heritage Web displays the booking button but doesn't manage appointments.

Can I link to a specific meeting type? Yes. Use the full URL including the event type (e.g., calendly.com/yourname/free-consultation) to link to a specific meeting type.

What if I remove my Calendly link? The booking button disappears from your listing. Re-add the link anytime to restore it.

Can team members have their own Calendly links? Each Organization listing has one Calendly link. For individual team member booking, those links would go on their Profile listings.