Quick Answer
Connect Calendly by pasting your Calendly event URL in the "Calendly Integration" section of your organization listing. Scheduling buttons appear on your public listing, allowing customers to book appointments without phone calls or back-and-forth coordination. You can add up to 10 different appointment types.
Overview
Calendly Integration lets potential customers book time with your business directly from your Heritage Web listing. Visitors see your real-time availability and select a convenient time slot. Both parties receive automatic confirmation emails.
This feature works exclusively with Calendly—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:
Create a free account at calendly.com
Set up event types for your business (e.g., "New Patient Consultation")
Configure your availability
Copy the event URLs
Step-by-Step Instructions
Step 1: Find Your Calendly Event URL
In Calendly:
Go to Event Types
Find the event you want to link
Click Copy Link or Share
Copy the full URL
Valid URL formats:
https://calendly.com/username/event-namehttps://calendly.com/username/30minhttps://calendly.com/d/abc-123-xyz/meeting-name
Step 2: Open the Calendly Integration Section
Navigate to your Edit Organization page and expand "Calendly Integration."
Step 3: Enter the Meeting/Event Name
In the "Meeting/Event Name" field, type a clear name customers will see.
Placeholder example: "Ex. 20-Minute Free Consultation Call"
Good names for businesses include:
"Book an Appointment"
"Schedule a Visit"
"New Patient Consultation"
"Request a Demo"
"Book a Consultation"
Step 4: Enter the Event URL
In the "Event URL" field, paste your Calendly event link.
Placeholder example: "https://calendly.com/unique-event-url"
Step 5: Add More Appointment Types (Optional)
Click "Add Calendly +" to add additional appointment types. You can add up to 10 different events.
Step 6: Remove an Event (If Needed)
Click the trash icon (🗑) between the fields to remove an entry.
Step 7: Submit Your Changes
Click "Publish Draft" to save.
Example Setup: Medical Practice
Meeting/Event Name | Event URL |
New Patient Consultation | |
Follow-Up Visit | |
Telehealth Appointment |
Patients select the appointment type that fits their needs.
Example Setup: Law Firm
Meeting/Event Name | Event URL |
Free Case Evaluation | |
Paid Consultation |
Potential clients choose the meeting type based on their situation.
How It Appears to Customers
When configured, your public listing displays scheduling buttons:
┌─────────────────────────────────────┐ │ 📅 New Patient Consultation │ │ Schedule Meeting │ └─────────────────────────────────────┘
What happens when clicked:
Calendly opens in a new tab
Customer sees available times
Customer selects a slot and enters their info
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:
Holiday closures
Temporarily not accepting new appointments
Staff scheduling 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 appointment 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 account ownership
Team scheduling: Calendly supports team scheduling—set it up in Calendly and link the appropriate event URLs
Troubleshooting
Scheduling Button Not Appearing
Check visibility toggle is ON (green)
Verify your listing is approved (not Pending)
Confirm the Event URL field isn't empty
View your public listing directly to check
Calendly Link Not Working
Test the URL directly in your browser
Verify the Calendly event still exists and is active
Check for typos or extra spaces in the URL
Ensure you pasted the full URL (including
https://)Confirm it's a Calendly URL (not another scheduling tool)
Customers Can't Find Available Times
This is a Calendly issue, not Heritage Web:
Check your Calendly availability settings
Verify your Calendly account is active
Test booking yourself to see what customers experience
For team scheduling, ensure team members have availability configured
Wrong Appointment Type Opens
Verify you entered the correct event URL
Each Calendly event has a unique URL—double-check you copied the right one
Update the URL and resubmit your listing
Using Calendly with Free Consultations
These features work well together:
Feature | What It Does |
Free Consultations | Declares your business offers free consultations; enables search filtering; shares status with leads |
Calendly Integration | Provides the actual booking mechanism |
Enable both for maximum effectiveness—customers can filter for businesses 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 Overview
Mention it in your contact instructions
FAQs
Do we 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 but useful for businesses.
Can customers book without leaving Heritage Web? No. Clicking the button opens Calendly in a new tab. Your Heritage Web listing stays open for reference.
Can multiple team members use Calendly? Yes. Calendly supports team scheduling. Set up your team in Calendly and link the appropriate event URLs in Heritage Web.
What if we delete an event in Calendly? Your Heritage Web button will show an error. Update or remove the link in your listing.
Should we keep Business Hours and Calendly availability consistent? Yes. If your Business Hours show 9am-5pm but Calendly only has slots at 2pm, customers may be confused. Keep them aligned.