A Calendly link in the chat, the meeting back in Solwees.
Solwees sends your client a Calendly link that works for one booking, with their name and email already filled in. When they book, the meeting comes back to Solwees: the contact is updated, your team gets a task with a reminder, and the assistant knows about it in the chat.
Website chat
Can we have a call about connecting our three salons?
Of course. Here is a link to book a 30-minute call with our team. Your name and email are already filled in.
Booked for Thursday at 11:00
Solwees · Tasks
This week
- One-time link sent with name and email
- Meeting received from Calendly
- Task with a reminder for the owner
A prospect asks for a call. The assistant sends a one-time Calendly link, and the booked meeting appears in Solwees as a task.
What Solwees does with Calendly
Calendly keeps the calendar. Solwees sends the link and follows the meeting.
What Solwees reads
- Your event types, to choose which one the link books
- Meetings booked, cancelled or marked as no-show in Calendly
- The client’s own reschedule and cancel links from the meeting
What Solwees writes
- A link valid for one booking, with the client’s name, email and time zone filled in
- The contact in Solwees, created or updated by phone
- A task with a reminder for each meeting, moved when the meeting is rescheduled
What the assistant does with Calendly
From the first message to the meeting in your calendar, without copying anything by hand.
A link for one booking
Every link works once, so it can’t be passed on and reused. The client’s name and email are already in the form.
Meetings come back
Booked, cancelled and no-show meetings arrive in Solwees and update the contact and the task.
The assistant knows
In the chat, the assistant sees the client’s meetings and can give them their own link to reschedule or cancel.
How to connect Calendly
Calendly connects with a personal access token. Meetings are switched on with one button.
- 1
Create a token
In Calendly, open Integrations, then API and webhooks, and create a personal access token.
- 2
Paste it in Solwees
Open the Calendly card in the App Directory and paste the token. Your user and the first active event type are filled in by themselves.
- 3
Turn on meetings
On the «Meetings» tab press «Turn on meetings», and make «Phone» a required question in your Calendly booking form.
Questions
Can the assistant pick a time in Calendly for the client?
No. It sends a one-time link and the client picks the time. Then the meeting comes back to Solwees.
What happens when a client books?
Solwees saves the meeting, creates or updates the contact by phone and gives the owner a task with a reminder.
And when they reschedule or cancel?
The task moves with the meeting, or closes when the meeting is cancelled or the client doesn’t show up.
Which Calendly plan do I need?
For meetings coming back to Solwees, Standard or higher: the free plan sends no events.
Why does the form need a phone question?
Solwees links a meeting to the client by phone, so make «Phone» a required question in your booking form.
Can I use Cal.com instead?
Yes. Cal.com sends its meetings to Solwees too: tasks, reminders and the meeting in the chat.
Other integrations
See all integrations
Connect Calendly
Free for 7 days, no card. Paste the token, turn on meetings and book a test call.