Connect Calendly Online Appointment Calendars

Connect your online appointment scheduling software to LaunchBay to make it easy for clients to find times to meet with you.

This guide will cover the process for adding Calendly calendars to client tasks, but the process for embedding them into portal pages is similar. See the note listed under Step 2 for additional instructions.

Step 1:

In your Calendly account, navigate to the “Event Types” screen and click the “Copy link” button on the calendar you want to connect to LaunchBay. 

Step 2:

In your LaunchBay account, select a project or template, navigate to the “Tasks” page, and click “Create task.” 

After entering a title (required) and description (optional) for your task, toggle on the “Embed a website” task option. Paste the link you copied in Step 1 into the open modal and click “Save.” 

Note: To add a Calendly calendar to a portal page instead of a client task, select a project from your LaunchBay dashboard and click “Portal” in the top navigation menu. Click “Add New Page” and paste the link you copied in Step 1 into the “App Embed Code” section.

Final thoughts:

And that does it!

By following these steps, you have successfully added a Calendly calendar to a task in your LaunchBay project. This allows your client to find a time to meet without navigating away from their LaunchBay portal.