Calendly: Schedule meetings in the chat widget

With the Calendly app, scheduling meetings with your site visitors is really easy.

Whether it’s a screen-sharing session or a sales demo, your leads and customers can schedule with you directly in the chat widget. No need to send emails back and forth to pick a suitable date.

You can send a personalized invitation right from the LiveChat app with just a few clicks. Once the visitor books a call, Calendly adds the event to your calendar.

Install the Calendly app

1. Go to Marketplace and find the Calendly app.
2. Click on Install now.

That’s it. The app is installed and you can use it whenever you need to schedule a meeting with a visitor.

Use the Calendly app

To send a Calendly invitation on chat, you need to have a scheduling link ready. To get it, log in to Calendly, and click on Copy Link.

Now, go the LiveChat app, and follow these steps:

1. When talking to a visitor on chat, open the Calendly app. You can find it in the bottom left of the text area.

2. Click on Add.

3. Paste the Calendly link you want to use.

4. Enter other info like the title, image URL, message text, action, or confirmation text.
5. Click on Add.

6. To finalize, select the invitation your want to use and click on Send.

When you click on ‘Send’, the visitor gets the invitation in the chat widget. When they click on it, a calendar appears, allowing them to book a meeting without leaving the conversation.

Once a meeting is booked, you can see the confirmation text displayed as a message from the visitor.

Reuse an invitation template

Once you create an invitation template, you can reuse it later on. To do it, follow these steps:

1. While talking to a visitor on chat, open the Calendly app.
2. Hover over a template and click on Choose.
3. To finalize, click on Send.

Delete an invitation template

To delete a template:

1. Hover over the template and click on the trash can icon.
2. Confirm by clicking on Delete.