Calendly

Connect your Calendly account to let qualified leads book appointments directly through your WhatsApp conversations. The AI will automatically check your availability and handle the booking process.

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How It Works

When leads reach a Book Meeting node in your conversation funnel:

1. AI offers available times from your Calendly calendar
2. Lead selects preferred time via WhatsApp
3. Meeting is booked automatically
4. Both parties receive confirmation

No more back-and-forth scheduling messages - everything happens seamlessly in the conversation.

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Connecting Your Account

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Requirements

• Calendly Premium or higher plan
• Active Calendly account with event types set up

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Connection Steps

1. Go to Integrations → Calendly in your Whappy dashboard
2. Click “Connect Calendly Account”
3. You’ll be redirected to Calendly to authorize the connection
4. Once connected, return to Whappy to see your event types

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Managing Event Types

After connecting, you’ll see all your active Calendly event types with:

• Event Name: The title of your meeting type
• Duration: How long the meeting lasts
• Description: Details about the meeting (if set)

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Refreshing Event Types

If you create new event types in Calendly or make changes:

1. Go to the Event Types tab
2. Click “Refresh” to sync the latest events
3. New events will be available in your funnel builder

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Using Calendly in Your Funnel

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Adding Book Meeting Nodes

In your Campaign → Funnel builder:

1. Add a Book Meeting node to your conversation flow
2. Select which Calendly event type to use for booking
3. Customize the message the AI sends when offering appointments

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Example Flow

Talk: "What's your project timeline?"
↓
Condition: "Within 3 months?"
↓ (Yes)
Book Meeting: "Let's schedule a 30-minute strategy call to discuss your project."
↓
Close: "Perfect! You'll receive a calendar invite shortly."

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Benefits

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Automatic Availability

• Shows only your actual available time slots
• Prevents double-booking
• Updates in real-time with your calendar

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Seamless Experience

• Leads book without leaving WhatsApp
• No need to share calendar links manually
• Professional booking process

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Time Savings

• Eliminates scheduling back-and-forth
• Works 24/7, even when you’re offline
• Qualified leads can book immediately

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Best Practices

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Event Type Setup

• Use clear, descriptive names for your events
• Set appropriate meeting lengths based on lead type
• Add meeting descriptions to set expectations

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Funnel Strategy

• Only offer booking to qualified leads
• Use different event types for different lead values:
• 15 min: Quick discovery calls
• 30 min: Product demos
• 60 min: Strategy sessions

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Availability Management

• Keep your Calendly availability updated
• Set buffer time between meetings
• Use working hours that match your actual schedule

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Troubleshooting

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Can’t connect account?

• Make sure you have Calendly Premium or higher
• Try using an incognito/private browser window
• Clear your browser cache and cookies

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Event types not showing?

• Check that events are active in your Calendly account
• Click “Refresh” in the Event Types tab
• Verify events are set to allow booking

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Booking not working in funnel?

• Ensure your Calendly account is still connected
• Check that the selected event type is still active
• Verify your availability settings in Calendly

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Managing Your Connection

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Viewing Connection Status

Your Calendly connection status is shown in the integration settings. A green checkmark indicates successful connection.

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Disconnecting

If you need to disconnect your account:

1. Go to Integrations → Calendly
2. Click “Disconnect Account”
3. Confirm the disconnection

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Getting Started

Ready to enable automatic appointment booking?

1. Connect your account in Integrations → Calendly
2. Add Book Meeting nodes to your conversation funnel
3. Select appropriate event types for different lead scenarios
4. Test your funnel to ensure booking works correctly

Your WhatsApp conversations will now seamlessly convert qualified leads into booked meetings!

Need help? Check our troubleshooting guide or contact support.