Calendly Integration
Embed Calendly scheduling widget into your AgencyPro client portal. Let clients book meetings, appointments, and consultations directly from the portal. Calendly automatically syncs with your calendar and sends reminders.
Why Connect Calendly with AgencyPro?
Calendly eliminates the back-and-forth of "When are you available?" emails that waste hours every week. By embedding Calendly in your AgencyPro client portal, clients can book strategy calls, check-ins, or review meetings directly without you coordinating schedules. Calendly automatically syncs with your Google Calendar or Outlook, prevents double-booking, sends reminders, and even includes video meeting links. For agencies that do regular client check-ins or offer discovery calls to prospects, Calendly turns scheduling from a time drain into a seamless self-service experience.
Key Features
Benefits for Your Agency
How Agencies Use Calendly with AgencyPro
Self-service client check-in scheduling
Instead of emailing clients to find time for monthly check-ins, embed Calendly in their portal. They see your availability and book a slot that works for both of you, with automatic calendar blocking and reminders.
Discovery call booking for new prospects
Prospects visiting your portal can book a discovery call directly. Calendly collects their information, sends confirmation emails, and adds the meeting to your calendar with a Zoom link — all automatically.
Project kickoff and milestone review meetings
Create specific Calendly event types for "Project Kickoff" or "Milestone Review" with pre-filled agenda templates. Clients book the right type of meeting, and you're prepared with the right context.
How to Set Up Calendly
- Create a free Calendly account at calendly.com and connect your calendar (Google, Outlook, or iCloud)
- In Calendly, create an Event Type (e.g., "30-minute client check-in" or "Discovery call") and set your availability
- Copy your Calendly link or go to Event Type → Share → Embed and copy the embed code
- In AgencyPro, navigate to Settings → Integrations → Calendly
- Paste your Calendly link or embed code, and choose where it should appear in the client portal (e.g., on the dashboard or project pages)
Frequently Asked Questions
Is Calendly free to use?
Calendly's free plan includes unlimited 1-on-1 meetings, calendar sync, and basic features. Paid plans ($10-16/month per user) add group meetings, round-robin scheduling, and custom branding. Most agencies find the free plan sufficient.
Can clients see my full calendar availability?
No. Calendly only shows time slots you've marked as available based on your connected calendar. If you're busy, those times don't appear. You can also set buffer times between meetings and blackout dates.
Does Calendly work with video conferencing?
Yes. Calendly integrates with Zoom, Google Meet, Microsoft Teams, and other video platforms. When a client books a meeting, the video link is automatically added to the calendar invite and confirmation email.
Can I create different event types for different clients?
Yes. You can create multiple event types (e.g., "Quick Check-in - 15 min" vs "Strategy Session - 60 min") and embed specific ones for different clients or projects. Each event type can have different availability and questions.
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Ready to Get Started?
Connect Calendly with AgencyPro and streamline your workflow today.