Calendly Integration
Portal extensionAgencyPro has a Calendly portal extension. Paste your Calendly link and your booking page appears as its own page in the client portal menu, so clients can book a call without leaving the portal. Scheduling, reminders and calendar sync are handled by Calendly.
Why connect Calendly with AgencyPro
Booking a check-in should not take three emails. With the Calendly extension, a Book a call item in the portal menu opens your Calendly page, and the client picks a slot.
If different account managers look after different clients, connect the extension to each organization separately and give each client their account manager's Calendly link. AgencyPro does not receive booking data from Calendly; bookings appear in Calendly and your calendar.
Key features
Benefits for your agency
How agencies use Calendly with AgencyPro
Monthly check-ins
Clients book their monthly review from the portal at a time that suits them.
Account manager per client
Each client organization sees its own account manager's booking link.
Kickoff calls
New clients book the kickoff call during onboarding without leaving the portal.
How to set up Calendly
- In Calendly, copy the link to your booking page or a specific event type.
- In AgencyPro, go to Workspace Settings > Extensions and click Add extension.
- Choose Calendly, enter a navigation label such as Book a call, and paste the link.
- Pick the scope: one link for all clients, or connected to each organization separately.
- Enable it for the client portal, save, and test a booking as a client.
Frequently asked questions
Do bookings appear in AgencyPro?
No. Bookings live in Calendly and your connected calendar. AgencyPro shows the booking page only.
Can different clients book different people?
Yes. Connect the extension to each organization separately and set a different Calendly link for each client.
Which plan do I need?
Portal extensions are on the Pro and Plus plans.
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Ready to get started?
See how Calendly fits into your AgencyPro setup, or ask us which plan you need.