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Integrating with Calendly

You will need a Calendly account that includes webhooks for this integration.

What it does

This integration links your Consent Kit account to your Calendly account. You can:

  • Use Calendly in your document workflows (after someone signs)
  • See if and when a participant has been scheduled from your project dashboard
  • If a participant withdraws consent, Consent Kit will cancel your meeting for you
  • If a participant cancels your session, we’ll update your project dashboard for you

How to set it up

Note: this is a personal integration, not an account wide integration. Only you will be able to share time slots from your Calendly with your participants.

Instructions

  1. Click on the dropdown account menu in the top right corner of Consent Kit.
  2. Select “Your account”
  3. From the Your account page, select “Integrations” from the menu on the left
  4. Find the Calendly integration, and click on “Try it now”
  5. From the Calendly integration page, click on “Connect to Calendly”
  6. Select “Allow” when the pop-up appears
  7. You’ll be re-directed to Calendly to approve the integration, click on the “Connect to Calendly” button
  8. You’re all set! You should see a list of your available appointment calendars from the integration page

How to use it

You can redirect your participants to your Calendly when they agree or sign your documents (eg: consent forms or NDAs).

Instructions

  1. From within your document (or template), select “Settings”.
  2. Select “Workflows” from the menu on the left-hand side.
  3. Under the section “After participant signs the form”, select “Show a confirmation page”
  4. More options should appear, select “Schedule a time in Calendly”
  5. Click on the pre-defined appointment calendar you would like to use
  6. You’re all set!

Whenever someone signs this form, the main call to action from the “What’s next?” section of the confirmation page will send them onto your Calendly to select one of your available slots. As soon as they have selected a slot, the integration will update the project dashboard and the participant’s audit trail for you.

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