How to Send a Calendly Meeting Invite

How to Send a Calendly Meeting Invite

With the Calendly integration, you can easily send your clients Calendly invites via the Meeting Task.

To Connect your Calendly Account to Liscio: 

  1. Click on your Profile (name) in the bottom left corner of the menu. 
  2. Click the Third-party Apps tab at the top of the page.
  3. Under Calendly, click Connect
  4. If you are not already signed into Calendly, you will be prompted to sign in. 
  5. You will receive a success banner in Liscio when connected:  Connected Calendly.

To disconnect your Calendly Account from Liscio:

  1. Click on your Profile (name) in the bottom left corner of the menu. 
  2. Click Third-party Apps at the top of the page.
  3. Click Disconnect, then click Proceed

To Send a Calendly Meeting Invite: 

  1. Click Add New.
  2. Click Task.
  3. Click Meeting.
  4. Select the client you want to invite (Account and a Contact). 
  5. The Task Owner will default to you. This cannot be changed.
  6. Click the Calendly radio button and select your Calendly event. (Note: Events need to be created in Calendly before they can be selected in Liscio.)
  7. Select a due date. 
  8. Click Create Task
  9. Once your client has scheduled a meeting, you will receive an email confirmation from Calendly. 

*Important Notes*

Note: Calendly does not offer APIs that can be associated with Liscio tasks. This means that the link to join the Calendly meeting will not be updated in the Liscio task and that your client will need to mark the task complete after scheduling the meeting. To join the Calendly meeting, click the link in the confirmation email or on your calendar. 

Note: The Calendly links contained in the Meeting task are unique. Once your client uses the link to schedule a meeting, the same link cannot be used again. 

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