Integrate your Calendly with Consent Kit

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class="text-base font-medium text-gray-900 hover:text-gray-700">Setup 2 factor authentication</a> <a href="/help/saml" class="text-base font-medium text-gray-900 hover:text-gray-700">Configuring SAML</a> </div> </div> <div class="py-6 px-5"> <h4 class="mb-3 lg:mb-3 text-base font-display font-semibold text-green-500 tracking-wide uppercase">Sending email</h4> <div class="grid grid-cols-2 gap-4"> <a href="/help/email-deliverability" class="text-base font-medium text-gray-900 hover:text-gray-700">Email deliverability</a> <a href="/help/email/bounces" class="text-base font-medium text-gray-900 hover:text-gray-700">Email bounces: why they happen & how to fix them</a> <a href="/help/email/spam-complaints" class="text-base font-medium text-gray-900 hover:text-gray-700">Spam complaints: why they happen and how to fix them</a> <a href="/help/email/blocked" class="text-base font-medium text-gray-900 hover:text-gray-700">Blocked emails: why they happen and how to fix them</a> </div> </div> <div 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class="mt-8"> <a href="/help" class="px-3 py-2 relative text-xl block hover:text-gray-900 text-gray-500">Help centre home</a> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Get started <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/quick-start" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Quickstart</a> </li> <li> <a href="/help/panels-quickstart" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Set up your research panel</a> </li> <li> <a href="/help/brand-consent-forms" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Brand your consent forms</a> </li> <li> <a href="/help/set-data-retention" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Set data retention policy</a> </li> <li> <a href="/help/import" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Import data from a spreadsheet</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Manage your team <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/invite-your-team" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Invite your team</a> </li> <li> <a href="/help/roles-permissions" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Roles and permissions</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Forms <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/ask-remotely" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Ask for consent remotely</a> </li> <li> <a href="/help/ask-in-person" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Ask for consent in person</a> </li> <li> <a href="/help/forms/set-language" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">How to set the form language</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Consent templates <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/how-org-templates-work" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">How Consent Templates work</a> </li> <li> <a href="/help/what-is-liquid" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">What is Liquid?</a> </li> <li> <a href="/help/template-cheat-sheet" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Consent template cheat sheet</a> </li> <li> <a href="/help/templates/how-to-use-study-categories-to-power-templates" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Using study categories</a> </li> <li> <a href="/help/document-workflows" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Document workflows</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Email templates <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/email-template-cheat-sheet" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email template cheat sheet</a> </li> <li> <a href="/help/email" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email formatting</a> </li> </ul> </li> <li class="mt-8 active" data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Integrations <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="false"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/calendly-integration" class="px-3 py-2 relative text-lg block text-gray-900 font-bold">Integrating with Calendly</a> </li> <li> <a href="/help/zapier-integration" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Integrating with Zapier</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Manage projects <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/create-a-project" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Create a project</a> </li> <li> <a href="/help/share-project" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Share a project</a> </li> <li> <a href="/help/share-for-review" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Share for review</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Security <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/2fa" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Setup 2 factor authentication</a> </li> <li> <a href="/help/saml" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Configuring SAML</a> </li> </ul> </li> <li class="mt-8 " data-controller="toggle"> <span data-action="click->toggle#toggle" class="px-3 mb-3 mt-10 text-xl text-gray-500 hover:text-gray-900 block relative pr-7 cursor-pointer"> Sending email <span class="pointer-events-none absolute top-0 right-0 p-0.5 text-gray-300 group-hover:text-gray-400" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6" fill="none" viewBox="0 0 24 24" stroke="currentColor"> <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M19 9l-7 7-7-7" /> </svg> </span> </span> <ul class="mt-3 ml-4" data-toggle-target="toggleable"> <li> <a href="/help/email-deliverability" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email deliverability</a> </li> <li> <a href="/help/email/bounces" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Email bounces: why they happen & how to fix them</a> </li> <li> <a href="/help/email/spam-complaints" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Spam complaints: why they happen and how to fix them</a> </li> <li> <a href="/help/email/blocked" class="px-3 py-2 relative text-lg block hover:text-gray-900 text-gray-500">Blocked emails: why they happen and how to fix them</a> </li> </ul> </li> </ul> </nav> </div> </div> </div> <div id="content" class="lg:col-span-6 lg:max-h-full lg:sticky lg:overflow-visible"> <div class="prose prose-lg prose-indigo">  <h1 id="integrating-with-calendly">Integrating with Calendly</h1> <div class="rounded-md bg-blue-50 px-6 py-1"> <p>You will need a Calendly plan that <strong>supports webhooks</strong> for this integration to work.<br />See <a href="https://help.calendly.com/hc/en-us/articles/223195488-Getting-started-with-webhooks#getting-started-with-webhooks-0-0">this page to check which plans support webhooks</a>. </p> </div> <h2 id="what-it-does">What it does</h2> <p>This integration links your Consent Kit account to your Calendly account. You can:</p> <ul> <li>Use Calendly in your document workflows (after someone signs)</li> <li>See if and when a participant has been scheduled from your project dashboard</li> <li>If a participant withdraws consent, Consent Kit will cancel your meeting for you</li> <li>If a participant cancels your session, we’ll update your project dashboard for you</li> </ul> <h2 id="how-to-set-it-up">How to set it up</h2> <p>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.</p> <div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/f66a073226034ec3971035c315711c7c?sid=ab8e8022-0335-4da8-a8df-18259d946ecc" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div> <p><a href="https://www.loom.com/share/f66a073226034ec3971035c315711c7c?sid=24072ea0-abdf-406d-95ff-d9603ff55b6e">Watch video with transcript</a></p> <h3 id="instructions">Instructions</h3> <ol> <li>Click on the dropdown account menu in the top right corner of Consent Kit.</li> <li>Select “Your account”</li> <li>From the Your account page, select “Integrations” from the menu on the left</li> <li>Find the Calendly integration, and click on “Try it now”</li> <li>From the Calendly integration page, click on “Connect to Calendly”</li> <li>Select “Allow” when the pop-up appears</li> <li>You’ll be re-directed to Calendly to approve the integration, click on the “Connect to Calendly” button</li> <li>You’re all set! You should see a list of your available appointment calendars from the integration page</li> </ol> <h2 id="how-to-use-it">How to use it</h2> <p>You can redirect your participants to your Calendly when they agree or sign your documents (eg: consent forms or NDAs).</p> <div style="position: relative; padding-bottom: 56.25%; height: 0;"><iframe src="https://www.loom.com/embed/ada0b249a3ff4746a93fdfa51df5c864?sid=e70412b7-1df6-46d7-a8ee-b8c23e8bb8fe" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div> <p><a href="https://www.loom.com/share/ada0b249a3ff4746a93fdfa51df5c864?sid=48d31148-f631-432b-ade4-69547851b1cb">Watch video with transcript</a></p> <h3 id="instructions-1">Instructions</h3> <ol> <li>From within your document (or template), select “Settings”.</li> <li>Select “Workflows” from the menu on the left-hand side.</li> <li>Under the section “After participant signs the form”, select “Show a confirmation page”</li> <li>More options should appear, select “Schedule a time in Calendly”</li> <li>Click on the pre-defined appointment calendar you would like to use</li> <li>You’re all set!</li> </ol> <p>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.</p> </div> <div class="bg-white"> <div class="mx-auto mt-24"> <div class="lg:flex lg:items-center lg:justify-between bg-green-700 rounded-lg py-6 px-4 lg:px-12 lg:py-12"> <div> <h3 class="text-3xl font-extrabold font-display text-white sm:text-4xl">Get help</h3> <p class="mt-2 text-white text-xl">Can't find what you are looking for?</p> </div> <div class="lg:ml-8 mt-8 flex lg:mt-0 lg:flex-shrink-0"> <div class="inline-flex rounded-md shadow"> <a href="mailto:help@consentkit.com" target="_blank" class="inline-flex items-center justify-center px-5 py-3 border border-transparent text-base font-medium rounded-md text-indigo-600 bg-white hover:bg-indigo-50" > <i class="fas fa-envelope mr-2"></i> Get in touch <span class="ml-2"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="-mr-1 h-5 w-5 inline " aria-hidden="true" > <path 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