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Scheduling

Calendly

Let Harlo offer Calendly booking links when a visitor asks to schedule a meeting, consultation, demo, estimate, or follow-up call.

Visitor intent

Booking requested

Harlo action

Show booking link

Provider result

Visitor chooses a Calendly event

Setup

Configure Calendly

1

Connect Calendly

Open Dashboard -> Integrations, choose Calendly, and complete OAuth with the Calendly account that owns the event types your visitors should book.

2

Select event types

Expand Configure and select the active Calendly event types Harlo may show. Choose only the meetings that make sense for the selected agents.

3

Choose agents

Enable Calendly for the widget agents that should offer scheduling. A sales agent might offer demos while a support agent stays focused on answers.

4

Test booking intent

Ask the widget a realistic scheduling question such as 'Can I book a demo?' and confirm the right Calendly options appear.

Configuration

Required fields and decisions

Connected account

The Calendly account used in OAuth.

Event types

At least one active event type must be selected.

Widget agents

The agents that can offer selected booking links.

Testing

Verify before launch

1

Ask a visitor-style booking question from the live widget.

2

Confirm Harlo offers the selected event type rather than starting lead capture too early.

3

Open the Calendly link and verify the event name, duration, and availability look correct.

Troubleshooting

Common fixes

No event types appear

Confirm the connected Calendly account has active event types and reconnect if permissions changed.

Wrong event appears

Return to Configure and deselect event types that should not be shown for that agent.

Booking link is not offered

Confirm the conversation actually expresses scheduling intent and that the agent is selected in the Calendly configuration.