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Calendly Integration

The Calendly integration lets visitors book appointments with you directly through your Calendly scheduling links. This creates a seamless appointment flow where visitors can pick a time that works for both of you.

Connecting Calendly​

To connect your Calendly account:

  1. Go to Integrations in the sidebar.
  2. Find Calendly and click Connect.
  3. Sign in to your Calendly account when prompted.
  4. Authorize Knock Knock App to access your Calendly data.
  5. You will be redirected back with the connection confirmed.
note

You need a Calendly account to use this integration. Booking links work on every Calendly plan, but syncing bookings, reschedules and cancellations back into Knock Knock App relies on Calendly webhooks, which Calendly only provides on its Standard plan or higher. On the free plan the Calendly card shows a warning with a Retry button to use after upgrading.

If Calendly refuses the booking webhook, the card quotes Calendly's reason. When the reason is your plan, it tells you to upgrade and retry; for anything else it says "Please retry, or contact support if this keeps happening."

Once connected, your Calendly booking links become available within Knock Knock App:

  • Share your booking link directly in chat conversations with visitors.
  • Visitors can pick an available time slot from your Calendly schedule.
  • The appointment is confirmed automatically for both you and the visitor.
tip

Set up different Calendly event types for different purposes (e.g., "15-Minute Demo" or "30-Minute Consultation"). This gives visitors clear options to choose from.

Booking Questions​

If your Calendly event type has its own invitee questions, visitors answer them before the booking is made, so the answers in your confirmation are theirs rather than a guess:

  • In the widget's booking panel (chat and calls), the questions appear after the contact details. Choice questions list your options — plus Other with a text box when the question allows it — and text questions get a text box. Required questions must be answered to continue.
  • When the AI books by conversation (chat or voice), it asks the questions itself once the visitor has picked a time — one or two at a time, in your order, listing the choices. It asks optional questions once and leaves them out if skipped, doesn't re-ask anything the visitor already said, and never invents an answer.

A required question that still has no answer is filled from context — the best-matching choice, or "Other" when nothing fits. Question changes you make in Calendly show up within about five minutes.

UTM Tracking​

Every Calendly booking Knock Knock App makes — whether the AI books directly or the visitor books through a link the AI shared — carries UTM values that Calendly stores on the invitee, so your own Calendly reports, CRM sync, or automations can tell these bookings apart:

  • utm_source — knock_knock_ai. If your account is managed by an agency, it's the agency's name instead (for example next_level_digital), so Knock Knock App's name never appears.
  • utm_content — the ID of the visitor's session in Knock Knock App (the user_session_id in webhook payloads), so you can match a booking back to the conversation.

There's nothing to set up.

Appointment Flow​

Here is how the typical appointment booking flow works:

  1. A visitor interacts with your widget or chat.
  2. You (or your chatbot) share your Calendly booking link.
  3. The visitor selects a time that works for them.
  4. Both you and the visitor receive a confirmation.
  5. The appointment appears on your connected calendar.
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For the best experience, connect Google Calendar alongside Calendly. This ensures your availability is synced across both platforms and prevents double-bookings.

Disconnecting Calendly​

To disconnect:

  1. Go to Integrations in the sidebar.
  2. Find Calendly and click Disconnect.
  3. Confirm the disconnection.

Existing appointments will not be canceled. Only future booking link sharing within Knock Knock App will be affected.

Next Steps​