The fields your office receives
| Source field | Destination |
|---|---|
| Your Calendly event-type URL | The scheduling link shared with the visitor |
| Name, email, and answers entered by the invitee | Calendly’s booking form and event |
| Captured Penny inquiry, if using Zapier | The follow-up fields you map in your Zap |
- Direction
- Penny directs the visitor to your Calendly page. The invitee submits the booking to Calendly. An optional Zapier workflow handles the follow-up you configure.
- When it happens
- Penny can share the link during chat. The appointment is created when the invitee finishes booking in Calendly. A Penny-triggered Zap starts after call processing.
This route uses a scheduling link or Zapier, rather than a native Penny-to-Calendly booking connection. Sharing a link does not reserve a time. Sending links by SMS requires Penny’s Pro text features; Calendly and Zapier account requirements also apply.
Set up the connection
- 1
Choose one Calendly event type
Copy the scheduling link for the appointment visitors should book. Check the event’s duration, availability, location, and invitee questions in Calendly.
- 2
Give Penny the approved link
Add the URL to your business instructions or website answers and say when it should be offered in chat. Test the URL in a browser where you are not signed in to Calendly.
- 3
Configure a follow-up Zap if needed
If callers need the link after a call, use a Penny trigger in Zapier and a supported sending action in your connected app. Map only supplied contact details and include the correct scheduling URL.
- 4
Complete a booking as the visitor
Ask Penny for the link, open it, and finish a test booking in Calendly. Check the confirmation and the calendar event, then remove the test appointment.
Illustrative Calendly handoff
- Penny shares
- The approved consultation scheduling link
- Visitor chooses
- A time shown by Calendly
- Visitor submits
- Name, email, and event-type questions
- Booking confirmation
- Issued after the Calendly booking is completed
Check the first result
Verify that Penny shares the intended event type and that Calendly shows the right availability. Before a completed booking, Penny should describe the link as the next step rather than say the appointment is booked.
Questions about this connection
Is the time booked when Penny shares the link?
No. Calendly creates the appointment after the visitor finishes its booking form. Test the complete path from Penny’s link to the confirmation and calendar event.
How do I know the connection is ready?
Verify that Penny shares the intended event type and that Calendly shows the right availability. Before a completed booking, Penny should describe the link as the next step rather than say the appointment is booked.