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Calendly Integration Guide

Setup

  • Find your permanent link in Calendly by pressing Account on the right-side of the top ribbon bar on your Calendly dashboard.
  • After pressing Account, select the menu option Share Your Link.
  • Copy your link as your final step within Calendly.
Calendly - Copy Link
  • Go to Agent Tools in Olark.
  • Press the + Add Shortcut button.
  • Name the shortcut ‘calendly’ or even use an abbreviation like ‘cal’!
  • Paste your unique Calendly URL into the expanded message field. You can also include any additional text like "Pick a time to meet with me at calendly.com/yourcalendarlink."

Sending your scheduling link

  • Whenever you want to schedule a meeting or direct someone to your Calendly, just type a semicolon (;) along with the name of your Calendly shortcut into your chat conversation. For example: ;cal
  • Press return and watch the expanded message auto-populate with your newly created shortcut.
  • Press enter to send the message. Your website visitor will now have a direct link to your Calendly!

Please provide the domain name where your Olark live chat is installed.
Include the relevant transcript URL, if possible. You can send us the specific URL from your Transcripts page.
If you see specific error messages, banners, warnings, notices, etc., please let us know here.
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