How to Enable Scheduling with Calendly

Created by Danielle Whyte, Modified on Thu, Oct 16 at 8:48 AM by Danielle Whyte

With our Calendly integration, your AI Receptionist can schedule appointments directly into your Calendly calendar — no live agent needed. Follow these steps to enable AI Receptionist scheduling with your Calendly link.

Note: The Calendly scheduling integration is only available for paid Calendly plans.

Connecting your Calendly account

Before your AI Receptionist can book appointments via Calendly, you'll need to connect your Calendly account. Once connected, you'll see it listed under the Connected section on the Integrations page in your AI Receptionist dashboard. For step-by-step setup instructions, refer to this help article.

Enabling scheduling with Calendly

After connecting your Calendly account, update your call handling instructions so the AI Receptionist knows when and how to schedule appointments using your Calendly link.

1. In your AI Receptionist Dashboard, navigate to the Instructions tab.

2. Select the relevant Caller Type playbook (e.g., new leads, existing clients).

3. Scroll to the What should we do next section of the playbook.

4. Choose Schedule an appointment.

5. In the Choose service for scheduling dropdown, select Calendly.

6. Add your public Calendly booking link (this can be found by visiting the Calendly homepage and copying your shareable link for the event you wish to schedule with).

7. When done, click Save. Changes will take effect immediately.

Once your instructions are saved, you’ll see a confirmation message that your AI Receptionist is now enabled to schedule appointments using your Calendly link.

Note: Your existing Calendly event settings will determine appointment duration and availability.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
If you're not yet a Smith.ai client, please click here to get started with our AI Receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.