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How to Connect Calendly to Your Coaching Product

Updated this week

Learn to connect your Calendly account to your Coaching Product on Kajabi to create a seamless, integrated scheduling experience for your Coaching Program.


In this article:


What is Calendly?

Calendly is a powerful scheduling tool built to help you schedule your meetings professionally and efficiently.

With Kajabi's native integration with Calendly, you can create a seamless scheduling experience for your Members.

Use Calendly to set time blocks, adjust your appointments, and manage your overall scheduling.

Note:

The Calendly plan with webhooks is required to integrate your Calendly with your Coaching Product on Kajabi successfully.


Step 1. Create a Calendly Event

Get started with your Calendly integration by first creating your Calendly event.

If you haven't created a Calendly account, go ahead and do so now. Keep in mind that a Calendly account with webhooks is required to integrate your Calendly with your Coaching Product on Kajabi successfully.

After creating your account, log in to Calendly and:

  • Select + Create from your Calendly Dashboard.

  • Click Event Type.

  • Then, select Create for the One-on-One Event Type.

Note:

Only one-on-one Calendly event types are supported at this time.

  • Next, provide the following information for your Calendly Event:
    ​
    ​

    • Event name

    • Location

    • Description/Instructions

    • Event link

    • Event color

screencapture-calendly-event-types-new-solo-2022-08-01-11_34_03.png
  • Click Next when you are finished.

  • Then, complete your booking details:

    • Date Range

    • Duration

    • Availability

  • Click Additional rules for your availability.

  • Scroll to the bottom of the page and select Make this a secret event.

Important

Kajabi will only detect secret events in Calendly. This is because if your event was not secret, people could potentially book your event directly from your Calendly page without first purchasing it through Kajabi.

  • When you are finished creating your event, click Next:


Step 2. Connect Calendly to your Kajabi Coaching Product

After your event is live in Calendly, the next step is to connect Calendly to your Kajabi Coaching Product.

Start by navigating to your Kajabi Dashboard, then:

  • Select Products from your Dashboard.

  • Select Coaching.

  • Click + New Coaching Program.

  • Click Get started.

  • Select Single session or Package for your new Coaching program.

  • Then, enter your New Coaching Program:
    ​
    ​

    • Title,

    • Coach name,

    • Product description,

  • Click Continue.

  • Open the Scheduling Preference dropdown menu.

  • Then, select Calendly.

  • Click Connect with Calendly.

  • Enter your Calendly login credentials and click Continue to be directed back to Kajabi:

Kajabi will then need to reload the page to connect Calendly, which means you will need to re-enter your Program details.

To re-enter your Program details:

  • Click Get started.

  • Select Single session or Package for your new Coaching program.

  • Then, enter your New Coaching Program:

    • Title

    • Coach name

    • Product description

  • Click Continue.

  • Select Calendly.

  • Choose the One-on-one Event Type from the dropdown.

  • Click Finish:

[update screenflow/need actual calendly pro account for this]

Warning:

To avoid potential complications with your integration, refrain from changing Calendly Credentials (Name and Password), disconnecting, or detaching an existing Calendly integration. Instead, we recommend creating a new Event in your connected Calendly account and adding another person to it, or deleting your Coaching Program in Kajabi and creating a new one. If you wish to disconnect an existing Calendly integration, reach out to the Kajabi Support team for assistance. Click here to learn how to reach out to the Kajabi Support team.


How to schedule a session on behalf of your client

You have the option to book a session on behalf of your client after successfully connecting Calendly to your Coaching Product.

To schedule a session on behalf of your client:

  • Navigate to your Products tab from your Dashboard.

  • Click Coaching.

  • Click Programs.

  • Select your Coaching Program.

  • Select your client's Name.

  • Click Schedule session.

  • Select a Date and Time.

  • Click Confirm.

  • Edit the Session Details.

  • Then, click Schedule Event:

And that's how you can connect Calendly to your Coaching Product! Please vote below and let us know if you found this article helpful. We value your feedback.


Thanks for being the best part of Kajabi!

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