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?
- Step 1. Create a Calendly Event
- Step 2. Connect Calendly to your Coaching Product
- How to schedule a session on behalf of your client
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.
Click here to learn more about Calendly.
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, a Calendly account with webhooks is required to successfully integrate your Calendly with your Coaching Product on Kajabi.
After your account is created, log in to Calendly and:
- Select + Create from your Calendly dashboard.
- Choose Event Type from the dropdown.
- Select Create next to the One-on-One Event Type.
- Provide the following information for your Event:
- Event name
- Location
- Description/Instructions
- Event link
- Event color
- Click Next when you are finished.
- Fill out the details of when people can book the event:
- Date range
- Duration
- Availability
- Click Additional rules for your availability.
- Scroll to the bottom of the page and select Make this a secret event.
- Click Next when you are finished:
Step 2. Connect Calendly to your Kajabi Coaching Product
Once your event is live in Calendly, the next step is to connect Calendly to your Kajabi Coaching Product.
Start by heading over to your Kajabi Dashboard, then:
- Select Products from your Dashboard.
- Select Coaching.
- Click Get started.
- Select One-off session or Package for your new Coaching program.
Click here to learn about the difference between one-off sessions and packages.
- Then, enter your New Coaching Program's:
- Title,
- Coach name,
- Product description,
- Upload a Thumbnail image.
- Click Continue.
- Enter Total sessions.
- Select Calendly.
- Click Connect to 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 One-off session or Package for your new Coaching program.
Click here to learn about the difference between one-off and package.
- Then, enter your New Coaching Program's:
- Title
- Coach name
- Product description
and - Choose a Thumbnail image
- Click Continue.
- Enter Total sessions.
- Select Calendly.
- Choose the One-on-one Event Type from the drop-down.
- Click Finish:
How to schedule a session on behalf of your client
Once Calendly has been connected to your Coaching Product in Kajabi, you have the option to book a session on behalf of your client.
To schedule a session on behalf of your client, navigate to the Products tab from your Dashboard.
Then:
- 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.
- Click Schedule Event when you are finished: