Guide · Knowledge, calendar and tools
Appointment booking with Calendly
Connect Calendly so the agent can check slots and book directly during the call.
AvailabilityAll plans.
Connect Calendly
- Open the agent, "Tools & actions" section, then "Appointment Scheduling".
- Choose "Calendly", then "Connect to Calendly", and allow access.
- Click "Load Events" and choose the event type.
- Save the agent.
Tip
If the connection fails, try again in a private browsing window.
Set the meeting location in Calendly
The agent cannot create video-call links. In Calendly, open the event type and set the "Location" to "Custom" (recommended) or "Phone Call". An event that is video-only (Meet, Zoom, Teams) will make the booking fail, so add at least one of these options.
Several calendars
Click "+" to add more event types and describe in "When to schedule" when to use each one. A Calendly organisation admin account can also see team events.
Need help? In your account, the help assistant (bubble at the bottom right) answers in your language. You can also email contact@permanenceia.com.
Related guides
- Appointment booking with Cal.comConnect Cal.com so the agent can check your availability and book during the call.
- Agent tools: transfer, end call, keypadThe built-in actions the agent can trigger during a call, and how to set them up.
- Test your agent (chat, browser, phone)The three ways to test an agent before it goes live, and when to use each.