> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatnode.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Calendly

Setting Up the Calendly Action

### **1. Connect Your Account**

* Before creating this action, link your Calendly account.

* Once the integration is complete, return to the **Actions** page to set up your Calendly action.

<img className="block" src="https://mintcdn.com/chatnode-55/dALbc-BwPnmkd-Lx/images/calendly-connect.webp?fit=max&auto=format&n=dALbc-BwPnmkd-Lx&q=85&s=66aa5315140acd0c6c4cc3a44ddbf8c3" alt="Calendly Connect" width="2912" height="950" data-path="images/calendly-connect.webp" />

<img className="block" src="https://mintcdn.com/chatnode-55/dALbc-BwPnmkd-Lx/images/calendly-connect-two.webp?fit=max&auto=format&n=dALbc-BwPnmkd-Lx&q=85&s=c19bc18879f59993195cd87057a9daa5" alt="Calendly Connect Two" width="1302" height="1074" data-path="images/calendly-connect-two.webp" />

### **2. Create the Action**

* Go to **List** under the **Actions** tab.

* Scroll down and click **Calendly → Create**.

<img className="block" src="https://mintcdn.com/chatnode-55/dALbc-BwPnmkd-Lx/images/calendly-one.webp?fit=max&auto=format&n=dALbc-BwPnmkd-Lx&q=85&s=02a3fabce0a26503950a7ed8f9471464" alt="Calendly One" width="1224" height="1004" data-path="images/calendly-one.webp" />

* Enter an **Action Title** (e.g., Book Meeting).

<img className="block" src="https://mintcdn.com/chatnode-55/dALbc-BwPnmkd-Lx/images/calendly-two.webp?fit=max&auto=format&n=dALbc-BwPnmkd-Lx&q=85&s=07e1cdc90f093083a8e91c0422c7f10a" alt="Calendly Two" width="2062" height="902" data-path="images/calendly-two.webp" />

* Fill out the **Basic Settings** field.

<img className="block" src="https://mintcdn.com/chatnode-55/dALbc-BwPnmkd-Lx/images/basic-settings-calendly.webp?fit=max&auto=format&n=dALbc-BwPnmkd-Lx&q=85&s=ffd203b1e90072f5580c5afa44bded05" alt="Basic Settings Calendly" width="1746" height="648" data-path="images/basic-settings-calendly.webp" />

### **3. Define When to Use It**

* Describe the situations or customer requests that should trigger this action.

* Add clear instructions for how the agent should behave when the action is called.

### **4. Choose an Event**

* Select the specific event from which the AI agent should pull available time slots.

* This step is required to proceed.

<img className="block" src="https://mintcdn.com/chatnode-55/C8PFAnyyipFpK2_4/images/event-calendly.webp?fit=max&auto=format&n=C8PFAnyyipFpK2_4&q=85&s=6954f27e2baa4a050446274387536d97" alt="Event Calendly" width="1738" height="218" data-path="images/event-calendly.webp" />

### **5. Enable the Action**

* Once the action has been created and configured, toggle **Enable** to activate it.

<img className="block" src="https://mintcdn.com/chatnode-55/C8PFAnyyipFpK2_4/images/enable-action-calendly.webp?fit=max&auto=format&n=C8PFAnyyipFpK2_4&q=85&s=197e90b2c6548e4c662e42e5ed4317cf" alt="Enable Action Calendly" width="1738" height="286" data-path="images/enable-action-calendly.webp" />

### **6. Final Step**

Once enabled, your AI agent will be able to:

* Display available slots from Calendly

* Help users book appointments directly in the chat

<img className="block" src="https://mintcdn.com/chatnode-55/sKjiu1mJEvH6xkPA/images/calendly-sample.webp?fit=max&auto=format&n=sKjiu1mJEvH6xkPA&q=85&s=483a518aa2c4db8bfdd14583437eb06e" alt="Calendly Sample" width="610" height="1286" data-path="images/calendly-sample.webp" />

### **Examples:**

* “Trigger this action when a user says they’d like to book an appointment.”

* The booking window should not exceed 1 week. If a user requests a longer timeframe, keep the same start date but set the end date 1 week later. Let the user know that the maximum booking window is 1 week.”

Once configured, your AI agent will be able to display available slots from Calendly and help users book appointments directly in the chat.
