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How to Use Calendly with Webflow for Appointment Scheduling

October 24, 2024

Step 1: Create and Set Up a Calendly Account

Start by visiting the Calendly website and sign up for a free account if you don't have one already. After signing up, log in to your account. Once logged in, you'll need to set up your availability. Click on "Event Types" in the main dashboard. Here, you can create different types of events such as one-on-one meetings, group events, or collective events. Choose the event type you want to create and customize it according to your preferences. Set the duration, location (like phone call, Zoom, or in-person), and any necessary questions you want to ask your clients during the booking process.

Step 2: Copy Your Calendly Link

Once you have configured your event types and set your availability, you'll need to copy your Calendly link. To do this, navigate back to the "Event Types" section where you will see your events listed. Click the Share button next to the event you want to promote. This will open a pop-up window where you will see the link to your event. Click on the Copy Link button to copy it to your clipboard.

Step 3: Log in to Your Webflow Account

Next, log in to your Webflow account and open the project in which you want to integrate Calendly.

Step 4: Add a Button or Text Link for Scheduling

Decide where you want to place the Calendly link on your Webflow site. You can add it to a button or a text link. To do this, go to the designer mode in Webflow. If you're adding a button, drag and drop a button component from the element panel onto your desired section. If you're creating a text link, drag a text block into your chosen location. Edit the text or button to reflect that it is for appointment scheduling, such as Schedule a Meeting or Book Your Appointment.

Step 5: Link Your Calendly URL

Select the button or text you just created. In the settings panel on the right side, look for the Link Settings. Here, you’ll find an option to add a URL. Paste the Calendly link you copied in the previous step into this field. You can also choose to open the link in a new tab by enabling the appropriate option.

Step 6: Add Custom Code (Optional)

If you want to use Calendly’s inline embed feature, you can do that as well. Navigate to the Calendly dashboard, click Share, and then select Add to Website. Choose the option that says Inline Embed and customize the widget's appearance according to your preferences. Once configured, Calendly will provide you with an embed code. Copy this code. Return to your Webflow project, then select the section where you want the Calendly scheduler to appear. Drag the Embed component from the elements panel onto your chosen section. Click on the Open Code Editor button in the embed component settings and paste your Calendly embed code there.

Step 7: Publish Your Changes

After adding the link or embed code to your Webflow site, make sure to test the link and confirm that it leads to your Calendly scheduling page and works as expected. Once you're satisfied, publish your changes.

Step 8: Test the Integration

Once your site is published, it’s a good idea to test the new scheduling feature. Visit your website and click the scheduling button or link. Ensure that it directs to your Calendly page or displays the scheduling widget correctly.

Troubleshooting Tips:

If the embed widget does not display correctly, make sure that your code is properly formatted and that you have saved the embed code in the Webflow editor. Always check that your Calendly settings are correct and that you have published the latest version of your site to reflect changes.

By following these steps, you've successfully integrated Calendly with your Webflow site for easy appointment scheduling. This not only improves user experience but also allows for efficient management of your appointments, helping you focus on what really matters – your clients and their needs. Happy scheduling!