Build and configure event types from scratch
We create One-on-One, Group, Collective, and Round Robin event types based on your actual scheduling needs and team structure. This includes setting buffer times, availability windows, custom questions, confirmation messages, and reminder sequences inside each event type. You get a fully configured event type that is ready to share, not a default template you have to fix later.
Set up and test routing forms
We build Calendly Routing Forms that direct prospects or clients to the right event type or team member based on their answers. This includes writing the form logic, mapping conditions, and testing every branch before it goes live. The result is a single scheduling link that routes correctly without manual triage on your end.
Integrate Calendly with your CRM, email platform, or project management tool
We connect Calendly to tools like HubSpot, Salesforce, ActiveCampaign, Notion, Asana, and others using native integrations or Zapier workflows. A typical build includes mapping invitee data to the right CRM fields, triggering follow-up sequences, and creating tasks or project records on booking. We document every integration so your team understands what fires and when.
Audit an existing Calendly account and fix what is broken
We review your current event types, availability settings, integrations, and notification sequences to identify gaps, redundancies, or misconfigured logic. Common findings include duplicate event types, broken Zapier triggers, reminder emails that never fire, and routing conditions that do not match your current sales process. You receive a written summary of findings and a prioritized fix list.
Manage team scheduling setups and user permissions
For accounts with multiple users or teams, we handle adding and removing users, assigning event type ownership, and configuring Round Robin distribution rules including priority weighting and equal distribution settings. We also manage connected calendar permissions to reduce double-booking conflicts across team members. This is maintained on an ongoing basis as your team changes.
Migrate scheduling workflows from another tool into Calendly
If you are moving from Acuity Scheduling, Doodle, Chili Piper, or another scheduling platform, we map your existing event types, intake questions, and integrations before rebuilding them in Calendly. We run parallel testing to confirm the new setup behaves correctly before you cut over. We also update any embedded links or booking page references across your website and email templates.