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HI, we’re a Robo-advisory and wealth Managment app and have integrated with Calendly, as a feature, we want our users to be able to easily schedule an expert consultation within the app, so they can quickly get targeted financial advice. our UX design allows the users to pick which financial advisor they would like to book consultation with and then proceed with picking the available date and time slots available for that advisor, my question is how would we implement this with Calendly? what is the specific event type and configurations?  and what is the development considerations we should keep in mind 

 

Thanks,  

Abeer 

Hi ​@Abeer Almubarak - Thanks for reaching out!

Currently, we have two ways to go about this, you can either use Team Pages or Routing Forms to allow invitees to choose their host. I’ve attached two articles below that will walk you through each option!

Let me know if you have any questions on these!


Thank David for your prompt reply, Just to confirm if i went with the second option and i used a team page and created collective event’s type for each financial advisor. keep in mind that the users of my app will pick their preferred advisors from a UX interface designed by us not through the team page link mentioned in the article, let’s say the user was displayed three advisors' options through our interface (A,B,C) , and chose advisor A, would i be able to link each advisor with the Calanders of each advisor? so if the user clicked on one the available time slots for that advisor only would show? Hope It’s clear and thanks for your cooperation 


Yes thats correct. However, each advisor would need their own Calendly account in order to connect them to the specific event. You can combine multiple users under the same organization for this to happen. You can read more about this here: How to add or remove users and seats

Once each account is setup, you can connect them with that specific Collective event.
 So if I look at the team page and select Advisor A, I would see their available time slots, and the booking would be placed on their calendar.

Let me know if you have any questions!