To add the Calendly App to your Podium Account:
- Login to your Podium account and click on the +Apps icon.
- From here you can select a location to set up an app for.
- Select the Calendly App from the Marketplace to begin the install process.
- After you click connect you can confirm the location you'd like to connect. You can then continue the install process.
- From here you'll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable.
- Please make sure in Calendly that you have an event type that includes a Phone Number question for the invitee. Please set answer type to Phone Number.
- You will then be prompted to Add Automations.
- From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app.
- The next page allows you to edit the template message that is sent to the customer and the timing of when the message is sent.
- When you select an automation from our automation library you'll be prompted to review the automation details. Click Activate to enable the automation.
