Integrating Slack with Calendly can simplify scheduling meetings and managing your calendar directly from Slack. Here’s how to set it up:
Step 1: Install the Calendly App in Slack
- Open Slack and go to the Apps section in the left sidebar.
- Search for Calendly, and click Add to install the app to your workspace.
- Follow the prompts to authenticate and connect your Calendly account to Slack.
Step 2: Set Up Calendly Preferences
- Once integrated, go to Calendly settings to customize your availability, time zones, and meeting types.
- Configure the preferred meeting duration, buffer times, and booking options according to your needs.
Step 3: Share Your Calendly Link in Slack
- In any Slack channel or direct message, type /calendly to share your personalized Calendly link.
- This allows teammates or clients to book meetings directly through Slack without needing to leave the platform.
Step 4: Use Slack to Schedule Meetings
- Type /calendly in Slack and select “Schedule a Meeting”.
- Choose the date and time from your available slots, then send the meeting invite to your contact.
- The invite will automatically be added to both your and your invitee’s calendars.
Step 5: Automate Meeting Reminders with Calendly
- Calendly will automatically send reminders and confirmations via email and Slack before the meeting.
- You can customize reminder timing and frequency in your Calendly settings for seamless follow-ups.
Step 6: Sync Calendly with Google Calendar or Outlook
- For better organization, sync your Calendly account with Google Calendar or Outlook.
- This ensures that all scheduled meetings through Slack are reflected in your personal calendar, preventing double-booking and conflicts.
Step 7: Manage Rescheduling and Cancellations
- If a meeting needs to be rescheduled, you can use Slack’s direct integration with Calendly to adjust the time.
- Simply type /calendly reschedule or click on the link in the notification to make changes to your calendar.
By following these steps, you can automate meeting scheduling and ensure smooth coordination between your calendar and Slack.