This is not the same as Book a call back. That has your number ring the
customer at a time they chose. This puts a meeting in your diary at a time you
were actually free. You can have both on; they do not know about each other.
Connecting your calendar
You need a Cal.com account. Go to Actions, find Calendar, and click Cal.com.1
Get an API key from Cal.com
In Cal.com, open Settings → Developer → API keys and create one.It must be a live key — one beginning
cal_live_. Cal.com also issues
test keys, which begin cal_ and work perfectly against a separate test
world, so a booking made with one never reaches the calendar you are looking
at. We refuse those rather than let you find out from an empty diary.Leave the expiry off unless you have a reason to set one — a key that
expires will stop your agent booking, and the first sign is usually a
customer who could not get a slot.2
Paste it in
We call Cal.com once to check the key works and to read back which account
it belongs to. If it does not work you are told immediately, rather than
finding out from a missed meeting.
3
Choose what the agent may do
Everything starts off. Connecting your calendar on its own gives the
agent nothing.
Choosing what it can do
Twelve things, each its own switch. An agent can have eight on at once — past that it gets worse at picking the right one, so we stop you rather than let it quietly degrade. That eight is shared with anything else the agent connects, so a spreadsheet switch and a calendar switch come out of the same budget.What a customer can ask for
Most people want the first four. Add Find before Move or Cancel —
those two need it, because it is where the agent gets the booking to act on.
Acting as you
Five more decide something on your behalf: accepting or declining a booking that is waiting on you, marking a no-show, and reading your working hours or time off. Three of these need Find their existing booking turned on as well — accepting, declining and marking a no-show all act on a specific booking, and Find is the only thing that can identify one. Marking a no-show needs one more thing: the person’s email address. Cal.com identifies an attendee by email and by nothing else, so without one the agent cannot say who failed to turn up.What your customer experiences
Them: Can I get a demo this week? Agent: Let me check the diary. I have Tuesday at 11, or Thursday at 3. Them: Thursday. Agent: Can I take your name and email?Then a Cal.com confirmation lands in their inbox, exactly as if they had used your booking page. The agent will not invent a time. If nothing is free it says so and offers to look at another week, rather than promising a slot you do not have.