Keyboard shortcuts

Press ← or β†’ to navigate between chapters

Press S or / to search in the book

Press ? to show this help

Press Esc to hide this help

Calendly

Calendly is an industry-leading scheduling automation platform that eliminates the administrative hassle of booking meetings, allowing sales, marketing, and customer success teams to connect with clients, prospects, and candidates effortlessly.

Why Connect Calendly to Whatsdash?

Integrating your Calendly data with Whatsdash transform your comprehensive data on your team's scheduling performance, making it easy to see how your scheduling strategy impacts the business., helping you optimize team efficiency and demonstrate the ROI of meeting volume.

  • Centralized Meeting Performance: Track all your team's scheduled, completed, and canceled meetings in a single, intuitive dashboard alongside CRM and sales metrics for complete funnel visibility.

  • Efficiency & Optimization Insights: Identify popular meeting times, high-performing event types, and top-booking team members to establish best practices and optimize team capacity.

  • Reduce No-Shows: Monitor meeting attendance rates and proactively adjust your scheduling strategy to ensure a higher percentage of booked meetings are completed.

πŸ“‹ Steps to Integrate your Calendly Account to Whatsdash

βœ”οΈ Navigate to the 'Integrations' page using the Navigation bar.

βœ”οΈ Select Calendly from the Available Integrations.

Calendly Integration

βœ”οΈ Click + button to open the Calendly authorization window.

Calendly Integration Connect Icon

βœ”οΈ You will be redirected to a Calendly login page. Log in to the Calendly account that has admin or owner access to your organization's events.

Calendly Sign in Page

βœ”οΈ Grant Whatsdash the necessary permissions to read and pull your scheduling data.

βœ”οΈ Once authenticated, you will be directed back to Whatsdash. Your Calendly Integration will appear in the Connected Integrations list.

βœ”οΈ You can now create or customize dashboards using your Calendly Metrics and Dimensions.

πŸ‘‰ How to visualize this data in your dashboard, visit the Dashboard Documentation Guide.

πŸ”— Calendly Metrics

The table below lists the Calendly Metrics available through the Whatsdash Calendly Integration.

NameCategoryWhy It’s Useful
ActiveScheduled EventShows how many invitees are still confirmed for an event β€” helps track engagement and attendance health.
LimitScheduled EventIndicates the maximum number of bookings allowed β€” essential for managing event capacity.
TotalScheduled EventDisplays the total number of invitees (including cancellations) β€” useful for measuring interest levels.
DurationEvent TypesReflects the average session length β€” helps optimize event structure and scheduling efficiency.

πŸ”— Calendly Dimensions

The table below lists the Calendly Dimensions available through the Whatsdash Calendly Integration.

NameCategoryWhy It’s Useful
Booking MethodEvent TypesIdentifies how an event is booked (poll or instant), useful for understanding user scheduling behavior.
Event Types NameEvent TypesProvides a human-readable name for event types, making it easier to analyze and categorize event performance.
Schduled Event NameScheduled EventsDisplays the specific event name, helpful for tracking which events are most popular or frequently booked.
KindEvent TypesIndicates whether the event is individual or group-based, essential for understanding event structure and capacity needs.
Scheduling UrlEvent TypesShows the booking page URL, allowing quick access and integration into promotional or analytics workflows.
StatusScheduled EventsReflects whether an event is active or canceled, key for maintaining up-to-date event tracking and performance metrics.
---

πŸ”— Explore More Integrations

Whatsdash supports a wide range of marketing, analytics, and eCommerce integrations to give you a holistic view of your business performance.

πŸ‘‰ Visit the Integrations Page to explore all available connections