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Introduction

Connect Calendly to Convocore so your customers can check availability and book meetings through your AI agent. Calendly uses bring-your-own (BYO) OAuth (same idea as Shopify): you create an app in the Calendly Developer Portal, register your dashboard’s redirect URI, then paste Client ID + Client Secret into Integrations → Calendly.
On a whitelabel / custom domain, the redirect URI must use that domain (e.g. https://app.youragency.com/api/calendly/callback) — never the platform host. The Integrations UI shows and copies the correct URI for the host you are on.

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What the agent can do

Once connected, customers can:
  • View your meeting types and durations
  • Check availability for dates/times
  • Book meetings directly via Calendly’s Scheduling API (POST /invitees)
  • See upcoming events and cancel bookings (if configured)
Direct API booking requires a paid Calendly plan and the scheduled_events:write OAuth scope. If booking fails (e.g. free plan), the agent falls back to sharing a Calendly booking link.

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Prerequisites

  • A Calendly account with at least one published event type
  • Access to developer.calendly.com (Calendly OAuth app)
  • Dashboard access to Integrations → Calendly (agency workspace or whitelabel client dashboard)

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1. Create a Calendly OAuth app (required)

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Step 1 — Open the Developer Portal and create the app

  1. Go to https://developer.calendly.com
  2. Sign in
  3. Create a new OAuth application (or open an existing one)
  4. During creation:
    • App type: leave Web selected (the default — do not change it)
    • Environment: set the app to Production (not sandbox / development-only). Live dashboard OAuth needs a production app.
Keep Web as the app type. Only set the environment to Production so Connect works with real Calendly accounts in your Convocore / whitelabel dashboard.

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Step 2 — Register the Redirect URI

In the Calendly app settings, set Redirect URI to exactly what your dashboard shows under Calendly → Connect modal.
The Redirect URI is host-specific. If you connect from app.agency.com, that exact origin must be allowlisted in Calendly. A mismatch causes Calendly’s “redirect uri is malformed or doesn’t match” error.

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Step 3 — Choose scopes (required)

In the Calendly app Scopes screen, enable only these: Leave everything else off (including availability:write, event_types:write, locations, routing forms, shares / scheduling links, User management, Contacts, Notetaker, Security & Compliance, and Webhooks). They are not used by the integration.
If a required scope is missing, connect may succeed but availability checks, event-type listing, or cancel will fail at runtime.

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Step 4 — Copy Client ID & Client Secret

From the Calendly Developer Portal app settings, copy:
  • Client ID
  • Client Secret
Confirm the app is Production and type is still Web before pasting credentials into Convocore.

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2. Connect from the dashboard (modal flow)

Setup and docs live in a Connect modal, not on the main Integrations card.
  1. Open Integrations → Calendly
  2. Click Connect (or Manage → Add Account)
  3. In the modal:
    • Confirm your Calendly app is Web (default) and Production
    • Copy the shown Redirect URI into your Calendly app
    • Confirm the five scopes above are enabled
    • Paste Client ID and Client Secret
    • Click Save & Connect to Calendly
  4. Authorize in Calendly
  5. You return to the same Integrations page (platform or whitelabel)
  6. Select which event types the agent may use
You can connect multiple Calendly accounts; each is managed separately.
Whitelabel clients: credentials are stored on the agency workspace and scoped to the client org. Agency-level apps and client-level apps do not overwrite each other.

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3. Whitelabel setup (agencies)

Use this when clients use your custom domain (not the platform host).

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Agency checklist

  1. Point the client dashboard to your custom domain (agency whitelabel DNS / domain settings)
  2. On that domain, open Integrations → Calendly → Connect
  3. In the modal, copy the Redirect URI (https://your-domain/api/calendly/callback)
  4. Create a Calendly OAuth app: type Web (leave default), environment Production, with that Redirect URI and the five scopes above
  5. Paste Client ID / Secret → Save & Connect to Calendly
  6. Finish event-type selection

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Why BYO is required on whitelabel

Calendly validates redirect_uri against the app you created. A platform-only callback (https://app.convocore.ai/api/calendly/callback) cannot complete OAuth started on https://app.youragency.com. Each brand/domain needs its URI registered (or one Calendly app with every domain’s callback listed, if Calendly allows multiple redirect URIs on your plan).

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After connect

  • Users land back on {customDomain}/app/{region}/agents/{agentId}/integrations (or your integrations path)
  • Event types load via the API (calendly.listEventTypes) using the org-scoped connection

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5. Agent configuration

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Enable the Calendly tool

  1. Open your agent
  2. Edit a node (e.g. Start)
  3. In Tools, enable calendly
  4. Save

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Prompt example

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6. Customer examples

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Availability

  • “What meeting types are available?”
  • “When are you available this week?”
  • “Can I schedule a 30-minute call for tomorrow?”

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Booking

The agent returns a Calendly booking URL for the chosen slot; the customer completes booking on Calendly.

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7. Available Calendly methods

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8. Troubleshooting

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“redirect uri is malformed or doesn’t match”

  • Copy the Redirect URI from Integrations → Calendly on the same host you use to Connect
  • Paste it unchanged into the Calendly Developer Portal
  • Save the Calendly app, then try Connect again

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“Calendly OAuth app not configured”

  • Save Client ID + Client Secret in the OAuth App panel before Connect
  • Whitelabel: configure under the client org’s Integrations view if you use org-scoped apps

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“Failed to load Calendly event types”

  • Reconnect Calendly and select event types
  • Confirm the connection appears under Integrations for that workspace/org
  • Ensure you finished OAuth on the same domain where you manage the agent

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No event types found

  • Publish at least one event type in Calendly
  • Select event types in the post-connect picker

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Agent ignores scheduling questions

  • Enable the calendly tool on the agent node
  • Confirm the Calendly connection is active
  • Add scheduling instructions to the prompt

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Support checklist

  • Calendly OAuth app created at developer.calendly.com
  • Redirect URI matches dashboard host (…/api/calendly/callback)
  • Client ID + Secret saved in Integrations → Calendly
  • Calendly account connected + event types selected
  • Calendly tool enabled on the agent
  • (Whitelabel) Connect performed on the custom domain, not the platform host
For more help, contact support from the dashboard.