<h1 class="p1">Connecting to Calendly</h1><ol class="steps-list"><li>Connect Calendly<ul class="accent-bullets"><li>Go to Settings → Integrations → Calendly and connect your Calendly account.</li><li>You’ll see the connected email and a confirmation banner once linked.</li><li>Important: Automatic event sync requires Calendly’s Standard (or higher) plan. If you upgrade later, disconnect and reconnect to apply the new permissions.</li></ul></li><li>Sync your Calendly Event Types<ul class="accent-bullets"><li>Click Sync Event Types to pull in your latest booking types (name, duration, color, description, link).</li><li>Toggle any type Enabled/Disabled.<ul class="accent-bullets"><li>Enabled = events of that type will be imported into Cadence Calendar.</li><li>Disabled = events of that type will be ignored.</li></ul></li><li>Use View Booking Page to preview the public Calendly link for that type.</li></ul></li><li>Pull in scheduled events (Pending Events)<ul class="accent-bullets"><li>Click Sync Events to fetch new bookings from Calendly.</li><li>New bookings appear under Pending Events for review before they’re added to your calendar.</li><li>Each pending item shows: student name, scheduled date/time (in your timezone), duration, and price (if provided by Calendly).</li></ul></li><li>Match each pending event to a student<ul class="accent-bullets"><li>Cadence auto-suggests matches using:<ul class="accent-bullets"><li>Student email → exact match, then</li><li>Student full name → exact match, then</li><li>Account primary contact email → exact match.</li></ul></li><li>Choose New Student or Existing Student:<ul class="accent-bullets"><li>New Student: Click Confirm to open a quick form prefilled with name, duration, and (if provided) price. Submitting creates a new Account + Student and links the event.</li><li>Existing Student: Select the student from the dropdown and Confirm to link the booking to that student.</li></ul></li><li>Use Remove if you don’t want to import that booking (e.g., test bookings).</li></ul></li><li>What happens after you confirm<ul class="accent-bullets"><li>The booking becomes a Lesson on your Cadence Calendar with start/end time and duration.</li><li>If the Calendly booking collected a payment, Cadence links it to the student so you can track charges/payments and report income alongside your other lessons.</li><li>From there you can use all Cadence features: attendance, notes, transactions, invoicing, and reports.</li></ul></li><li>Ongoing management<ul class="accent-bullets"><li>Return to Pending Events anytime and click Sync Events to fetch new bookings.</li><li>Update Enabled Event Types as your offerings change.</li><li>If you switch Calendly plans or permissions, Disconnect and Reconnect to refresh access.</li></ul></li><li>Troubleshooting &amp; tips<ul class="accent-bullets"><li>Don’t see pending items? Click Sync Events and confirm your event type is Enabled.</li><li>Auto-matching didn’t find the student? Use Existing Student and pick them manually, or choose New Student.</li><li>Using Calendly Free plan? Automatic sync isn’t supported—upgrade to Standard (or higher), then disconnect/reconnect.</li><li>Need to stop importing? Toggle a type to Disabled or Disconnect Calendly from the bottom of the integration page.</li></ul></li><li>Disconnecting Calendly<ul class="accent-bullets"><li>Click Disconnect on the integration page. Your existing Cadence lessons remain; new bookings will no longer import until you reconnect.</li></ul></li></ol><h1></h1>

Integrations

How to connect to Calendly in Cadence Calendar

Connect to Calendly

Overview

Import students

Get started

Add a new student

Change student status

Delete a student

Default Lesson Price and Duration

Recording attendance

Students

Add a new group

What is a group

Add a new student to a group

Remove a student from a group

Delete a group

Groups

Enable two-way sync with Google Calendar

External Calendar Feed

Interacting with Events in the Calendar

Calendar Toolbar and Search Bar

Change timezone

Using time blocks to prevent schedule conflicts

Calendar

Add a new lesson

Group lessons

Updating a lesson

Deleting a lesson

Online lessons

Lessons

Add a note

Updating a note

Deleting a note

Sharing notes

Notes

Email Preset List

Message history

Custom Emails

Messages

What is an event

Add an event

Event income

Events

Account balance

Account portal

Teacher Preferences 

Student Sign-Up Form

Accounts

Create an invoice

How invoice amounts are calculated

Sending invoices

Invoice reminders

Invoices

View transaction history

Transactions

Connect to Stripe

Profile settings

Calendar settings

Email templates

Settings

How to upload a document

Documents

Docs

Cadence Calendar