Missed calls often mean missed bookings. Connect Calendly to Upfirst and your AI receptionist can check your real-time availability, book appointments on your calendar, and follow the rules you already set in Calendly.
This short video walks through connecting Calendly to Upfirst, from setting your event details to taking your first booked call:
What Upfirst can do with Calendly
- Book appointments on your Calendly calendar: when a caller wants to schedule, your receptionist books the time directly on the Calendly calendar you connect.
- Check your real-time availability: Upfirst reads your Calendly availability before offering times, so it only books open slots.
- Follow your Calendly booking rules: the appointment length, minimum notice, and available days you set in Calendly are respected on every call.
- Book around the clock: callers can schedule day or night, even when you are on a job or closed.
- Send your Calendly link instead: if you prefer, the receptionist texts a link to your Calendly page so the caller books themselves.
FAQs about Upfirst’s Calendly integration
How do I connect Calendly to Upfirst?
In Calendly, set your event details: length, minimum notice, and available days. Then connect Calendly to Upfirst, create an appointment type in Upfirst, and select your Calendly calendar.
Is the Calendly integration native or does it use Zapier?
It is native. You connect Calendly directly in Upfirst, with no Zapier in between.
Can Upfirst cancel Calendly appointments?
No. Upfirst can only create new appointments, not cancel existing ones.
Do I need a paid Calendly plan to use the integration?
You need a paid Calendly plan, but you do not need a paid Upfirst plan to try it. You can test the integration during your Upfirst trial.
Can the receptionist send a Calendly link instead of booking on the call?
Yes. Instead of booking during the call, you can have your receptionist text a link to your Calendly page so the caller schedules themselves.
Will my Calendly booking rules still apply?
Yes. The appointment length, minimum notice, and available days you set in Calendly carry over, so the receptionist only books times that work for you.