How to Connect Smith.ai to Calendly

Crystal Field Updated by Crystal Field

Your Smith.ai receptionists can book appointments for you on Calendly.

Setup is easy: Just sign up for Calendly (or skip this step if you've already signed up for Calendly), and then send us your Calendly link.

We can book appointments on multiple calendars within a single Smith.ai account. For example, if you'd like your receptionists to book appointments for all of the partners at your law firm, we can do so — just send us each individual's Calendly link, along with any necessary directions for proper use.

Please note: Appointment booking is an add-on service, and will incur an extra fee. View current pricing.

Make sure Calendly isn't auto-filling contacts

Please follow the steps outlined here.

  1. Go to your main Calendly account dashboard and follow these instructions to get your booking link.
  1. Send your Calendly link(s) to support@smith.ai with the subject line, "Calendly link." Be sure to include any specific directions for using this calendar. Again, you may include multiple calendars in this email; just explain the correct ways to use them.
  2. That's it! We'll notify you via email once we're ready to start booking appointments on your calendar, typically within 1 business day.
Important: Please adjust your time zone settings in Calendly! Otherwise, if a receptionist working in a different time zone books an appointment for you, it will appear at the wrong time on your calendar.

With this setup complete, your Smith.ai receptionists will now be able to view your availability in real-time and add appointments to your calendar. New appointment bookings will, as always, also be noted in your call summaries.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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