Calendly connection guide

Connect Calendly without copying keys or building a Zapier flow.

MyHealthFollowup connects through Calendly's secure approval screen. Once connected, it can use event, host, location, invitee, timezone, reschedule, and cancellation details to keep emails aligned with each booking.

If your Calendly plan does not allow instant booking updates, MyHealthFollowup checks for changes every five minutes instead.

Step 1

Create or open your account

Choose Calendly when you create your MyHealthFollowup account, then open the connection section in the dashboard.

Step 2

Choose Connect Calendly

MyHealthFollowup sends you to Calendly's secure approval screen. You do not need to create or paste an API key.

Step 3

Approve the connection

Sign in to the Calendly account you want to use and approve access to the users, event types, scheduled events, and booking updates needed for the integration.

Step 4

Return to the dashboard

Calendly returns you to MyHealthFollowup automatically. The dashboard confirms your account and how booking updates will arrive.

Step 5

Review and send a test

Open Quick setup at the top of the dashboard. Bring your design or choose a ready-made email, select the bookings and timing, then send yourself a test.

What gets synced

Booking details for the email journey, not a replacement calendar.

Calendly remains where bookings are created and managed. MyHealthFollowup keeps only the connection and message data needed to evaluate rules, prepare emails, prevent stale sends, and show delivery history.

Account detailsThe Calendly account, organization, hosts, and event types needed to confirm the connection and build filters.
Booking detailsEvent and invitee IDs, start and end times, status, event type, host, and reschedule or cancellation links used by automations.
Invitee detailsThe invitee name, email address, and timezone available from the booking so the correct message can be prepared.
Meeting detailsThe supplied meeting location or link and the invitee timezone used by supported template values.
Campaign audienceInvitees can be reviewed for campaigns, but remain excluded until the business records valid marketing permission in MyHealthFollowup.

Connection safety

The Calendly connection remains separate and revocable.

Calendly authentication uses its approval screen rather than asking for your password.

Connection credentials are kept in secure server storage and do not appear in your emails.

You can revoke the connection from Calendly or change providers from connection settings.

Each MyHealthFollowup account uses either Calendly or Cliniko, so rules and recipients do not cross between platforms.

Calendly connection questions

A clear boundary before you approve access.

Do I need a Calendly API key?

No. Connect by signing in through Calendly's own approval screen and allowing the requested access.

What if my Calendly plan does not allow instant booking updates?

MyHealthFollowup can check for changes every five minutes instead. You can leave the page while it waits for new bookings and updates.

Does connecting Calendly change my event types?

No. Calendly remains where you manage event types and bookings. MyHealthFollowup reads the details needed for email automation and does not replace the booking workflow.

Can one account connect both Calendly and Cliniko?

No. Each MyHealthFollowup account uses one booking platform at a time so automations, messages, and campaign audiences stay clearly separated.

Ready to connect Calendly?

Approve the connection, choose an email, and send yourself a test.