Calendly

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Calendly is one of the most widely used scheduling tools. With Advanced Form Integration (AFI), a form submission on your WordPress site can generate a single-use Calendly scheduling link on the fly. For example, a lead qualification form can produce a one-time booking link that only that lead can use, or a paid application form can hand out a private scheduling link after checkout. AFI Pro adds contact creation, organization invites, and event cancellation.

Supported Features

  • Create Single-Use Scheduling Link: generate a one-time (or limited-use) scheduling link for a chosen event type.
  • Add Contact (AFI Pro): add a contact to your Calendly organization’s contact list. Requires a paid Calendly plan.
  • Invite User to Organization (AFI Pro): send an organization invitation to an email address.
  • Cancel Scheduled Event (AFI Pro): cancel an existing scheduled event by its UUID or URI.

What You’ll Need

  • A Calendly account with at least one active event type.
  • A Calendly Personal Access Token.
  • AFI free for scheduling links. AFI Pro for contacts, invitations, and cancellations.
  • Note: the Add Contact and Invite User tasks also require a paid Calendly plan on Calendly’s side.

Connecting Calendly to AFI

AFI authenticates with a Personal Access Token sent as a Bearer token to api.calendly.com. On first use, AFI looks up your user and organization automatically, so you only need the token.

  1. Sign in to Calendly and go to Integrations & apps > Manage > API and webhooks.
  2. Under Personal Access Tokens, click Get a token now and give it a descriptive name, such as WordPress.
  3. Select all scopes, then copy the token immediately. Calendly only shows it once.

Calendly API and webhooks page showing the Personal Access Tokens section and the Get a token now button

  1. In WordPress, go to AFI > Settings and open the Calendly tab.
  2. Add a new account, paste the token into the Personal Access Token field, and save.

AFI Settings, Calendly tab, with the Personal Access Token field filled in

How to Create the Integration

  1. Go to AFI > Add New.
  2. Rename the auto-filled Integration Title.
  3. Under Trigger, select your form plugin and the specific form.
  4. Under Action, select Calendly in the Platform dropdown. Pro users can select Calendly [PRO].
  5. Choose the Task, for example Create Single-Use Scheduling Link.
  6. Select your Calendly Account.
  7. For scheduling links, pick the Event Type the link will book against, and set Max Event Count (how many times the link can be used, default 1).
  8. Map any remaining fields for Pro tasks.
  9. Click Save Integration.

AFI integration editor with Calendly selected, showing the Event Type dropdown and Max Event Count field

Field Mapping

Create Single-Use Scheduling Link

This task uses settings rather than mapped fields.

Setting Description
Event Type The active event type the generated link books against. Required.
Max Event Count How many bookings the link allows. Defaults to 1 (single-use).

Add Contact (AFI Pro)

Field Description
Email The contact’s email address. Required.
Full Name The contact’s full name.
First Name First name.
Last Name Last name.
Phone Number Saved as a work phone number.
Job Title The contact’s job title.
Company Company name.

Invite User to Organization (AFI Pro)

Field Description
Email to invite The email address that receives the organization invitation. Required.

Cancel Scheduled Event (AFI Pro)

Field Description
Scheduled Event UUID or URI The event to cancel. You can pass a bare UUID or the full Calendly event URI, for example from a booking webhook. Required.
Cancellation Reason Optional reason text.

Troubleshooting

“Could not resolve Calendly user” or 401 errors

The Personal Access Token is missing, expired, or was created without the needed scopes. Create a new token with all scopes and update it in AFI > Settings > Calendly.

Nothing happens after form submission

Open AFI > Log and check the entry for your submission. For scheduling links, the most common cause is a missing Event Type: the task is skipped entirely if no event type is selected. Reopen the integration and confirm one is chosen.

Add Contact or Invite User fails

Both tasks require a paid Calendly plan. Check the response in AFI > Log; a permissions message from Calendly usually means the account plan does not include the contacts or invitations API.

Related Docs