Calendly Overview
With your calendar connected to Cloze, every meeting is automatically logged to the timeline of the attendees and you'll see your meetings on the Cloze Agenda. When you connect Calendly to Cloze it is easy to add your scheduling link to Cloze templates and to your Cloze email signature.
Getting Started with Calendly and Cloze
- Connect Calendly to Cloze
- Add Calendly link to your email signature
- Add a Calendly link to an email template (even templates shared with your team)
- Set your default Calendly Event Type
Use the Smart Link Snippet for Calendly meeting booking
Once connected, you'll see a new Smart Link Snippet in Cloze for Calendly meeting booking. You can add this snippet to your signature or into templates.
Cloze automatically creates single-use Calendly booking links
When the Calendly Smart Link is used in a Cloze email (or included in your signature) it gets converted into a unique single-use Calendly booking link.
For example, if you add the Calendly booking link to your signature, every email you send has a different single-use Calendly link in your signature.
In Calendly settings, you can adjust which Event Type is used for the Smart Link, and how many times the link can be used. You can also set the default text for the Smart Link uses at the time you insert it into an email, template, or signature.
Create templates for your team that use Calendly booking links
When everyone on your team connects their Calendly account to Cloze, you can share templates across your team and whoever sends the template has a link to their calendar automatically inserted. You can centrally create and manage a single template and Cloze will smartly insert single-use booking links so the meeting is always booked with the right team member.