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Marketplace Integrations - Calendly

This article explains how to set up and use the Calendly integration to offer investors in your marketplace the opportunity to book a direct call with your investor relations team.

In This Article

  • Introduction to the Calendly Integration
  • How to Enable the Calendly Integration
  • Enabling the Calendly Integration - Video Demo

Introduction to the Calendly Integration 

The Calendly integration allows investors to access a "Book a Call" button directly from their investor account in your Marketplace. When enabled, investors will be directed to a Calendly scheduling calendar that you provide them to book a direct call. 

How to Enable the Calendly Integration

  1. Login to your issuer account and enter your marketplace.
  2. From the Marketplace dashboard, click Settings in the bottom-left corner, then click Book a Call .
  3. Toggle the icon to on, then enter your Calendly link in the URL bar and click the checkmark icon when complete.

Enabling the Calendly Integration - Video Demo

This video gives you a walkthrough of how to enable the Calendly integration.

Note: The discussion of the Calendly integration begins at 1:43 in the video below.