Connect your Calendly account to Rally to use your existing Calendly scheduling links in interview studies instead of Rally's scheduler.

Calendly is a personal integration, so each Rally user connects their own account. It requires a paid Calendly plan.

Connect your Calendly account

Steps

1. Navigate to Settings > Connected Accounts.

2. Select Connect Calendly.

3. In the popup window, sign in to the Calendly account you want to connect.

4. Review the request and select Allow.

5. The popup closes automatically and Calendly shows as connected on the Connected Accounts page.

Now, you can select Calendly as your scheduling tool when you configure interview scheduling for an interview study.

What syncs with Rally

When a participant books, reschedules, or cancels through your Calendly link, Rally records the interview and updates their participant status to Interview Scheduled or Interview Canceled.

Some Rally features aren't available with Calendly:

• Rally can't track attendance, so you'll need to mark interviews as completed or no-showed yourself.

• Observer Rooms, recordings, and the AI notetaker aren't available, because Rally doesn't create the calendar event.

• Rally's scheduling features (such as availability rules, round robin, and conflict handling) are replaced by your Calendly settings.

For the full set of scheduling features, use Rally's scheduler instead. Learn more in Configure interview scheduling.

Required permissions

Calendly doesn't ask you to approve individual permissions. Connecting gives Rally access to your Calendly scheduling links and lets Calendly notify Rally when an interview is booked, rescheduled, or canceled.

Disconnect or reconnect Calendly

To disconnect, navigate to Settings > Connected Accounts, select Disconnect next to Calendly, and confirm. Studies using Calendly will stop receiving booking updates until you connect again.