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Connect Calendly Pro

Schedule research events or interviews via Calendly as an optional alternative to Rally's robust native Scheduler.

Sophie avatar
Written by Sophie
Updated over 7 months ago

Rally's native Scheduler allows for enhanced scheduling capabilities, including robust calendar and interview management, customization, and configuration features directly within Rally. If you prefer to use Calendly, connecting your Calendly account is quick and easy but Calendly interviews won't automatically show up in Rally, and Participant interview statuses won't update in Rally.

Connect to Calendly

๐Ÿ’ก Calendly account integration requires the Calendly Professional plan or higher.

  1. In the top right corner of Rally, select your user icon and select 'Settings'.

  2. From the sidebar, select 'Connected Accounts'.

  3. To the right of Calendly Pro, select 'Connect Calendly'.

  4. A popup will appear asking you to log into your Calendly account.

  5. Once complete, your Calendly account should be connected and ready to use!

You can now select your Calendly integration when creating Interview Studies.

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