Calendly and WhatsApp: every booking in the customer’s conversation

WYP.chat connects Calendly to your WhatsApp conversations. Every booking, reschedule or cancellation shows in the customer’s conversation and on their record, and the Appointment reminder scenario messages them on WhatsApp the day before, with “I confirm” and “Change”. You need a paid Calendly plan and a token you paste once.

Updated on

At a glance
  • Every booking in the customer’s conversation
  • WhatsApp reminder the day before, at 6 pm
  • “Change” sends the Calendly link
  • Paid Calendly plan required
  • Every WYP.chat plan

Your Calendly bookings next to your messages

One customer books, another moves their slot, a third does not turn up: the team sees it in the conversation where they already reply.

The day-before reminder

At 6 pm the day before, the customer gets a WhatsApp message with two buttons. If they reply “Change”, they get the link to pick another slot.

Emma Clarke WhatsApp
Today
Hello Emma, this is a reminder of your appointment tomorrow, 12 October at 10:30 am. Can you confirm it? 18:00
I confirmChange
Change 18:04
To change your appointment, pick another slot here: calendly.com/… 18:04

The whole team sees the booking

The appointment line says whether it was booked, rescheduled or cancelled, and Calendly no-shows are noted too. The contact record lists upcoming and past appointments.

Olivia Shaw WhatsApp
Today
Appointment booked · Cut and colour · Sat 17 Oct, 10 am · with Megan · via Calendly 09:12
Appointment moved · Cut and colour · Sat 17 Oct, 11 am · instead of Sat 17 Oct, 10 am · with Megan · via Calendly 17:40
Hi, I moved it to 11 am on your booking page, is that still OK? 17:41
Megan
Hi Olivia, yes, we saw the change. See you on Saturday at 11 am! 17:46

The link sent at the right time

When a customer asks for an appointment, the Appointment booking scenario and the AI agent send them your Calendly page. The confirmation then arrives in the thread.

Dan Fletcher WhatsApp
Today
Evening, my hot water cylinder is leaking. Could someone come round for a quote? 20:47
Coucou, welcome AI agent Coucou AI agent
Automatic reply from the Hale Plumbing AI agent. Type HUMAN to talk to someone from the team. Of course: pick the visit slot that suits you. 20:47
Book an appointment
Appointment booked · Quote visit · Wed 21 Oct, 8:30 am · with Rob · via Calendly 20:52
Available

What the Calendly integration does

The integration uses Calendly’s official API. You paste a personal access token into WYP.chat, which checks it and subscribes to your bookings itself: no webhook to set up.

Bookings in the thread
Every booking, reschedule or cancellation becomes an appointment line in the customer’s conversation, with the service, the date and the host. A no-show marked in Calendly is noted too.
Customer matched
WYP.chat finds the person by their email, then by the phone number given when booking. Otherwise, the contact record is created.
Contact record
An appointments section lists upcoming and past appointments, with the service, the date, the host and the tool.
Day-before reminder
The Appointment reminder scenario messages the customer on WhatsApp the day before at 6 pm (you can change the time), with “I confirm” and “Change”.
Booking link
If no link is set in the website chat, your Calendly page becomes the workspace’s booking link: the {{lien_rdv}} variable, the Appointment booking scenario and the AI agent.
Checked events
Every event is read again from Calendly before it is saved, and an event received twice writes only one line.

One booking, with and without the integration

The same appointment, booked on your Calendly page the evening before.

Step Without the integration With Calendly in WYP.chat
Know who booked Open Calendly or the confirmation email The appointment in the customer’s conversation
Remind the customer Message each one, or an email reminder WhatsApp message the day before, with two buttons
Move an appointment Swap messages to find a slot “Change” sends Calendly’s reschedule link
See the customer’s history Search in Calendly Upcoming and past appointments on the contact record
Reminder

The WhatsApp reminder the day before the appointment

At 6 pm the day before, the Appointment reminder scenario sends the customer a WhatsApp message with “I confirm” and “Change”. The day and time are set in the appointment date trigger.

Turn on the appointment reminder, step by step →
The customer wrote in the last 24 hours
WhatsApp’s 24-hour window is open: the reminder goes out as a button message.
After 24 hours
The reminder uses the “appointment_reminder” utility template from the library, to be approved by Meta, with one button to confirm and one to change the appointment.
“Change”
The customer gets Calendly’s reschedule link and picks another slot themselves. Without a link, the conversation goes to the team.
Never
On a channel other than WhatsApp, without a reachable WhatsApp number, or to a customer who replied STOP or refused your messages.

Connect Calendly to WYP.chat

A few minutes, once for the whole workspace: the token is created in Calendly and pasted into WYP.chat.

For the workspace owner and admins, on every WYP.chat plan. According to Calendly, webhooks need a paid plan (Standard, Teams, Enterprise…): on the Free plan, WYP.chat refuses the connection and tells you so.

  1. 1 Create a token in Calendly In Calendly, open Integrations & apps › API and webhooks › Personal access tokens and create a token with the users:read, webhooks:write and scheduled_events:read scopes.
  2. 2 Paste the token into WYP.chat Open Settings › Workspace and members, Calendly section, and paste the token. WYP.chat tests it without changing anything in Calendly and creates the booking subscription itself.
  3. 3 Install the reminder In Automation › Scenarios › Ready-made scenarios, install Appointment reminder, send the library template to WhatsApp for approval, then activate the scenario.

What the integration does not do (yet)

So you know what to expect:

  • Customers cannot pick their slot inside WhatsApp yet: WYP.chat sends them the link to your Calendly page.
  • One token per workspace: members do not each connect their own Calendly account.
  • Appointments booked before the connection are not imported.
  • A booking does not open the 24-hour window: WYP.chat never messages the customer on its own, apart from the reminder.
  • The reminder only goes out on WhatsApp, to a customer with a reachable WhatsApp number.
  • Outside the 24-hour window, Meta charges for the reminder’s utility template, like any WhatsApp template.
Plan

Calendly in WYP.chat, on every plan

The Calendly integration is included in every WYP.chat plan, from the Free plan, with unlimited users. On the Free plan, each reminder costs 2 credits (automated message). Your Calendly subscription stays with Calendly, on a paid plan.

Compare plans →

Frequently asked questions

Do I need a paid Calendly plan?

Yes. According to Calendly, webhooks need a paid plan: Professional, Standard, Standard Plus, Teams, Teams Plus or Enterprise. On the Free plan, WYP.chat refuses the connection and tells you so, and your booking page still works in your website chat bubble.

Does the customer get a WhatsApp message when they book?

No. The booking is logged in their conversation, but WYP.chat never writes to them on its own. The only automatic message is the day-before reminder, if the Appointment reminder scenario is active.

What happens when the customer taps “Change”?

WYP.chat sends them the reschedule link provided by Calendly: they pick another slot themselves, and the change then arrives in the thread. Without a link, the conversation goes to the team.

Can the customer pick a slot directly in WhatsApp?

Not yet. Today WYP.chat sends the link to your Calendly page, from the Appointment booking scenario or the AI agent, and the booking comes back to the conversation.

Are my earlier Calendly appointments imported?

No. Only appointments booked, rescheduled or cancelled after the connection reach WYP.chat.

Other integrations and related features

Which industries it suits

The industries where this helps most, and why.

How to do it in WYP.chat

Help centre articles that walk through each setting, screen by screen.

Every Calendly booking shows up in the customer’s WhatsApp conversation, with a reminder the day before

While Meta reviews WYP.chat, our team connects your WhatsApp number with you.