Setup guide · · 1 min read
How to connect Calendly.
Put your Calendly link on every letter, then connect Calendly so bookings mark letters Booked on their own.
Step 1: Add your Calendly link
- In SnailReach, go to Settings, then Your setup.
- Under Booking link, paste your Calendly event link, like calendly.com/you/15min, and click Save.
Now the Grab 15 minutes button on every letter opens your Calendly, with the prospect's name and email filled in.
Step 2: Connect Calendly
- Right under your link, click Connect Calendly.
- Sign in to Calendly in the window that opens and allow SnailReach.
When a prospect books from a letter, SnailReach marks it Booked within about five minutes, with the meeting time. Follow-ups stop, and your CRM gets a note.
Good to know
- Each person connects their own Calendly. It isn't an admin setting.
- You have one booking link. Setting a Cal.com or other link replaces your Calendly one.
- A booking from your plain Calendly link still counts when the prospect books with the email the letter went to.
- To stop, click Disconnect on the Calendly card.
Still stuck? Email support@snailreach.com with a screenshot and we'll sort it out with you.
