How to use Calendly with Dubsado

Since Dubsado has a native scheduler, other scheduling apps like Calendly or Acuity don’t integrate with Dubsado. This is a problem for some wedding businesses like planners, venues, or anyone with a team where you need to account for multiple people’s calendars and varying availabilities. Dubsado simply doesn’t have multi-calendar integration yet.

There are other scheduling apps that DO work really well for teams, like Calendly or Acuity. But a huge downside of using Calendly is that you miss out on workflow automation opportunities in Dubsado. And wasn’t time-saving automations the reason you chose Dubsado in the first place?

Some of my favorite automations around appointments are updating the project status once an appointment is scheduled, or sending your proposal after the appointment has ended. But since Dubsado and Calendly don’t talk to each other, those workflow automations are only available using Dubsado’s native scheduler.

…Or is there another way?

Calendly scheduling hack in Dubsado!

You’re in luck; there IS another way! Here’s my sneaky hack that allows you to use Calendly and still take advantage of Dubsado’s automated workflows.

The trick is to create a form in Dubsado where you can embed your Calendly scheduler. Dubsado is alerted once your client completes the form, and we can use the form completion to trigger the next series of actions in the workflow.

Follow these steps:

1. Create your scheduler in Calendly
2. Create a questionnaire in Dubsado
3. Embed the Calendly scheduler into your Dubsado questionnaire. Include instructions for your client to submit the form once they’ve scheduled their appointment.
4. Add the Dubsado questionnaire into your workflow aaaaand… voila! Now you can use the trigger “after form is completed” as a proxy to the trigger “when appointment is scheduled.”

Need help implementing this hack? Reach out to schedule a Strategy Session with me to get up and running in 1 hour flat!