How to switch from Calendly to CalendarPA

Before you switch

• List the integrations, routing and team features you use in Calendly, and check them against the CalendarPA integrations.
• Count the event types you want to bring. The Free plan includes 2 Booking Types and Pro includes 10. An import larger than the room left on your plan is refused, with the option to upgrade.
• Note your upcoming Calendly bookings. They stay on Calendly and still take place there.
• Write down where your Calendly links appear: your website, email signature, social profiles and proposals.

The steps

1. Sign up free, open Booking Types and choose Import. Under Full Migration, choose Calendly.
2. Create a personal access token in your Calendly account and paste it in. The import page shows where to find it.
3. Choose the event types to bring over. They arrive as Booking Types, switched off, so nobody can book one before you have reviewed it.
4. Import your contacts if you want them. CalendarPA builds them from the people who booked you on Calendly in the last 6 months, the last 12 months or all time.
5. Review each Booking Type, connect your calendars and your payment provider, and make a test booking from another browser.
6. Switch your Booking Types on and replace your Calendly links. Link Mapping shows each old link next to its new one and gives you a redirect page to add to your Calendly profile.

What comes across, and what stays

• Your event types become Booking Types with their name, duration, description, colour and questions. Their location, availability, buffers, notice, reminders, price and visibility are not imported: CalendarPA sets a starting value for each, which you review before switching the type on. Round-robin and collective event types arrive as one-on-one types, and group types need their capacity set again.
• Your contacts come from your past invitees. You can tag them “Imported from Calendly”, and duplicates are skipped.
• Your upcoming bookings stay on Calendly and still take place there. The migration assistant lists them so you can see what is left.

When not to switch

Calendly keeps its full Salesforce routing suite and included single sign-on for its Enterprise plan, and offers single sign-on as an add-on on Teams. If your team depends on those, or on an integration CalendarPA does not list, staying on Calendly may be the better choice. See CalendarPA vs Calendly for a side-by-side view.