Integrating With Calendly (Juniper)
Step-by-Step Instructions:
Step 1: Set Up Your Calendly Account
- Walkthrough scheduling is done through an integration with Calendly.
- You will need to create your own Calendly account.
- We recommend the Standard Package as a starting point, but you should review
- Calendly’s options to determine the best one for your needs.
- Be sure to configure your Calendly account (availability, event types, etc) before linking it to Juniper.
Step 2: Create an Event Type in Calendly
- Create a walkthrough or inspection event type in your Calendly account.
- Detailed instructions on creating events can be found in Calendly’s Help Center, here.
Step 3: Add Calendly Link to Juniper
- On the Settings page in Juniper, scroll down to find the Calendaring Link and Calendly API Key sections.
- Copy/paste your calendar link and API key into the appropriate fields. You will find both your calendar link and API in your Calendly account.
- If you haven’t created an API key in Calendly yet, refer to Calendly’s Help Center for instructions.
- Click Save Changes.
Summary of Key Steps:
- Create a Calendly account
- Create your walkthrough event type on Calendly
- Add API & Calendar information into the Settings of Juniper