How to connect any calendar with a Nedzo account using Cal.com for efficient scheduling and appointment management:
Key Steps:
Create a Cal.com account:
Visit Cal.com and click on "Get Started."
Create a username, agree to terms of use, and verify your email.
Set up Cal.com account:
Connect your calendars, such as Google Calendar.
Set your availability and complete your profile setup.
Obtain API key:
In Cal.com settings, go to Developer API keys and click on "Add."
Give the key a name and set it to never expire. Copy the API key.
Connect Cal.com with Nedzo account:
In Nedzo Integrations tab, under Connections, add the API key obtained from Cal.com and click Save.
Connect a calendar to an agent:
In Cal.com, select the desired calendar and copy the calendar ID.
In Nedzo, select an agent, go to Advanced > Connections, choose Cal.com, enter the calendar ID, and save.
Cautionary Notes:
Ensure that required form questions in Cal.com calendars are marked as optional to avoid appointment scheduling issues.
Use a calendar with only essential fields (email, name, phone number) for events to prevent booking errors.
Tips for Efficiency:
Create multiple calendars in Cal.com for different purposes.
Keep API keys secure and regularly monitor calendar connections for any updates or changes.
Reach out to the team for any questions or assistance during the process.