How do I integrate Confido Legal with Calendly?

This article outlines how to use Confido Legal to accept payment for appointments scheduled in Calendly.

Prerequisites

• Ensure any resulting appointments associated with your event type is eligible for payment.
• Log in to Confido Legal and create a Standing Link.
• Copy the URL for the Standing Link.

Connecting Confido Legal with Calendly

• Log in to Calendly.
• Create a One-on-One New Event Type.
• Enter the Event name. In our example, we'll use Initial Consult as our new event.
  
• Enter a message in the Description/Instructions field.
• Highlight the phrase you would like to hyperlink (e.g., "please click here"), then click the link icon. 
• In the Edit Link box, paste the URL for the Confido Legal Standing Link you wish to use.
  
• Click Insert.
• Click Next and complete the steps to create the Event Type.
• When finished, your booking page may look something like this:
  

Add a Custom Link on the Calendly Confirmation Page

• Edit the event type.
• In Additional Options, click Confirmation Page.
• Click Add Custom Link.
• Enter Pay Now and paste the URL for the Confido Legal Standing Link.
  
• Click Add.
• Click Save & Close.
• When clients go to the confirmation page after booking, it may look something like this:
  
• The clients can then click Pay Now and complete their payment.