Integrating Your Calendar with the Funnel

Overview #

The calendar integration allows prospects to book consultation calls directly from your video page. When configured correctly, booked appointments are tracked in your funnel analytics, giving you visibility into your conversion rates.

Accessing Calendar Setup #

1. Navigate to your group page
2. Click the Marketing tab
3. Select Funnel Setup
4. Go to Step 3: Calendar Integration and Redirect

Supported Calendar Platforms #

The funnel works with any calendar booking platform that provides an embed code:

• Calendly – Most popular option
• Acuity Scheduling
• Cal.com
• YouCanBook.me
• HubSpot Meetings
• Any platform with iframe embed capability

Setting Up the Calendar Embed #

Step 1: Get Your Embed Code #

From your calendar platform (e.g., Calendly):

1. Navigate to your event type or booking page
2. Look for Share or Embed options
3. Copy the inline embed code or iframe snippet

Step 2: Paste in BookLive #

1. In the Funnel Setup, find the Calendar Embed Code field
2. Paste your complete embed code
3. Save your changes

The calendar will appear below your video on the video page.

Calendly Setup Example #

For Calendly users:

1. Go to Calendly and select your event type
2. Click Share
3. Select Add to Website
4. Choose Inline Embed
5. Copy the embed code
6. Paste into BookLive funnel setup

Configuring the Redirect URL #

To track when appointments are booked, configure your calendar platform to redirect to your Call Booked page after someone schedules.

Your Call Booked URL #

Your funnel includes a dedicated thank-you page at:

https://booklive.com/funnel/your-group-url/call-booked

Setting Up the Redirect in Calendly #

1. In Calendly, edit your event type
2. Go to Booking Page Options or Confirmation Page
3. Select Redirect to external site
4. Enter your Call Booked URL
5. Enable Pass event details to include appointment information

When Calendly redirects with event details, BookLive captures:

• Invitee email and name
• Event start and end time
• Event type
• UTM parameters
• Custom question answers

Appointment Tracking #

When a prospect books an appointment and is redirected to your Call Booked page:

1. The appointment is recorded in your funnel
2. Analytics are updated with the conversion
3. The client record is updated with appointment details
4. A client activity is created for the scheduled call

This allows you to see the full funnel journey: Visit → Opt-in → Appointment.

Calendly Parameters Captured #

BookLive captures these Calendly redirect parameters:

• event_type_name – Name of the appointment type
• event_start_time – When the appointment starts
• event_end_time – When the appointment ends
• invitee_email – Contact email
• invitee_first_name – First name
• invitee_last_name – Last name
• invitee_full_name – Full name
• utm_source, utm_medium, etc. – Attribution data
• answer_1 through answer_10 – Custom question responses

Client Record Updates #

When an appointment is tracked, the matching client record is updated:

• Funnel stage changes to Appointment
• Appointment timestamp is recorded
• Client activity shows Call scheduled

This helps you identify which leads have moved furthest through your funnel.

Duplicate Prevention #

The system prevents duplicate appointment tracking by checking:

• Same invitee UUID (Calendly unique identifier)
• Same email + event start time combination

If a duplicate is detected, analytics are not incremented again.

Best Practices #

Use a Dedicated Event Type #

Create a specific Calendly event type for funnel leads, such as:

• Discovery Call – Funnel Lead
• 15-Minute Consultation

This helps you distinguish funnel appointments from other bookings.

Keep Appointments Short #

Funnel leads are warmed up by your video. A 15-20 minute call is often sufficient to close the deal.

Ask Qualifying Questions #

Use Calendly questions to gather additional information before the call:

• Budget range
• How they heard about you
• Specific questions or concerns

Send Reminders #

Enable calendar reminders to reduce no-shows. Most platforms offer email and SMS reminders.

Troubleshooting #

Calendar Not Showing #

• Verify the embed code is complete and correct
• Check that your calendar platform allows embedding
• Try in an incognito browser to rule out caching

Appointments Not Tracking #

• Verify the redirect URL is set correctly
• Check that Pass event details is enabled in Calendly
• Ensure the redirect goes to your exact Call Booked URL

Related Articles #

• Getting Started with the Virtual Showcase Video Funnel
• Configuring Your Video Sales Page
• Understanding Funnel Analytics