Letting respondents book meetings with Calendly

The Calendly element embeds a real Calendly scheduler directly inside one of your form questions. Respondents pick a meeting time without ever leaving the form, the booking is created in Calendly instantly, and the form auto-advances to the next question. It's perfect for sales call bookings, demo requests, consultation scheduling, and support intake — anywhere you'd otherwise have to send a separate Calendly link after the form is done.

How it works

• •Connect your Calendly account once via OAuth — the same way you'd connect Google Sheets or Stripe.
• •For each Calendly element you add to a form, pick which event type respondents should book (a 30-minute intro call, a 60-minute strategy session, etc.).
• •Respondents see the inline scheduler, pick a time, and the form moves on. The booking shows up in your Calendly dashboard exactly as if they'd visited your scheduling page directly.
• •Bookings also appear inside Spiceform's Results tab so you can see them next to the rest of each respondent's answers.

Connecting your Calendly account

1. 1Open your form in the builder.
2. 2From the left sidebar, drag the Calendly element onto the canvas.
3. 3With the Calendly element selected, look at the Properties sidebar on the right — you'll see a "Connect Calendly" button.
4. 4Click it. You'll be redirected to Calendly's standard consent screen.
5. 5Approve the requested permissions (read your account, read your event types, read scheduled events). Spiceform never modifies your Calendly account or accesses any other user's calendar.
6. 6You'll be returned to the builder with a green "Calendly account added" toast.
7. 7From the Properties sidebar, pick which event type respondents should book.

Using multiple Calendly accounts

You can connect multiple Calendly accounts to a single Spiceform account — for example, your personal account and your agency's shared account — and choose a different one per Calendly element. Click "Connect another" in the Properties sidebar to add an additional account.

Pre-filling invitee info

If your form asks for the respondent's name or email earlier in the flow, you can map those answers into Calendly's invitee fields so respondents don't have to type them twice on the booking screen.

1. 1Make sure you have a Short Text or Contact Info question for the respondent's name, and an Email or Contact Info question for their email, placed BEFORE the Calendly element in the form.
2. 2Select the Calendly element and scroll to "Pre-Fill Invitee Info" in the Properties sidebar.
3. 3Use the "Name" dropdown to pick which question's answer should fill Calendly's name field. Use the "Email" dropdown to pick the email source.
4. 4If the dropdowns are empty, no compatible questions exist before the Calendly element — add one and they'll appear.

Required vs. optional booking

• •Required (default) — the respondent MUST complete a booking before the form continues. There's no skip option.
• •Optional — a small "Skip without booking" link appears below the scheduler. Respondents can choose to skip; their answer is recorded as empty.

Toggle the Required setting in the Properties sidebar like you would for any other question. Use Required when the booking IS the goal of the form (sales calls, demos). Use Optional when the booking is a nice-to-have and you don't want to lose respondents who don't want a meeting.

What respondents see

• •The Calendly scheduler appears full-width inside the form question — no popups, no new tabs, no redirect to an external Calendly page.
• •Respondents pick a time and confirm. Calendly handles their name/email entry (pre-filled if you mapped earlier answers).
• •As soon as the booking is confirmed, the form auto-advances to the next question. No extra clicks needed.
• •Calendly sends its standard booking confirmation email to the respondent automatically — Spiceform doesn't replace or modify it.
• •If the respondent closes the browser mid-form after booking, their booking is still saved as a partial submission, so the booking is never lost.

Where to see bookings

• •In Spiceform — open the form's Results tab. The Calendly column shows the event time, event type, and a link to the invitee record on Calendly.
• •In Calendly — bookings appear instantly in your Calendly dashboard exactly as if they'd come through your normal scheduling page.
• •In your calendar — Calendly creates the calendar event in whatever calendar you have connected to your Calendly account (Google Calendar, Outlook, etc.).

Disconnecting an account

To remove a Calendly account, open any form with a Calendly element, select the element, and click "Disconnect" in the Properties sidebar next to the connected account name.

Troubleshooting

• •"Already connected to this Calendly account" toast — you tried to add an account that's already linked. Sign out of Calendly first (or use a private window) and try again.
• •"Calendly connection failed" toast — usually a transient network issue. Wait a moment and click Connect again. If it persists, check status.calendly.com.
• •Scheduler shows a loading spinner forever — your browser is blocking calendly.com scripts. Disable strict tracking protection or browser extensions that block third-party scripts.
• •"Needs reconnect" hint in the builder — your OAuth tokens expired (rare; tokens auto-refresh). Click Reconnect and re-approve consent.
• •Pre-fill dropdowns are empty — no compatible upstream questions exist. Add a Short Text/Contact Info question (for name) or Email/Contact Info question (for email) ABOVE the Calendly element.

Security & data handling

• •OAuth tokens are encrypted at rest using AES-256-GCM with per-user authentication binding, so a leaked database row cannot be decrypted in another user's context.
• •Spiceform requests only three Calendly scopes: read your user info, read your event types, read scheduled events. We never modify your Calendly account, never create or cancel bookings on your behalf, and never read other users' calendars.
• •You can revoke Spiceform's access at any time from your Calendly account settings (Integrations → Connected Apps), or by clicking Disconnect inside Spiceform.
• •Tokens are refreshed automatically in the background — you'll never need to manually re-authenticate unless you explicitly disconnect.

Frequently asked questions

• •Do I need a paid Calendly plan? — No, the free Calendly plan works fine. Some advanced Calendly features (team event types, routing forms) require a paid Calendly plan, but basic event-type bookings work on every Calendly tier.
• •Can I use different event types in the same form? — Yes. Add multiple Calendly elements to one form, each pointing at a different event type. You can even use logic jumps to show different schedulers based on earlier answers (e.g., "Sales call" for big companies, "Demo" for small ones).
• •Can I customize the colors of the scheduler? — The Calendly scheduler inherits your form's primary color automatically, so it always matches your form's theme.
• •Does it work on mobile? — Yes. The inline scheduler is fully responsive and works in mobile browsers.
• •What happens if Calendly is down? — The scheduler will fail to load and respondents will see an error message. If the question is Optional, they can skip it. If it's Required, they'll need to retry once Calendly recovers.