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Working with the Calendly signature element

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Signatures
  4. Edit Signature Design
Payal Arya
  • Updated

Description

The Calendy element enables you to add a button to your signature design for your Calendly bookings. With this, you can easily share your availability with your contacts and avoid unnecessary attempts to schedule meetings over email.

This feature is suitable for any user in your organization who currently uses Calendly to manage calendar bookings.

Calendly is a third-party scheduling automation platform which integrates with your calendar. A range of plans is offered by Calendly, from free-to-use individual licenses to fully-featured Enterprise licenses.

Some scenarios in which you can use this feature:

  • Include a team calendar link in a signature used by that team.
    Example: https://calendly.com/acme-sales

  •  

    Add a personal calendar to a signature dedicated to that individual.
    Example: https://calendly.com/john-doe

  •  

    Use your Directory to automatically populate calendar links that follow a specific pattern.
    Example: https://calendly.com/{firstname}-{lastname}

  •  

    Allow employees to add their own meeting booking URLs to their signatures using Custom Variables.
    Example:
    https://calendly.com/{CustomVariable1}

How to access it?

To access the Calendly signature element:

  1. Open the signature (in the Signature Designer) to which you wish to add the Calendly element.
    For more information, see how you can select a signature to edit.

  2. From the left-hand side toolbox, expand Calendars and select Calendly.

Please click on the required options listed below to go through the detailed description:

Adding Calendly to your email signature

To add Calendly to your email signature:

  1. Open the required signature template within the Signature Designer.
    The steps described here assume that you have already created a signature template. If you would like more information, you can see how you can create an email signature.

  2. From the left-hand side toolbox, expand the Calendars section and drag and drop Calendly onto the signature/gridded background.
    Example:

    Once you drop the Calendly Bookings element onto your signature, the Calendly window is displayed. 
    Example:
Defining your Calendly bookings 

To define your Calendly bookings:

  1. In the Exclaimer's Calendly window, in Booking page URL, paste the URL of your booking page as displayed within the My Calendly window. 



    For more information on finding your booking page URL, please look at Calendly's help article: Adding your scheduling link to your email signature.

    Example of My Calendly window:


  2. In the Booking link text, enter the text you wish to display in your signature. Example: Book a demo with me

  3. Click Preview Link in new Tab to open the entered URL link in a new tab.

  4. From the Booking link style, select the style of your booking link.

    - Select the Link to display your booking text as a link.
    Example:

    - Select the Light Button to display your booking text as a button with light colour.
    Example:

    - Select the Dark Button to display your booking text as a button with dark colour.
    Example:

  5. Click OK to save the changes made.
Editing the Booking page URL

To edit your Calendly booking page URL:

  1. In the Signature Designer, select the booking text. The Calendar Sharing Button properties are displayed on the right-hand pane.
    Example:


    Please see below the description of the Calendar Sharing Button properties:

    Font Family From the drop-down, select the font style you want to use in your signature.

    By default, the selected font style is 'inherit' - leave this font if you want to inherit the font style from the parent element. Click MANAGE to upload custom fonts.
    Font Size From the drop-down, select the font size you want to use in your signature.
    You can select the font size in pixels or points.

    By default, the selected font size is 'inherit' - leave this if you want to inherit the font size from the parent element. 
    Booking page URL

    Click the EDIT BOOKING PAGE URL to edit the booking page URL.

    The Booking page URL window is displayed.

    - In the Booking page URL, enter the updated URL.

    - Click Preview Link in new Tab to open the entered URL link in a new tab.

    - Click OK to save the changes made.
    Text Color

    Select the required color for the booking text link.
Deleting the Calendly bookings 

To delete your Calendly bookings: 

  1. Within Signature Designer, select your booking text.

  2. From the right-hand side, Properties pane, click Delete.
    Example: