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Erik Wetzel
By Erik Wetzel
• 18 articles

Enabling and Using SAML-based Single Sign-On (SSO) in Schedly

Overview SAML-based Single Sign-On (SSO) in Schedly allows organizations to streamline the authentication process for their users by leveraging existing identity management systems. By integrating SAML SSO, users can securely access Schedly’s scheduling platform without multiple login credentials, enhancing security and user experience. Prerequisites - Ensure you have administrative privileges in both Schedly and your Identity Provider (IdP). - Schedly account with access to the "API & Developer Tools" and SSO integration features. - An Identity Provider (IdP) that supports SAML, such as Okta, Azure AD, or OneLogin. Step-by-Step Instructions Setting Up SAML SSO in Schedly 1. Navigate to the Schedly Login Page: - Go to the main Schedly login URL. 2. Select SAML/OIDC Sign-In Option: - Click "Sign in with SAML/OIDC" to start the integration process. 3. Access API & Developer Tools: - Navigate to the Schedly dashboard once logged in. - Click "API & Developer Tools" from the main navigation menu. - Locate and click the "SSO Integration" option. 4. Configure SAML SSO Settings: - Follow the on-screen instructions to enter your IdP's SAML metadata. - Upload the metadata file or provide a metadata URL from your IdP. - Enter the service provider information provided by your IdP, such as Entity ID and Assertion Consumer Service (ACS) URL provided by Schedly. 5. Save the Configuration: - Click the blue Save button to apply your SAML SSO settings. Configuring Your Identity Provider 1. Log into Your IdP: - Access the admin console of your IdP, such as Okta or Azure AD. 2. Create a New SAML Application: - Select "Create Application" and choose the SAML 2.0 configuration. 3. Enter Schedly Details: - Provide the ACS URL and Entity ID, which are available from Schedly’s SSO Integration page. 4. Assign Users: - Ensure that the appropriate users or user groups have access to the new SAML application. 5. Test the Connection: - Initiate a test log-in process to verify that SAML SSO configuration is correct. Key Details & Limits - Only Admins can configure SAML SSO in Schedly. - SAML metadata file or URL is required. - Supports major IdPs: Okta, Azure AD, OneLogin. - Available on Pro and Enterprise plans. Frequently Asked Questions 1. What should I do if the SAML login fails? - Double-check the metadata and URLs entered for any typographical errors. Confirm configurations on both IdP and Schedly. 2. How can I deactivate SAML SSO once configured? - Navigate back to the SSO Integration settings in Schedly, and toggle off the SAML SSO to revert to standard auth methods. 3. Can I set up multiple IdPs? - No, currently only one IdP can be configured at a time for SAML SSO. 4. What happens if my IdP is unavailable? - Users can not log in via SAML. Ensure you have email/password credentials set up as a fallback. 5. How do I manage user roles when using SAML SSO? - User roles in Schedly must still be managed within the Schedly dashboard under "Organization Members." Troubleshooting - SAML Error: Invalid Response: - Ensure your IdP is providing the correct Entity ID and that ACS URLs match between Schedly and IdP configurations. - Users Not Redirected to IdP: - Ensure SSO is enabled and metadata is properly configured in Schedly’s "SSO Integration" panel. Related Topics - Setting Up Team Management in Schedly: Learn how to organize user groups and manage permissions. - Understanding API & Developer Tools: A comprehensive guide to integrating Schedly with external applications. - Insights and Analytics in Schedly: Explore how to use data visualization tools to gain insights into event bookings.

Last updated on Jun 23, 2026

Integrating Schedly with Third-party CRMs for Seamless Appointment Management

Overview Streamline your appointment-handling process by integrating Schedly with your preferred CRM tool. This powerful integration helps in managing data between Schedly's comprehensive scheduling capabilities and CRM systems, like Salesforce or HubSpot, ensuring that all customer interactions and appointments are synchronized for optimal workflow management. Prerequisites - Access to Schedly's API & Developer Tools section - An account with a supported CRM service like Salesforce, HubSpot, or Zoho CRM - Administrative rights in both Schedly and your CRM Step-by-Step Instructions Supported CRMs and Setting up Integration 1. Identify Supported CRMs: Ensure your CRM is among supported services — currently, Schedly supports Salesforce, HubSpot, and Zoho CRM. 2. Access Developer Tools: Log in to your Schedly account. 3. Navigate to API & Developer Tools: Go to "Schedly Services" in the main navigation then select "API & Developer Tools." 4. Generate API Credentials: Click on the "Generate API Key" to access the credentials needed for CRM integration. 5. API Configuration in CRM: - For Salesforce: Login to Salesforce, go to Setup, and under Apps, select "App Manager." Add a new connected app, entering Schedly API credentials. - For HubSpot: Access HubSpot Developer portal, choose App settings, and enter Schedly API key. - For Zoho CRM: Open Zoho Developer console, click on API Credentials, and input Schedly’s API details. Managing Data Sync Between Schedly and CRM 1. Configure Sync Settings: In your CRM, set the data sync frequency and scope. 2. Define Entities for Sync: Choose specific data fields like customer contacts, event types, and appointment times for synchronization. 3. Test Synchronization: Perform a test sync to ensure data moves correctly between Schedly and your CRM. Troubleshooting Integration Issues - Error in API Key Configuration: Double-check the API key entered in your CRM for accuracy. - Data Sync Failures: Confirm network connectivity and check CRM logs for errors related to permissions. - Missing Appointments in CRM: Verify that the selected data fields in your CRM sync settings match those created in Schedly. Privacy and Security Considerations - Data Encryption: Schedly utilizes industry-standard encryption for all interactions between systems. - Access Controls: Regularly update access rights to API credentials to prevent unauthorized access. - Audit Logs: Monitor sync activities via CRM and Schedly logs to ensure data integrity. Key Details & Limits - Connections supported for Salesforce, HubSpot, Zoho CRM - API requests are subject to a rate limit of 1000 calls per minute - Integration features are available with the Pro and Enterprise Plans - User must have Admin rights to configure API keys and CRM settings Frequently Asked Questions 1. What if my CRM is not supported? - If your CRM service isn’t supported, consider contacting your CRM provider or using a middleware to facilitate the integration. 2. How often does the sync happen? - The sync frequency is configurable within your CRM; common setups run every 5 to 15 minutes. 3. Can I sync only specific data fields? - Yes, within the CRM settings, you can specify which data fields to sync with Schedly. 4. What should I do if API calls exceed the limit? - Implementing optimization strategies such as batching requests or adjusting sync frequency is recommended. 5. Can integration be paused temporarily? - Yes, disable the API key in Schedly's Developer Tools if you need to pause the integration. Troubleshooting - Integration Setup Error: Ensure all API keys and CRM settings are correct, and retry the setup. - Unauthorized Access Error: This usually indicates a mismatch in permission levels; confirm administrative rights in both systems. - Data Duplication Issue: Cross-check CRM settings to prevent duplications of entries where entities are created automatically. Related Topics - Using Schedly's API for Custom Integrations: Learn about customizing Schedly using API calls for enhanced workflows. - Configuring SAML/OIDC for Secure Authentication: Guide on setting up secure authentication in Schedly. - Insights and Analytics in Schedly: Learn how to utilize the Insights feature for better decision making based on event data.

Last updated on Jun 23, 2026

Advanced API Usage and Integration Options

Overview The Schedly API enables developers to integrate and automate scheduling features seamlessly into external systems, enhancing productivity and user experience. With endpoints for creating and managing events, along with secure access through API keys, Schedly's API empowers organizations to customize their scheduling workflows effectively. Prerequisites - Access to the API & Developer Tools section in your Schedly account. - API Key generation permission (requires Admin role). - An active Schedly account with any pricing plan. Step-by-Step Instructions Using API Keys for Secure Access 1. Navigate to your Schedly account settings by clicking on Settings in the main menu. 2. Select the API & Developer Tools section. 3. Click Create API Key to generate a new API key. 4. Copy the API key and store it securely; this key is essential for authenticating your API requests. Available API Endpoints and Customizing Requests 1. Access the API documentation by opening the API & Developer Tools section and clicking API Documentation. 2. Explore available endpoints such as creating events, managing participants, and retrieving event details. 3. Customize your HTTP requests using parameters specific to each endpoint (e.g., event_id, participant_limit). Examples of Common API Use Cases - Creating a New Event: Use the POST /events endpoint to create an event. Provide necessary details like event name, duration, and participant limit in the request body. - Managing Participants: Use the PUT /participants/{id} endpoint to update participant details. - Retrieving Event Data: Use GET /events/{id} to fetch complete details of a specific event. Error Handling and Debugging API Calls - Implement try-catch blocks in your API requests to capture and manage any errors returned by the API. - Use the error codes provided in the API responses to diagnose issues (e.g., 401 Unauthorized for invalid API keys). Best Practices for API Rate Limiting - Monitor your API request usage to avoid exceeding rate limits. - Aggregate multiple data retrieval requests to optimize the number of calls made. Key Details & Limits - Authentication is secured via API keys, which are generated in the Schedly account settings. - Event duration must be set between 15 and 120 minutes. - Participants can be managed and updated through the API. - API rate limit is currently set at 1000 requests per hour per account. Frequently Asked Questions 1. What is the best way to securely store an API key? - API keys should be stored in environment variables or secure vaults to prevent unauthorized access. 2. Can I regenerate an API key if it's compromised? - Yes, navigate to API & Developer Tools and select Regenerate Key to invalidate the old key and create a new one. 3. What should I do if I receive a '401 Unauthorized' error? - Verify that your API key is correct and active. Check if it has the necessary permissions for the requested endpoint. 4. Is there a way to test API requests without affecting live data? - Yes, use the sandbox environment provided in the API Documentation for testing API calls safely. 5. Can I exceed the API rate limit? - The rate limit cannot be exceeded. Plan your requests and use batching where possible to stay within limits. Troubleshooting - Receiving 403 Forbidden Errors: Ensure that the endpoint you are trying to access allows your API key permissions. - Event Not Creating Successfully: Double-check that all required fields (event_name, duration, participant_limit) are included and correctly formatted. Related Topics - Setting Up Single Sign-On (SSO): Guide to configure SAML/OIDC for secure, single sign-on integration. - Magic Link Authentication in Schedly: Understand how to set up and use magic links for passwordless login access. - Managing Event Types in Schedly: Step-by-step instructions on creating and customizing event types.

Last updated on Jun 23, 2026

Integrating Schedly with CRM Systems for Streamlined Operations

Overview Integrating Schedly with third-party CRM systems allows businesses to streamline operations by syncing scheduling data directly with customer information. This integration ensures that all customer interactions and event data are automatically updated, reducing manual data entry and increasing productivity. Schedly's robust API capabilities provide a seamless connection between Schedly's scheduling functionalities and your CRM, enhancing user experience. Prerequisites - A valid Schedly account with API access, typically available on Pro or Enterprise plans. - Administrator access to both Schedly and your CRM system to configure integration settings. Step-by-Step Instructions Selecting Compatible CRM Systems 1. Review CRM Requirements: Ensure your CRM system supports API connections and has available fields for mapping Schedly data. 2. Check Schedly's Compatibility: Visit Schedly's Integrations page for a list of compatible CRM platforms. Basic CRM Integration Setup 1. Access Schedly API Keys: - Navigate to the Schedly dashboard. - Click on Settings > API & Developer Tools. - Generate or retrieve existing API keys needed for CRM integration. 2. Configure CRM API Settings: - Log into your CRM system. - Locate the API integration settings within the CRM, often found under Settings or Developer Setup. - Enter the Schedly API key and secret into the appropriate fields. 3. Map CRM Fields: - Use the CRM's interface to map fields from Schedly (such as event names, participant emails, and event durations) to the CRM's contact and activity fields. Mapping Scheduling Data to CRM Fields 1. Identify Key Data Points: - Determine which Schedly event details you need to capture in the CRM. Common data includes: Event Name, Participant Email, Event Date/Time, and Duration. 2. Field Mapping Procedure: - Navigate to the CRM's field mapping tool. - Drag and drop or select Schedly's fields to match them with corresponding CRM fields. - Save your configurations to ensure data sync. Maintaining Data Sync and Updates 1. Enable Automatic Sync: - Ensure that the CRM system's sync schedule is set to automatically retrieve data from Schedly. - Regularly check the integration logs in both Schedly and your CRM for any data discrepancies. 2. Schedule Periodic Reviews: - Set up a routine review of field mappings and data sync logs to ensure everything is up-to-date and resolving any potential mismaps. Troubleshooting Common Integration Issues - API Authentication Failure: Double-check your API keys, and re-enter them in your CRM if authentication fails. - Data Not Syncing: Verify field mappings and ensure automatic sync is enabled within your CRM settings. - Missing Data Points: Ensure that all desired Schedly fields are mapped correctly and supported by your CRM. Key Details & Limits - API Requests: Integration may be subject to API call limits based on your Schedly plan. - Event Duration: Schedly events can range from 15 to 120 minutes. - Access Level: Only admins can access API keys and configure integrations. Frequently Asked Questions 1. What CRM platforms are compatible with Schedly? - Schedly supports multiple CRM systems listed on the Integrations page. 2. Can data sync in real-time between Schedly and my CRM? - Yes, with proper API setup, data sync can occur in near real-time depending on CRM capabilities. 3. What should I do if my integration fails? - Check API credentials and field mappings. Confirm that the API rate limit has not been exceeded. 4. How do I update an API key? - Generate a new API key in API & Developer Tools and update your CRM settings. 5. Is it possible to sync past events into my CRM? - Only events after the integration setup typically sync automatically; manually add past events. Troubleshooting - Sync Delay: Ensure your CRM is set to sync frequently, and verify there are no internet connectivity issues. - Field Mapping Errors: Review the mapping setup and correct any mismatches or unsupported fields. - API Key Revocation: If access is suddenly lost, check if the API key was mistakenly revoked and generate a new one. Related Topics - Setting Up Single Sign-On in Schedly: Learn how to configure SSO for secure access. - Understanding Schedly Insights: Discover how to use analytics for smarter scheduling. - Creating Custom Event Types in Schedly: A guide to personalize event offerings. - Using the Schedly AI Assistant: Tips for optimizing event management with AI suggestions.

Last updated on Jun 23, 2026

Mastering Magic Links: Secure Login with Schedly

Overview Magic links offer a secure, seamless, and password-free way to access Schedly. Utilizing magic link authentication enhances security by eliminating the need for traditional passwords, which can be lost or compromised. This method is ideal for businesses seeking an efficient and user-friendly login option, supporting streamlined and secure access to Schedly’s robust scheduling functionalities. Prerequisites To use magic link authentication, ensure your email account can receive external emails, and verify that any filters or firewalls do not block emails from Schedly. Access to Schedly’s main login page is also required. Step-by-Step Instructions Enabling Magic Link Authentication 1. Access the Schedly Login Page: Open your internet browser and go to Schedly’s main login page. 2. Select Sign-In Method: Click on "Sign in with magic link" under available sign-in methods. 3. Enter Your Email: In the "Email address" field, enter the address registered with your Schedly account. 4. Receive the Magic Link: Click the "Send Magic Link" button. A login link will be sent to your registered email. 5. Complete Login: Open the email on your device and click on the provided magic link to access your Schedly dashboard immediately. Distributing Magic Links Securely - Only Use Your Email: Ensure you receive the magic link personally; never share your email account credentials. - Secure Your Email Account: Use a strong, unique password for your email, and enable two-factor authentication for additional security. Key Details & Limits - The magic link method bypasses the need for a traditional password, enhancing security by reducing points of vulnerability. - Links expire after a short period. Ensure prompt access after receiving the link. Frequently Asked Questions 1. What if I don’t receive the magic link email? Ensure you entered the correct email address. Check your spam/junk folder. Verify that your firewall or spam filters allow emails from Schedly. 2. Is a magic link secure? Yes, magic links increase security by eliminating passwords and are sent directly to your registered email only. 3. Can I use magic links on any device? Yes, as long as you can access your email and the device can open the link in a web browser. 4. What makes magic link better than using a password? Magic links remove the risk of password theft through phishing or hacking, as there is no password to compromise. 5. Do magic links have an expiration? Yes, magic links expire shortly after being issued. Please use them promptly. Troubleshooting Not Receiving Magic Link Email: Ensure your email is entered correctly in the login field and that external emails from Schedly are not blocked. Check spam or junk folders. Link Expired: If the link is not used quickly enough, it will expire. Request a new one by following the login steps again. Related Topics - Configuring SAML/OIDC for SSO: Learn to set up SAML/OIDC for secure single sign-on. - Managing Event Types in Schedly: Discover how to create and edit event types to streamline scheduling. - Using Schedly’s Insight Tools: Gain insights into schedule management with Schedly’s advanced tools.

Last updated on Jun 23, 2026

Configuring Event Types with Payment Integration in Schedly

Overview Schedly provides tools to easily configure event types with integrated payment solutions. This allows organizations to accept payments directly through Schedly for their events, enabling an efficient and secure booking process. By linking Schedly with supported payment gateways, users can streamline operations and provide a polished customer experience. Prerequisites - Access to Schedly with Admin credentials. - Subscription to the Pro or Enterprise Plan for custom integrations and priority support. - An account with a compatible payment gateway. Step-by-Step Instructions Enabling Payment Features 1. Log in to your Schedly account as an Admin. 2. Navigate to Schedly Services. 3. Click on Event Types. 4. Select an existing event type or click New to create one. 5. In the event configuration menu, scroll down to the Payment Settings section. 6. Switch the Enable Payments toggle to 'On'. 7. Click the blue Save button at the bottom of the page. Linking with a Payment Gateway 1. Go to the main navigation menu and open Settings. 2. Select Payment Integrations. 3. Click Add Gateway. 4. Choose your preferred payment gateway from the list (e.g., Stripe, PayPal). 5. Follow the on-screen instructions to authenticate and link your gateway account to Schedly. 6. Once linked, ensure the gateway status shows as 'Active'. 7. Confirm integration by checking for payment options in a test booking. Managing Refunds and Cancellations 1. Open your Schedly dashboard and navigate to Bookings. 2. Select the booking you wish to refund or cancel. 3. Click Manage Booking and choose Issue Refund or Cancel Booking. 4. If issuing a refund, confirm the amount to be refunded. 5. Click Confirm to process the refund or Confirm Cancellation. 6. The customer will be notified automatically via email. Ensuring Secure Payment Processing - Verify your link to payment gateways regularly for active status. - Use SAML/OIDC for secure account access. - Regularly update your passwords and review account settings to prevent unauthorized access. Images Enabling Payments Payment Gateway Integration Key Details & Limits - Payment integration is available only on the Pro and Enterprise Plans. - Multiple payment gateways can be linked but only one can be active at any time. - Ensure your payment gateway account has the necessary API access enabled. - Refunds can only be issued within 30 days of the transaction. Frequently Asked Questions 1. Can I integrate multiple payment gateways at once? - Yes, but only one gateway can be used at a time for transactions. 2. What happens to event bookings if a payment fails? - The booking will remain incomplete, and the participant will be notified to attempt payment again. 3. How can I test payment integration? - Use the test mode feature in your payment gateway to simulate transactions without real charges. 4. Is there an additional fee for payment processing on Schedly? - Schedly does not charge additional fees, but check your payment gateway for transaction fees. 5. How can I ensure secure payment processing? - Keep your Schedly account and payment gateway accounts secure with strong passwords and 2FA where possible. Troubleshooting - Payment Gateway Not Active: Re-link your payment gateway through the Payment Integrations section. - Unable to Issue Refunds: Ensure the transaction is within the 30-day refund period. - Payment Processing Issues: Verify API settings within your payment gateway account. Related Topics - Creating New Event Types: Steps to configure and customize new events in Schedly. - Managing Schedly Teams: How to effectively manage and collaborate within Schedly teams. - View and Analyze Booking Insights: Utilize Schedly Insights for better decision-making. - Secure Your Schedly Account: Ways to enhance security for users and organizations.

Last updated on Jun 23, 2026

Integrating Schedly with Third-Party Landing Pages

Overview Integrating Schedly with third-party landing pages enables businesses to leverage Schedly's powerful scheduling tools directly on their external websites. This integration allows visitors to book appointments or events via Schedly without switching experiences, enhancing user engagement and conversion rates. Prerequisites - Access to the Schedly API & Developer Tools. - Appropriate permissions to edit your third-party landing page site. Step-by-Step Instructions Copy the Necessary Embed Code from Schedly 1. Log in to Schedly: Navigate to the Schedly login page, enter your email address and password, and click the Sign in button. 2. Access the Embed Code: After logging in, head to the Schedly Services section from the main navigation menu. 3. Select Event Type: Click on the event type you wish to embed. If none exist, first create a new event type. 4. Copy Embed Code: Once the desired event type is selected, click the Get Embed Code button to view the code. Highlight the code and press Ctrl + C (Windows) or Cmd + C (Mac) to copy it. Access Third-Party Page Editor 5. Log in to Your Third-Party Site Editor: Navigate to your website hosting service's login page and enter your credentials. 6. Access the Landing Page: Locate the landing page where you want Schedly's booking functions to appear. Paste Code in Appropriate Site Section 7. Enter Edit Mode: Click the Edit button on your landing page editor to enable modifications. 8. Add HTML/Embed Section: Locate the section where you can add custom HTML or embed content. It is usually labeled as HTML Block, Embed Code, or similar. 9. Paste the Embed Code: Click into the HTML field and press Ctrl + V (Windows) or Cmd + V (Mac) to paste the Schedly embed code. 10. Save Changes: Click the Save or Publish button depending on your site editor to finalize changes. Preview Integration in Live Site View 11. Preview the Page: Use the Preview mode in your site editor to see how the Schedly integration looks on your page. Test Booking Flow to Ensure Functionality 12. Test the Booking Experience: On the live site view, interact with the embed to try booking an appointment or event. Follow through the booking process to ensure it completes successfully without errors. 13. Check Email Notifications: Verify that the booking confirmation emails are received if your event requires them. Preview Example Key Details & Limits - Ensure your Schedly event types are configured with visible or public settings if you intend for all site visitors to book. - Customize the embed code appearance via your site's styling tools, as Schedly's basic embed may not automatically match your site's styling. Frequently Asked Questions 1. Can I integrate Schedly on multiple landing pages? – Yes, you can duplicate the embed code onto as many landing pages as needed. 2. Will changes to Schedly event types update automatically? – Yes, any updates to event details in Schedly will automatically reflect wherever the embed code is used. 3. Can I customize the size of the embed? – Adjust the dimensions and styling of the embed section through your landing page’s CSS. 4. What happens if I delete an event type in Schedly? – The embed code will cease to function if the linked event type is deleted. 5. Are there any API rate limits to consider? – Refer to Schedly's API documentation for detailed rate limits or restrictions. Troubleshooting - Embed Code Not Displaying: Ensure you pasted the code in the suitable HTML or embed section. - Functionality Not Working: Verify the site's runtime permissions and clear browser cache. Related Topics - Setting Up Event Types in Schedly: Learn how to create and configure event types optimally. - Customizing Embed Styles: Guides on applying CSS to match your branding. - Testing Event Confirmation Flows: Ensure all booking confirmations are properly setup and functioning.

Last updated on Jul 07, 2026

Integrating Payment Processing with Schedly Events

Overview Schedly allows businesses to manage events seamlessly with integrated payment processing. This functionality is crucial for event organizers who need precise control over ticketing, payments, and related financial transactions. By leveraging Schedly's capabilities, users can connect payment gateways, configure payment options for specific events, manage refunds, and ensure compliance with financial regulations while enhancing the attendee experience. Prerequisites - You must be an Admin within your organization. - Ensure your plan supports custom integrations (Enterprise Plan required). - Set up a payment gateway account (e.g., Stripe, PayPal). Step-by-Step Instructions Connecting Payment Gateways 1. Navigate to Settings in your Schedly dashboard. 2. Go to Organizations and select your organization. 3. Click on Payment Integrations. 4. Select your preferred payment gateway (e.g., Stripe, PayPal) from the options provided. 5. Follow the prompts to enter your payment gateway credentials. Use your API keys or account identifier as required. 6. Click Connect to link your payment gateway to Schedly. Configuring Payment Methods Per Event 1. Go to the Schedly Services section on your dashboard. 2. Click on Event Types to view the list of events. 3. Select the event you wish to configure payments for. 4. Scroll to the Payment Options section. 5. Choose Enable Payment and select your configured payment gateway. 6. Set the ticket price and available payment methods. 7. Click the blue Save button to apply these settings. Managing Refunds and Cancellations 1. Navigate to Event History within the event type settings. 2. Select the specific event instance where you want to manage refunds. 3. Click on Manage Bookings. 4. Find the attendee's booking, click Refund or Cancel. 5. Confirm the action in the pop-up dialog. Refunds will process through the connected payment gateway. Compliance with Financial Regulations - Schedly integrates with payment gateways that ensure compliance with local and international payment regulations, including PCI DSS and GDPR. - Regularly review your payment gateway's compliance center to ensure adherence to regulations. Customizing Payment Confirmation Messages 1. Go to Settings and select Email Templates. 2. Choose Payment Confirmation from the template list. 3. Customize the subject line and message body with event-specific details and branding. 4. Include placeholders like [Event Name] and [Customer Name] for dynamic content. 5. Click Save to apply changes. Payment Integration Screenshot Key Details & Limits - Payment gateway integration is available with the Enterprise Plan. - Supported gateways include Stripe and PayPal. - Real-time updates for payment status available through the Schedly dashboard. - Refund actions initiate immediately but may take up to 5 business days to reflect. Frequently Asked Questions 1. How do I know if my payment gateway is successfully connected? - You will see a confirmation message on the Payment Integrations page and an active status indicator next to the gateway. 2. Can I set different prices for different events? - Yes, each event type can have its own pricing structure configured under Payment Options. 3. What happens if a payment fails? - You will receive a notification, and the booking will be marked as pending payment. Follow up with the attendee to complete the transaction. 4. How do I track payments for events? - Use the Insights feature under the main navigation to monitor payment-related data and generate reports. 5. Is it possible to offer discounts or promo codes? - Currently, this feature is not directly supported, but individual pricing adjustments can be managed manually. Troubleshooting - Payment gateway not appearing in options: Ensure you have an active and compatible integration set up under Payment Integrations. - Refunds not processing: Verify the connection status of your payment gateway. Re-enter credentials if necessary. Related Topics 1. Creating Event Types in Schedly: Learn how to set up and manage different event types in Schedly. 2. Using Schedly Insights for Event Analysis: Discover how to utilize Schedly Insights for comprehensive event analytics. 3. Managing Teams and Permissions in Schedly: Understand how to effectively manage team roles and permissions.

Last updated on Jul 07, 2026

Setting Up Secure SAML SSO for Seamless Access

Overview Schedly offers a powerful single sign-on integration using SAML (Security Assertion Markup Language), which allows users to authenticate securely with their organization's identity providers. This integration is designed for organizations that prioritize seamless access and security, providing an efficient login experience and reducing password-related security risks. Prerequisites - You must have admin access to Schedly to configure SAML SSO settings. - Ensure your organization uses a supported SAML identity provider. - Access to the identity provider’s setup documentation and configuration settings. Step-by-Step Instructions Configuring SAML SSO Settings in Schedly 1. Log in to your Schedly admin account. 2. Navigate to Settings and select Integrations. 3. Click on Single Sign-On (SSO). 4. Select SAML from the authentication options. 5. Enter the SAML Identity Provider (IdP) URL and the x.509 Certificate obtained from your identity provider. 6. Save the settings by clicking the blue Save button. Setting Up Identity Providers for SAML 1. Access your identity provider’s admin portal. 2. Select the option to configure a new application or service. 3. Enter Schedly's SSO URL that you obtained during the SAML setup in Schedly. 4. Provide the Entity ID and configure the user attributes such as NameID and Email to match Schedly’s requirements. 5. Save the configuration in your identity provider portal. Ensuring Secure Authentication with SAML - Regularly review and update your SAML IdP URL and x.509 Certificate for any security compliance requirements. - Periodically verify that the user attributes configured match current organizational requirements. - Set up two-factor authentication on your identity provider for added security. Key Details & Limits - SAML SSO is available for Pro Plan and Enterprise Plan users. - Each organization can configure one SAML integration at a time. - Ensure the x.509 Certificate is regularly updated to avoid interruptions in service. Frequently Asked Questions 1. What happens if the SAML SSO setup is incorrect? - You may be unable to log in through SAML. Double-check the IdP settings and x.509 Certificate. 2. How do I know if my identity provider is compatible? - Schedly supports most SAML-compliant identity providers. Check the provider's SAML documentation or contact their support. 3. Can SAML SSO be set up for multiple organizations in Schedly? - No, each Schedly account is tied to a single SAML SSO configuration. 4. What if a user's information doesn't match? - Ensure the NameID and Email attributes are configured correctly in the IdP settings. 5. How do I ensure ongoing security for SAML authentication? - Regularly update your IdP credentials and verify attributes. Enable two-factor authentication. Troubleshooting - Unable to log in with SAML: Ensure your IdP URL and x.509 certificate are correctly entered in Schedly. - User information mismatch: Double-check the attribute mapping in your IdP settings. - Unexpected logout errors: Update or refresh your x.509 certificate. Related Topics - Using Magic Links for Passwordless Login: Learn how to enable and use magic links for secure and convenient login. - Configuring OIDC SSO: Simplifying login processes with OpenID Connect Single Sign-On (OIDC). - Managing Team Access in Schedly: Guide on how to manage and control team member access within Schedly.

Last updated on Jul 07, 2026

Configuring Advanced API Integrations with Schedly

Overview Schedly's API & Developer Tools empower developers to seamlessly integrate scheduling features into their own applications, automate tasks, and customize user experiences. This capability is vital for businesses wanting fluid interoperability and expanded functionality beyond their core Schedly dashboard. Prerequisites - Access to your Schedly account as an Admin or Member with API permissions. - Valid API key available from Schedly's developer's section. - Knowledge of API consumption in your development environment. Step-by-Step Instructions Navigating Schedly's API Documentation 1. Log In to Schedly: Navigate to the Schedly login page, enter your credentials, and click the Sign in button. 2. Access Developer Tools: Once logged in, click Developers on the main navigation menu. 3. Open API Documentation: Locate and click on API Documentation. This area contains all endpoints, authentication methods, and example requests. Authenticating and Making API Requests 1. Generate an API Key: In the Developer Tools section, click API Keys. Hit New Key, name your key, and click Generate. Copy this key—it's viewable only once. 2. Setup Authentication: In your application, set the request headers to include Authorization: Bearer <YOUR_API_KEY> in each API call. 3. Test API Calls: Use the Try It feature in the documentation to send sample requests and understand response formats. Connecting Schedly to Third-Party Systems 1. Review Integration Requirements: Assess the needs of your third-party system for scheduling functionalities. 2. Set up Webhooks: In the Integrations section, click Set up Webhooks. Enter the third-party system's webhook URL. 3. Configure Event Triggers: Select event types (e.g., booking created, booking canceled) that should trigger webhooks, and click Enable. 4. Verify Connection: Execute a test transaction in Schedly and ensure that it is recognized by your third-party system. Diagnosing and Resolving Integration Errors 1. Check Logs: Go to API Logs in the Developer Tools to review request and response logs for errors. 2. Correct Authentication Issues: Ensure that your API key is not expired or revoked, and check request headers for authentication correctness. 3. Validate Endpoints: Ensure endpoints you're interacting with reflect the latest from the documentation and adjust your requests accordingly. 4. Contact System Administrator: If you manage SAML/OIDC integrations, ensure these are correctly configured as unauthorized errors might relate to misconfigurations. Key Details & Limits - API key is viewable only once; securely store it when generated. - Schedly offers OAuth2.0 Bearer token authentication. - Supported protocols for SSO include SAML/OIDC. - API rate limits: 1000 requests per hour. Frequently Asked Questions 1. What happens if my API key is lost? - Generate a new API key from the Developer Tools section and update your applications with the new key. 2. Can I set up multiple webhooks? - Yes, there is no limit on the number of webhooks you can establish for different event actions. 3. How do I troubleshoot 'Unauthorized' API responses? - Verify that your API key is included correctly in the request headers and is active. 4. What is the rate limit for API calls? - The rate limit is 1000 requests per hour, which applies globally per user/account. 5. Is it possible to use both SAML and OIDC for integrations? - Yes, Schedly supports both SAML and OIDC for robust integration options. Troubleshooting - API calls are failing consistently: Verify network connectivity and API endpoint URLs. - Webhook triggers do not work: Ensure the third-party endpoint is accessible and correctly configured to receive Schedly's POST requests. Related Topics - Introduction to Schedly APIs: Learn about what you can do with Schedly APIs. - Setting Up Single Sign-On (SSO): How to set up SAML/OIDC for seamless authentication. - Managing Magic Link Logins: Guide on configuring passwordless login using magic links.

Last updated on Jul 07, 2026

Mastering Schedly's App Marketplace for Enhanced Productivity

Overview The Schedly App Marketplace is a powerful tool that allows users to extend the functionality of their Schedly accounts. By integrating with various third-party applications, users can enhance scheduling capabilities and optimize productivity. Whether you're looking to streamline appointment bookings, manage team projects, or automate repetitive tasks, the App Marketplace offers tailored solutions to fit diverse needs. Prerequisites - Access to the Schedly App Marketplace is available on all plans—Basic, Pro, and Enterprise. - Some apps may require specific plan tiers or permissions to install and configure. - Ensure you have admin permissions if managing installations for an organization. Step-by-Step Instructions Accessing the Schedly App Marketplace 1. Log in to your Schedly account by navigating to the main login page. 2. Click the App Marketplace in the main navigation menu to explore available apps. App Marketplace Navigation Navigating the App Marketplace 3. Use the search bar at the top to find specific apps or browse by category. 4. Categories include productivity, CRM, project management, and more. Top Apps for Enhanced Scheduling and Productivity 5. Best-in-Class CRM Integration - Enhance customer relationship management with seamless CRM tools. 6. Advanced Project Management Tools - Streamline project workflows with integrations like Asana or Trello. 7. Automation and Workflow Apps - Automate scheduling tasks using tools like Zapier. Installing and Configuring App Integrations 8. Select an app from the App Marketplace by clicking on its icon. 9. Click Install on the app's detail page to add it to your Schedly account. 10. Follow on-screen instructions to authenticate and configure the app settings. 11. Each app may have unique configuration steps involving API keys or linking accounts. Installation Process Managing App Permissions and Settings 12. Navigate back to the App Marketplace and click on My Apps. 13. Select the app you wish to manage and click Settings. 14. Adjust permissions and settings as needed to fit your organization’s policies. 15. Click the blue Save button to confirm and apply changes. App Settings Key Details & Limits - App installations may require specific permissions—ensure admin rights if necessary. - The number of apps you can install is unlimited on the Enterprise Plan. - Certain third-party integrations may incur additional costs outside of Schedly's pricing. Frequently Asked Questions 1. Can I integrate external calendars with Schedly? - Yes, many calendar apps can be integrated directly from the App Marketplace. 2. What happens if an installed app stops working? - Check the app's status in your settings, ensure API connections are active, or reinstall the app. 3. Are there any free apps available in the App Marketplace? - Yes, several apps offer free functionalities, though premium features may require a subscription. 4. How do I remove an app integration? - Go to My Apps in the App Marketplace, select the app, and click Remove. 5. Can I access app integration logs? - Yes, visit the app's page in My Apps and click on the Logs tab to view integration activity. Troubleshooting - App installation fails: Ensure you have the correct permissions, verify the app supports your current plan tier, and double-check any API keys or authentication settings. - Missing apps: Refresh the App Marketplace page or clear browser cache if certain apps are not visible. Related Topics - Setting Up SAML/OIDC for Secure Authentication: An article on how to configure single sign-on integrations for streamlined access. - Utilizing Schedly's Insights for Data-Driven Decisions: Learn how to harness analytics from the Insights feature for event optimization. - Advanced Team Management in Schedly: A guide on managing teams efficiently using Schedly's organizational features.

Last updated on Jul 07, 2026

Connecting Your Calendar: Google, Outlook, and iCloud

Overview Schedly Connect is the integration that links your external calendar to Schedly so your scheduling stays accurate and hands-off. Once connected, Schedly reads your existing busy times to prevent double-booking and automatically writes new bookings created through your Event Types and Service Booking pages into your calendar. This is essential for anyone taking real appointments — hosts, team members, and organization admins who don't want to manually copy events between tools. Prerequisites Before you connect a calendar, make sure you have the following in place: - An active Schedly account that you can log into (email/password, SAML/OIDC, or magic link all work). - Access to your Schedly dashboard — you'll be redirected here after a successful login. - Login credentials for the calendar provider you want to connect (Google, Outlook, or iCloud). - At least one configured Event Type under Schedly Services, so Schedly has something to write bookings for. Any plan tier — Basic ($10/month), Pro ($25/month), or Enterprise (custom pricing) — can use Schedly Connect to keep bookings synced with your calendar. Supported Calendar Providers and Their Differences Schedly Connect supports three major providers. Each behaves slightly differently once connected: - Google Calendar — Best for personal Gmail accounts and Google Workspace teams. Supports reading busy times across all your calendars and writing new bookings to any calendar you own. - Outlook / Microsoft 365 — Ideal for organizations already using Microsoft 365 or Exchange Online. Reads busy/free status and writes bookings to your chosen Outlook calendar. - iCloud — Works with Apple Calendar for individuals and small teams. Reads busy times and adds new bookings to the iCloud calendar you designate. The core behavior — conflict checking plus automatic booking creation — is identical across all three. The differences come down to the authorization screen each provider presents and how their calendars are named. Step-by-Step Instructions Connecting Your First Calendar 1. Log in to Schedly and land on your dashboard. 2. Open Schedly Connect from the main navigation. This is the section that integrates with your calendar to automatically update events. 3. Click the button for the provider you want to link: Google, Outlook, or iCloud. 4. You'll be redirected to your provider's secure OAuth authorization screen. This step never asks Schedly to store your calendar password. Authorizing Access (OAuth Flow) 1. On the provider's screen, sign in with your calendar account credentials. 2. Review the permissions Schedly requests — reading your busy times and creating/updating events on your behalf. 3. Click Allow (Google/iCloud) or Accept (Outlook) to grant access. 4. You'll be sent back to Schedly, and the connected calendar will appear in your Schedly Connect list with a connected status. Choosing Which Calendar New Events Are Written To 1. In Schedly Connect, find your newly connected account. 2. Select the target calendar for new bookings — for example, your primary Google calendar or a dedicated "Appointments" calendar. 3. Save your selection. From now on, every booking created through your Event Types and Service Booking pages is written to that calendar automatically. How Schedly Reads Busy Times to Prevent Double-Booking Once a calendar is connected, Schedly continuously reads the busy/free status of the events on it. When someone opens your booking page, Schedly cross-checks the requested time against your calendar's busy blocks in real time. Any slot that overlaps an existing event is hidden or marked unavailable, so guests can only book times you're genuinely free. This works alongside your event settings — including duration (15 to 120 minutes) and the Requires confirmation option that determines whether a booking needs host approval before it's finalized. Handling Multiple Connected Calendars You can connect more than one calendar to Schedly Connect — for example, a personal Google calendar and a work Outlook calendar. When multiple calendars are connected: - Conflict checking spans all of them. Schedly reads busy times from every connected calendar, so a meeting on any of them blocks that slot on your booking page. - Only one calendar receives new bookings. You designate a single target calendar for writing events. Change it any time in Schedly Connect. This lets you avoid double-booking across every calendar you keep while keeping new appointments organized in one place. Disconnecting or Refreshing a Calendar Connection 1. Open Schedly Connect. 2. Locate the calendar account in your connected list. 3. To refresh the connection (for example, after a provider password change), click Reconnect and complete the OAuth authorization flow again. 4. To remove it entirely, click Disconnect. Schedly stops reading that calendar's busy times and stops writing new bookings to it. Key Details & Limits - Supported providers: Google Calendar, Outlook / Microsoft 365, and iCloud. - Authorization method: Secure OAuth — Schedly never stores your calendar password. - Event durations written to your calendar range from 15 minutes to 120 minutes, matching your event type settings. - Conflict checking reads busy times from every connected calendar; new bookings are written to only one target calendar. - Available on all plans: Basic ($10/month), Pro ($25/month), and Enterprise (custom pricing). - Insights data on your bookings updates in real-time, so synced events feed straight into your analytics. Frequently Asked Questions Which calendar providers can I connect? Schedly Connect supports Google Calendar, Outlook / Microsoft 365, and iCloud. All three support real-time conflict checking and automatic booking creation. Does Schedly see the details of my personal events? Schedly reads your busy/free status to block conflicting times. It only creates and updates the bookings you make through Schedly on the target calendar you choose. Can I connect more than one calendar? Yes. Connect as many calendars as you need — Schedly checks conflicts across all of them, but writes new bookings only to the single target calendar you select. How do I change which calendar new bookings are written to? Open Schedly Connect, select your account, and choose a different target calendar, then save. All future bookings go to the new calendar. What happens to existing bookings if I disconnect a calendar? Disconnecting stops future conflict checks and stops writing new events to that calendar. Events already written to your calendar remain there. Will confirmation-required events still sync? Yes. If an event type has Requires confirmation checked, the booking is written once the host confirms it, so your calendar reflects only finalized appointments. Troubleshooting Calendar didn't connect after authorization. Return to Schedly Connect and confirm you clicked Allow / Accept on the provider screen. If the account isn't listed, click your provider's button again to restart the OAuth flow. Bookings aren't appearing in my calendar. Check that you've selected a target calendar in Schedly Connect. If no target is set, Schedly checks conflicts but has nowhere to write new events. Available slots show times I'm actually busy. Make sure every calendar holding your commitments is connected in Schedly Connect. Conflict checking only reads calendars you've linked. Connection stopped working after a password change. Click Reconnect next to the affected account and complete the OAuth authorization again to restore access. Related Topics - Creating a New Event Type — Configure duration, seats, and confirmation settings before bookings sync to your calendar. - Requires Confirmation Settings — Control whether bookings need host approval before they're written to your calendar. - Viewing Insights — See real-time analytics on the bookings that flow through your connected calendar. - Signing In with SAML/OIDC or Magic Link — Choose the login method your organization uses before reaching Schedly Connect.

Last updated on Jul 07, 2026

Automating Event Scheduling with Schedly API

Overview Schedly's API empowers developers to integrate and automate scheduling tasks within their applications, enhancing productivity and user experience. This guide walks you through setting up API access, automating event management, fetching event data, and handling common API issues efficiently. Prerequisites - Access to a Schedly account with API activation. - Basic knowledge of RESTful APIs and authentication protocols. - Adequate permissions to manage API credentials in Schedly. Step-by-Step Instructions Setting Up API Access and Credentials 1. Log into your Schedly account and navigate to Settings > API Access. 2. Click Generate New API Key and note down the provided key for secure storage. This will be used for authentication. 3. Under Access Scope, specify permissions for your API key, such as read/write access to events. 4. Save your settings by clicking the Save button. Automating Event Creation and Management 1. Use a REST client (like Postman) or a server-side script to send HTTP requests to Schedly's API. 2. To create an event, send a POST request to https://api.schedly.com/v1/events. - Include parameters such as name, description, duration (15-120 minutes), and whether confirmation is required. - Here's a basic example payload: { "name": "Team Meeting", "description": "Weekly sync", "duration": 60, "confirmation": true } 3. To update an event, send a PATCH request to https://api.schedly.com/v1/events/{event_id} with the updated details. Fetching Event and Booking Data Programmatically 1. To retrieve event data, send a GET request to https://api.schedly.com/v1/events. - Use query parameters to filter results, such as start_date and end_date. - Example: /events?start_date=2023-10-01&end_date=2023-10-31. 2. For individual booking details, access https://api.schedly.com/v1/bookings/{booking_id}. Error Handling and Troubleshooting Common API Issues 1. Invalid API Key: Ensure your API key is correctly entered and within its validity period. 2. Unauthorized Access: Verify that your API permissions include the required scopes for the intended action. 3. Rate Limiting: Adhere to any rate limits specified in the API documentation. Consider implementing exponential backoff strategies for retries. 4. 400 Bad Request Errors: Check the formatting and required fields in your requests. Key Details & Limits - Duration Limits: Events can last from 15 to 120 minutes. - API Rate Limits: Ensure compliance as defined in your account's API documentation. - Plan Requirement: API access may require specific plan level, check the Schedly pricing page for details. Frequently Asked Questions 1. How do I regenerate an API key? - Navigate to Settings > API Access, find the existing key, and click Regenerate. 2. Can I restrict API access by IP address? - No, IP-based restrictions are not supported natively. 3. What should I do if an event creation fails? - Verify your API payload for required fields and format. Check event duration and permissions. 4. How do I handle rate limit errors? - Implement retries with exponential backoff as per best practices in API consumption. 5. Can I manage multiple event types simultaneously? - Yes, by batching event type creation or updates within your script. Troubleshooting - API Requests Failing: Ensure network connectivity and that your API endpoint URL is correct. - Permission Denied Error: Check that your API key has the appropriate permissions assigned. Related Topics - Integrating Schedly with Third-Party Apps: Learn how to connect Schedly with external applications. - Customizing Event Notifications: Set up automated notifications for scheduled events. - Advanced Event Management Techniques: Explore advanced strategies for managing complex event scenarios.

Last updated on Jul 07, 2026

Integrating Schedly with Google Calendar for Seamless Scheduling

Overview Schedly offers a seamless integration with Google Calendar, enabling users to automatically sync their booked events and availability. This integration is perfect for professionals seeking to manage their schedules efficiently, combining the power of Schedly’s event management with the visibility of Google Calendar. By integrating these tools, users can avoid double-bookings and ensure they are always aware of their commitments. Prerequisites - A Schedly account with access to the integrations feature. - A Google Calendar account for syncing. Step-by-Step Instructions Setting up Google Calendar Integration 1. Log in to your Schedly account. 2. Navigate to Settings by clicking on the gear icon in the top-right corner. 3. Select Integrations from the left-hand menu. 4. Scroll to find Google Calendar and click Connect. 5. Sign in with your Google account when prompted, ensuring you grant Schedly the necessary permissions to access your calendar. 6. Confirm the integration by clicking the Allow button, completing the setup process. Google Calendar Integration Syncing Events and Availability Automatically 1. After setting up the integration, navigate to the Schedly Services page. 2. Click on an existing event type or create a new one by clicking New. 3. Ensure the Sync to Calendar checkbox is selected. 4. Define the duration and participant limits, as synced events will follow these settings. 5. Click Save to ensure your events now automatically sync with Google Calendar. Troubleshooting Synchronization Issues - Event Does Not Appear: Verify that the correct Google account is connected by checking settings under Integrations. - Duplicate Entries: Ensure your Schedly event settings do not overlap with other calendar entries that may lead to duplicates. - Synchronization Delays: While most events sync instantly, some may take up to 15 minutes due to API call limitations. Privacy Considerations for Google Calendar Users - Ensure only the necessary permissions are granted to Schedly regarding your Google Calendar. - Review Schedly’s privacy settings to manage visibility and event data sharing on Google Calendar. Tips for Maintaining Accurate Scheduling - Regularly review your calendar sync settings within Schedly to confirm all event types reflect current availability. - Use the "Requires Confirmation" setting in Schedly event types for bookings that need host approval, preventing auto-sync of tentative events. - Periodically check your Google Calendar for synced events to be sure they maintain accuracy with Schedly. Key Details & Limits - Integration requires permission access to Google Calendar. - Sync update intervals can range from instant to 15 minutes. - Different sync settings for individual event types available in Schedly. Frequently Asked Questions 1. How do I disconnect Schedly from Google Calendar? - Go to Integrations in Schedly and click Disconnect next to Google Calendar. 2. Will my Google Calendar be visible to Schedly users? - No, only the event availability is shared; specific calendar details remain private unless explicitly shared. 3. Can I sync multiple Google accounts? - Currently, Schedly allows integration with one Google Calendar account at a time. 4. How do I verify if an event synced successfully? - Check for the event entry in your Google Calendar after creating or modifying it in Schedly. 5. What if I edit events directly in Google Calendar? - It is recommended to update events in Schedly to ensure they reflect correctly across both platforms. Troubleshooting - Not Receiving Google Calendar Sync Notifications: Check settings in both Schedly and Google Calendar to ensure notifications are enabled. - Google Calendar Disconnects: Confirm internet stability and look for authorization prompts in Google Calendar that might require reconfirmation. Related Topics - Syncing Schedly with Microsoft Outlook: Learn to integrate Schedly with Outlook for unified scheduling. - Managing Event Types in Schedly: Best practices for configuring event types for optimal use. - Utilizing Insights for Scheduling Optimization: Analyze Schedly's insights to improve booking efficiency.

Last updated on Jul 07, 2026

How to Sync Schedly with External Calendars

Overview Schedly offers robust integration capabilities, allowing you to sync your scheduling platform with external calendars seamlessly. This ensures that your calendar stays up to date with your appointments and meetings in real-time, optimizing your scheduling process and reducing scheduling conflicts. Users who rely on major calendar platforms can integrate these directly into Schedly for efficient management. Prerequisites - Ensure you have an active Schedly account with the necessary permissions to manage integrations. - Access to the external calendar account you wish to sync with Schedly. Step-by-Step Instructions To Sync with Google Calendar: 1. Log into your Schedly account. 2. Navigate to Settings, and select Integrations from the menu. 3. Click on Google Calendar from the list of supported platforms. 4. A pop-up will prompt you to authorize Schedly to access your Google Calendar. Click Allow. 5. Select the specific calendar(s) you wish to sync. 6. Click the blue Save button to confirm your settings. To Sync with Microsoft Outlook: 1. After logging into Schedly, go to Settings > Integrations. 2. Choose Microsoft Outlook from the available options. 3. Input your Microsoft account credentials and authorize Schedly access. 4. Select the calendar(s) you want to synchronize. 5. Click Save to establish the sync. Key Details & Limits - Supported Platforms: Google Calendar, Microsoft Outlook. - Sync Frequency: Syncs are updated in real-time but may experience slight delays based on platform limitations. - Plan Requirements: Integration features are available only on the Pro Plan and above. Frequently Asked Questions 1. How do I sync only specific events between Schedly and my calendar? - During setup, select specific calendars or filter event types in the Integration settings. 2. Why is my calendar not syncing as expected? - Check that you have authorized Schedly to access your external calendar and selected the correct calendar. 3. Can I integrate Schedly with more than one calendar platform? - Yes, you can integrate with both Google Calendar and Microsoft Outlook simultaneously. 4. Will Schedly sync automatically if I add a new event to my external calendar? - Yes, new events will sync automatically as long as the integration remains active. 5. What happens if there is a scheduling conflict? - Schedly will notify you of any conflicts, and you can manage them directly in the Schedly dashboard. Troubleshooting - Calendar Not Appearing: Ensure that permissions are granted correctly in your calendar settings. Reauthorize if necessary. - Delay in Sync: Check the sync status in your Schedly Integration settings. Re-sync manually if needed. Related Topics - [Creating Event Types in Schedly] - Learn how to tailor your events and streamline booking. - [Managing Schedly Notifications] - Understand and customize notification settings for optimal performance. - [Using Schedly's Service Booking Feature] - A guide to optimizing appointments through the service booking tool.

Last updated on Jul 07, 2026

Integrating Schedly with Mailing List Platforms

Overview Integrating Schedly with mailing list services allows you to keep your audience informed and engaged by automatically syncing event updates with popular platforms like Mailchimp, Constant Contact, and Campaign Monitor. This integration enables you to automate newsletters, trigger event-specific email campaigns, and manage subscriber lists seamlessly. Prerequisites - Access to a Schedly account with admin privileges. - Active accounts with the desired mailing list platforms (Mailchimp, Constant Contact, Campaign Monitor). - API keys for the mailing list services. Step-by-Step Instructions Setting Up the Integration 1. Navigate to the Schedly dashboard and click on the Schedly Services button in the main navigation menu. 2. Select Integrations from the drop-down menu. 3. Click on Add New Integration and choose your preferred mailing list service (Mailchimp, Constant Contact, or Campaign Monitor). 4. Enter the API key from your mailing list service into the API Key field. 5. Click the Connect button to establish a connection between Schedly and your mailing list service. 6. Once connected, you will see the integration listed under Active Integrations with status indicating successful synchronization. Automating Newsletter Campaigns 1. Go to Schedly Services and select Event Types. 2. Select an event type or create a new one by clicking the New button. 3. Within the event setup page, scroll down to the Email Notifications section. 4. Check the box titled Automate Newsletter Campaign. 5. Choose the mailing list you want to use and customize the newsletter template as required. 6. Save your settings by clicking the Save button. Creating Event-Triggered Emails 1. Select Event Types from the Schedly Services menu. 2. Pick an event you want to trigger email campaigns for or create a new event. 3. Go to the Email Notifications section and click Add Event Trigger. 4. Define the trigger rules (e.g., event creation, event cancellation) and specify the email content. 5. Click Save Triggers to finalize. Managing Mailing List Subscribers 1. From the Schedly main dashboard, click Schedly Services then Subscribers. 2. View your mailing list subscribers, organized by mailing list platform. 3. To add a new subscriber, click Add Subscriber and enter the necessary details. 4. Click Save to update the mailing list. Manage Subscribers Key Details & Limits - Integration supports Mailchimp, Constant Contact, and Campaign Monitor. - API key from the mailing list service is mandatory for integration. - Event-triggered emails can be customized per event type. - Subscribers can be managed separately for each mailing list service. Frequently Asked Questions 1. Can I integrate multiple mailing list services simultaneously? - Yes, you can integrate multiple services, but each requires its own API key. 2. How often is the mailing list updated? - Subscriber data is synced in real-time with the mailing list services. 3. Is there a limit to the number of emails I can send? - Email limits are determined by your mailing list service provider. 4. How do I disconnect a mailing list integration? - Go to Integrations, select the integrated service, and click Disconnect. 5. What should I do if the integration fails? - Check the API key validity and ensure it matches with your mailing list service credentials. Troubleshooting - Integration Error Notification: Check that the API key is correct and active. - Emails Not Sending: Verify that your event notifications are enabled and the mailing list is properly selected in the event settings. Related Topics - Customizing Event Types in Schedly: Learn how to tailor event types to fit your organization's needs. - Using Schedly's API for Custom Integrations: A guide to leveraging Schedly's API for deeper integration with third-party services. - Managing Schedly Teams Efficiently: Enhance collaboration and task assignment within your Schedly platform.

Last updated on Jul 07, 2026

Streamline Security with SAML/OIDC Configuration

Overview In today's digital landscape, ensuring secure and efficient user authentication is crucial for any organization. SAML (Security Assertion Markup Language) and OIDC (OpenID Connect) are protocols that enhance security by enabling single sign-on (SSO) for users accessing Schedly. This integration reduces password fatigue and improves security by allowing users to authenticate through a central identity provider. Prerequisites - You must be an Admin to configure SSO settings in Schedly. - Ensure your organization subscribes to the Pro Plan or Enterprise Plan, as these provide access to SAML/OIDC features. - Access to an external identity provider supporting SAML or OIDC. Step-by-Step Instructions Configuring SSO Settings 1. Log in to Schedly: Navigate to the main Schedly login page. 2. Access SSO Settings: Go to Settings > Organizations, select your organization, then navigate to Single Sign-On. 3. Enable SAML/OIDC: Toggle the switch to enable the SAML or OIDC option you wish to configure. 4. Enter Protocol Details: Enter the required fields such as Entity ID, SSO URL, and Public Certificate as provided by your identity provider. 5. Save Configuration: Scroll down and click the blue Save button. Integrating with External SSO Providers 1. Navigate to the Login Page: Ensure you are on the main Schedly login page. 2. Select SAML/OIDC Login: On the login page, click the option to sign in with SAML/OIDC. 3. Authenticate with Provider: You will be redirected to your identity provider's login page. Enter your credentials there. 4. Access Schedly: Upon successful authentication, you will be redirected back to Schedly. SSO Setup Key Details & Limits - Pro Plan: Access to SAML/OIDC with support for up to 50 team members. - Enterprise Plan: Offers custom integrations and unlimited team members. - Ensure all fields such as SSO URL and Entity ID are accurate to avoid authentication failures. Frequently Asked Questions 1. What is the difference between SAML and OIDC? SAML is primarily used for enterprise SSO, whereas OIDC is a simpler identity layer on top of OAuth 2.0 for web-based apps. 2. Can I use multiple identity providers with Schedly? Currently, Schedly supports one SAML or OIDC configuration per organization. 3. What plans support SSO integration? SSO is available on Pro and Enterprise plans only. 4. How do I troubleshoot a failed SSO login attempt? Ensure that your SSO URL and Entity ID match exactly with your identity provider details. 5. Can I revert to standard password login after enabling SSO? Yes, navigate to Single Sign-On settings and disable SAML/OIDC to revert to standard login. Troubleshooting - SSO Redirect Loop: Ensure that your identity provider settings are not misconfigured; double-check the SSO URL and Entity ID. - Authentication Failed: Verify that your public certificate is correctly uploaded and matches what the identity provider expects. Related Topics - Configuring Event Types for Team Collaboration: A guide to setting up event configurations for team use. - Managing Organization Members: Steps to efficiently manage members and roles within Schedly. - Analyzing Booking Insights: How to leverage insights for improved event management.

Last updated on Jul 07, 2026

Navigating Schedly's API for Custom Workflows

Overview Schedly's API enables developers and technical users to integrate its rich scheduling features into their own applications. This allows for seamless automation and customization, providing enhanced productivity and user satisfaction by embedding Schedly's scheduling capabilities in external workflows. Prerequisites - Access to a Schedly account with API privileges. - Familiarity with RESTful API concepts and JSON format. - Use of API requires an internet-capable development environment. Step-by-Step Instructions Access API Documentation and Credentials 1. Log in to your Schedly account. 2. Navigate to Settings from the dashboard. 3. Click on API & Developer Tools. 4. Click the API Documentation link to view detailed API endpoints and usage examples. 5. Under the API section, click Manage API Keys to generate or view API credentials. 6. Note down your API Key; keep it secure as it controls access to your Schedly data. Implement API Calls for Scheduling Automation 1. Open your API development tool (e.g., Postman). 2. Use the base URL https://api.schedly.com/v1/ for all endpoints. 3. To create an event, send a POST request to events/new with the JSON payload containing name, description, duration, and participantLimit. 4. Check response codes: 200 for success, 4xx for client errors. 5. Update events by sending a PUT request to events/{id} with updated fields. Integrate Schedly with Third-Party Apps 1. Use webhooks to forward event data from Schedly to third-party services. 2. Go to API & Developer Tools and select the Webhooks tab. 3. Click Add Webhook and enter the URL of your third-party service. 4. Specify events to trigger the webhook, such as event.created or event.updated. 5. Test the configuration by creating a test event in Schedly to ensure data is forwarded correctly. Setup Webhook Responses for Real-Time Data 1. From the Webhooks tab, configure a listener endpoint on your server to handle incoming requests. 2. Process data from Schedly within your application to automate tasks, such as status updates. 3. Validate incoming requests using a shared secret configured in API & Developer Tools. Troubleshoot Common API Issues API Key is not working: Ensure the key is active by checking status under Manage API Keys. Incorrect API response: Verify endpoint URL and parameters using the API documentation. Webhook not triggering: Confirm the correct event type is selected and test the webhook manually. Key Details & Limits - API requests are rate-limited to 1000 per hour per user. - Each event type must define a duration between 15 to 120 minutes. - Webhooks delivery retries up to 3 times on failure. - User must have at least a Pro Plan to access detailed API features. Frequently Asked Questions How do I find my API key? Navigate to Settings > API & Developer Tools and view your API keys under Manage API Keys. Can I automate participant confirmations? Yes, configure event settings via API to requiresConfirmation: true for automated booking checks. What should I include in a webhook payload? Include eventType, eventID, and relevant data fields like name and date for efficient handling. How can I test my API integration? Use a tool like Postman to send test requests to Schedly’s API and verify responses against expected outcomes. What happens if a webhook fails? Schedly retries 3 times, notify logs of failures. Ensure your receiving server is correctly set up. Troubleshooting Cannot access API Documentation: Ensure you are logged in with an account that has appropriate privileges to view API & Developer Tools. Event data missing in third-party app: Verify webhook URL and event subscription settings in Webhooks. Related Topics - Managing Event Types in Schedly: Learn how to create and edit event types efficiently. - Using Schedly’s Team Features: Explore how to collaborate using Schedly’s team management tools. - Understanding Schedly’s Insights: Dive into data analytics and how to leverage insights for better scheduling outcomes.

Last updated on Jul 07, 2026