Calendly + LaunchBay

Using LaunchBay's Calendly integration, all of your team's calendar events, availability, and details sync directly with LaunchBay tasks and meetings, inside a fully white-labeled, loginless customer portal.

Once you connect Calendly from your LaunchBay profile settings, you'll be able to:

• Add Calendly directly to tasks using the new "Request Meeting" option.

• Choose a host, event type, and add agenda items so your customer knows exactly what the call is about.

• Once you send the task, customers are notified to complete it in their portal, and book a time based on your team's real availability.

• After picking a time, the task where you requested the meeting marks itself complete automatically, and customers see the meeting both inside LaunchBay and on their connected calendar, Google, Microsoft, or otherwise.

The best part: if you've enabled Calendly's built-in notetaker, once the meeting wraps up, LaunchBay imports the transcript automatically, summarizes it, and even suggests follow-up tasks, ready to add with a single click.