CRM and Sales tools
SavvyCal by Maxmel Tech
15 min
savvycal is a scheduling platform that streamlines meeting bookings with features like calendar overlays, team scheduling, and customizable branding integrating with make com enables users to automate scheduling workflows and synchronize meeting data across other business tools this is ai generated content based on official savvycal documentation the content may still contain errors—please verify important information if you have questions, contact https //savvycal com directly how to get support on savvycal savvycal is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=savvycal\&app slug=savvycal community\&app unique id=savvy cal a5yast requirements to use the savvycal app in make, you must have an active savvycal account and either a personal access token or an oauth client with client id and client secret, https //savvycal com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/savvycal community/ click the install button follow the on screen instructions to complete the setup connect savvycal and {{product name}} to get started, you must first create a connection between savvycal and {{product name}} , allowing the two services to communicate you can connect using the following method personal access token,oauth2 0 personal access token instructions you need to generate a personal access token from your account login to your platform using your credentials navigate to your developer settings click on 'create a token' give your token a name to indicate its intended use note the generated personal access token oauth2 0 instructions you need to register your application and obtain your credentials login to your platform using your credentials contact support through the knowledge base or the help button in the app sidebar to request registration of an oauth application provide the required information the name of your application and the redirect uri (callback url) for your application wait for support to create your application once your application is registered, note the provided client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=savvycal\&app slug=savvycal community\&app unique id=savvy cal a5yast create the connection in {{product name}} https //www make com/en/register , add the savvycal module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your savvycal or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page savvycal modules after connecting to the savvycal app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a scheduling link creates a new scheduling link based on the details you provide, allowing others to book time with you according to your specified availability and preferences create an event creates a brand new event linked to the booking link you choose, allowing you to schedule appointments or meetings automatically delete a scheduling link permanently removes a selected scheduling link from your account, ensuring it can no longer be used to book appointments list available slots fetches and displays all open time slots that users can book through a specific scheduling link list scheduling links fetches and displays a list of your available scheduling links, making it easy to view and manage all your booking options in one place make an api call allows you to make a custom api request to the connected service, enabling you to access features or endpoints that may not be available in the standard modules search events finds and retrieves events that match your specified search criteria watch events this module activates whenever a specific event takes place in savvycal, allowing you to automatically respond to new bookings, cancellations, or other key actions within your savvycal account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} savvycal resources you can have access to more resources related to this app on the following links https //savvycal com https //docs savvycal com/ https //developers savvycal com/category/rest api https //www make com/en/integrations/savvycal community