CALENDAR & MEETINGS · CALENDLY

Bookings come in.Context comes with them.

Each Calendly booking arrives in CashFish the moment it's confirmed — new invitees become contacts, returning clients extend their history, and cancellations stop vanishing without a trace.

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Solo consultantsCoachesStudiosAnyone selling their hours

Calendly · Available·Calendly OAuth — webhook subscription for booking events

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01A month of slots, unexamined

The link did its job.
Then the trail went cold.

A booking tool is judged on one thing: the slot got filled. Everything that happens after the confirmation email is somebody else's problem — usually yours, at the end of the quarter.

07:12

A confirmation lands and is read on a phone

You glance at it in a queue, decide it's fine, and swipe on. The only trace it leaves anywhere is the block it drew on your calendar.

confirmed · filed nowhere

11:40

A name you've never seen has booked an hour

No contact, no history, no note of where they came from. By the time the call starts you are reconstructing them from three lines of a booking form.

new invitee · no record

15:00

The three o'clock quietly cancels

The slot empties, the notification is dismissed, and nothing anywhere remembers that this is the second cancellation from the same client this month.

2nd cancellation · same client

17:30

Fourteen discovery calls, four proposals

That ratio is the most useful number in the business this month. Counting it means scrolling backwards through a scheduling tool with a notepad.

counted by hand, or not at all

The bookings were never the problem. The problem is that a filled slot and a paid invoice have no idea the other one exists.

02What comes across

Four events,
the moment they happen.

There is no polling and no nightly job. Calendly pushes each booking change to CashFish over a webhook, so the record is current the second an invitee clicks confirm.

DIRECTION OF TRAVELOne-way: Calendly pushes booking events into CashFish; CashFish never touches your availability, event types, or scheduling pages.

01New bookingsdelivered by webhook when an invitee confirms, with event type, date, and time

02Invitee detailsname and email, matched to an existing contact or saved as a new one under CRM Lite

03Cancellations & rescheduleschanges land on the same record, so the timeline shows what actually happened, not just what was planned

04Event typesdiscovery calls, strategy sessions, and reviews stay distinguishable across your whole booking history

The connection needs a Calendly plan that includes API access. Authorization runs through Calendly's own OAuth screen, and the connection can be disconnected from the CashFish Connection Health panel at any time.

03The meeting, and what it left behind

The slot filled.
Then it left something.

One week of bookings from a connected Calendly account. Each row is a session, the record it joined, and what CashFish kept when it was over.

Mon 10:00Discovery callMaya R. — new invitee30 mincontact createdbooking form answers

Tue 15:00Strategy sessionDelta Workscancelled 2 hrs beforeDelta Workskept on the record

Wed 13:00Client reviewHarbor & Co.45 minHarbor & Co.notes from the invite

Thu 09:30Discovery callj.ortiz@…30 mincontact createdfirst booking

Fri 13:00Strategy sessionMaya R.60 minMaya R.$350 open on the record

Five bookings · two new contacts · one cancellation that stayed visible

CashFish reads the booking events Calendly sends it and never writes back. It cannot change your availability, your event types or your scheduling pages, it does not join the session, and it has no access to anything said on the call.

04What becomes visible

A calendar full of hours
you can finally count.

Three things change once every confirmation, cancellation and reschedule accumulates on a record instead of evaporating after the slot passes.

Know what actually fills your calendar

Booking volume by event type over the month. When discovery calls outnumber paid sessions three to one, that's a conversion question — and now you can see it.

Cancellations stop being invisible

A cancelled slot disappears from Calendly and from memory. In CashFish it stays on the client's record, so a pattern of last-minute changes surfaces before it costs you a quarter.

The booking and the balance, together

A returning client's next session sits directly above their open invoice. You walk into the call knowing exactly where things stand — without opening a second tab.

05Connecting it

Three decisions,
then it runs itself.

Three steps, no data migration, nothing to install on a machine. The connection can be switched off from the Connection Health panel in settings without touching anything already on your records.

Connect your Calendly account

Authorize CashFish through Calendly's OAuth flow. CashFish subscribes to booking, cancellation, and reschedule events — no polling, no delay.

Decide how invitees map

Invitee emails are matched to existing contacts automatically; unknown invitees create a new contact so their history starts from booking one.

Pick the event types that matter

Include client-facing sessions, exclude internal or test event types. The selection can change whenever your offer does.

Connection method: Calendly OAuth — webhook subscription for booking events. Data is protected with 256-bit encryption and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection shows its state in the Connection Health panel and can be disconnected there at any time.

06Works alongside

What sits beside
a booking.

Google CalendarClient meetings filed onto the contact record they belong to. Read-only.Microsoft TeamsMeetings on records, plus alerts and approvals in the channels you map.StripeCard takings arriving as records — part of the store integrations on Growth.HubSpotContacts and pipeline detail read into CashFish alongside the money.

Calendar and meeting connections sit inside the wider set: Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for documents; Stripe, Square and PayPal for takings; Google Drive, Dropbox and OneDrive for files; Slack, Zapier and webhooks for everything else.

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07The plan for this

Start counting your bookings for something

Connect Calendly and the next confirmation lands on a client record automatically. Try it free for 4 days.

Calendly is one of the 1000+ app integrations included from Growth, alongside CRM Lite's automatic contact creation.

$29/mo billed yearly ($349) · or $39 monthly

Start your 4-day free trial Start monthly at $39/mo

4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Four straight answers

The questions that
come up first.

Yes. The connection listens for booking events through Calendly's API, which Calendly makes available on its paid plans. The free Calendly tier doesn't include API access, so it can't be connected.