Connect Your Calendar

Your Hatch site can give visitors a simple way to schedule time with you online. To enable appointment booking, connect your Calendly account from the Hatch Agent Portal and confirm your availability, meeting type, time zone, and calendar settings in Calendly.

Hatch will display the appointment calendar options directly on your site. Calendly manages the booking experience, available time slots, reminders, and appointment details. If your Google Calendar is connected to Calendly, booked appointments should appear on your calendar. If the same Google Calendar is also connected to Funnel, those appointments will  appear in your Funnel scheduled appointments.

Use this article to connect Calendly, complete your scheduling setup, test your booking experience, and troubleshoot common calendar issues before your Hatch site goes live.

What is needed before you start?

Before connecting your calendar, make sure you have:

1. Access to your Hatch Agent Portal
2. A Calendly account (or the ability to create one)
   • Create at least one active event type in Calendly
   • Set your available days and times in Calendly
   • Verify the correct time zone is selected

If you want appointments to appear on your Funnel calendar, ensure that you are connecting the correct Google calendar. Also, if you expect appointments to appear in Funnel, make sure that you have access to Funnel calendar settings.

How do I connect Calendly in the Hatch Agent Portal?

Follow these steps to connect Calendly:

1. Log in to the Hatch Agent Portal
2. Open your Hatch profile
3. Select the Advanced Settings tab
4. Find the Scheduling Link section
5. Select Connect Calendly
6. Sign in to Calendly or create a Calendly account if you do not already have one
7. Authorize the Calendly connection when prompted
8. Return to Hatch after the authorization process is complete
9. Confirm that your scheduling connection was saved
10. Test your public Hatch site to make sure the booking option appears and shows available time

What if I update my Calendly settings after connecting it to Hatch?

If you update your Calendly configuration after connecting it to Hatch, you may need to disconnect and reconnect Calendly in the Hatch Agent Portal so Hatch references the updated Calendly setup. The updated connection will ensure that Hatch uses the correct event type, booking page, calendar name, connected calendar, and scheduling configurations.

What should I do if appointments are not appearing on Google Calendar?

Confirm that the correct Google Calendar is connected inside Calendly.

Calendly controls which calendar receives booked appointments. If the wrong calendar is connected, appointments may not appear where you expect them.

Do I need a Calendly account?

No, appointment booking is an optional feature for your Hatch site. If you do not want visitors to schedule appointments with you directly from your site, you do not need a Calendly account.

You do need a Calendly account if you want clients, prospects, and recruits to book appointments from your Hatch site. Calendly manages your available times, event types, booking rules, reminders, and appointment details, and Hatch uses the Calendly connection to display the scheduling option on your site.

Who should I contact if I need help?

Contact Hatch Support if you need help connecting Calendly, confirming whether your setup saved correctly, or understanding why appointments are not appearing where expected.

When contacting Support, include:

• Your name
• Your Hatch account email
• Your Hatch site URL
• The Calendly account or booking page you are trying to use
• A screenshot of the issue, if available
• Whether the issue is happening in Hatch, Calendly, Google Calendar, or Funnel
• Whether the appointment appears in Calendly, Google Calendar, or Funnel