Calendly to Stack

Transitioning your scheduling and appointment components from Calendly to Stack can be a smooth experience with the right steps. This guide will help you maintain your scheduling functionality and automation while taking advantage of Stack’s expanded features.

Key Components to Migrate

Ensure you migrate all of the following components:

1. Users
2. Calendar Configuration
3. Availability Settings
4. Video Conferencing
5. Payment Collection
6. Calendars (Event Types)
7. Workflows (Automations)

Migrate Users

Calendly supports multiple users, each with their own account and event types. To transition to Stack:

1. Export a List of Calendly Users:

   • Log in to Calendly.
   • Navigate to Account > Users.
   • Select Export to download a CSV file.

2. Add and Assign Users in Stack:

   • Use the CSV file to determine and add users in Stack.

Migrate Calendar Configurations

Calendly syncs with Google, Outlook, and iCloud calendars to prevent double bookings. Stack offers similar functionality.

1. Disconnect Google Calendar from Calendly:

   • Navigate to Account > Calendar Sync in Calendly.
   • Disconnect your calendar.

2. Connect Google Calendar to Stack:

   • Go to Settings > Integrations in Stack.
   • Select Google and follow the prompts to connect your calendar.
   • Configure sync preferences in Calendars > Calendar Settings > Connections.

3. Post-Migration Check:

   • Schedule a test event in Google and verify it appears in Stack.

Migrate Availability Settings

Ensure your scheduling settings are consistent between platforms.

1. Document Scheduling Settings:

   • Record your settings in Calendly, including available hours and buffer times.

2. Set Up Scheduling in Stack:

   • Navigate to the Availability settings in Stack and configure to match your documented settings.

3. Post-Migration Check:

   • Verify that available times and buffer settings are correctly applied in Stack.

Configure Video Conferencing

Replicate Calendly’s Zoom integration in Stack.

1. Disconnect Zoom from Calendly:

   • Go to Integrations > Zoom in Calendly and disconnect.

2. Connect Zoom to Stack:

   • In Stack, navigate to Settings > Calendar > Connections.
   • Select Zoom and authorize access.

Configure Payment Collection

Ensure payment collection settings are transferred.

1. Disconnect Stripe from Calendly:

   • Visit Integrations in Calendly and disconnect Stripe.

2. Connect Stripe in Stack:

   • Navigate to the Payments Tab > Integration in Stack to connect Stripe.

Migrate Calendars (Event Types)

Calendly’s Event Types are equivalent to Stack’s appointment scheduling system.

1. Document Event Types:

   • Note details like name, duration, and location.

2. Recreate Event Types in Stack:

   • Go to Calendars > Calendar Settings in Stack.
   • Create new appointment types and configure details.

3. Share Scheduling Links:

   • Generate and share new scheduling links from Stack.

4. Post-Migration Check:

   • Test the booking process to ensure all settings function correctly.

Migrate Workflows (Automations)

Replicate Calendly workflows in Stack.

1. Document Existing Workflows:

   • Record triggers and actions in Calendly.

2. Recreate Workflows in Stack:

   • Navigate to Automation > Workflows in Stack and set up new workflows.

3. Post-Migration Check:

   • Test workflow execution to ensure accuracy.

Migrate Contacts

Export appointment data from Calendly to ensure no contact information is lost.

1. Export Event Details:

   • In Calendly, filter and export events to a CSV file.

2. Import Contacts to Stack:

   • Prepare the CSV and follow Stack’s import process.

Additional Migration Considerations

• Training and Support: Ensure your team is trained on Stack’s features.
• Migrate Other Apps: Consider other tools in your tech stack that may need migration.

Frequently Asked Questions

How do I export the list of users from Calendly?

Log in to Calendly, navigate to Account > Users, and select Export to download a CSV file.

How do I disconnect my calendar from Calendly and connect it to Stack?

Open Calendly settings, go to Calendar Sync, and disconnect your calendar. In Stack, navigate to Settings > Integrations to connect your calendar account.

How do I set up availability settings in Stack to match my Calendly configuration?

Document your Calendly settings and configure them in Stack under the specific calendar’s Availability settings.

How do I integrate Zoom with Stack for video conferencing?

Disconnect Zoom from Calendly, then in Stack, go to Settings > Calendar > Connections to connect and authorize Zoom.

How do I set up payment collection with Stripe in Stack?

Disconnect Stripe from Calendly, then connect it in Stack via the Payments Tab > Integration.

How do I recreate my event types from Calendly in Stack?

Document your Calendly event types, then create new calendars in Stack and configure them to match.

How do I migrate my workflows (automations) from Calendly to Stack?

Document your workflows in Calendly, then set them up in Stack under Automation > Workflows.

How do I export contact data from Calendly and import it into Stack?

Export your data in Calendly and follow Stack’s bulk import process for contacts.

What are the key post-migration checks?

Test calendar sync, availability settings, booking processes, and ensure contacts are correctly imported.