Connecting Calendly
When Calendly is connected, each appointment is matched to a patient record by invitee email. Unmatched events get a one-tap Create patient option.
Setup
- Profile → Settings → Calendar Integrations → Calendly → Connect.
- Authorize Heartful Sprout to read your scheduled events.
- (Recommended) In Calendly, set up your patient-intake event types so that the invitee's email is a required field.
After connecting
- Calendly events appear in the in-app Calendar.
- Matched events show patient context: primary diagnosis, session count, last session summary.
- Unmatched events show a Create patient prompt that pre-fills name and email.
Disconnecting
Same Settings page — Disconnect on the Calendly card.
Troubleshooting coming soon.