Connecting Calendly

When Calendly is connected, each appointment is matched to a patient record by invitee email.

Setup

1. Profile → Settings → Calendar Integrations → Calendly → Connect.
2. Authorize Heartful Sprout to read your scheduled events.
3. (Recommended) In Calendly, set up your patient-intake event types so the invitee's email is a required field.

After connecting

• Calendly events appear in the in-app Calendar with a blue badge.
• Matched events show patient context in the Event Details sidebar: primary diagnosis and last session summary. See Patient context on events.
• Unmatched events offer Link to Existing Patient and Add as New Patient, and upcoming ones surface on the Dashboard's Unmatched Appointments card.

Disconnecting

Same Settings page: Disconnect on the Calendly card.

Troubleshooting coming soon.