Calendly Overview

Calendly is an intuitive scheduling tool that simplifies the process of setting up meetings. Users can share their availability via a custom link, allowing clients and colleagues to book appointments without the hassle of back-and-forth emails. It integrates seamlessly with various calendars like Google Calendar, Outlook, and iCloud, ensuring that your schedules are always synced and up-to-date.

How IdentityCheck Enhances Calendly

Integrating IdentityCheck with Calendly allows for seamless ID verification during the booking process. This can be especially useful for businesses that require verified identification before meetings. Use cases include:

• Telemedicine consultations needing verified patient IDs.
• Legal consultations requiring client verification.
• Interview processes where candidate identities need to be confirmed beforehand.

Setting Up IdentityCheck with Calendly

Follow these steps to set up the integration:

1. Create accounts on both IdentityCheck and Calendly if you haven’t already.
2. Log in to your Zapier account or create one if needed.
3. Navigate to the Calendly Integrations Page on Zapier.
4. Search for IdentityCheck and select it from the list of available apps.
5. Follow the guided steps to authenticate both your IdentityCheck and Calendly accounts.
6. Create a new Zap (workflow) that triggers ID verification every time a new meeting is scheduled in Calendly.

Using the Integration

Once set up, the integration will automate ID verification for your scheduled meetings. Here’s how to use it:

1. Share your Calendly link with clients or prospects as usual.
2. When an appointment is booked via Calendly, IdentityCheck will automatically trigger an ID verification request.
3. The client will receive an email or SMS (depending on your settings in IdentityCheck) prompting them to verify their identity.
4. Your clients will follow the provided instructions to complete the ID verification process.
5. You will receive a confirmation once the client’s ID has been verified, ensuring a secure and trustworthy meeting setup.

By integrating IdentityCheck with Calendly, you can streamline ID verification for all your scheduled meetings, ensuring security and compliance without extra effort.