Calendly Integration — Tour Bookings into the Operating Record
Automated scheduling for tours, consultations, family meetings, and admissions calls — bridged into the SeniorCRE CRM and Bed Board so every booking becomes a tracked lead lifecycle event.
Capabilities
- Online tour and consultation booking
- Two-way calendar sync with staff schedules
- Automated email + SMS reminders
- Group scheduling for family meetings
- Embedded booking widgets on community sites
- Tour booking → CRM stage transition
- Cancellation and reschedule flows back to CRM
- Lead attribution through move-in conversion
How it works
- Calendly account configuration — Set up event types for tours, consultations, family meetings, and admissions calls.
- Staff calendar integration — Connect staff calendars and configure availability per appointment type and community.
- Webhook configuration — Wire Calendly webhooks into SeniorCRE so booking events update CRM stage and Bed Board state.
- Website integration — Embed booking widgets on the community website and marketing landing pages.
Integration facts
- Integration type — Webhook + REST API
- Sync cadence — Real-time on booking event
- Setup time — 1–2 hours
- CRM stages — Up to 9 configurable
https://seniorcre.com/integrations/calendly