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
- Interface basis — Vendor-documented design
- Current connection — Roadmap · not operator production
- Timing — Determined after validation scope
- CRM stages — Up to 9 configurable
Frequently asked questions
- Can prospects book tours directly from our community website?
- Yes. Calendly widgets embed directly into your marketing site, with real-time availability and instant confirmation back to the SeniorCRE CRM.
- How do cancellations and reschedules work?
- Calendly supports rescheduling and cancellation in its product. A future SeniorCRE interface would govern resulting CRM events; no production cadence is claimed.
- Can we set different availability per staff member?
- Yes. Individual staff calendars carry their own availability, appointment types, and routing rules.
https://seniorcre.com/integrations/calendly