Step by step
Create an API key in Cal.com
Sign in to Cal.com and open Settings, Developer, API keys. Create a new key, name it something you will recognise, such as SetMore AI, and copy it. It starts with cal_live_.
Paste it in Settings, Calendar
You need to be an owner or admin. In SetMore AI open Settings, Calendar, paste the key into the Cal.com box and press Connect Cal.com.
Pick the event type the setter books
Your own event types and your teams' event types are listed with their length. Choose one and press Use this event type. The Cal.com box now says Booking here.
Test it
Text your number and ask for a call. The times offered are your open times on that Cal.com event type. Pick one, give an email when asked, and check the call appears in Cal.com and in Appointments.
What the setter does with Cal.com
Your availability, your connected calendars and team scheduling all stay in Cal.com. The setter reads the open times of the event type you picked, books the time the lead chooses, and Cal.com sends the lead its usual confirmation.
Before booking, the setter asks for the lead's email and any required questions on your event type, one at a time. If the lead later asks to add someone, that person is added to the booking.
Leads who booked on your Cal.com page
If someone books on your Cal.com page and then texts your number, the setter finds their booking by the email or phone they used, and answers when is my call, who is it with, and where is the link.
Which calendar books when you have several
A chosen Cal.com event type books first, then a chosen Calendly event type, then Google Calendar, then a CRM calendar, then your built-in availability. Choose Built-in calendar in the Cal.com box to stop booking on Cal.com without disconnecting it.
Messages you might see
Each message in the Cal.com box, and what to do about it.
- Paste a Cal.com API key: what you pasted is not a key. It starts with cal_live_.
- Cal.com rejected that key: the key was deleted or mistyped. Create a new one and paste it.
- This Cal.com account has no event types: create one in Cal.com, then refresh the page.
- Booking paused, with Reconnect Cal.com: the saved key stopped working. Paste a new one; your setter keeps replying to leads in the meantime.
Disconnecting
Press Disconnect Cal.com, then Yes, disconnect. The setter goes back to your next calendar in the order above. To fully revoke access, also delete the key in Cal.com.
Questions people ask
- Does the setter use my SetMore AI open hours or Cal.com's?
- Cal.com's. Once a Cal.com event type is chosen, the times offered are the open times on that event type, so set your hours, buffers and notice in Cal.com.
- Can a team member connect Cal.com?
- Only an owner or admin can connect it or change the event type. Anyone else sees a message saying so.