What transfers
Migration steps
1
Document your Calendly event types
List each event type: name, duration, availability hours, buffer times, booking questions, and notification settings. This is your blueprint.
2
Export contacts (optional)
Export your scheduled events from Calendly to get a contact list. Import into HoopAI as contacts.
3
Create calendars in HoopAI
Go to Calendars → + New Calendar and create a calendar for each Calendly event type. Configure:
- Duration
- Availability hours
- Buffer time (before/after)
- Minimum scheduling notice
- Maximum days in advance
4
Set up booking questions
Add custom form fields to each calendar to replicate the questions Calendly collects (name, email, phone, custom questions).
5
Connect Google Calendar or Outlook
Go to Settings → Integrations and connect your calendar for two-way sync to prevent double bookings.
6
Connect Zoom or Google Meet
Enable virtual meeting links in calendar settings. HoopAI auto-generates meeting links when appointments are booked.
7
Set up notifications
Configure confirmation emails, reminder SMS/emails, and follow-up messages in the calendar notification settings.
8
Replace booking links
Update your website, email signatures, and social profiles to use your new HoopAI booking page URL.
9
Set up round-robin (if used)
If you use Calendly’s round-robin, configure a round-robin calendar in HoopAI with the same team members.
Post-migration checklist
- All event types recreated as HoopAI calendars
- Availability hours configured correctly
- Buffer times and scheduling limits set
- Custom booking questions added
- Google/Outlook calendar synced
- Video conferencing connected (Zoom/Google Meet)
- Notification emails and SMS configured
- Booking page URLs updated everywhere
- Round-robin routing configured (if applicable)
- Test booking completed successfully
Common issues
Time slots not showing on booking page
Time slots not showing on booking page
Verify availability hours, buffer times, and calendar sync. Check the Calendar troubleshooting guide.
Google Calendar not syncing
Google Calendar not syncing
Disconnect and reconnect with full read/write permissions in Settings → Integrations → Google.
Embed widget not working
Embed widget not working
Copy the latest embed code from the calendar’s share settings. Ensure your website allows iframes.