The problem
Why booked meetings don't show up in client reports
Calendly fills your calendar with client calls, intro meetings, and check-ins. It doesn't know which client each booking belongs to in your timesheet, or how much time each account takes.
With the Calendly connector, the Rize agent can read your scheduled events and invitees and line them up with the time Rize tracked, so meeting load per client and new prospects are easy to spot.
What you can do
Official Calendly MCP server, connected with your own Calendly login
Ask the agent about upcoming bookings, invitees, and event types
Compare booked meetings with tracked hours per client
Routines can send a daily brief of today's client calls with recent hours for each
Changes such as canceling an event are shown to you for approval first
Key benefits
What you get with Rize
Call prep in one message
A morning routine can list today's Calendly bookings with each client's recent hours and open work.
Spot new clients early
The agent can flag invitees who aren't Rize clients yet so you can add them before the work starts.
Meeting load per client
See how many booked hours each client takes each month next to the rest of their tracked time.
How to set it up
Install Rize on your Mac or Windows computer
In the Rize web app, open Settings, then Agent, then Connectors
Click Connect on Calendly and approve access in the Calendly window
Ask the agent about this week's bookings, or add Calendly to a routine's connectors
Frequently Asked Questions
Need help with this integration? Contact support
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