​
Setting up the Calendly Scheduler

  1. Navigate to the Surface App and go to the Forms section
  2. Select the form you want to add the scheduler to and click Edit
  3. Enable edit mode and select the step where you want to add the scheduler
  4. Add a Scheduler component to the step
  5. Select Calendly as your scheduler type
  6. Add your Calendly link to the configuration under Scheduler URL

​
Configuration

​
Basic Setup

  1. Add your Calendly link to the configuration
  2. Customize query parameters as needed for your use case

​
Advanced Features

​
Using Form Field Data in Search Parameters

You can pass form field data to Calendly by adding them as search parameters in the scheduler URL. The field names can be found by:
  • Checking the platform’s documentation
  • Inspecting the HTML element to find the field name
You can enhance your Calendly integration by adding various URL parameters. Here are some commonly used parameters:
  • embed_type=Inline: Specifies the embedding type for the Calendly widget
  • hide_event_type_details=1: Hides the event type details for a cleaner interface
  • hide_gdpr_banner=1: Removes the GDPR consent banner
This allows you to pre-fill Calendly fields with data collected in your form and customize the scheduling experience.

​
Autoscroll to next step

Surface Form automatically autoscroll to next step when a meeting has been scheduled. It also allows you to:
  • Monitor scheduling status
  • Create conditional workflows based on scheduling completion
  • Track user engagement with the scheduling component