Overview
Calendly is a scheduling platform that lets users share availability, coordinate meetings, and automate appointment booking.
Use Keragon to connect Calendly with Balance and trigger patient billing workflows from invitee and booking events. A configured workflow can send eligible patient and appointment details to Balance, deliver digital statements by text and email, and automate follow-up through payment.
Exact triggers, actions, and data mappings depend on your Calendly configuration and connector permissions. Contact Balance to confirm the workflow for your practice.
