Why Connect TidyCal?
- Book in chat: Visitors see your TidyCal booking types and link straight to the right scheduling page
- Capture leads: Every booking request is saved as a lead with the visitor’s details
- Find appointments: Visitors can look up their upcoming TidyCal bookings and get the meeting link
- Self-serve management: Visitors are pointed to TidyCal to reschedule or cancel on their own
- 24/7 scheduling: Take booking requests outside business hours
Prerequisites
- An active TidyCal account
- At least one booking type set up in TidyCal
- Your BubblaV admin has registered a TidyCal OAuth client (one-time, see below)
Connect to TidyCal
1
Navigate to Integrations
Go to Dashboard → select your website → Integrations → find TidyCal
2
Click Connect
Click the Connect button next to TidyCal
3
Authorize on TidyCal
You’ll be redirected to TidyCal. Log in (if needed) and click Authorize to grant BubblaV access using secure OAuth 2.0.
4
Return to Dashboard
You’ll be redirected back automatically and the integration will show as Connected with your TidyCal account details.
Available Tools
Once connected, the chatbot can use these TidyCal tools:
Try queries like:
- “I’d like to book a meeting”
- “What appointments do I have coming up?”
- “Show me my upcoming TidyCal bookings”
How Booking Works
When a visitor asks to book, the bot callstidycal_book_appointment, which lists your active TidyCal booking types. Each type links out to its scheduling page on TidyCal, where the visitor picks a date and time and confirms. TidyCal handles the booking and sends the usual confirmation email.
TidyCal does not provide an in-chat calendar or a “booking complete” signal. The visitor completes the booking on TidyCal. Their name and email are captured as a lead in BubblaV when they ask to book.
Managing Appointments
TidyCal’s API does not support canceling or rescheduling bookings directly. When a visitor asks to change a meeting, the bot shows their upcoming bookings and points them to TidyCal to reschedule or cancel the appointment themselves.Reconnecting
If your connection is ever revoked or you need to switch accounts, click Reconnect on the TidyCal integration card. You’ll go through the OAuth flow again to get fresh credentials.Troubleshooting
No booking types shown
No booking types shown
- Create at least one booking type in TidyCal and make sure it isn’t disabled.
Connection stopped working
Connection stopped working
- TidyCal tokens are long-lived until revoked. If calls fail with an authorization error, click Reconnect on the integration card.
Find bookings missed an appointment
Find bookings missed an appointment
- TidyCal does not support filtering bookings by email, so the bot searches upcoming bookings and matches by email. Very distant future bookings may not appear.
