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How to Automatically Cancel Calendly Bookings for unqualified clients?

  • 9 December 2023
  • 1 reply
  • 96 views

How can I have a zap where if a client books via Calendly and they don't qualify due to certain criteria from the information they provide, It just cancels the booking?
I see that there is a cancel link that comes in the trigger data but is there a way to have that link be clicked on to automate the cancel process?

Any solutions or workarounds would help a ton!

Thank you in advance.

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Best answer by Troy Tessalone 9 December 2023, 04:15

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Userlevel 7
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Hi @Robert_Lyon 

Good question.

You should use Calendly Routing Forms: https://help.calendly.com/hc/en-us/articles/4418606043927