Schedly + ConvertKit
Add Schedly booking clients to ConvertKit sequences automatically.
Connect Schedly to ConvertKit via Zapier to automatically add new booking clients as ConvertKit subscribers and trigger email sequences based on the service they booked.
What you can do with ConvertKit
Automatic subscriber creation
New Schedly clients are automatically added as ConvertKit subscribers tagged by the appointment type.
Sequence triggers
New bookings trigger ConvertKit sequences -- onboarding emails, preparation content, or post-appointment follow-ups.
Connect in minutes
No developer required. Set up the ConvertKit integration yourself in your Schedly dashboard.
Create your Schedly account
Sign up for Schedly free — no credit card required. Your free plan includes unlimited bookings and calendar sync.
Connect ConvertKit
Navigate to Integrations in your Schedly dashboard and click Connect ConvertKit. Follow the OAuth flow to authorize the connection.
Configure your event types
Enable the ConvertKit integration on any event type where you want it active. Configure your preferences and you're live.
Common questions
Creator Economy Scheduling: Building a Client Base With Schedly + ConvertKit
ConvertKit has become the email marketing platform of choice for content creators, online educators, coaches, and independent professionals who monetize their knowledge and expertise online. Its audience-focused features -- subscriber tagging, visual automation builder, landing pages, and commerce integrations -- are designed for the creator economy workflow. Connecting Schedly to ConvertKit via Zapier creates a powerful intake-to-subscriber pipeline: every client who books through Schedly becomes a ConvertKit subscriber, tagged by the service they booked and automatically enrolled in the appropriate email sequence.
The Booking-to-Subscriber Pipeline
The recommended Schedly + ConvertKit automation: a new Schedly booking triggers Zapier, which creates a ConvertKit subscriber with the appointment type tag, and the tag triggers automatic sequence enrollment. A discovery call booking enrolls the subscriber in a pre-call preparation sequence. A first coaching session booking enrolls them in an onboarding sequence. A workshop booking enrolls them in event preparation communications. Each booking type maps to a specific tag, and each tag triggers a specific ConvertKit sequence -- creating a personalized client communication journey that begins the moment they book.
Nurturing the Creator-Client Relationship After Sessions
The post-session phase is where creator businesses have the greatest leverage but often the weakest systems. ConvertKit sequences triggered by post-session Schedly events via Zapier can deliver the follow-up content that transforms one-time clients into recurring clients: educational resources that reinforce the session's insights, homework assignments that drive implementation, testimonial requests from satisfied clients, and early access offers for upcoming programs. Building these post-session automation sequences into ConvertKit means the follow-up system works consistently regardless of how busy the creator is between sessions.
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.