Scheduling

Calendly

Let clients book directly onto your calendar.

AvailableOAuthPaid Add-On

Calendly publishes a public OAuth 2.0 API for third-party scheduling integrations.

How the connection works

You connect with a secure OAuth sign-in — TPP never sees or stores your password for this service.

What syncs

Data permissions your firm controls

Ready to connect.

Calendly connects from inside TPP once your firm signs up — no separate setup outside the app.

Other Scheduling connections

Schedule client meetings without leaving TPP.

Schedule client meetings without leaving TPP.

One connection for Outlook Calendar, Email, and Teams.