How to Install Step 1: Find Calendly Portal in the Freshworks Marketplace and install. Step 2: Fill in the required fields (reference the visual guide* for how to acquire your API keys). Step 3: Complete the installation. Step 4: Refresh your CRM -- Calendly Portal should now be ready for use in your left nav bar and within contact pages. *For a visual guide, see a quick installation and usage demo here: https://www.youtube.com/watch?v=EpouUMqgbrM. Customization Step 1: Go to your admin settings in Freshsales Suite. Step 2: Click on "Marketplace for CRM". Step 3: Select "Manage Apps" on the top right. Step 4: Under "Installed Apps", find Calendly Portal, click "Settings", and then "Edit Settings". Restrict Selected User When choosing the currently selected user whose events are displayed/ new events are created for, restrict users to their own email. Whitelist Users If Restrict Selected User is on, enter a comma-separated list of user emails who are exempt and can choose any user. (i.e. george@named-organization.com, mike@named-organization.com, shayla@named-organization.com) Contact Mode - Default Selected User When using Calendly Portal within a contact's page, set the default selected user to the contact's listed owner (currently defaults to the viewing user).