Cal.com

1 Summary

Cal.com provides open-source meeting scheduling with API integration for automated booking data collection and client interaction tracking. Primary platform for portfolio review scheduling and client meeting coordination.

2 Support Channels

3 Key Integrations

  • LACRM Sync: Booking data feeds meeting frequency metrics and portfolio review tracking
  • Contact Matching: Email-based attendee resolution using unified contact index
  • Meeting Classification: Automated categorization of portfolio reviews vs. general meetings
  • Webhook Support: Real-time booking notifications for immediate processing

4 Technical Implementation

  • Authentication: Bearer Token (CAL_COM_API_KEY)
  • API Endpoint: https://api.cal.com/v1/bookings
  • Rate Limits: 100 requests/minute (standard plan)
  • Pagination: Cursor-based with take and cursor parameters
  • Data Flow: API → normalization → contact matching → LACRM metrics aggregation
  • Automation: Referenced in process: lacrm-sync, meeting-aggregation

5 API Features

  • Booking Retrieval: Paginated access to all booking records with attendee details
  • Event Types: Meeting classification based on event type slugs
  • Attendee Data: Email addresses for contact resolution and meeting attribution
  • Scheduling Metadata: Duration, status, cancellation tracking
  • Custom Fields: Additional booking context and client preferences

6 Risk Notes

  • API key provides access to all booking data including PII - secure storage critical
  • Rate limiting can impact high-frequency sync operations - implement backoff strategies
  • Webhook endpoint failures can cause missed real-time updates - monitor delivery status
  • Contact email mismatches create orphaned booking data - regular reconciliation required

7 Operational Dependencies

  • Contact Index: Essential for mapping booking attendees to LACRM contact records
  • Meeting Metrics: Booking frequency calculations feed portfolio review compliance
  • Client Experience Tracking: Meeting patterns inform client engagement strategies
  • Compliance Reporting: Portfolio review scheduling verification for regulatory requirements

8 Booking Data Processing

  • Normalization: Standardized format across Cal.com, Calendly, TidyCal platforms
  • Contact Resolution: Email-based matching with fuzzy logic for name variations
  • Meeting Classification: Portfolio review detection based on event types and duration
  • Metrics Calculation: Frequency analysis, last meeting tracking, review scheduling compliance
Owner: Compliance: Chief Compliance Officer
Last reviewed: 2025-09-25
SLA: Business critical
Controls: ?invalid meta type:ops_controls
Commit: 8f0c18729ae96125ef5caf6824600a75c4928c16