TidyCal Booking Platform
1 Summary
TidyCal provides lightweight meeting scheduling with CSV export integration for booking data collection. Secondary scheduling platform used for specific meeting types and client preferences with manual data export workflow.
2 Support Channels
- Support Email: support@tidycal.com
- Documentation: tidycal.com/help
- Status Updates: Via email notifications
- Community: TidyCal Facebook Group
3 Key Integrations
- Meeting Data Pipeline: CSV booking exports processed for client interaction tracking
- Contact Attribution: Email-based attendee matching to LACRM contact records
- Multi-Platform Analytics: Booking data aggregated with Cal.com and Calendly for unified metrics
- Client Preferences: Alternative scheduling option for clients preferring simplified booking flow
4 Technical Implementation
- Authentication: Manual CSV export (no direct API integration)
- Data Format: Booking exports with attendee information, timestamps, booking details
- Processing Pipeline: CSV import → normalization → contact matching → meeting metrics
- Data Flow: Manual export →
/data/tidycal/→process_tidycal_bookings.py→ DuckDB catalog - Automation: Referenced in process: meeting-aggregation, contact-management
5 Data Processing
- Booking Normalization: Standardized meeting format aligned with Cal.com and Calendly data
- Contact Resolution: Email-based matching to existing LACRM contact database
- Meeting Attribution: Booking classification and client relationship tracking
- Quality Validation: Data consistency checks and duplicate booking detection
6 Export Workflow
- Manual Export: Download booking data from TidyCal dashboard
- File Management: Store CSV exports in designated data directory with date stamps
- Automated Processing: Detection and normalization via processing scripts
- Integration: Processed bookings feed into unified meeting analytics pipeline
7 Risk Notes
- Manual Dependency: CSV export process requires regular manual execution to maintain data currency
- Limited Features: Fewer customization options compared to primary booking platforms
- Contact Matching: Email variations or typos can create unattributed booking records
- Platform Redundancy: Multiple booking platforms can create client confusion and data fragmentation
8 Operational Dependencies
- Contact Index: Required for attendee email resolution to LACRM contact records
- Meeting Aggregation: TidyCal data contributes to comprehensive client interaction metrics
- Multi-Platform Coordination: Booking data normalized with other platforms for unified analytics
- Manual Oversight: Regular export schedule necessary to capture all booking activity
9 Platform Strategy
- Niche Usage: Deployed for specific client preferences or simplified booking scenarios
- Data Consistency: Booking data processed identically to primary platforms for unified reporting
- Client Choice: Alternative option when Cal.com or Calendly don’t meet specific client needs
- Operational Efficiency: Minimize platform proliferation while accommodating client preferences