Featured Tips + Tricks

Teamwork makes the dream work! With its many native integrations, Calendly teams up with tons of other softwares and seamlessly integrates into your flow. Three of my favorite integrations for enhancing automation are our Zapier, Stripe, and PayPal integrations. Who can use these features? Our integrations with Zapier, Stripe, and PayPal are available to users on our Standard, Teams, and Enterprise plans, as well as the legacy Professional plan. FYI: The Teams plan is available for both multi-user organizations as well as for individual use. To learn about the features in each plan, feel free to check out our pricing page!  ZapierZapier is a productivity tool that lets end users - like you! - integrate thousands of other applications and create automations. There are SO many ways to use Zapier, so I’ll start with a layman's overview of Zapier’s logic and what can be done with it. How it works:When someone schedules or cancels a Calendly event with you, Zapier will trigger an action in

Hey Calendly Community 👋I’m so excited to share that coupon codes are officially available in Calendly!With coupon codes, you can now create and manage flexible discount codes for your Stripe-powered paid events, directly from Calendly. Coupon codes are unique to each event type, and fully customizable.  ✨ How to create your first code:Select the event type where you want to offer a discount. In the editor, click More options, then scroll to Payment. Make sure you're connected to Stripe and have a price set.(Need help? Here’s how to connect Stripe and set your price) Click Create coupon code to open the setup window.    There, you’ll:Add a unique coupon code (what your clients enter at booking) Include a coupon name (what appears on receipts and invoices) Choose between a percentage or flat-rate discount (Optional) Limit the code to first-time bookings, set usage limits, and add an expiration date  Once your code is created and saved, your customers can easily enter the code at checko

If you haven’t spent much time exploring Calendly lately, you may not have discovered Calendly Contacts — here’s a quick intro!Calendly Contacts is a simple way to keep your relationship details, meeting history, and follow-ups in one place.If you’re tired of hunting through email threads for context, updating spreadsheets or other tools manually, or trying to remember who to follow up with (and when), Contacts can help.How it worksEvery time someone books time with you via Calendly, a new contact profile is created with their name, email, and phone number (if available). You can also manually add contacts or import contacts from a CSV (rolling out now).The best part: contact profiles grow over time. As you meet and interact, Contacts builds an up-to-date view of every relationship — including contact details, meeting history (plus Notetaker recaps if you have access), and upcoming meetings.You can even book a new meeting or share your availability via email right from a contact’s prof

Bring Calendly meeting recaps into your own applications and workflows.Calendly Notetaker automatically generates meeting recaps, transcripts, action items, and key takeaways after your meetings.Now, developers can access meeting recap data through the Public API and stay in sync with webhook events.What’s includedPublic API endpoints Webhook subscriptions Get RecapGET /meeting_recaps/{recap_uuid} Get TranscriptGET /meeting_recaps/{recap_uuid}/transcript List RecapsGET /meeting_recaps Update RecapPATCH /meeting_recaps/{recap_uuid} Delete ContactDELETE /meeting_recaps/{recap_uuid}   meeting_recap.created meeting_recap.updated meeting_recap.deleted    What you can buildWith these API endpoints and webhooks, you can:Power AI assistants with meeting context and action items Sync meeting recaps and transcripts to your CRM Trigger workflows when meeting recaps are created or updated Build internal tools using recap and transcript dataGet startedCheck o

Hey Community! 👋 Have you ever wanted to host two meetings at the same time? Or maybe you have multiple services that can be offered in the same time frame. With this new feature, this is now available for you to use! Lets take a look to see how you can use our new book over meetings feature! Who is this for?Any user on any of our plans can utilize this!Before we can use this feature, you will need to make sure you have a Calendar connected and being checked for conflicts, you can see if you have one connected over on your Calendar Sync page❗If your calendar is not set to be checked for conflicts, this feature will not workWhere is this configured?To find this, you can follow the instructions below! Edit your event and select More OptionsSelect the Free/Busy rules dropdown    Now that we found it, what options do we have to configure it?First, select (+ Add meeting exception)Using the dropdown menu, select one of the following options:  Includes This option will search your connected

Hey there CalPals! Something I find myself mentioning all the time in my support interactions is how robust a tool Calendly can be when you have a good understanding of how it all works. With that in mind, I thought it was about time that I write up some articles on different features and settings in every Calendly account, from the free plan to Enterprise. Unofficially, I’m calling these my Calendly 101 articles. We’re going to start off with a fun and fun-ctional setting you’ll find in every Calendly event type, start time increments.  What are Start Time Increments?Ever wondered why your live booking page displays times in 30 min increments or intervals when you first create a new event type? That would be the default “Start time increments” settings at work. You might also find yourself asking:Why isn’t my booking page showing the right times to book? Why don’t the available times on my booking page match the availability blocks I set for my event type?Start time increments are the

You may have seen my previous post about our Calendly connector for Claude. Today, we’re excited to share another way to use Calendly where you’re already working: the Calendly app in ChatGPT is now available.With the Calendly app, you can take scheduling actions through simple prompts — like checking availability, creating scheduling links, updating Event Types, and booking or canceling meetings — without switching tabs.To get started, connect the Calendly app in ChatGPT. (Visit our Help Article for more information)Then, try a few example prompts:Check availability: “Find my top 3 open slots next week for a 30-minute meeting.” Create a scheduling link: “Generate a one-time link for my 30-minute intro call.” Update an Event Type: “Change my Coffee Chat Event Type to 45 minutes.” Book or cancel a meeting: “Cancel my 2 p.m. meeting tomorrow.”You tell ChatGPT what you need to do, and Calendly applies your rules and settings behind the scenes.Have questions, feedback, or discovered a usef

Hey CalPals,I’m back again with a new way to get paid with Calendly: Invoices 🎉 You can now create and send invoices directly from Calendly, collect payment through Stripe, and track payment status in one place. Use invoices for post-meeting billing, installments, project-based work, or services that aren’t tied to a booked event. With invoices, you can:Create branded invoices with line items, taxes, discounts, due dates, and notes Send invoices by email or share them with a direct link Let clients review and pay through a hosted invoice page Track payment status, including sent, viewed, paid, and overdue Send reminders and view paid invoice activity in CalendlyHow to get started⚠️Be sure you’re already connected to Stripe before creating an invoice. Go to Payments > Invoices, then click Create invoice (Optional) Upload an image to include your logo or related visual Under Billed to, add your client details or select an existing contact     Add invoice details (line items, price,

We’ve refreshed the Meetings page so you can quickly find, join, and take action on all your meetings from one place. Not seeing the updates yet? You will soon! You’ll still find the Calendly functionality you count on, now with a clearer, more connected view of your meetings. Let’s walk through what’s new — and how to make the most of your updated Meetings page.  What’s new✅ A simplified meeting viewPreviously, upcoming and past meetings lived on separate tabs. Now, scroll to see what’s coming up — or look back at what’s already happened — all from the same page.✅ Clearer meeting detailsClick into a meeting to see the info you need (without digging). Details like attendees, location, invitee questions, and internal notes are neatly organized in the side panel.✅ One place for all meetingsIf you’ve connected your Google Calendar, you’ll now see those events on your page alongside your Calendly meetings so you can get a full picture of your day ahead.  Check out all Meetings page updates

If you use Calendly with Zapier, we’ve added a few new ways to automate the work around your meetings.Calendly + Zapier already makes it easy to connect scheduling with the rest of your workflow, whether that’s updating your spreadsheets, syncing info to your CRM, or keeping your team in sync without extra manual work.Here are a few new triggers and actions worth checking out:Book meetings with a Zap (recently added)The Book Meeting for Invitee action lets you schedule a Calendly event directly from a zap, no booking page required.A few workflows this unlocks:Book meetings automatically after a form submission Schedule interviews from your ATS without manual handoff Help sales or support teams move faster without extra back-and-forthContacts triggers and actions (new)Keep Calendly Contacts in sync with the rest of your tools automatically. Triggers fire when contacts are created, updated, or deleted, and actions let you find, create, update, or delete a contact from any zap.You can use

fonio is an AI phone assistant platform that answers calls, takes the load off your team, and ensures you're reachable 24/7 — so no lead, customer, or opportunity is missed. In this guide, you'll learn how to connect fonio with your Calendly account so your AI assistant can directly schedule appointments on your calendar, step by step.You can learn more about fonio here: https://www.fonio.ai/en What you need to get started An active Calendly account A pre-configured event type in Calendly (e.g., "Initial Consultation")     Steps To Connect the integration:Have issues during the integration process? You can reach out to the team at fonio.ai by emailing support@fonio.ai 1. Open fonio and activate appointment bookingLog in to your fonio dashboard and select the desired assistant. Navigate to the Book Appointments section in the assistant settings.2. Select Calendly as providerChoose Calendly from the dropdown menu as the provider.3. Establish connection (OAuth login)Click the "Connect w

Hey Calendly Community 👋I’m back with more exciting updates and new Calendly payment features!We just rolled out two new ways to get paid with Calendly: meeting packages and payment links. Important: As of now, these features are only available for Stripe-connected accounts. If you’re not connected to Stripe, you won’t be able to see the new Sell tab (that’s where these features live) What’s new  Meeting packages Sell a multi-session bundle of 1:1 meetings with upfront payment. After purchase, clients can schedule sessions all at once, or over time. Examples:  Coaching sessions Consulting package Lessons or tutoring sessions Payment links Create and share custom links to request payment for anything, anytime — before or after a meeting, or for services not tied to scheduling. Examples: Consultation deposits Late or overage fees Tips and donations Document reviews  How to get started From your Calendly account, go to the Sell tab in the left-hand

Hi Calendly Community 👋Exciting news: Calendly is now available in ClaudeWith the new Calendly connector, you can handle your scheduling through simple prompts, right from your conversations (without switching tabs). What you can do with Calendly + ClaudeHere are a few examples to try once you’re connected:Find available times “Find the top 3 open slots next week for a 30-minute meeting” — checks your actual availability and suggests time slots based on your event types. Create a one-time booking link “Create a single-use link for my 30-minute intro call” — creates a new meeting link without opening Calendly in a separate tab. Reschedule or cancel a meeting “Cancel my 2 pm meeting tomorrow” —  updates an existing meeting using a simple request, and the change is reflected immediately in Calendly. Review what’s coming up “What meetings do I have this week?” — show you what’s already scheduled, including invitee details pulled directly from Calendly.  How to get started in ClaudeSett

We’re expanding how we partner with customers who enjoy actively sharing feedback, ideas, and real experiences using Calendly. We’re excited to invite you to Calendly TIME (Testing, Insights, & Member Experience), our new opt-in research community.TIME is designed for customers who want to participate in product feedback conversations and research sessions, not just submit one-off feedback. Members help shape the future of Calendly by working directly with our product, research, and advocacy teams.As a TIME member, you may be invited to: Get early looks at concepts, designs, and upcoming product experiences Participate in short surveys or quick feedback activities Join 1:1 conversations or moderated usability sessions with our product and research teams Occasionally collaborate with our storytelling and advocacy team on customer features or spotlights Participation is always optional. We’ll only reach out when an opportunity aligns with your interests and experience. Live, mo

Do you use Calendly to charge for your time? (If not… what are you waiting for 💰) We just made it even easier to get paid. With our latest Stripe integration update, your clients can check out using: Debit or credit card Apple Pay or Google Pay Instant Bank Payments (via Link) New to Stripe + Calendly? You can collect payments via Calendly for consultations, coaching sessions, ‘pick your brain’ requests – whatever your business needs. The possibilities are endless! 🎥 I put together a quick video to walk you through how to connect your Stripe account and set up your payment preferences. You can also check out our latest blog post for more info.  🔍 A few things to know about your Stripe settings:All payment methods above are enabled by default once you connect Stripe to Calendly. You may choose to disable any of these methods in your Stripe account’s payment method settings. More info here. You may notice “Incomplete” charges in your Stripe transactions – this happens when an individu

You’ve landed on an article that is part of a series surveying the basic components that make Calendly such a powerful tool. We will cover core features, essential processes, and key concepts that will help you get the most out of your Calendly account.This article will tackle essential aspects of the team page event type— Round Robin Events.  What is a Round Robin Event Type?Round Robin event types allow your invitees to book a time when any assigned host has availability in their schedule. You can configure your Round Robin event type to be optimized for availability or for equal distribution, depending on your team’s scheduling needs. For more info on Round Robin distribution, feel free to take a look here. When could I use a Round Robin event type?To connect  leads with sales reps for intro calls and demos To connect new customers with the the client services team for onboarding and training To connect existing customers with a member of the support team To connect candidates with

Ever needed to send notifications to user over WhatsApp? Now you can with Callendars Calendly integration! Callendar makes it easy to send WhatsApp reminders for meetings booked through Calendly.  Once connected, it automatically sends appointment details directly through WhatsApp. With just a quick setup, you can link your Calendly events and ensure no one misses a meeting thanks to timely, personalized reminders. Who is this for?This is for any user on any of our Paid Plans How do I set this up?First, navigate to their website here: https://callendar.co/calendly/#   Here, enter your WhatsApp phone number, then log into your Calendly account:   From here, you’ll want to add a custom question to each of your events that asks the user for their WhatsApp phone number.Just add the question as Whatsapp Number and the answer type as Phone NumberBy default, the Reminder will be sent out at 24 hours and a few minutes before the event starts. Have questions? Let us know! If you have trouble wi

Date & TimeThursday, November 13, 2025 — 10 a.m. PT/ 1 p.m. ET Webinar Length45 minutes You’re invited to our product webinar, What’s New at Calendly, where we’ll walk through our latest features and product updates, including: How to set up new daily, weekly, or monthly meeting limits to protect your time More ways to get paid and offer discounts with our Stripe integration updates Exciting new tools for improved meetings and client relationships, and more! Our experts will be sharing live demos and tips for smoother scheduling, improved meetings, and stronger client relationships, and answering Q&A in the chat. Can’t make it live? Register anyway and we’ll send you the recording! Register for the webinar  

Take the hassle out of scheduling and connect more efficiently with Calendly’s LinkedIn integration. Whether you're adding your scheduling link directly to your profile or using the Calendly for LinkedIn browser extension, you can book meetings effortlessly, without ever leaving LinkedIn.New and existing Calendly users can showcase their availability right on their profile, making it easy for visitors to schedule time with just a click. And if you're a LinkedIn Premium user, you can unlock the Book an appointment button for an even faster way to connect. Who can use this?Anyone user on any of our plans! The steps to add this to your profile vary based on the type of LinkedIn account you have.This article explains how to add Calendly to your profile, whether you're a LinkedIn Premium or Free user. The process varies based on your LinkedIn and Calendly accounts: LinkedIn Premium  Add your existing Calendly link for the "Book an appointment" button. LinkedIn Free Add your existing Calend