Featured Tips + Tricks

A collection of the best tips + tricks from Calendly employees and beyond.

  • 61 Topics
  • 73 Replies

61 Topics

Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

12 Days of Calendly, Day 9: Calendly Routing for Individual Users

🎼On the ninth day of Calendly, my community gave to me: an easy way to route invitees!🎼Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! Yesterday, Sam taught us all about adding Calendly to your website - an incredible topic that goes hand in hand with what we’re going over, today! If you haven’t read that article yet, go check it out and then dash through the snow to read Sunday’s post - Managing Events for Multiple Businesses. Done? Great! Let’s move on to routing! 🎉 📍 Who can use this feature?Routing solutions are available to users on our 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! 📄 What are Calendly Routing Forms? Routing forms let you request information such as industry, company size, specific i

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Kelsi at Calendly
Community Manager
5 months ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

12 Days of Calendly, Day 6: Creating a Collective Event in a Team Page

🎼On the sixth day of Calendly, my community gave to me: Collective booking for you and me!🎼 (and anyone else on your team with whom you would like to co-host meetings… teehee 🤭)Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! It’s day six and we’re halfway through our festive fortnight 🌝! Well, technically it’s a little bit less than a fortnight, but I couldn’t resist the alliteration. Kelsi brought the magic yesterday, with tips on how to master the art of sharing your landing page. If you missed it, click here to check it out! As Buddy the elf says– “The best way to spread Christmas [or any Holiday!] cheer, is singing loud for all to hear!” …but how do I make sure my whole team is available and included in meetings when an invitee books?What a great question! I’m so glad you asked, because I’d love to tell you! What is a Collective Event Type?Calendly’s Collective event types allow invitees to book meeti

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Sam S
Community Manager
5 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

12 Days of Calendly, Day 5: Sharing Your Landing Page

🎼On the fifth day of Calendly, my community gave to me: an overview of the landing page experience for invitees!🎼 Welcome to 12 Days of Calendly, a series of guideposts in which we give you the gift of product knowledge and understanding! We are well into this series of guideposts, now, so if you haven’t yet, check out this article that goes over what the series is, what’s been posted to date, and keep checking back as each day will include a link to a new addition! ☃️ Yesterday (day four), Sam decked our halls with boughs of info about creating Round Robin Event Types in a team page, and on day three I went into detail about cloning event types ! Today I am going to jingle all the way into Sharing Your Calendly Link intuitively! Picture this: you are a solo Calendly user that offers a variety of different classes and meetings. Perhaps you are a college professor that wants to provide an ability for their students to join lectures online, attend office hours and schedule lab time whi

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Kelsi at Calendly
Community Manager
5 months ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

12 Days of Calendly, Day 2: What is a Team Page?

🎼On the second day of Calendly, my community gave to me: some helpful team page tips for my team!🎼Welcome to 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! Kelsi got the ball rolling yesterday by introducing the different event type options available to solo users, so if you haven’t yet, feel free to check that out! In my articles I’ll be taking a more ~team focused~ approach to help you optimize Calendly when managing scheduling for multiple users.Without further ado, let’s dive into team pages and why they rock (around the Christmas tree 🎄). So… What is a Team Page? One of my favorite tools for multi-user Calendly organizations, the team page is a space where you can configure and organize events specific to a team, as well as offer your invitees various event type options with different hosts, all from one landing page.For step-by-step instructions on how to set up a team page, take a look at this great Help Center a

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Kelsi at Calendly
Community Manager
5 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

12 Days of Calendly, Day 1: What are different event types?

🎅🏻On the first day of Calendly, my Community gave to me: an overview of different event types available to solo users (and made this line rhyme - yippeee)!Welcome to 12 Days of Calendly, a series of guideposts in which we give you the gift of product knowledge and understanding! (I realize that Costco gift cards might also be desirable, but, I promise this will be exciting!) Today we are kicking off this series with an overview of different event types available to our solo users (those without additional users in their Calendly organization, scheduling meetings for just themselves). Each of these guideposts will be concise - so let’s dive right in! 🗓 One-on-one Event TypesA one-one-one event type is precisely as it sounds - an event type you create in order to share with as many people as you wish, to allow them to book individual, one host/one invitee meetings. Note: one-on-one event types are available on all plans, free and paid.  🗓 Group Event TypesA Group Event Type is a one

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Sam S
Community Manager
5 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

The 12 Days of Calendly are Here: A Series of Guideposts

🎼On the first day of Calendly, my favorite scheduling software gave to me…🎼As we waltz into the winter holiday season with you, our team felt it would benefit the community (that’s you!) to provide 12 days of articles that outline how to best utilize Calendly individually and/or as a team.We hope to assist you in meeting your goals with ease while everything else around you descends into the chaos of travel, shopping and hosting that second cousin you haven’t seen since 2007 for a week. (You might be giving up your home office as a makeshift guest room this year, but why give up an opportunity to return on your investment with Calendly - and have fun learning while you do it?)🎁 Find it All HereAs we posted each article throughout the 12 days, we’ve linked them here for your easy access and navigation - feel free to use this as a launch pad to explore the topics that interest you!Day 1: What are different event types?Day 2: What is a Team Page?Day 3: Cloning Event TypesDay 4: Creatin

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Kelsi at Calendly
Community Manager
5 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

An Overview of Event Type SettingsTutorial

Calendly is such an incredible tool for scheduling needs. You create an event type, implement automations like Workflows and Routing Forms, set your event type settings up and share your booking link, and bam! You start getting meetings that appear automatically on your connected calendar, just like that! That said - man, there are a lot of event type settings to learn your way around. These settings are intended to make your job (and your life!) easier - so let’s go over them and make sure you walk away with a better understanding of how they work! Q: Who is this article for? A: Everyone! Every Calendly user, be they on a free plan or our Standard, Teams or Enterprise plans has an ability to customize their event type settings. There are some settings reserved for specific plan tiers, and I will indicate those below! 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 pri

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Kelsi at Calendly
Community Manager
6 months ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

Maximizing Automation with Integrations

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

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Kelsi at Calendly
Community Manager
6 months ago
W
Employee
willow.arthurEmployee
posted in Featured Tips + Tricks

Want to have your invitee questions pre-populate?

 Invitee questions are a great way to obtain vital context from your invitees before they schedule a meeting with you. You can use invitee questions to ask invitees necessary screening questions or what they’d like to discuss in your meeting - all to help you gather information that will create a more valuable, efficient meeting. However, there are some instances where you want pertinent information about your invitee, such as name, location, and answers to custom questions, to automatically display without them having to manually enter it. Having this information already displayed for your invitee creates a personalized experience for them, especially if they've  already been asked similar questions before. You can automatically display information such as:Name First name Last name Email Location Custom question responses Checkboxes and radio button Additional guests Phone number To learn how to add invitee information to your Calendly link, click here  

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Kelsi at Calendly
Community Manager
6 months ago
baileyperezthompson
Employee
baileyperezthompsonEmployee
posted in Featured Tips + Tricks

Tip: Creating a "One-on-One" Event Type for Teams

Many admins and owners (for tracking purposes) like to have their team members’ events all in one place. However, Teams do not offer one-on-one events… or do they? One of the first “tricks” customers often learn in the system is that you can make a Collective event type within a Team act as a One-on-One event type. How do you do this? Follow the steps below!Go to your Team → select the “New Event Type” button on the right hand side of your screen → and click on “Collective Event Type”. Once you are in the “Team Members and Location” section of the event type, add the one team member you’d like to be a part of the Collective event type. Note: If there are multiple team members selected, uncheck the checkboxes for those team members and only select the user / team member you’d like to be on the event type.  Proceed as normal when setting up a collective event type.It’s that easy! Want to see all the steps at once? Watch this quick loom video.

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baileyperezthompson
Employee
6 months ago
D
Employee
Danielle MaEmployee
posted in Featured Tips + Tricks

How are folks using the Calendly mobile app?

Calendly’s mobile app is getting a glow-up. How are folks using it now? Favorite/least favorite features? Wishlist items? Other hot takes? We want to know! Comment in thread, or if you have more to say, the product team is offering a limited number of user feedback interviews in early November. Let me know if you’d like to participate!

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D
Employee
6 months ago
B
Employee
beckyEmployee
posted in Featured Tips + Tricks

Using Calendly to facilitate in-person meetings at Conferences or Events

I had a problem I was trying to solve, and I needed to create a unique solution.When I used to work in Account Management, I would sometimes need to facilitate meetings for myself or others on my team to be able to meet 1:1 with clients while we were attending an IRL conference event. We wanted to use Calendly to make booking our client meetings seamless and efficient, but the tricky part was how we could do this while we had blocked our calendars off for our conference travel. Since our calendars were blocked for travel to avoid booking any internal meetings, how would we be able to let Calendly know we actually were free to book meetings with clients while we were at the conference?Since you can’t be in 2 places at once and double-book your calendar, this is how we created a custom solution that worked for us.  We wouldn’t be able to stop blocking off our calendars for the days we were OOO. So, we created a brand-new “Events” Google calendar for our team. This calendar remained open

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Employee
6 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
posted in Featured Tips + Tricks

Secret Event Types: Control Who Books With You

It’s frustrating when you get bookings out the wazoo - when all you’d hoped for was a handful. It’s also frustrating when you, the ever-popular King 🤴🏽, Queen 👸🏼 or Nonbinary Royal 👑 cannot keep up with the spam-bot bookings that might be attacking your booking page. While Calendly does not currently have a feature that allows for blocking bookings (spam or otherwise - we are taking feedback about this into strong consideration! 🔊), we do have some methods of managing who can and cannot book your event types. 💦 Let’s dive in! 💦Depending on how you've shared your link, you may want to consider exploring the following options:Changing the event URL, and sharing a new event link. 🖇 If you have shared your personal scheduling page- and not the event-specific link- you could make the event secret which would ensure it did not appear on your main scheduling page. Any invitees would need to use the event-specific link to access your booking page, which would only be provided by you. 

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J
7 months ago
SchedulingSteve
Employee
SchedulingSteveEmployee
posted in Featured Tips + Tricks

Hello World! (from your Calendly CPO)

Hi everyone! I’m thrilled that we have our Calendly Community up and running now, and love seeing the conversations starting up even though we haven’t fully rolled it out yet.A bit about myself: As the Chief Product Officer at Calendly, my #1 goal is to help our customers become successful with any scheduling problem they need to solve. The product teams at Calendly define our product vision, strategy, and roadmap. To do that well, it’s vital that we listen to customer feedback, whether they be new ideas or even complaints.All feedback is welcome and important to set the direction of Calendly. If you ever need anything, just holler and say hello on the community!

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SchedulingSteve
Employee
7 months ago
M
Employee
michaela.buschEmployee
posted in Featured Tips + Tricks

Enhance Meeting Efficiency with Calendly's Invitee Questions

Do you typically ask a set of standard questions when meeting with others? Imagine the increased efficiency of your meetings if you had those questions answered in advance, providing valuable insights about your invitee from the get-go. With Invitee Questions, you can achieve just that. Whether you're a sales representative, personal trainer, recruiter, or whoever you can have your invitees answer key questions before your scheduled meetings. This enables you to predetermine if the meeting makes sense for all parties or if a better-suited individual should handle it. Other benefits of using Invitee Questions:Gather essential information about your invitee early on, allowing you to come to the conversation prepared. Save the valuable face-to-face time for planning, high-value discussion topics, and questions. Here are two scenarios illustrating how Invitee Questions can improve meetings across various roles and industries: 1. Sales Representative (Abby's Story):Abby conducts frequent 30

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Kelsi at Calendly
Community Manager
7 months ago
C
Employee
Cloe MareckEmployee
posted in Featured Tips + Tricks

Interview Childcare Providers

I needed to interview childcare providers, but wanted to do a screening prior to an in-person interview, so I turned to Calendly.  Here’s how I did it:Made a posting on Care.com (it would be great if there was a native integration as you cannot share URLs through their email platform). Received applicants and exchanged mobile numbers with the most qualified providers based on their experience and background. Via text, I shared my scheduling page complete with custom questions to learn more and a Zoom location.  The interview was booked via Calendly and we connected via Zoom.  The interviews went directly to my work calendar (it’s the one I use most often), and the availability checked both my personal and work calendar to ensure they only took place when I was truly available. It was super simple and a great way for me to manage interviews outside of working hours without having people come to my home. The most qualified providers moved to an in-person interview (also booked via Calend

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Employee
7 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
posted in Featured Tips + Tricks

Integrations and Automations - all listed in one place!

If you are curious about what native integrations and automations Calendly has to offer, they are all available to be explored here on our Integrations and Automations page!A few snippets of the resources available there are: SalesforceSyncing additional guests and hosts to Salesforce Salesforce integration by group Calendly Salesforce package version 2 components Mapping Routing Form responses to a lead record in Salesforce Reference Calendly links as merge fields in Marketo emails Reference Calendly links as merge fields in Pardot emailsOther IntegrationsActiveCampaign Calendly for Intercom Calendly for Slack Getting started with Google Analytics Getting started with Make Getting started with webhooksRouting FormsCalendly Routing Routing with Salesforce lookup: scenarios and solutions Pre-populate invitee answers in routing forms How Calendly routing works with Distribution Engine How Calendly routing works with LeanData How Calendly works with existing routing toolsIf you do not see

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hilaryyeg
Employee
7 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
posted in Featured Tips + Tricks

Customer Success Stories - Straight from the Horse's Mouth!

Have you ever wondered what kind of customers are using Calendly, what that looks like for them, and how it might related to your own use case? I know that when I am learning how to use a new product (especially one that I pay for!) I prefer to see real world examples of that product being put to good use. Our Customer Stories page lets you take a look at Calendly Customers and how they’re doing!A visual snippet from the Calendly Customer Stories web pageFor example, you can learn how Dartmouth increased their capacity to advise students, despite staff cuts. Or, you can read about how CI Assante Wealth Management achieved 323% ROI with Calendly! I also suggest checking out how Lyft accelerates its B2B sales cycle with Calendly - and these are just a few success stories that might inspire you! How do you plan to use Calendly to grow your business? What have you already implemented within your Calendly account that you feel will lead to success? I want to hear about it! 

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Kelsi at Calendly
Community Manager
7 months ago
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks

Calendly's Resource Database!

Whether you are new to Calendly, or been a Calendly user for years, you can find great help by checking out our Resources page! Our resources page has: E-books & Guides Webinars Video Tutorials Customer Stories and Best Tips and Tricks Our BlogIf you are looking to make sure you are getting the most our of your Calendly account, I would highly recommend checking out our Resources page!

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Employee
7 months ago
T
Employee
TeeRoadEmployee
asked in Featured Tips + Tricks

What Happens to my account when my Free Trial ends?

I’m nearing the end of my trial but I’m not sure what plan would work best. If I don’t subscribe to a plan before my free trial ends, what happens to my account?

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Employee
7 months ago
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks

Calendly's Basic (free) Plan Option

You don’t necessarily need to be on a paid plan to have a Calendly account! We do have a Basic, or Free, plan option which allows you to: Connect 1 Gmail, Office 365/Exchange or iCloud calendar Have 1 active One-on-One event type active at a time Customize your booking link with your branding Add Calendly to your own website Send automated event notifications 24/7 Email Support 

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Employee
7 months ago
D
Employee
Danielle MaEmployee
posted in Featured Tips + Tricks

Emojify your event types!

Calendly Event Types support emojis in the titles, and it’s one of my favorite things to add a little personal flair. It’s fun + I’m convinced it makes people even more excited to meet with me! Plus, it’s great if you ever use Calendly for personal meetings like a birthday party🎉 or school pickup🎒!

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D
Employee
7 months ago
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks

Don't Need To Take Every Holiday Off? That's Cool, You Can Pick and Choose!

Recently, we added National Holidays onto our user’s accounts in case you would like to be seen as unavailable during those holidays. But what if you don’t need to take off for all of the holidays? Check out below to see how you can toggle these holidays off!Edit: This functionality is part of a gradual rollout and will be available soon. If you don’t see it yet, it’s coming!

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Employee
7 months ago
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks

Have AI Create Your Events For You!

A great feature that’s been recently added to the Calendly homepage is the ability to have AI create your events for you! Have you seen this button at all recently?This is our AI creation tool. Once you click this button, you will be brought to a screen where you can input a prompt, where our AI will create the event for you based on the prompt that you wrote!We even place some recommended events based on your previous prompts!​​​

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T
Employee
7 months ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
posted in Featured Tips + Tricks

Getting Started: Zapier!

You are new to Calendly and trying to find ways to maximize the features that come with your plan. You are busy - SO busy!!! You want to automate as much of your work as you can (so do I - who doesn’t?!), and you’re looking for solutions to make that happen. In addition to our Workflows feature allowing you to send automated reminders, followups and more to your invitees after they book, our Meeting Polls feature that allows you to offer times to a group of people and have them do the choosing and scheduling for you, and our Routing Forms  that will automatically send an invitee to the appropriate event type for booking (along with other automated processes, like all of your bookings automatically being pushed to your “add to” calendar) - we offer integrations that will assist with automating more tasks - like Zapier!With Zapier, you can easily trigger actions in the other apps after a Calendly event is scheduled or canceled. You can review more about specific functions and available a

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Kelsi at Calendly
Community Manager
7 months ago
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