A collection of the best tips + tricks from Calendly employees and beyond.
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Hey CalPals!Simplifying the scheduling process on your website is easy with Calendly Embeds. Whether you're offering clients the ability to book meetings directly or guiding them through a routing form, embedding Calendly into your website streamlines the booking experience, keeping users engaged without the need to navigate away.With flexible embedding options and seamless integration, this feature enhances the user experience while saving you time.Ready to get started? Follow the simple steps below to add Calendly to your website and make scheduling a breeze for your customers!Who Can Use This?Calendly’s embeds are available on any of our plans! Have questions on our plans? Feel free to check out our pricing page! First, you’ll want to choose what you want to embedThere are two ways to embed Calendly on your website:Landing page - Let users to choose from all your event types. Select the gear icon on the top right of your personal event types Select Add to website Booking page
If you're using Calendly's Routing Forms and want to receive automated notifications when a form is submitted, Zapier makes the process easy. With just a few steps, you can connect Calendly to Gmail using Zapier and automatically receive email alerts or even send custom messages. This guide walks you through the setup process so you can streamline your workflow and never miss a form submission again. Who is this for?Any user on our Teams Plan can use Routing Forms and the Zapier integration First, we’ll need to connect both applications to ZapierCreate your Zapier account and head over to this link to connect both Calendly and Gmail to Zapier: https://zapier.com/apps/calendly/integrations/gmail Once they’re both connected, start creating your first Zap! Want to skip a few steps? Use Zapiers Co-Pilot to simplify the setup, you can use one of these AI Prompts to make the process faster:For all Routing Forms:When a routing form is submitted, send an email with GmailFor Specific Routin
Hey Calendly! Have you ever run into an issue where a Calendar event was changed, but not reflected in Calendly? Causing Workflows and notifications to be sent on the wrong day and displaying the incorrect information?Well, for our users utilizing the Google Calendar connection, this will no longer be a problem! We’re excited to introduce Bi-Directional Sync! So anytime a Calendly event is moved on your Google Calendar, those changes will be reflected in Calendly as well! Bi-directional sync (for time, title, location, invitees, etc.) is one of our most requested features. While we plan to support more fields over time, we’re starting with syncing just the start/end time and date. Now anytime there is a change to the time and date of the Calendly event in your Google Calendar, this will sync over to Calendly - Automatically! So no more having to worry about making manual changes, this can be done through your calendar directly. Whenever there is an update to the date and time in the ex
Hey Calpal, We're excited to share that based on your requests, we've expanded Meeting Limits to help you keep a balance schedule. No more meeting overload! Similar to other availability settings, you now have Meeting Limit options both at the account level and the Event Type level.[NEW!] Meeting Limits for your account. On your Availability page, add Meeting Limits to cap bookings across ALL Event Types. Think of these limits as your top-level booking guardrails. Meeting Limits for an Event Type. In your Event Type editor, add Meeting Limits to cap bookings for that single Event Type. Think of these as your meeting-specific booking controls. What are the changes to Meeting Limits?Previously you could set a daily, weekly, or monthly meeting max per Event Type. Those limits were helpful, but you told us — I also need limits across all of my Event Types. Now you can!To setup, go to Availability Settings, then Advanced Settings. From there it is pretty intuitive. How do Limits based on
Hi CalPal!We’ve heard your concerns about keeping your account safe. Security is something we take very seriously at Calendly. To that end, we’ve made some updates your account’s security, you might have noticed when signing in. Below is a brief summary of some of the changes. If you want to know more, check out the Security & Compliance area in our Help Center. Am I Safer?Yes! If you’ve recently seen new prompts while logging in, this is why. We’ve implemented:Two-factor authentication (2FA) Login verification for email + password users What is two-factor authentication (2FA) and why should I use it? If your login is your front door then 2FA is both the lock and the deadbolt for your account. When you turn it on, you’ll enter your password plus a one-time code from an authenticator app, ie. Google Authenticator.Cause: Passwords can be guessed or stolen.Effect: A code from your phone ensures only you can log in.Even if you don’t enable 2FA, you might still see a one-time code email
Hey Calendly Community! What are your best practices for scheduling webinars with Calendly? I’d love to hear any pro tips and lessons learned 😄(In case you haven’t tried it yet, you can set up a Group event type to allow multiple invitees to sign up for a single event + integrate with Zoom, Google Meet, Microsoft Teams, GoTo Meeting, and Webex!)
Calendly has just gotten one step easier. Most of us spend more time than we’d like managing the meticulous parts of meetings—copying links, chasing down confirmations, or scrambling to reschedule when plans change. In fact, nearly half of professionals spend three or more hours every week just on scheduling logistics.We’ve added features so that you can hand off that busywork. Now, you can send meeting invites, automate booking reminders, and request reschedules—all directly from Calendly. No copying, pasting, or juggling between your inbox and your scheduling tool. Just smooth scheduling for you and a better experience for your invitees. For an in-depth look, check out this blog post What’s newBuilt-in email composer – Personalize your message, CC teammates, and send from your connected email address without ever leaving Calendly. There is also some limited functionality in our browser extension. Reminder nudges – Setting up reminders is a click away in our email composer. Calendly
Ever wanted to send a more personalized message to your invitees over text? Wanted to use a custom phone number when reaching out to clients? With the Zapier integration you can do this by using Calendly + ClickSend. Want to learn more about ClickSend? You can visit their website here: ClickSend Before setting up this automation, make sure you have:A ClickSend account (free or paid)A connected Calendly account First, we’ll need to connect both applications to ZapierCreate your Zapier account and head over to this link to connect both Calendly and ClickSend to Zapier: https://zapier.com/apps/calendly/integrations/clicksend Once they’re both connected, start creating your first Zap! Want to skip a few steps? Use Zapiers Co-Pilot to simplify the setup, you can use one of these AI Prompts to make the process faster:For all Events:When an Invitee is created in Calendly, send a text with ClickSendFor Specific events:When an invitee is created in Calendly, send a text with ClickSend. Add a f
The Calendly browser extension is now available for Safari, one of our most requested feature additions.With the extension, you can:Access Calendly in one-click from anywhere on the web Instantly find and share scheduling links and offer time slots via email Book meetings on the spot (great for follow-ups and handoffs) View and manage meetings and contacts Integrate with tools like Gmail, LinkedIn, Google Calendar, and moreAdd the Safari extension to get started. Happy scheduling! Want to know more about browser extensions? Check out these links below: What exactly is a browser extension?Help Center - All about browser extensions
Hey CalPals! 👋Looking to streamline your scheduling and keep your team in the loop, automatically? With the Calendly + Slack integration via Zapier, you can do just that.Whether you're managing interviews, demos, or client calls, this simple automation ensures that every new meeting instantly triggers a Slack notification, so no one misses a beat. In this guide, we’ll walk you through how to set it all up in minutes, no coding, no stress. Who can use this?Any user on any of our paid plans can use the Zapier integration. Before setting this up, make sure you have:A Zapier account A connected Calendly account A connected Slack workspace This integration helps eliminate manual updates and ensures everyone stays informed in real time. Ready to start? Lets jump in!First, we’ll need to connect both applications to ZapierCreate your Zapier account and head over to this link to connect both Calendly and Slack to Zapier: https://zapier.com/apps/calendly/integrations/slack Once they’re both c
Hey Cal-pals! In today's fast-paced, digital-first world, creating smooth customer journeys is critical. That’s where the Calendly + Typeform integration comes in. By combining Typeform’s conversational data collection with Calendly’s automated scheduling, businesses and teams can deliver a seamless and personalized booking experience. Who is this for?This is available to all users on any of our plans! First, what is Typeform?Typeform is an online platform that allows users to create interactive, user-friendly forms, surveys, quizzes, and more. It stands out because of its conversational interface, which makes the user experience more engaging compared to traditional, static forms. You can read up on some of their templates here: https://www.typeform.com/templates To Connect Calendly with Type Form:Sign in and open one of your forms Select Add Content at the top of the page: Select Calendly under Other: From here, you’ll be asked to sign into your account, select and select the event
Flexibility isn’t just a nice-to-have — it’s how you meet the moment for your customers. Now you can bring that same flexibility to your scheduling experience. We heard you: “I want to let invitees choose how long we meet without sending multiple booking links.” ✅ Done! If you're on a paid Calendly plan, you can now add up to four meeting duration options to a single Event Type, so invitees can pick the time that works best for them, and you can simplify scheduling without managing a bunch of links. Try it out: Add duration options to an event Before: More clicks, more friction You had to create separate Event Types for each meeting length, cluttering your scheduling page and making it harder for invitees to find the right option. Now: One link, more choices Let invitees choose from up to four duration options in a single booking experience. Fewer Event Types to manage for you, and a smoother experience for them. How to get startedCreate or open an existing Event
What’s New at Calendly: H1 2025 Feature Updates Sign up for the webinar Date & TimeAugust 13, 2025 – 1:00pm EDT Webinar Length60 minutes You’re invited to our mid-year product update webinar, where we will walk you through Calendly’s latest features, including: 👻 No-show Workflows to trigger follow-ups when invitees miss a meeting 📩 New functionality to share availability and send booking links within Calendly 📇 Enhancements to our new Contacts feature to keep your invitees organized Join our product experts for a guided demo of the newest capabilities that help you work smarter, not harder. You’ll leave knowing exactly how to set up these features and fit them into how you use Calendly. Sign up for the webinar
Meeting with the same users frequently? Want to follow up with someone you met with a few weeks ago? With Calendly's Contacts feature, you can easily view meeting details, track scheduling history, and schedule follow-ups with your contacts. This feature helps you stay organized and ready for your meetings. Through the contacts page, there are two ways to book meetings with your clients. You’ll have the option to:Book Meeting - This books a meeting instantly with the contact that you’ve selected Share Availability - This sends an email to the client with a booking link to prompt them to book a meeting with you Both options have their own uses, so I’ve added walkthroughs on both below: To share availability: Navigate to your Contacts tab. Select Share availability next to the contact you are looking to reach out to. Select the event you want your invitee to schedule with you. Select Next. For users who have integrated Gmail for workflows or Outlook for workflows: Choose which email
Hiya! You might have noticed that your homepage has changed. We’ve made a few updates to simplify your experience and bring related tools closer together. These changes are designed to help you find what you need faster, take action with fewer clicks, and streamline your scheduling workflow. Here’s what’s new: What’s up with all these new names?Your homepage has a new name — what was once “Event Types” is now called "Scheduling." This better reflects everything you can now do from this page, which goes beyond just creating and managing Event Types. So let’s look at what’s changedThe Scheduling page includes three tabs to help you easily access your most essential features: Event Types – Your familiar lineup of scheduling events. Single-Use Links – One-off links you can create and manage. Meeting Polls – A space to view and manage your meeting polls. It isn’t anywhere in the Meetings page!! This update also moves pending polls away from the “Meetings” page and to the Meetings tab in
When you're working with clients around the globe, scheduling can quickly become complicated—especially when you need to ensure each person connects with the right team.That’s where Calendly’s Routing Forms come in. With just a few clicks, you can create a custom experience that automatically directs clients to the correct booking page based on their location, meeting type, or other key details. In this guide, we’ll walk you through how to set up a global routing form, step by step, so your clients always land in the right place, no matter where they are. Who Can Use This?Calendly’s Routing Forms are available on our Teams Plan and above.Have questions on our plans? Feel free to check out our pricing page! Want to learn more about Routing Forms?You can learn more by going to our help center here: Calendly Routing Routing Forms allow you to fully customize the questions and the logic behind how these forms work. So you can direct visitors to specific people or destinations based on fact
Need to keep people in the loop who aren’t part of your Calendly organization? With Calendly Workflows, it’s easy to automate email reminders - even to external contacts. Whether you're notifying a colleague, client, or anyone else outside your team, the “Email Reminder to Someone Else” workflow ensures they stay informed without manual follow-up. Who Can Use This?Calendly’s Workflows are available to anyone on any of our paid plans.Have questions on our plans? Feel free to check out our pricing page! Want to learn more about Workflows?You can learn more by going to our help center here: Workflows overview To set up this specific workflow, follow these steps: Select the workflow that matches what you’d like to do, you have an option between a: Reminder, Follow-up and a Cancellation Notification. Here, I selected ‘Email Reminder to Someone Else’. It then brings me to a page where I can customize the name, timing, content and which events it applies to:In my case, I’ll change the name
Hey CalPals!Whether you're coordinating meetings with specialized support staff, setting up advising sessions with faculty, or directing leads to the right regional sales representative, this setup gives your guests the flexibility to choose who they meet with - by offering host-specific event types through your Calendly team page.For example, you can:Offer meetings with support team members specializing in different areas Schedule advising sessions or conferences with teachers or faculty Provide the option to meet with a sales team member based on their regionWho Can Use This?Calendly’s team pages are available to anyone on Standard Plan and above!Have questions on our plans? Feel free to check out our pricing page! Before you beginYou'll need to be an owner, admin, group admin, or team manager. Owners, admins, and group admins need to set up a team page and add your hosts as team members. It's also encouraged to confirm that team members have their calendars connected. You can check
Hey CalPals! 👋When scheduling becomes a team effort, making sure invitees land on the right calendar is crucial - and that's where Calendly’s Routing Forms shine.Whether you're managing a diverse support team, coordinating faculty meetings, or organizing regional sales calls, Routing Forms simplify the process by collecting key information and automatically directing each invitee to the right person. It’s smart scheduling, tailored to your team’s needs.For example, you can:Offer a selection of members from your support team with different specialties Schedule advising sessions or conferences with different teachers or faculty-staff Allow invitees to choose a sales team member that represents their regionWho Can Use This?Calendly’s Routing Forms are available to anyone on Teams Plan and above!Have questions on our plans? Feel free to check out our pricing page!Before you beginCreate event types for your form to route to. From the Routing page, all users in the account can view and shar
If you’re meeting clients, colleagues, or partners in person, you know travel time can be tricky to manage between appointments. That’s where Calendly’s buffer feature comes in. Buffers help you build in extra time before or after your events—so you’re not rushing across town or stuck juggling overlapping meetings.You can use buffers to allow for travel time between your in-person meetings to allow more time for you to get where you need to be - Automatically!Who Can Use This?Calendly’s buffers are available to anyone on any of our plans.Have questions on our plans? Feel free to check out our pricing page! Want to learn more about buffers?You can learn more by going to our help center here: How to use buffersWhile there isn't any way right now to automatically determine the length of travel buffer needed between two addresses… If you have places to commute between, you can create an event for each location, and set a before buffer that would give you enough time to travel to that speci
Looking to streamline your webinar scheduling?Calendly’s Group Events feature makes it simple to host and manage webinar sessions, whether you're using Zoom, Webex, or another video platform. In this guide, we’ll walk you through how to set up Group Events for your webinars, customize your meeting links, and make the most of your Calendly experience. Who Can Use This?Calendly’s Group Events are available to anyone on any of our paid plans.Have questions on our plans? Feel free to check out our pricing page! Want to learn more about Group Events?You can learn more by going to our help center here: Group Event TypesFirst, you'll need to create a Group Event:Go into your Calendly account Select the blue Create button Select Group Events Here, you can set the name, duration and location of the meeting from this tab: ❗One limitation to point out, you can’t use Zoom Webinar links through the integration at this time. However, you can generate a Webinar link in Zoom, and include it as a custo
Hey, Calendly Community! 👋🏻 I am casually coming to you this fine evening with a workaround - don’t you just love those? What’s a workaround, you ask?Well, a workaround is something we can implement when there’s not exactly an existing feature or functionality that helps to meet a goal you have - but with a little extra effort and creativity - still allows for the endgame to look nearly identical. 💪🏻This specific workaround pertains to Group Event Types and the invitee limit that you set within each. 💡Use Case ExampleYou have set up a group event with an initial invitee limit of “15” per time slot - and you are excited! You will be teaching groups of people how to paint while also displaying art by you and other local artists for sale, gallery style. To top it off, you will be offering discounts for a series of painting lessons - and you are expecting a full house in every time slot due to some strategic marketing on TikTok. 📱 Way to go! You’re doing it - you’ve done it! 💃That s
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. In this article we will show you how to Share Your Landing Page This feature allows you to share one single link that gives invitees the ability to look over all of your event types. It is a powerful feature. To Share Your Link from the Calendly Website To share the link to your: Landing page (that lists all events you offer), on the right side of your Scheduling page is the ellipses that hold a drop down menu. That drop down contains the option to copy your landing page’s link. A specific type of event, on the Calendly Scheuling page, find the event you want to share and select Copy Link. A Copy Link option lives right on top of the event tile. The link to your landing page is accessed by clicking the ellipsesThe links to y
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 how to clone and Event Type, a simple and super useful out-of-the-box feature. How to Clone an Event TypeTo clone an event type, click the gear ellipses all the way to the right of the event type > click “Duplicate”:Once you’ve done this, the cloned event type will automatically pop up and you will be able to edit any/all sections you please (name, description, duration, availability, booking notifications and so on). 💡 Tip: Your booking pages link will not dynamically change with the event name. When cloning your event type, be sure to also update the booking page link in the “Booking page options” section of your event type editor. Once you’ve figured out the act of cloning your ET, you’ll want to consid
There’s almost nothing we love more than getting to archive some complex workaround in favor of announcing a new feature that just makes things easier. Calendly’s latest Zapier integration will make handling meeting no-shows easier for everyone. The No-show trigger for Zapier allows you to automate follow-up processes for those unfortunate times when invitees miss their scheduled meetings. Whether you want to automate follow-up emails, updating a CRM, sending an invoice for missing the meeting, or using one of the 6000+ Zapier automations, it’s here and ready to go. If you don’t use Zapier we have another solution for you. We have a built in workflow to automatically follow up with no-shows and prompt them to book a new meeting time. You can read more about that HERE. Who Can Use This? The Zapier integration is available on all of our paid plans. Utilizing advanced Zapier workflows with multi-steps, paths, high volume Zaps, and other features require a paid Zapier plan as well. What do
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