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Featured Tips + Tricks

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

  • 70 Topics
  • 123 Replies
70 Topics
Kelsi
KelsiCalPal Emeritus
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
1 year ago
Kelsi
KelsiCalPal Emeritus
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
1 year ago
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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
1 year 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
1 year 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
1 year ago
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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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Employee
1 year 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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T
Employee
1 year 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
1 year ago
Kelsi
KelsiCalPal Emeritus
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
1 year ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
Issues trying to add a new user to your organization, or trying to join a new organization yourself? Read here!

If you are an owner attempting to add a new user to your organization but have run into an issue, or, if you are a Calendly user attempting to join a new organization and can’t - you’ve landed on the right topic! 🤗Users:With Calendly, you can only be a member of one organization at a time, and it looks like you previously owned or accepted an invitation to join another organization.To resolve this, you can reach out to your current account owner to have them remove you from their organization. (I truly wish that we could make this happen for you - but only your current organization owner can!) Here is a brief article about that option you can pass along to the account owner as a reference: Remove users and paid seats from your account.Once your current owner has removed you from their organization, you should be able to accept the new invitation! Owners: Like stated above, you can only be the member of one Calendly organization at a time. If you previously set up your account as an or

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Kelsi
1 year ago
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks
What is the Troubleshooting Tool?

What is the troubleshooting tool and how can I use it? Also, what does all of the different titles mean?

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T
Employee
1 year ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
One-Off Meetings: What are They and How Do They Work?

Our One-Off Meetings feature is something that we often see confusion about when answering tickets on the support team. What makes it different than a one-on-one meeting? Why don’t you see it on the landing page with the rest of your event types? Why did the link go dark once someone booked it? Not to fear - I am here (to answer these questions and more)! One-Off Meetings are meant to be used when you need a single date and time open for a specific person. They offer a quick and flexible way to host a one-time meeting that doesn't match your regular event type configurations. When you set up a One-off Meeting, you can use key event type settings like location, hosts, timing, and more.  Watch the video I created, below, to learn how to set up a One-Off Meeting and how to manage it, once you do! If you don’t have time to watch - that’s okay! You can bookmark this for later, or, read more about setting up One-Off Meetings here! Note: once you’ve created a One-Off Meeting, it will not appe

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Todd75416
Calendly Connector
1 year ago
Kelsi
KelsiCalPal Emeritus
asked in Featured Tips + Tricks
How do I know if I should consider Calendly's Enterprise plan?

I have heard about features like Domain Control that are only available on the Enterprise plan. How do I know if this is something that would benefit my team? Thanks! 

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Kelsi
1 year ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
Calendly Terminology: A Guide through Our Terms and Phrases!

“Calendars” and “Event Types” - what’s the difference? “Workflows” and “Event Type Reminders” - aren’t they the same thing?! Use this post as your guiding light when it comes to what is what within Calendly. We have a specific set of terminology and verbiage that you will run into when writing our support team, talking to other Calendly users and reading through our Help Center - so understanding it all will be of great use! Event Type: this is the meeting type (one-on-one, Group Event Types, Collective Event Types, Round Robin Event Types and One-Off Meetings) that you create so invitees can book with you.Invitees: these are the people (clients, patients, etc.) that book with you via Calendly.Connected Calendars: these are the calendars you sync on your Calendar Connection page so that Calendly can tell when you are busy/have conflicts, and so that Calendly can push your bookings to your calendar, externally.Booking Page: this is the page on which your invitees can book your event typ

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Kelsi
1 year ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
Tips and Tricks: Invitee Questions on Your Booking Page!

So - imagine this: you are setting up an event that allows people to book a class. You are teaching other people how to use Photoshop - how exciting! I bet that you’d like to gain an understanding of how experienced each invitee might be with the software, what their goals are when taking your class, and more - right? I knew it! You can use Invitee Questions On Your Booking Page in order to gather this information before each booking. How cool is that? Check out the video I created, below, for an understanding of how to best use this feature - then get to scheduling! Now you know how to set up Invitee Questions on your booking page! You might also be interested in this topic that I created -I hope this helps! If you still aren’t sure how to do something, just let us know! We’re happy to help! 

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Kelsi
1 year ago
S
Employee
SachiEmployee
posted in Featured Tips + Tricks
Groups vs. Team

A Calendly Teams page is a shared scheduling page that allows multiple members in your organization to share their availability and allow others to book meetings with them. It is designed to facilitate team scheduling and collaboration.Events set up on a team page allow for more control and functionality, including the ability to automate tasks with Workflows. Check out this help center article for more details on getting started: Set up a team page On the other hand, a Calendly User Group refers to a grouping or categorization of Calendly users based on common characteristics such as their roles, departments, location or any other relevant criteria. User Groups are a feature primarily used for administrative or reporting purposes rather than scheduling. You can read about Groups in more detail here: An overview of groups 

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S
Employee
1 year ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
If you wish you'd known anything when getting started with Calendly, what would it have been?

When I used Calendly for the very first time, it was from the invitee’s perspective. I was applying to jobs and found many hiring managers to be using Calendly to schedule interviews. It sure did make booking easy, breezy, beautiful - but I was left confused and without anywhere to turn for help, a few times, too.Once, I got an email telling me when my interview was and that it was to take place via Zoom, but there was no Zoom link included in the email. I wasn’t sure what to do - was I supposed to reach out to the interviewer or to Calendly support? Now, I’m aware that Calendly support cannot assist an invitee with a missing Zoom link and that I needed to reach out directly to the person I was meeting with. I wish I’d known that clearly and without a doubt, back then!What is one thing that you wish you’d known in your early days as a Calendly user or an invitee booking via Calendly? Discuss in the comments, and perhaps we can all learn something! 🤗

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Kelsi
1 year ago
Kelsi
KelsiCalPal Emeritus
asked in Featured Tips + Tricks
How do I know which paid plan is right for me/my team?

I am considering upgrading to a paid Calendly plan from my free - basic plan, but I am unsure about what plan to select and what I’ll get when I do. How do I make this decision? 

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Kelsi
1 year ago
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Employee
melisafEmployee
posted in Featured Tips + Tricks
Team Event Types vs. Shared Event Types

I know you’re probably wondering “what’s the difference between Team events and Shared events?”. You can create the same type of events and the booking process is the same so what’s the main difference?  Well, it depends on your scheduling needs. In short, shared event types are designed for quick collaborations with anyone in your organization while team events are designed for cross-collaboration.  Shared events are ideal for ad-hoc meetings or short-term meetings. The great thing about shared events is that you don’t need an admin or the owner to create the meeting. You are able to create a shared event right from your Calendly account and add a colleague.  For example, if you and another colleague are working together on a project and need to meet with an external client every week for the duration of the project, you can create a shared collective event type for you and your colleague. You can then invite that external client to book with you both. Since the project is only for a

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M
Employee
1 year ago
jillian
Community Manager
jillianCommunity Manager
posted in Featured Tips + Tricks
Protect Your Time

It’s not the world’s fanciest tip + trick - I know! - but it’s an important one. And I guess a bit of life advice too?It’s alright to not be available all the time… especially when you’re giving your time up for free.For me, this is super important when it comes to networking. I love connecting with industry peers, but it’s important to me that work and life get first dibs on my schedule. Networking will fit where it fits!To make this happen with Calendly, I use a 1:1 event type that uses my calendar availability and a super slimmed down availability. In my case, this looks like nixing Mondays, Fridays, any time before 9am and anytime after 4pm. Mondays are just too busy. Fridays are for focus. My mornings are for triage and later in the day is for wrapping things up.I also have workflows setup to remind participants 24 hours before and automatically thank them for meeting after as well. This helps ensure participants remember to show up and also gives them a chance to follow up after

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jillian
Community Manager
1 year ago
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