Featured Tips + Tricks

 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  

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.

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!

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

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

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

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?

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🎒!

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

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 

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! 🤗

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

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