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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
Hey Calendly Community! 👋We've got some big news: the new Calendly is here. We've launched two exciting new products and refreshed our look, all as part of a new chapter for Calendly.Our vision is to go beyond making scheduling easier and take more of the work out of meetings — before, during, and after they happen.A couple of things we're especially excited about:Callie, your AI assistant: Add Callie to an email thread, tell it what you need, and it'll help coordinate scheduling right from your inbox. In Calendly, Callie is just a click away via an interactive chat, ready to help with more pre- and post-meeting tasks. Calendly Notetaker: Stay focused on the conversation while Notetaker captures the details, then get clear recaps and next steps to help keep work moving after the meeting.And don't worry: all the Calendly scheduling features you know and love are still here. These new products and updates are about helping Calendly take even more meeting busywork off your plate, so you
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,
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
Welcome to Calendly Community! This community exists as a place for you to find help, inspiration, and connection. We’re absolutely thrilled you’re here.All community members - customers, partners, employees, and everyone else - are held to the exact same standards and community guidelines. And while we don’t want to be mean about it, offenders may face consequences ranging from temporary removal from Calendly Community to possible terms of use violations. And you should know: We reserve the right to remove any content anywhere on the community for any reason, including and beyond the reasons listed below. No selling or solicitingListen, we all love money and deals. But there are places for that and this is not that place. Please refrain from any and all selling and soliciting including services, items, and the like. This also includes professional services, consulting, and job listings. A big nope to harassment or disparagingIt’s easy to be a bit more critical or crude when hiding beh
Hello, I have a few questions. I am a real estate agent and I created a Calendly account to manage my property viewing appointments. My first question is: Can I reserve specific days exclusively for certain neighborhoods? I have already created multiple "events" to differentiate my neighborhoods, but I couldn't find a way to "lock" or restrict specific days to a particular event. Second question: Can I invite my colleague to my calendar and set up a system (using colors or different profiles) to say, for example, "I am taking this day, and she is taking that day"? I also need her to receive her appointment notifications directly in HER own inbox. Is this possible? Third question: Can I make SMS reminders mandatory? I did a test booking, and the SMS reminder was optional (if I didn't fill out the phone number field a second time for SMS, I didn't get a reminder). I really need this to be required because prospects don't check their emails often when an appointment is coming up.Here is a
HelloI have an issue with the sms reminders, since May ou June.When the customer books himself the meeting, he receives the sms reminder.But when I book for the custom (form the app), he doesn’t. I think it is linked to the phone confirmation, but I don’t know how the customer can confirm the number when he doesn’t book by himself.Thanks for your help
I have clients who I book multiple sessions with at a time. (Examples: Clients I meet weekly, at the same day/time each week for several weeks in a row; Clients that I need to bulk schedule several meetings for on different days/times for a project [of a particular event type]; Self-booking clients who have paid for a certain number of sessions; etc.)How can I do this in one action, and not have to go through the whole scheduling process over, and over, and over each time I need to schedule the same client for multiple meetings? Thank you!
Just today, July 15th, when I scheduled one of my students, it said they needed to verify a number sent via text message. I schedule for my students when they aren’t present - they ask for a meeting and I set it up on my end. This means I can’t be verifying text messages. If I do NOT verify it, it says they won’t receive text reminders for the meeting. I need them to receive these - no one reads emails. I saw this: https://calendly.com/help/how-to-send-text-messages-with-workflowsHow can I make sure students still get text reminders if I can’t do the verification each time. Is it EACH TIME? That feels insane to me.
I’m creating a new thread because there are already multiple posts from customers dealing with the same problem, and this deserves more visibility.SMS Workflows are one of the main reasons we pay for Calendly. We rely on texts because email notifications get missed or filtered to spam, and SMS is what allows clients to actually see appointment notifications and confirm attendance.Calendly changed that by adding a separate SMS opt-in/verification step after the appointment is scheduled. If the client misses that message, doesn’t recognize it, or doesn’t complete the extra step, the SMS Workflows we are paying for simply do not reach them.That is not a small change. It materially reduces the usefulness of a paid feature.What makes it worse is that I received no meaningful advance notice. This happened right around our annual renewal. Had we been told ahead of time that a major part of our workflow was about to change, we could have evaluated alternatives before renewing or migrated befor
Now, Calendly wants a text verification code from the invitee after I book them. However, if I skip that step and do not verify my account by text, then the workflow process WONT work. If there’s a legal issue, let’s address it and make some changes; this is simply not acceptable.
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
My Google Calendar is linked but the times I have appointments are still available for people to schedule meetings.
When providing times in gmail for a customer to book an event using the Calendly plugin for Google, I often run into issues where a time is unavailable. I have checked the days/times and there are no events listed nor do I have anything marked as “busy”. I have received the troubleshooting and when clicking on the reason why the hour isn’t available it says:CALENDAR - This time slot overlaps with a busy event on your Google Calendar Has anyone had this happen and hopefully has a solution? TIA
Hi Support Team,I am reaching out because I would like to prevent my booking form from asking for the client's phone number twice.I currently use a workflow that sends an SMS reminder 1 day before the meeting. However, this setup seems to trigger a second phone number requirement on the intake form. Since I cater to busy professionals, I want to streamline this experience and avoid any double-entry.Is there a way to consolidate this so the phone number is collected only once and automatically applies to the reminder workflow?Thank you in advance for your help,Carine
when i set one event type, i edit the availability this thisthe weekly hours you seebut in the view booking page i see the total different time, although i have fix a lot bit it doesn't work you can see some bellow pictures if anyone know how to fix this problem can you reply my blog. Thank a lot everyone
A question at community[dot]calendly[dot]com/how-do-i-40/appointments-from-calendly-are-not-adhering-to-my-default-outlook-reminder-notice-2960asks a question similar to mine, but I want Calendly to automatically set appointment reminders to 24 hours, as is the default interval for my Outlook setup. How do I achieve that?
Currently I have clients schedule meetings. The meetings show up on my Calendar as “New Meeting with Joe Doe” I would the meeting to show on my Calendar as “Joe Doe” I already know it is a meeting I just need to see the name. Thanks Jerry
Today I had 15-minute meetings scheduled at 3:30 and 4:45. At about noon, my 3:30 appointment rescheduled to 4:30. This should have been fine, but when they rescheduled for 4:30, it seems to have automatically canceled my 4:45 appointment. So far as I can tell, the only reason for this is the 5-minute buffer I have on before meetings. Can someone please explain to me how this happened so I can prevent it from happening again? Also, I see numerous posts on this forum (going back 2 or more years!) requesting the option to restrict the rescheduling options. I want 24 hours notice before any meeting so I can confirm my schedule, but if someone is able to reschedule an appointment to 2 hours or even 30 minutes from now, how am I supposed to ensure that I am available? Can Calendly please add in the option to prevent someone from moving one of my meetings to a time that I am unable to prepare for?
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
I’m using Calendly in a volunteer project, where I need to schedule 90 minute meetings, as well as for personal 30 minute one-to-ones. I set up the 90 minute meetings/dates/duration, then tried to set up the 30 minute meetings. Those defaulted to the dates/times I had set up for the 90 minute meetings.
Bonjour, une question qui a sans doute était déjà posé mais je ne trouve pas de réponse Option 1 Je souhaiterai créer deux plannings : le premier, qui permet à mes clients de réserver pour venir sur place (à l’adresse de mon travail, sur certains jours uniquement) le deuxième planning, qui permet aux clients de réserver pour que je me déplace à domicile chez eux, sur d’autres jours en particulier option 2 :créer les mêmes planning de l’option 1, mais sans préciser des jours spécifique : c’est à dire, qu’un client peut réserver un créneau pour venir sur mon lieu de travail et un autre client a réservé pour un créneau où je me déplace chez luiComment créer ces deux plannings distincts, et dans le cas de l’option 2, comment faire pour que le planning A (sur place) et le planning B (à domicile) « communiquent » entre eux pour bloquer automatiquement les créneaux de l’un et l’autre ? Merci d’avance :)
I can’t get my Group meeting to allow me to select the specific dates and each date has different times for a group of onboard classes I need to offer a client. They aren’t every date at 2pm. Some are at 10AM, some are at 9AM on different days. They are not even every day. And for some dumb reason, it won’t allow me to select the first date of this series claiming there are not time spots available on my calendar BUT THERE ARE. Why would it be confused? Am I trying to get the tool to do something it is not built for?
Bonjour, une question qui a sans doute était déjà posé mais je ne trouve pas de réponse Je souhaiterai créer deux plannings : le premier, qui permet à mes clients de réserver pour venir sur place (à l’adresse de mon travail, sur certains jours uniquement) le deuxième planning, qui permet aux clients de réserver pour que je me déplace à domicile chez eux, sur d’autres jours en particulier Comment créer ces deux plannings distincts ? Merci d’avance :)
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
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