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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,
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
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
Hi all, needing some guidance please I have created a meeting for this today however when I finish, it does not show up on the calendar at all. But shows up on the future bookings what have I missed? TIA
Most of my meetings include two invitees (I am a mediator). I have set up automation so “reminder” emails get sent to both invitees. However, I can’t seem to send a personal “thank you” email that includes both names. The person who scheduled the appointment can get a thank you in their name, but the other invitee also gets a copy of the email with the original invitee’s name, which is a bit odd.I would love to send one email that includes both invitees names, or individual emails where I thank each invitee by name. I am on a paid, “standard“ plan. Thanks!
Hey Community! 👋 Have you ever wanted to host two meetings at the same time? Or maybe you have multiple services that can be offered in the same time frame. With this new feature, this is now available for you to use! Lets take a look to see how you can use our new book over meetings feature! Who is this for?Any user on any of our plans can utilize this!Before we can use this feature, you will need to make sure you have a Calendar connected and being checked for conflicts, you can see if you have one connected over on your Calendar Sync page❗If your calendar is not set to be checked for conflicts, this feature will not workWhere is this configured?To find this, you can follow the instructions below! Edit your event and select More OptionsSelect the Free/Busy rules dropdown Now that we found it, what options do we have to configure it?First, select (+ Add meeting exception)Using the dropdown menu, select one of the following options: Includes This option will search your connected
Hey Calpals! We’re adding some brand new, exciting features that will help you quickly prepare for upcoming meetings. So we’re putting together a small team of Calendly users to get an early look at an upcoming feature and share feedback before it goes live.As part of this early access group, you may be invited to:try the feature early answer short surveys join occasional live sessions or 1:1 interviewsInterested? Take this short survey to see if you’re eligible.
For months, I have not been receiving any emails telling me that patients are signing up to see me. Not in my email, nor in my spam. I have also been locked out of the area where you ask for help from Calendly. PLEASE HELP!
Hi everyone,This isn’t a question but rather an insight on something some might find useful.At the University of Sydney we use Calendly to manage our student-teacher academic advice sessions and use a large pool of staff in round robin events. This has created a lot of work for managers in completing rosters and then making lots of changes to availability on behalf of event hosts (the advisors) so we looked for a way to reduce this workload.Originally advisors were rostered using MS Teams Shifts of which there’s no direct integration with Calendly (at present) so I set out to create the link and we’ve recently trialled and successfully implemented a solution that automatically creates ‘busy’ and ‘shift’ entries into staff calendars that feed Calendly availability essentially automating the availability of events based on rostered shifts in MS Teams Shifts (providing a single holistic place to manage and view availability). This cuts out a significant amount of work and allows managers
I am growing my coaching business and I really need to be able to book executive clients for a series 8 to 12 sessions upfront. Asking them to do this themselves is becoming too burdensome on my very busy leadership clients. I feel unprofessional trying to answer why the service I use for booking doesn’t allow this feature while others do. I see a post on running this through Zapier but, in addition to the cumbersome 20+ steps and testing laid out in that post, I would lose the benefits of reminder emails/texts to these busy clients.I am considering moving my scheduling to another platform before my business grows any larger. I’ve found posts 2+ years old from Calendly saying this is a known issue and they’re working on it, but there’s still no built-in solution. What exactly is the hold-up? What aspect of integrating a recurrence feature makes this so difficult to implement? As a former product manager, understanding this will allow me to be more understanding and patient with Calend
I am curious if there is a way to set my hours to shift at a certain date. For example: I live on the West Coast and I currently have my availability set to my standard “West Coast Hours” calendar. I know I will be traveling in September for a few months to the East Coast, where I would like to set my availabilty to different times. However, I want my clients to be able to book with me seamlessly in advance. So, if I change my hours now, it will be on the wrong time zone for the current month. I would like to set it so that on X date my availability will shift to the correct calendar, so it automatically lets people start booking at the right times for me. Does this make sense? Changing to date-specific settings is a lot of upfront work when I just want an easy shift. Any help would be appreciated!
I use Google Calendar and integrate with Calendly. I’m aware of the settings for creating a maximum number of meetings per day, week, or month through Calendly. But, does that take into account the meetings already on my calendar scheduled through Google, Zoom, or other external sources? Example: I already have a recurring team meeting, a meeting with a client, and a personal call on my Google Calendar for Tuesday. I’ve set my maximum number of meetings per day on Calendly to 3. Someone uses my Calendly link to schedule time with me, but I already have 3 meetings on my Google Calendar. Will it say I’m unavailable that day, or does it not recognize non-Calendly-made meetings?
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.
Calendly is asking for a text verification code from the invitee after i book someone, if i click skip and don't do the text verification, the workflows WONT WORK. I depend on Calendly heavily and had two appointments today not get reminders and i was not able to run cause they forgot. THIS IS UNACCEPTABLE and it is COSTING ME MONEY.
Hi everyone,I'm hoping to learn how others are handling this.I own a professional organizing and productivity business, and many of my clients have ADHD or other executive functioning challenges. As part of my service, I frequently schedule appointments for clients while we're together, rather than asking them to complete the booking themselves.I recently discovered that although SMS reminders are enabled for my event type, they won't send unless the invitee has completed Calendly's SMS consent flow.I completely understand why consent requirements exist. My question is about the workflow.In my case, removing that automatic reminder creates additional friction for exactly the population I'm trying to support. The reminder isn't marketing. It's an accessibility support that helps clients remember appointments.A few questions:How are other businesses handling this? Has anyone built a reliable workaround using Twilio, Zapier, or another SMS provider? Has anyone found a good workflow when t
Hi,I have a question about the best way to set up my Calendly events.I offer the same service at three locations:Suburb A (in person) Suburb B (in person) Virtual (for selected services)The challenge is that each physical office has different days and hours of availability. For example, if I'm working in Suburb A on Monday, I'm not in Suburb B at the same time.My web developer would like to embed one Calendly event for each service and let the client choose the location from a drop-down list.My concern is that if one event offers multiple locations, a client could choose a location where I'm not actually working at that time.My questions are:Can a single Calendly event have different availability schedules for different locations? If not, what is the recommended way to set this up? Is creating separate event types for each location the best practice, with the website directing clients to the appropriate event?I'm looking for the simplest and most reliable solution.Thank you! Paul
I embed the code into my site per instructions but the problem is the booking form isn’t showing up on the page it’s a hostinger site page don’t know if that matters
I've been exploring different ways to use Calendly and realized it's capable of much more than simply booking meetings. I'm curious how others are using it for consultations, customer onboarding, interviews, events, team coordination, or other workflows.What is the most creative or effective use of Calendly you've implemented, and has it helped save time or improve your scheduling process?
i am not able to schedule events on saturday and sunday, checked the availability and toggled saturday and sunday and checked the connected calender as well
Adding the ability for invitees to select from meeting duration options was great; however, in the way it is currently presented, it is practically unusable.Most users do not even notice the small downward arrow under the event name. Which means 99.99% of the users book the “default” duration option, when they may have preferred another duration.If we have to call the user’s attention to the duration selector when sending the booking link, then it becomes nearly pointless. It adds friction for us.Ideally, the duration selector would be either more prominent and/or required. For example, adding a “Meeting Duration” field under the event name with a standard drop-down box that begins blank with pre-text (“Choose one...” or something to that effect), and then once it is clicked and the user selects a duration, the availability populates to the right. Just a thought on how to implement. Of course, this would only be needed for events where multiple duration options have been set for the bo
J’ai un message de bienvenue dans mon profil qui n’apparaît pas quand des clients se connectent pour prendre un rendez-vous. Je ne sais pas comment faire pour que ce message apparaisse. Merci de votre aide
We have five salespeople setup in Calendly and assigned to managed events.In the notifications, I’d like to send recipients individual links to profile pages for the host however so far all I can find is a way to add generic links.There is a variable that I can add that shows who the host is but there’s no variable that I can find that adds a link to a specific ‘about me’ page on another site. I guess it’s a ‘host variable’ that I’m looking for.Does anyone have a workaround for this or is anyone at Calendly able to take this on as a suggestion please to add?
For a certain event when I go to create availability it won’t let me put up any times or dates I can’t choose any days
On my FREE plan when someone books an appointment do they get link to put on their Google Calendar?
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