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3164 Topics
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Caleb's04135Community Member
asked in How Do I...?
Workflow rules for past events?

I created new workflow “thank you” emails for events 90days, 180days, 270days and 360days in the past as reminder emails to schedule their next service calls. Will this workflow rule apply to past events that have already taken place in my history?

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Kelsi
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Heather20203Community Member
asked in How Do I...?
Deleting a reserve time

If a one-off meeting invite is sent with the times offered being held in a calendar and the the meeting is not booked, how do we delete the holds in Calendly?

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Kelsi
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Amber34116Community Member
asked in How Do I...?
How do I include the company name to a meeting title instead of customer's name

Is there a way format a meeting title for an event to be the Customer’s Company Name instead of their full name if Company Name is one of the required fields on the booking page?

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Kelsi
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tcspearsCommunity Member
asked in How Do I...?
Rescheduling Events?

Hi, I’ve been using Calendly for a few years now with two different companies, so I’m fairly familiar with it - or would like to think so. I have a few recurring events that happen every Monday and Tuesday at 6pm EST, and clients can sign up and join these.  I need to change one to start at 5pm next week due to a scheduling conflict that just popped up.  I went into the event type and made sure I added availability for 5pm, and then went into the scheduled event to reschedule, but the option isn’t there.  There are 5 clients signed up for the event, and I was hoping to be able to reschedule through the workflow, instead of canceling them emailing them to sign up for a new event. I checked other scheduled events I have and the option to cancel is there, but not reschedule.  Is there something with pre-scheduled events where we can’t adjust the times?  Or am I missing some obvious way to change this?

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Kelsi
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smaCommunity Member
asked in How Do I...?
Adding a New Advisor to Round Robin

I’m trying to add a new advisor to a round robin scheduling link but not all of my advisors show up as an option? Why are only a handful showing up as an option to select for round robin? They aren't all populating as an option to add on an existing link. But If I start a new one they all show?

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Kelsi
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JHB2021Community Member
asked in How Do I...?
Next month

Update:Yes, reading the troubleshoot section helps… - all cleared now. Dear community,it seems that a visitor to my calendly site cannot forward to the next month although my availabilities in settings are the same for all weeks & months. Any ideas?Thank youHendrik 

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Kelsi
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speaseCommunity Member
asked in How Do I...?
Email confirmations getting blocked?

E-mail confirmations from calendly seem to be silently dropped to my @ucla.edu forwarded email address. I spoke with the UCLA IT department and they didn’t know of any filtering in place on their end. I also can’t find the dropped e-mails in my spam or deleted messages e-mail folder. Does anyone know if there’s a way to tell if calendly blocks a domain? On a side note, I attempted to use “Contact Us” in both Firefox and Chrome, and in Firefox it was just blank, in Chrome it just says "By engaging in chat, you agree to possible recording by us & our vendors.” but doesn’t provide a text box or buttons. And there doesn’t seem to be any additional official way to ask for support besides this forum.

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Kelsi
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DOC70770Community Member
asked in How Do I...?
Customer Payment Options

It would be more convenient for customers if we offered both Stripe and PayPal payment options in the same event instead of having the host pick one per event? Therefore, we should be able to turn both options on simultaneously. Just a thought. 

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Monica08063Community Member
posted in How Do I...?
Different Events - smart scheduling question

Is it possible to have the different events coordinate calendars? Meaning, Once Event 1 has scheduled for 8AM on Monday, then Events 2,3,.. will not allow 8AM on Monday to be scheduled?

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Kelsi
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Larry10018Community Member
asked in How Do I...?
Google Calendar freezes if Calendly extension is enabled

As the title says, my google calendar locks up if I try to open it with the Calendly extension enabled.Any suggestions?Thanks

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Kelsi
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Manuela50522Community Member
asked in How Do I...?
Availability issue in group events

I have two group events that share the same calendar because they have different prices. Each event has a capacity for 6 participants. When a spot is booked in one of the events, the availability for that day disappears in the other event. How can I solve this?

601
Kelsi
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larefonte64Community Member
asked in How Do I...?
How do I book an appointment in July?

My prospects can only book an appointment within two months. I'd like them to be able to book appointments in July, August, etc...

531
Kelsi
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Craig18346Community Member
asked in How Do I...?
Scheduling settings - how to customize availability for invitees?

I have been using the same Event Type to send to multiple clients, editing the date range for when I am looking for them to book. Clients are coming back to me saying that the scheduling window that I am looking for them to book during is not open to them. What I realize now is that the link in the email I have sent will always use the latest date range that I have saved. Oops.What is the best way to deal with this situation? All the basic parameters of the meeting will be the same but the meeting window will change. Do I just keep cloning the meeting with different date ranges?     

11763
Kelsi
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ash-faulknerCommunity Member
asked in How Do I...?
Modify Automated Confirmation Email to Host

How do I modify the automatic confirmation to the host after a booking? I wanted to add in some of the UTM parameters to more easily identify the point of origin for the meeting request.

8243
Kelsi
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Tom07304Community Member
asked in How Do I...?
Blocking time in Google Calendar

So I've created a calendar event for the first Thursday of every month… how do I block that out in my calendar so no one else can book in Google cal without blocking it out for calendly, as it won’t then let anyone book into the event I read a post that said you can leave a placeholder gcal event as ‘free’ but people could still book other calendlty events over the top of that. This is not the only calendly event I have

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Lyndsey48128Community Member
asked in How Do I...?
Required questions not working

Hello, I have several questions that invitees are required to answer before booking a session and paying. This has worked well in the past but no longer works and invitees are able to book and pay for a session without answering the questions. These are health questions so it is imperative that people answer before booking. The questions are asterisked on the booking page and marked as required in the settings but it is still possible to ignore them and pay via PayPal. How can I fix this please?

1026
Kelsi
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Dennis78826Community Member
asked in How Do I...?
Create an appointment myself for my clients

I would like to create an appointment myself for my client.  When I looked at the prior questions, I saw the same thing from Marion about a month ago.  Her answer was from Jillian.  I followed the advice, however, when I went to click the button to “schedule the event’” I go an error message that said I needed to enter the payment details through PayPal.  When I tried to log in to PayPal, I got n error message that said “You are logging into the account of the seller for this purchase. Please change your login information and try again.”How can I correct this?  (I have already sent the client a PayPal Invoice.) Thanks in advance for your help.

2644
Kelsi
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DrLucCommunity Member
asked in How Do I...?
Send email to the invitees of the upcoming events

Dear all,I am looking for a specific option and I am not sure how to create it. Or if it is even possible, even with integrations.I’d like to find way to send an email to all the invitees who have already booked an appointment with me in the next future, in order to propose an anticipation.It would be great if I could choose the type of event and the time span to choose, but I can be flexible.Any help would be much appreciated! Thanks :)Lucio - Milan

2311
Kelsi
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CStablesNew Community Member
asked in How Do I...?
Help! All schedules/availability changed in error! & How do we turn off all events temporarily.

Hi, we have changed all our event types availability to the same time and day in error! Is there any way to revert back to the previous schedule and availability?  Also is there a way to turn off all events in one go (we have 160!) while we fix the error?  Thank you 

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Kelsi
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Mojo83372Community Member
asked in How Do I...?
Share link

Can I share u link for just one day? So when people open the link, they only see that day and do not have to move to the correct day?

601
Kelsi
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Kitty68404Community Member
asked in How Do I...?
Limited Availability

Is there a way I can separate my appointment times with limits? For example, we’re creating an appointment for 4 attendees, but we’re breaking it down to 2 males and 2 females (it's for animals, not humans...). Is there a way to set an appointment up with those choices? So there are 4 in total, but two different types. Or even if I could set up a 10:00 am and 10:05 am appointment (limited to 2 attendees) - could I title one “male” and one “female”?

1597
Kelsi
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Boston_BryCommunity Member
asked in How Do I...?
Open Calendar / Multiple Time Selections / Approvals

I would like to use calendly for an upcoming event where we will have meeting rooms within a hotel that our attendees can book/request. However, one attendee might need it for 30 minutes, another might need it for 60 minutes and another might need it for 2 hours. Is there a way for them to book multiple time frames or clicking and dragging the time they need?Also, is there a way to set up an approval process so when they do request the slot, it comes to me for approval?

8291
Kelsi
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Laurie-AnneCommunity Member
asked in How Do I...?
Setting up Events : How to make a field mandatory and email verification

Hello, does anyone know how i can have the phone number request mandatory for when people book times ? Also, how to make sure people make their booking with a valid email address? I did a test and could book a schedule with an email address missing the “m” from “.com”Thanks!

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Bilyan32086Community Member
asked in How Do I...?
problem with the questionnaire

Hello! There is a serious problem with the questionnaire that my clients fill out. All the questions are on top of each other and this makes it impossible to read and complete it. Apparently it's been a few days since I haven't had any notifications since then. I ask for the fastest possible feedback. Thanks! 

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jillian
Community Manager
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Michi04148Community Member
asked in How Do I...?
Appointment Categories Organized by Color

I have different appointment types for my coaching business, so I marked them by color.  Is there a way to organize them in an order at least by the color I marked it? Right now when the client goes to my Calendly page, all my appointments are scattered.  It would be beneficial if was a way for the categories (ie. blue, green, purple appointments) were grouped together in some kind of order.  Is this possible?

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