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2886 Topics
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
Raïssa
RaïssaCommunity Member
posted in How Do I...?
Work/Home Schedules (Balance + Blend)

I’ve kept a calendar since I was in the 7th grade, seriously! Now that I’m a parent, I find myself often doing the scheduling dance, or tango, 2-step, or slide (whichever you prefer).How do others integrate their “work” schedules and their “home” schedules with Calendly? Is it a balance? Or a blend? Or a swirling combo of both?I would love to hear from my fellow Calendly Community members who are parents or caregivers to humans, pets and even plants!  I’ll go first: My Calendly includes evening hours after my family’s evening routine. This way, if needed I can shift back to work mode uninterrupted (Mon-Thu, Fri are for family) AND to accommodate people in other time zones (I see you PST!).

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Kelsi
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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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Employee
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Employee
TeeRoadEmployee
asked in How Do I...?
How Can I Share My Calendly Link:

How am I able to share my Calendly link? Do I just send over the link?

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Kelsi
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Employee
TeeRoadEmployee
asked in How Do I...?
Why Is My Profile Picture Sideways?

I keep trying to upload a picture but it keeps turning sideways, how can I stop this from happening?

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Employee
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Employee
TeeRoadEmployee
asked in How Do I...?
How Can I Ensure I'm Getting Everything out of my Calendly Account?

I want to make sure that I am maximizing my Calendly account. How can I make sure I am doing that?

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Employee
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Employee
TeeRoadEmployee
asked in How Do I...?
Can I add a 2nd location to my event?

How can I add a Second location to my event? 

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Employee
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
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
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
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
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Tips and Best Practices: Workflows!

Users on our Standard, Teams and Enterprise plans gain full access to Workflows - and Workflows are THE BEST! Say goodbye to wondering if your invitees will remember they booked a meeting with you a month in advance - you can remind them (via SMS and/or email)! Are you hoping to send a followup “thank you” email to everyone that paid to meet with you and learn about training their puppies? You can do that with Workflows! Want to send additional resources to invitees that booked with you and sat through a webinar teaching them how to take control of their financial futures? You can do that, too! Currently, you may be using multiple applications or manually copying and pasting event and invitee information between Calendly and another application to get these kind of tasks done. Not anymore with, Workflows!Watch the video I created, below, that gets into the nitty gritty details of setting up and using Workflows.Phew - you got through the video! Now you should feel confident setting up y

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
How do I set up my first event type?

I am new to Calendly and unsure of how to move forward setting up my first event type. I’d like to create an event where multiple clients can meet with me in a single time slot. Help! 

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Kelsi
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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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Employee
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Employee
MayOEmployee
asked in How Do I...?
Customer showed up at an old zoom link

I created a meeting with a customer, but had to update the Zoom link. They ended up showing up at the old link that I replaced. Can you help me understand how to fix this?

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Employee
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Wrong Availability on My Calendar

Why isn’t my availability showing correctly on my Calendly page? There are times that shouldn’t be available and times that should be, and things look wrong.

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smcmahon
Employee
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I am interested in setting up an event type with multiple hosts. Can I do this?

I am interested in setting up an event type that allows multiple team members to meet with invitees. Help!

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Kelsi
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benryCommunity Member
asked in How Do I...?
Missing Calendly invites

I have a lot of people booking appointments via Calendly but have been running into issues with folks not getting the invitations or emails from Calendly and thus missing the appointment. I’ve since setup reminder emails to keep them informed, but also understand there may be some Google related stuff happening that’s causing this. How can I rectify it?

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Kelsi
jillian
Community Manager
jillianCommunity Manager
posted in Welcome to Calendly Community
Get the Most Out of Calendly Community

Hey there Calendly Community!At first glance, communities can seem like a lot: noisy, busy, and maybe even a bit chaotic. But here’s the deal - with a bit of intentionality, you can get so much from just a little time spent here. Want to know how?Search Before Posting: Before hitting that “New Topic” button, take a moment to search the community. There’s a solid chance that someone else has asked something related to your question. And hey, it could even be the answer. This saves you time and as a scheduling efficiency tool, we love nothing more. Ask Great Questions: Great questions don’t need to be advanced, deep, or intricate. Great questions are made up of clear elements, context, and examples when possible. Learn more here. Engage in Conversations: As your resident introvert, the idea of breaking into an ongoing conversation with complete strangers in person is actually terrifying. But communities are different. You are all strangers and other strangers will be grateful for your in

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jillian
Community Manager
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
Can I track clicks to and engagement on my scheduling page/s?

I read something about Calendly Tracking and Google Analytics, but it’s all pretty confusing. I would like to track clicks and engagement. Help! 

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I am getting an "action required" error when attempting to send MS Teams links with booking confirmations. Why is this happening?

I have integrated with MS Teams and set MS Teams as the event type location in my one-on-one, group and collective event types. However, there is no MS Teams video conferencing link included in my booking confirmations to invitees, and under the “scheduled events” tab I see the below “action required” error when clicking “details” on a booking. How do I fix this?  

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Kelsi
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
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
How does Calendly work?

How does Calendly work, and what specific features does it offer to streamline scheduling processes for individuals and businesses?

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Kelsi
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Embed Not Displaying Correctly

My Calendly embed isn’t displaying the way I think it should be on my website. What are some things I should check?

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Kelsi
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
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