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2891 Topics
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?

21961
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
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I have integrated with Zoom, but Zoom links are not included in my event type confirmations/invitations. How can I make this happen?

I have integrated with Zoom in Calendly, but when an invitee books with me via my Calendly booking page, there is no Zoom link included in the booking confirmation. Help!  

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Kelsi
M
Employee
melisafEmployee
posted in Featured Tips + Tricks
Team Event Types vs. Shared Event Types

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

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M
Employee
M
Employee
melisafEmployee
posted in How Do I...?
I’m hosting a 3 hour event that starts at 9am but on my booking page, I see multiple times. I only want 9am to show. How can I edit this?

Great question! For this, you’ll want to adjust your start time increments to equal the duration of your event in order for 9am to be the only time available to book.  To do this, from your Home page, select your event type. Once in the event type settings, expand the “When can people book this event” section. In this section, you can scroll down until you see “Additional rules for your availability”. After expanding this section, you’ll see the ‘Start time Increments’ section where you can adjust this for your event.  Since there isn’t an option for 3 hours from the dropdown, you can select custom and then enter 3 hours. Once you have made this change, select ‘save and close’.  If you navigate to your booking page, you will only see 9am as a bookable time slot.  For any future events that are multiple hours, you can adjust the start time increments again to match the duration of the event. 

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M
Employee
Sam S
Employee
Sam SEmployee
asked in How Do I...?
How can I let clients select from different hosts on a single landing page?

I want to set up my Calendly where different events are hosted by different users, but I want all of the events to be accessible for clients to pick from on one page.

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Sam S
Employee
J
Employee
Justin.BEmployee
asked in How Do I...?
Why can't I book two different events at the same time?

I manage a Calendly account for my team of four people (myself included). Whenever someone books, I manually assign them the booking in our Calendar. So say someone books our 30 minute meeting at 9 am, it wont let someone book our 60 minute Zoom at 9 am. Is there a setting I can change to make it so we can book different events at the same time? If they are different events then we should be allowed to do that. 

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J
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
Can I have my client information automatically populate on a Google Sheet?

I was wondering if there is a way that I can have all my client information populate into a separate document. Preferably a Google Sheet or something like that.

1881
T
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
I need multiple location options on my event. How can I do this?

I need to be available for my clients on Zoom and Google Meet. Is there a way for me to have my clients have the option of whether they choose Zoom or Google Meet?

7061
T
Employee
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Does Calendly offer different scheduling options (e.g., one-on-one meetings, group events)?

As a business owner, I often conduct both one-on-one meetings and group events. How can I leverage Calendly to offer these distinct scheduling options and manage them efficiently?

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J
Employee
jillian
Community Manager
jillianCommunity Manager
posted in Featured Tips + Tricks
Protect Your Time

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

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jillian
Community Manager
jillian
Community Manager
jillianCommunity Manager
posted in Welcome to Calendly Community
How to Get the Help You Need

Hello, amazing Calendly users!We understand that sometimes you might encounter questions or run into technical challenges while using our platform. Fear not! We've got your back. Our dedicated support team is here to assist you every step of the way, ensuring that your scheduling experience with Calendly is nothing short of seamless. If you need support help, here's how to reach us:Visit our Help Center: Our Help Center is a treasure trove of valuable resources, guides, and frequently asked questions (FAQs). It's the first place you should check when you encounter an issue. Simply go to [URL] and browse through the comprehensive knowledge base to find answers to common queries. Submit a Support Request: If you can't find a solution in the Help Center, don't worry! Our support team is just a click away. To submit a support request, log in to your Calendly account and click on the "Help" or "Support" button. Fill out the support form with all relevant details about your issue, and our ex

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jillian
Community Manager
jillian
Community Manager
jillianCommunity Manager
posted in Welcome to Calendly Community
How to Ask a Great Question

Hey Calendly Community Members!Are you ready to take your participation in our vibrant community to the next level? One of the most important aspects of engaging with others here is asking great questions that foster meaningful discussions and lead to valuable insights. Whether you're a seasoned member or a newcomer, crafting a well-thought-out question will not only enhance your experience but also contribute to the collective knowledge of our community. So, let's dive into some valuable tips on how to post a great question in the Calendly Community:Be clear and concise: Ensure your question is straightforward and easy to understand. Avoid using ambiguous language or jargon that might confuse others. The clearer your question, the more likely it is to attract meaningful responses. Provide context: Set the stage for your question by offering some context. Explain the specific issue or challenge you're facing, and include any relevant details about your setup or configuration. The more

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jillian
Community Manager
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