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Employee
Danielle MaEmployee
asked in How Do I...?
I downloaded the Chrome extension but can't find where it went?

I downloaded the Calendly browser extension for Chrome but am unable to find/click/use it.

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Employee
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Employee
TeeRoadEmployee
posted in Featured Tips + Tricks
Don't Need To Take Every Holiday Off? That's Cool, You Can Pick and Choose!

Recently, we added National Holidays onto our user’s accounts in case you would like to be seen as unavailable during those holidays. But what if you don’t need to take off for all of the holidays? Check out below to see how you can toggle these holidays off!Edit: This functionality is part of a gradual rollout and will be available soon. If you don’t see it yet, it’s coming!

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Employee
T
Employee
TeeRoadEmployee
posted in Featured Tips + Tricks
Have AI Create Your Events For You!

A great feature that’s been recently added to the Calendly homepage is the ability to have AI create your events for you! Have you seen this button at all recently?This is our AI creation tool. Once you click this button, you will be brought to a screen where you can input a prompt, where our AI will create the event for you based on the prompt that you wrote!We even place some recommended events based on your previous prompts!​​​

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Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
Can I Update My Payment Method?

I changed banks, and I need to change the card that on file for my subscription. How can I change that information?

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T
Employee
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
Getting Started: Zapier!

You are new to Calendly and trying to find ways to maximize the features that come with your plan. You are busy - SO busy!!! You want to automate as much of your work as you can (so do I - who doesn’t?!), and you’re looking for solutions to make that happen. In addition to our Workflows feature allowing you to send automated reminders, followups and more to your invitees after they book, our Meeting Polls feature that allows you to offer times to a group of people and have them do the choosing and scheduling for you, and our Routing Forms  that will automatically send an invitee to the appropriate event type for booking (along with other automated processes, like all of your bookings automatically being pushed to your “add to” calendar) - we offer integrations that will assist with automating more tasks - like Zapier!With Zapier, you can easily trigger actions in the other apps after a Calendly event is scheduled or canceled. You can review more about specific functions and available a

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Kelsi
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CavendishCommunity Member
posted in How Do I...?
New Availability Feature

The new design looks great. However, it took me some times locating and figuring my way around the availability feature since it's a bit different from the previous calendly version I have used. I use to block my availability directly on calendly but now doing that through my synced calendar is definitely a different experience.

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Todd75416
Calendly Connector
Todd75416Calendly Connector
posted in How Do I...?
How many event types do you use?

I’m a longtime Calendly user and absolutely could not get along without using meeting types to set up calls with prospects, customers, partners and colleagues. While I sometimes set up special meeting series for a specific client, especially if I’m engaged in any interviews with their customers, I have a few fallback meetings that I use all the time.These are my 30 and 60 minute sessions. I have a series of invite questions that I use for these and have them both captured as a macro using the app TextExpander on the Mac so that I can easily drop them into a chat or social media direct message.Lately, I’ve expanded my meeting types to specialized sessions for parters or other non-business functions.I’m curious what others use? 

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Todd75416
Calendly Connector
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Redirect your invitees to a custom URL from your booking page: how to!

All of you solopreneurs, busy parents tasked with booking soccer championship celebrations and business savvy CEOs seem to have something in common - you have your own websites! (Duh, Kelsi, it’s 2023 after all!) Not only do you want to allow your invitees to book with you via those websites by embedding your booking page, but, you often want to redirect your invitees to specific pages on those websites after they’ve booked! 🙌🏻GREAT NEWS - this is something users on our Standard, Teams and Enterprise plans can do very easily! Check on this video I created that goes over how to redirect, then read a bit more about it below! As seen in the video, I redirected (as an example!) to our Help Center article that goes over how you can accomplish this yourself. You can read that same article right here! ✅Additionally, I briefly mentioned in the video that you can choose whether or not to “pass event details to your redirected page” - by selecting "pass event details..." then booking a test ev

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Kelsi
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
T
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
T
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
T
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
M
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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S
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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