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hilaryyeg
Employee
hilaryyegEmployee
published in Featured Tips + Tricks
Updates to our Stripe integration: New payment methods now available!
Updates to our Stripe integration: New payment methods now available!

Do you use Calendly to charge for your time? (If not… what are you waiting for 💰) We just made it even easier to get paid. With our latest Stripe integration update, your clients can check out using: Debit or credit card Apple Pay or Google Pay Instant Bank Payments (via Link) New to Stripe + Calendly? You can collect payments via Calendly for consultations, coaching sessions, ‘pick your brain’ requests – whatever your business needs. The possibilities are endless! 🎥 I put together a quick video to walk you through how to connect your Stripe account and set up your payment preferences. You can also check out our latest blog post for more info.  🔍 A few things to know about your Stripe settings:All payment methods above are enabled by default once you connect Stripe to Calendly. You may choose to disable any of these methods in your Stripe account’s payment method settings. More info here. You may notice “Incomplete” charges in your Stripe transactions – this happens when an individu

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Madalina15086Community Member
asked in How Do I...?
Using Calendly for multiple beauticians in a salon

Hi everyone,I own a beauty salon with 4 beauticians, and I would like to know if Calendly can support multiple team members with separate schedules.Can I set up different calendars for each beautician, so that clients can book appointments directly with the person they choose?If so, which Calendly plan would be best for this setup?Thank you in advance for your guidance! 

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David
Community Manager
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Rob58216Community Member
posted in How Do I...?
Rescheduling & meeting management feedback

I’m having two issues with rescheduling: When I go to reschedule on behalf of a client there’s no option to override available times as there is when I book a new meeting.  I can share a rescheduling link with a client via the IOS app. But can’t find a way to do it on the web.Both these things seem like basic bits of functionality that are missing, and make using calendly less than optimal. It’s also pretty annoying that you can view upcoming meeting with a contact through that tab. But you have to go to the meetings tab to actually manage/edit the meeting. It would be great if this informed future updates. 

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Dawn55135Community Member
asked in How Do I...?
Creating Caterories

I work at a university, and they asked me to find a free scheduling tool that allows professors to reserve eight different specialty rooms for events. Is it possible to set up eight separate specialty labs in Calendly for this purpose?

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David
Community Manager
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JenGriffCommunity Member
asked in How Do I...?
Help to tailor a field

Is there are way to tailor the wording in the invitee details field. e.g. we need this to say CM Name, CM Email so it prompts our team to enter the right persons details - they find it very confusing?  

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HeadsUpKidsCommunity Member
asked in How Do I...?
Add attendees to an event after it's passed (so they receive workflows)

We have group training events. Sometimes people come along when not expected (or change their date) They have the link from a colleague. This is fine, but we want to add them to the event to show they attended and then they will receive all the automated workflow emails afterwards. How can we add them in?Today’s example is that 3 people attended todays event when actually they booked last week and were marked as no show. They used a colleagues link and joined with them today. Colleagues are booked on and receive the evaluation form, link to digital resources and follow up check in workflows, but the 3 people won’t get anything. Do i have to manually email them or is there a way to add them in even after the event? I can’t seem to find an option for this but really need it.Thanks

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David
Community Manager
Lindsay Cope
Employee
Lindsay CopeEmployee
posted in Featured Tips + Tricks
Using Calendly to schedule webinars

Hey Calendly Community! What are your best practices for scheduling webinars with Calendly? I’d love to hear any pro tips and lessons learned 😄(In case you haven’t tried it yet, you can set up a Group event type to allow multiple invitees to sign up for a single event + integrate with Zoom, Google Meet, Microsoft Teams, GoTo Meeting, and Webex!) 

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David
Community Manager
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Pool46113Community Member
asked in How Do I...?
We need pre authorization via paypal

Is there a pre-auth only option coming for Calendly?  We need this badly.

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Katie HardenCommunity Member
asked in How Do I...?
Zoom not cancelling when meeting cancels

Our team has our Zoom accounts linked to Calendly as a scheduling format option. The problem we are each encountering is that if a Calendly meeting gets canceled through Calendly, Calendly doesn’t automatically delete the Zoom call that was attached to that meeting. The Zoom call still shows up in our Zoom accounts. So when we log into Zoom, the Zoom calendar lists an upcoming Zoom call that is no longer happening, and we get reminders to connect to the Zoom.I saw a post in the community from four months ago stating that this issue had been resolved, but we’re still experiencing the issue. Can it be fixed so that the associated Zoom calls get automatically canceled if the Calendly event is canceled?Thank you!

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David
Community Manager
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Meike210989Community Member
asked in How Do I...?
Obergrenze für Eingeladene kann nicht 1 betragen

HILFE!Ich habe eine Reihe an Terminen bei denen ich im 30 Minuten Rhythmus einen Kunden erwarte. Jetzt habe ich beim einstellen offensichtlich die Obergrenze für Eingeladene auf 2 eingestellt. Jetzt wird mir gesagt das ich das nicht auf 1 einstellen kann. WARUM????

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David
Community Manager
Sean Marlin
Community Manager
Sean MarlinCommunity Manager
published in Featured Tips + Tricks
Stay In Your Flow: New Built-in Email Actions
Stay In Your Flow: New Built-in Email Actions

Calendly has just gotten one step easier. Most of us spend more time than we’d like managing the meticulous parts of meetings—copying links, chasing down confirmations, or scrambling to reschedule when plans change. In fact, nearly half of professionals spend three or more hours every week just on scheduling logistics.We’ve added features so that you can hand off that busywork. Now, you can send meeting invites, automate booking reminders, and request reschedules—all directly from Calendly. No copying, pasting, or juggling between your inbox and your scheduling tool. Just smooth scheduling for you and a better experience for your invitees. For an in-depth look, check out this blog post What’s newBuilt-in email composer – Personalize your message, CC teammates, and send from your connected email address without ever leaving Calendly. There is also some limited functionality in our browser extension.  Reminder nudges – Setting up reminders is a click away in our email composer. Calendly

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David
Community Manager
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John RomaineCommunity Member
asked in How Do I...?
Automatically add someone to scheduled events

Im currently using Calendly integrated with Google Calendar, which plugs into my CRM. Right now events are being created in Google Calendar using big long crazy random strings as the event organiser. For eg lkmeh01p1bst3m6rn0acrfqge0@group.calendar.google.comThis is causing problems in the CRM because the CRM only shows bookings associated with assigned emails. So, put simply, unless the event is booked and my email is listed as the event organiser - I dont see it!Which means I am not seeing any booked calls in the CRM which is a huge problem!I would have thought that I could simply edit the event in Calendly and add my own email address but no - that doesnt seem possible.I can see other customers asking for the same thing in other threads so I know Im not alone with this. Is this something that can be sorted out ASAP?TLDR - I need to FORCE an email into an event type in Calendly so it can be matched with Google Calendar and my CRM.

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Marc85351Community Member
asked in How Do I...?
Chat Box not working

Anyone know how to contact customer service or support? The Chat box seems permanently out of order.

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N.O.W51016Community Member
asked in How Do I...?
Recurring meetings!

I have seen the other posts on this but can’t comment to add my voice in too as they have been marked as closed. I just paid an annual payment for Calendly before realising that you can’t add recurring appointments. This is super frustrating and I would not have signed up if I had realised, I see my clients weekly and paid for Standard so they could get reminder texts, but if I schedule them in - they won’t get the text as it only asks for name and email.  This is a huge fault. I will most likely use another software, which sucks as I really enjoy everything else about Calendly.  Can we please get some sort of timeline on this? I see it has been requested for years. 

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Thomas_AlongiCommunity Member
asked in How Do I...?
Default Country Code is Missing "1" in "+1"

Hi, everyone.It looks like someone tried to ask this question last March ➡️ That thread is now closed and marked as supposedly “Solved,” but I saw no response other than an assurance that the moderator would check on it. And that’s it. I’ve encountered the same problem and see no solution at all. Nor can I read any of the 400+ replies that supposedly accompanied that thread. Am I missing something obvious?Short version for those who don’t want to click the link: the routing form gives the “+” symbol but not the “1” to make it “+1.” As a result, any American customer who starts to type in their phone number without beginning with a “1” ends up creating a phone number for a foreign country … with a missing digit.Tom

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Daring Futures
Daring FuturesCommunity Member
asked in How Do I...?
Discount codes - an update, please

This idea was illustrated in another thread.I find I’m needing this feature too, with some urgency.  Is there an update on this feature, please?

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Daring Futures
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Karen71171Community Member
asked in How Do I...?
discount or prepaid code at checkout

I need to be able to sell packages with people then booking the session without payment. So, applying a discount code. How can I do this? Or an option to not pay for the session? not as a secret clone, but properly

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David
Community Manager
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SachikoCommunity Member
asked in How Do I...?
Booking form secondary

I have partnered with a health & fitness brand that promotes businesses like mine,The process is:A user finds our listing on their site There’s a coupon code displayed on the listing page The user clicks the coupon promo, which takes them to our calendly form They would then need to enter the code which we then identify so to give them a discountI know calendly doesn’t have a coupon feature in the booking form, so wondering what is the best way to handle this. Would I just have a free text field? note it doesnt need to validate the code as its just for our reference.

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David
Community Manager
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Jon11364Community Member
asked in How Do I...?
How to I charge for an event, with coupon options?

I am setting up an event that I will be charging for, but I would like to be able to set up the ability for a coupon code to be used (which will reduce the price for those with the code)Is there a way to make that happen in the platform? 

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David
Community Manager
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ExpatsiBrettCommunity Member
posted in How Do I...?
Enabling coupon codes is urgent

I’ve seen people ask about offering coupon codes and this workaround. I feel like this is unfeasible.Coupon codes can have rules about expiration dates, number of uses per person, number of uses overall, etc. They’re also easy to communicate and can work across my Stripe products and be managed in one place.I don’t feel it’s reasonable to make multiple versions of all of my events and try to keep people from only using the links once, etc. I also want to offer different discounts to many segmented groups, and I can’t do that unless I make more dupes, etc.Is there any way to escalate this feature? I think I could sell so many more of my consultations if I could use a coupon code.

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David
Community Manager
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The Digital PicnicCommunity Member
asked in How Do I...?
Payment options - Afterpay and coupons

Hi I’m looking after our team’s calendly which is used to book coaching sessions I was wondering since it uses stripe is it possible to accept afterpay since we’re approved for it and use it on the other products on our site.  Can you set up coupons to discount with?  Is it only stripe or paypal, can you have both options at once running?  

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David
Community Manager
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Meg71852Community Member
asked in How Do I...?
I would like to offer a discount code to my invitees

Hello! I am using Calendly for consulting sessions. I would like to offer a 20% off discount code to current members of my online community. Is there a way to do that?

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David
Community Manager
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LaunchWithAmberCommunity Member
asked in How Do I...?
Event Discount Codes

Hi! We’d like to offer time- and use-limited discount codes for some of our events as part of promotions. Is there a way we can do this without having to create multiple products at different prices and manually tracking the uses? Thanks!

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David
Community Manager
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Jamie37671Community Member
asked in How Do I...?
Discount and Promotional Codes in Calendly - needed urgently

I currently use Calendly for internal staff who book clients into my calendar and I use my own bespoke booking system for clients who want to book in with us directly (i.e. they go on our website, click to book an appointment, choose their appointment time and pay for the service either at the full rate or a discounted rate on the screen or if they have a discount code, they enter this and the RRP price reduces accordingly).  They pay £83 or £147 to book in but I offer discount codes of 20% off and also other codes to sell for a flat £60 or £90 etc.  I have around 100 re-useable codes and tens of thousands of one-time codes.  I also have third parties selling our service (such as Groupon) and so I want to give them a special code whereby they can book the £147 service for £0 – these clients receive the one-time use codes. I am looking at changing our CRM and other services to Zoho One and since our bespoke booking system is no longer supported, I will be stopping using that once I’ve b

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David
Community Manager
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Advanced36008Community Member
posted in How Do I...?
Offering a discount

Hello,This is our slow season and we really need to offer a discount code.  Has anyone figured out how to do this?  Presently we are receiving funds via Pay pal however, we are open to ANYTHING...HELP!    

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David
Community Manager
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