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1618 Topics

KadeeCommunity Member

applying multiple schedules to one event category

Hello, I have two one-on-one event categories to offer to students. Let’s call them events X and Y. Some days I can offer students the choice of scheduling X or Y, other days, I am only available for X. To capture this variability, I’d like to have two Schedules: Schedule A, where only X events are available; another Schedule B with X or Y events available. The issue I’m having is that it seems like I can only assign each event type to one Schedule at a time. Once X events are linked w Schedule A, I can’t link them to Schedule B without them being removed from Schedule A. Is there a way around this?

8 months ago

jlathropCommunity Member

asked in How Do I...?

Consistent Zoom Credentials for recurring Managed Events

Is it possible to assign a consistent Zoom Meeting ID and Password to a recurring Managed (Team) Event?

8 months ago

Sean77706New Community Member

asked in How Do I...?

Pre-populating Custom Invitee Form fields through Routing Form

I am using a routing form to help our SDRs pick the correct round robin event link for the prospect they are speaking with. The issue I am running into is that most of the fields for the routing form are pre-filled in the URL by our CRM to keep errors and SDR time to a minimum. The issue I am having is that I have a custom field in the Routing form for Company Name and in the Invitee form as well. I need it in the invitee form but there does not appear to be a way to pre-fill that through the Routing form. It automatically does Name and Email but not custom field mapping. I am already successfully pre-populating the routing form and I can successfully pre-populate the invitee form but not when it sits behind a routing form.Is there a way, I am missing, to do this?

8 months ago

Christina38157Community Member

asked in How Do I...?

How do I share one booking link for the whole organization?

I am trying to figure out if this is even possible on Calendly. I have tried reaching out via their Contact Us Chat, but cannot get a live agent. I am in charge of trying to set up and create an online booking link for our organization. We have multiple locations, therefore multiple users. What we want is ONE single booking link we can put on our main website, and when a customer clicks that, they can then select either the user (based on location) or the location they want to schedule at and then proceed with selecting the appointment type and scheduling. I created managed events and assigned then to a person to test, but I do not see anywhere on the admin side to copy and use a booking link to the managed events? Is this even an option on Calendly? If not, then it is not what we are looking for.

8 months ago

goodboy428New Community Member

asked in How Do I...?

Can I set my booking pages to show me as unavailable all day whenever I have a busy calendar event on that day?

I would like calendly to show my as unavailable for appointments on days that I have something later in the day schduled. For instance, I usually book early 8 am on site appts and my afternoons are busy with other tasks so I only have available 3 hour windows between 8-11am everyday. But, I have a doctor appt at 12:30 one day and don’t want to book an on-site appt that day. I have synced the calendar that its on, but calendly is still showing me as available that day. Is there a way I can set calendly to see an event at any point during a day and show me as unavailable on trying to schedule an appt? Thanks!

8 months ago

ColbyCommunity Member

asked in How Do I...?

How to mark an event private in outlook with integration?

Occasionally I have events that don’t need to be shared with my team who has access to my outlook calendar. Is there a way to have an event with a default setting to mark a private meeting on the outlook event when it adds to my outlook calendar?

8 months ago

John32617Community Member

asked in How Do I...?

When does "Please share anything that will help prepare for our meeting" come up?

Can someone tell me what makes the “Please share anything that will help prepare for our meeting.” dialog box to appear or not appear?On some of our events this comes up for the scheduler to complete, sometimes it does not appear and only the Name and email options show.

8 months ago

amydswCommunity Member

asked in How Do I...?

Can the show the booked hours as "full" or something instead of just hidding it?

I just switched from google calendar appointment to Calendly. I find Calendly did the same thing as Google that as soon as the available booking hours of that day are booked, that date is no longer highlighted with a color in the booking calendar. I would like it to be highlighted to show “ Booking is full” or something so that the user would know I indeed offer some sessions on that day, then the user won’t get confused that whether it is because I don’t offer service on that day or it’s because that day is full. Anyone there has the same problem with me? Just get very frustrated … does Calendly offer a way to do it?

8 months ago

janedoeCommunity Member

asked in How Do I...?

Can I allow only approved guests to book meetings?

Hello,Can I allow only registered guests book a meeting?Currently everyone can book a meeting; but I want to make sure I only open my calendar to clients I’ve pre-approved. Kind regards,J

8 months ago

Mike68165Community Member

asked in How Do I...?

My unavailable hours are not getting blocked out

I’ve gone to Availability and put in my working hours so the people don't schedule over lunch or in the evening. It's set to active on my one event type and it successfully works (if I click on the event, the times people can choose from are within my working hours). However, it's not reading availability from my Outlook calendar, which I've set via Calendar Sync. On Configuration, that calendar is listed both for "check for conflicts" and "add to calendar”, yet when I click on my event, people can schedule any time within my working hours (which I set above) even if I have a meeting on the Outlook calendar. What am I missing? What else should I be doing?

8 months ago

Kassi64042New Community Member

asked in How Do I...?

What calendly has sent on my behalf

I have automated reminders setup but I'd like to see what calendly has sent to my prospects. How do I do that?

8 months ago

AudreypatryheradCommunity Member

asked in How Do I...?

How to book two related event

Hi,We are trying to reach the support, but the bot doesn’t transfert us to an humain which is what we need. It seems like it is not possible to email someone so we are trying here…Would would like to know how to do this...When the first event is planned by the client, we would like a second event to be planned hidden from the client to reserve an employee's time. For example, the customer plans to bring their bike in for repair at 9 a.m., the system automatically schedules 3 hours of repairs thereafter.Thank you

8 months ago

Rafealpati88126Community Member

asked in How Do I...?

Time Zone Guidance on my event

I am currently located in Australia, but I need to plan an event on pakistani drama whatsapp group link with my international teams in the pakistan. To ensure proper synchronization of schedules, I would like to know how to change the time zone on my device. Can you provide guidance on adjusting the time zone settings so that I can effectively coordinate the timing of the event with my teams based in the Pakistan?

8 months ago

David44266Community Member

asked in How Do I...?

Why is there no ability to modify a calendar description when using email confirmations?

When using email confirmations, the calendar description defaults to the name of the invitee and event type. Why is there no ability add additional variables to the calendar description when using email confirmations like there is when using calendar invitations? (I don’t want to use calendar invitations because I don’t want invitees to see internal notes that I may enter in the appointment from Outlook). Or, if there is a way to accomplish this, how?

8 months ago

c-wychCommunity Member

asked in How Do I...?

Outlook Category

Is there a way to have a category assigned to a meeting when its added to my outlook calendar. I’d like to set the category depending on which event is chosen.

8 months ago

Christina50246Community Member

asked in How Do I...?

Customer Payments collected in Calendly event missing from my Stripe account

I recently had a group event in which I collected payment using Calendly integrated with my Stripe account. It’s been 4 days since the event and the funds aren’t showing in my Stripe account and haven’t been deposited into my bank account like they normally would.What can I do to resolve this and how do I avoid this happening in the future? Thanks!

8 months ago

imatterCommunity Member

asked in How Do I...?

Reordering the main scheduling (booking) page

Hi - I’m sure this question has been posed, but I cannot find anything within the community pages or I’ve used the wrong search terms. Here goes, is there a way to reorder the main scheduling/booking page? And, as a follow up, what display order does the main booking page use (chronological/alphabetical)? As a coach, I want my discovery session event displayed first; however, given I have ~six additional live event types visible, created after I created the discovery session event, it shows toward the bottom of the page (and most people tend not to scroll down when I embed the booking page on my website). I am open to any workarounds or alternative suggestions. Thanks in advance,Alexis

8 months ago

AzakiCommunity Member

asked in How Do I...?

Problem with overlapping events and new users

How can I resolve the issue of overlapping schedules in Calendly after purchasing two additional seats and transferring ownership of schedules, as the schedules continue to overlap and create problems for my team?

8 months ago

MelanieCommunity Member

asked in How Do I...?

emailadress

First: Sorry, my english is not so good, i hope you understand my problem. If my guests want to book an appointment, they get an email from my private google-emailadress. Don’t know where calendly get this email from. Perhaps from the calender which is checking my free date…Where can i change the emailadresse from which my clients get their commitment.

8 months ago

officecatCommunity Member

asked in How Do I...?

365 outlook appointment email notification

New to Calendly. Basically, all I want to do at this point is have Calendly read my Microsoft 365 Outlook calendar and send an email notification to my client 1 day prior to their appointment. I would also like to give them the opportunity to reply with a “cancel” command if they would like to cancel the meeting. I can see that my calendar is connected if I go to my profile drop down and select calendar sync. I added an appointment to my outlook calendar, but I do not see it get synced up to my Calendy calendar when I click on “Scheduled events”. As you can see, I am stuck on the basics or how this works. Any links to documentation for this or suggestions would be appreciated. I’ve already looked at getting started with Office 365 our Outloook.com and read How Calendly reads your Office 365/Outlook.com calendar event status, but I do not see and documents on where I can view the outlook appointments in Calendly.

8 months ago

InnerVisionWellnessCommunity Member

asked in How Do I...?

Viewing more than 9 event types

On my Event Types page only 9 are shown and I need to click “Show More” to view others (I currently have 15 active and 6 inactive for later use).Often on websites you can choose how many of XX you want to view so you don’t need to click through multiple pages. Is there an adjustment for admins so we can see all our event types at once? If not, I’d like to submit this to Calendly as a feature request.I realize I can reorder them, but as I said, I have 15 active and I find myself tweaking or editing them fairly often.Thanks for any help.Tracy

8 months ago

MitchTPWPCommunity Member

asked in How Do I...?

Meeting Location Change

Can the client update the location of a meeting without canceling and rescheduling? We have the option for our meetings to be in-person, by phone, or by Zoom, but once the location is picked it cannot be changed. Sometimes our clients need to change from in-person to Zoom or vice versa but they cannot do that through an existing appointment scheduled. Is there something in the works to add this feature? Or is it there and I am not seeing it? Thank you!

8 months ago

catalina48601Community Member

asked in How Do I...?

It's Calendly the calendar that I need to separate dates and block ones

Okay, so I have a Wedding & Events website. I need to be able to block dates once I have received the payment for those. Also, the client needs to see once they enter the calendar page on my website the available dates there so they can schedule their event there. This calendar is not to separate a call meeting or any type of call, is to separate days, block dates, and have the availability ready for the client once they enter the Calendar page on my website. I need to know if I’m able to do this with Calendly.

8 months ago

danbCommunity Member

asked in How Do I...?

Need multiple zoom hosts to meet one attendee but only one host will join

Hello Everyone, We are 3 consultants available. One attendee schedules a meeting, and we internally choose who will meet with this one lead, our event type selected is collective.The problem I have is that if consultant #1 is the zoom host, and even though multiple hosts are selected, when consultant #2 or #3 join without consultant #1, it shows “waiting for host to start the meeting”. PLEASE HELP!!! Thanks

8 months ago

DavidEmployee

published in How Do I...?

Calendar Conflicts and Your Calendar's Free/Busy Status

Hey Calpals! I’m sure all of us at one point or another ran into unexpected unavailability on our booking pages. Or maybe you’ve added events in your calendar for a planned vacation or a doctor's appointment, but you were surprised to see that Calendly is still showing you as available.For both of these situations, I wanted to go over one of the most common reasons for this - Your Calendar’s free/busy status! Who can use this?All of Calendly’s calendar connections are available to users on all plans, from Free to Enterprise. Keep in mind that the free version allows for one connection, where our paid plans include up to six!To learn about the features in each plan, feel free to check out our pricing page!How Does Calendly Check for Conflicts? A little bit of background here, once you connect your personal/work calendar through the Calendar sync page, Calendly will essentially sit on top of your external calendar(s). It will then check for any events marked “Busy” and interpret them as

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8 months ago

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