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2542 Topics
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Ami78411Community Member
posted in How Do I...?
One-off meetings

If I create a one-off meeting with a few time options and don’t put placeholders in my calendar, what if a different meeting gets scheduled during one of the times in the meantime? Does it make that specific one-off time option unavailable for the person booking or does it get double-booked?

2785
Kelsi
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HEILRAUMIRISCommunity Member
asked in How Do I...?
Automatic Message when appointment is booked

Hey guys!How can I get an automatic message lets say on my iphone when somebody has booked an appointment with me? Thanx for your precious help

3045
Kelsi
M
MarcusCommunity Member
asked in How Do I...?
Zoom type not set correctly

Zoom events are being setup with no password. Which then means Zoom’s stupid security kicks in and the waiting room is activated requiring me to pay attention to the waiting room and allow people in. Zoom has recently disabled the option to turn this off. So, if a zoom invite does not include the password, waiting room is mandatory. When I make a zoom invite myself, a password is naturally added. When calendly makes an invite, there is no password included.

1483
Kelsi
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tyathomCommunity Member
asked in How Do I...?
Feature request — show total spots and remaining spots for group events

I would like to show the total number of spots and the remaining spots on each time in a group booking link. This is for volunteer signups, where it is good for volunteers to see how many people is signed up for each time instead of spots remaining. Happy to share more if this is not clear enough! 

1893
Kelsi
S
Séverine59000Community Member
asked in How Do I...?
Changement d'affichage des rendez-vous CALENDLY sur Google Agenda

Bonjour,Je viens de remarquer que les nouveaux rendez-vous CALENDLY s’affichent différemment sur l’agenda GOOGLE. Ils ne sont plus en couleur bleu, et il n’y a plus le logo CALENDLY devant les rendez-vous.Ce qui était très pratique pour les différencier des autres rdv?Avez-vous une explication svp? et comment y remédier?Merci par avance

3971
Kelsi
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NicoBNew Community Member
asked in How Do I...?
Calendly Teams Event Overview

Hi guys I am struggeling to set up Calendly.Right now we use several differnt Calendly Accounts which are connected to their own google calendar. We are doing this to be able to offer video appointments and showroom appointments at the same time. Our simple goal is to show the 4 events (assigned to 3 different google accounts/calendly team members) in an overview like here https://www.calendly-embed.com/inline-2. Maintaining the availability times for every team member from our admin account. But even though I assigend the events to the members, they only show up on their own booking page. (How) is it possible to show all group events & to manage the availability from one account?I appreciate your help!

704
Kelsi
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Tess64510Community Member
asked in How Do I...?
How do I change the title of an individual event in a series?

I run ongoing support groups and have them set as a series of events. I want to change the title of the individual events to reflect the topic of that session (i.e., without changing the overall event series title) - is this possible? 

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jillian
Community Manager
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GreatSouthlandBullionCommunity Member
asked in How Do I...?
Text Reminder: phone #

Hi I set the text reminder on for the invitee and I know it is going to set up a field in the event questions as a phone number. Can we make this field compulsory? Because according to our sales process, it is compulsory to send a text message reminder to the customer. I can add a phone number as a compulsory question but then there will be two fields for the customer to fill which might be a problem to them. Also what if we go ahead with that option to keep both fields and the customer avoids the phone number field for the text reminder, does Calendly automatically pick the phone number field in the question? Much appreciated the support. Thank youDilini 

3851
jillian
Community Manager
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ilovelawCommunity Member
asked in How Do I...?
Language - Workflow

Hi, I was able to create an event type in French, but now I want to create a custom Workflow for this event (French). Any tips?   Thanks! Catherine

471
jillian
Community Manager
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Tess64510Community Member
asked in How Do I...?
How to edit scheduling page?

My bookings/scheduling page currently says ‘Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.’. I want to edit this text to reflect our events but I can’t find an option to do this and Google had no answers. Does anyone know how to edit that text?

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T
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Bénédicte84261Community Member
asked in How Do I...?
how to reimburse a client ?

Hello, A client has cancelled her appointment but has been charged by stripe. Is she reimbursed automatically or do I have something to do ?Thanks

9051
jillian
Community Manager
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NaomieCommunity Member
asked in How Do I...?
Over-ride set scheduling hours

Hi, how can I override my pre set available hours when occasionally booking in a client outside of my hours?   For example i’ve pre set my available hours as 7am -5pm but I want to schedule a client in a 6pm as a one off but cannot see how to override my pre-sets.

5571
jillian
Community Manager
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Nahal57150Community Member
asked in How Do I...?
registration questions for a group event, based on my admission criteria

Good morning,Can I personalize the registration questions for a group event, based on my admission criteria?For example: If the person's postal code is not in the choices in my question, the person is not able to register.

361
jillian
Community Manager
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Debbie14771Community Member
asked in How Do I...?
Cancelled events still in calendar

Can someone help! There seems to be a glitch when someone books time on my calendar and then changes the time, they receive a reminder about the original time. I have a paid account. what do you suggest? Thank you in advance. 

3901
jillian
Community Manager
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Work11855Community Member
asked in How Do I...?
Can I reactivate my professional plan

Hello.  I cancelled my professional plan last August 2023.  Calendly now call this a “legacy plan” which cannot be purchased by new users.  I’ve contacted Calendly help twice now to ask whether I can reactivate my old professional plan (they have assigned ticket IDs to my question but have not answered, so I am falling back on the community for guidance).  If I cannot reactivate it, can you advise which of their new plans maps best onto the professional plan (I’m no expert, I just use it when I need it)?

1083
jillian
Community Manager
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Maren80506Community Member
asked in How Do I...?
Customer can select the duration of the meeting at an event

Hello everyone, we would like to give our potential clients the option of how long they would like to talk to us in our initial meeting. Therefore, we would like to offer two options, e.g. 15 minutes and 30 minutes. From what I've seen, I can only choose one duration per event - or is there a special trick or is this only possible for a certain type of event? Many thanks for your support.

4323
jillian
Community Manager
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Ken16560Community Member
asked in How Do I...?
Collective event including two users AND either of two users

Is there a way to create a Collective Event type that will consider:Person A’s calendar Person B’s calendar EITHER Person C’s or Person D’s calendar (need one of those people there)

883
Kelsi
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CoachMariaCommunity Member
asked in How Do I...?
Stripe integration with Stripe Connect accounts

I have contractors who get paid via Stripe Connect accounts. Basically the client pays a fee and a part of it gets routed to me as the business owner (Stripe refers to it as a “platform fee”) and the other to my contractor. https://stripe.com/connect Is there a way to set this up within the event booking page? I don’t think there is and if so, when will this be available?

2471
Kelsi
R
Rokhaya02663Community Member
asked in How Do I...?
Round robin

I create round robin links with my colleagues and i optimize for equal distribution to ensure we all get a fair number of bookings. 

1191
Kelsi
L
LeahA6432Community Member
asked in How Do I...?
Email addresses in workflows

Is it possible to delete an email address that has subscribed to a workflow? I have a workflow with addresses in it, but one person wants to opt out of getting the emails from the workflow. How do I do this? 

193
Kelsi
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Allison48747Community Member
asked in How Do I...?
How to Set Availability to Minimize Gaps and Look Busy?

I’d like to adjust my availability to minimize gaps and maximize my day by clustering my appointments together. Essentially by automatically hiding some of my availability.  Acuity provides this - does Calendly?   https://help.acuityscheduling.com/hc/en-us/articles/16676902843661-Look-busy-and-minimize-gaps-in-Acuity-Scheduling#gref

10621
Kelsi
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Giuseppe87674Community Member
asked in How Do I...?
can't sync external calendars together

I am having a hard time connecting Outlook & Google calendars to sync with Calendly.  I’m trying to get any appts booked on calendly to show up on my external calendars and having no luck.  Can anyone help?  It’s kind of frustrating to have to go to several different calendars everyday

781
Kelsi
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HiBonjourCommunity Member
asked in How Do I...?
WEBINAR IN CALENDLY

How do I create a webinar with more than one host? In Calendly's group event, it only allows me to select one host. In our company, we organize and conduct our webinars through Zoom, as it allows us to generate reports of who registered and who actually participated in the webinar. Would this also be possible using Calendly?

3071
Kelsi
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Melanie67628Community Member
asked in How Do I...?
Auftragsverarbeitungsvertrag

Hat von euch schomal jemand einen Auftragsverarbeitungsvertrag aufgrund der DSVGO & Datenschutzerklärung angefordert? Wenn ja wo und wie? Herzlichen Dank für Unterstützung.

11201
Kelsi
Sam S
Employee
Sam SEmployee
published in Featured Tips + Tricks
Maximizing Automation with Workflows

Gone are the days of manually sending reminders, reconfirming bookings, and following up post-meeting! Be your own best friend and do yourself a fun favor— take advantage of Calendly Workflows. Who can use this feature? Calendly’s Workflows are available to users on our Standard, Teams, and Enterprise plans, as well as the legacy Professional plan. FYI: The Teams plan is available for both multi-user organizations as well as for individual use. To learn about the features in each plan, feel free to check out our pricing page! Here are three of my favorite ways to use Workflows: 🧠️ RemindersReminder texts and emails can be programmed for both you as the host and for your invitees. Reminder workflows help to reduce no-shows and allows you to send additional meeting prep materials, if applicable for the event type. You can opt to include the reschedule/cancellation links in your reminders if you would like to provide invitees easy access.👍️ ReconfirmationsReconfirmation workflows can be

87711
jillian
Community Manager
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