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2544 Topics
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Rithesh KumarCommunity Member
asked in How Do I...?
How do i use calendly to schedule appointments for my clients on their calendar?

Hi there,I run a marketing agency and i am looking for solutions on how i can use my calendly to schedule interested leads for an appointment for my clients on their calendar , how do i organise everything etc. Please give me your insights, thank you!

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Kelsi
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DV46846Community Member
asked in How Do I...?
Our team meets with third party who choose the date

I’ve searched the documentation to find a way to do what seems obvious to me.  What am I missing?I want to set up meetings with prospects: two of us, one of them (or they share the link) but have the outside pick a time that works for them. This works great in a one-on-one meeting in Calendly:I select some possible times that work for me I send link to outside person Outside person picks a slot and a meeting is automatically scheduled for the two of usBut I can’t do the same when I want to include someone from my team (like a sales engineer):What I want Calendly to do but can't figure it out:I select some possible times that work for me and others on the team because I see availability for other team members as well I send link to outside person Outside person picks a slot and a meeting is automatically scheduled for the three of usI’ve tried the group meeting approach but it doesn’t offer the same interface as one-on-one and looks like it asks all the invitees to vote on a time, which

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Kelsi
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DavePOBCommunity Member
asked in How Do I...?
New feature requests for Calendly

Hi.  How can I raise a new feature request for Calendly?  I can’t seem to see any links or options for it anywhere on the website or in the community. Many thanks,Dave.

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jillian
Community Manager
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Karine83467Community Member
asked in How Do I...?
SMS credit for reminders

Bonjour Comment peut-on acheter des crédits SMS ? quel prix ? MerciHello, Where can we buy SMS credits ? which price ? Thank you.

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Maebh
asked in How Do I...?
Can't find bookings made on another person's booking page?

Hi there, There may be a simple answer to this. I am going to an event and have my own one on one booking page with selected times. Additionally, other attendees at the same event have their own one on one booking page and I can select times to meet on their page.When someone books a one on one on my booking page, I can see the booking and all is well.If I book a one on one on another attendees page, the time is no longer available on my booking page, that is great and avoids conflicts, but I can’t find those bookings anywhere on Calendly.When I click on Scheduled events, I can only see the one on one bookings made through my invite and not the events that I have booked on another person’s invite.The events have synced to my outlook calendar and I can see them there but I can’t find them anywhere on Calendly. (Maybe the calendar is the only place to see them?!)Thanks in advance for any advice.

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Kelsi
alisabartash
Employee
alisabartashEmployee
posted in How Do I...?
Did you know? Financial services institutions are using Calendly at record-high levels.

Financial services institutions are embracing digital transformation to meet evolving client expectations and are using Calendly to deliver seamless, more personalized scheduling experiences and to increase team efficiency. Meetings scheduled by financial services customers increased at a compound annual growth rate of 29% between 2021 and 2023 and Calendly has seen a huge uptick in ARR.To find out more about why financial services institutions are implementing Calendly and how they’re using it, check out our recent press release and reply below to let us know how you’re using Calendly to better serve your clients! 

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alisabartash
Employee
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eric23131Community Member
asked in How Do I...?
Facing Difficulty in integrating Calendly into my Website

Hi,I want to integrate Calendly into my website but i’m facing issues in finding the embedd code. Could you please help me where it is? 

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jillian
Community Manager
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Amy1317Community Member
asked in How Do I...?
Booking several time slots

I searched already but did not find an answer yet.I want to offer an event that has 30-minute slots available but give the option to book 2, 3 or 4 of those slots in one go if there is the availability, so the booking person can chose if they want to meet for half an hour, 60, 90 or 120 minutes.Is that possible? I thought I saw this offered at someone else’s calendar booking page, but cannot recreate this myself.Thanks

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Kevin28327Community Member
asked in How Do I...?
question on changing availablity

Hi, I created a group event with 5 different time slots on a specific date, 330, 415, 5, 545, and 630pm. At first I put the max number of invitees at a 100 but that was a mistake. I needed it to be 6. I went and changed it to 6 but this was after 2 people signed up at 415 and 3 people signed up at 630. After I changed it, the times of 330, 5, and 545 were changed to 6 spots available which is great. The 415 times says 98 available and 630 says 97 available.  It appears I cannot change these after someone signed up?. These did not save over once I made the change.. 415 should say 4 instead of 98 and 630 should say 3 now. How do I change this?  If I can’t, how do I lock down the 415 and 630 time slot?

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Kelsi
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SandraJayneCommunity Member
asked in How Do I...?
Reviewing weekly and daily appts.

Does Calendly allow for the event host to look at one week at a time or even on a daily basis to make changes to his appoint time availability? 

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Kelsi
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Carlos83411Community Member
asked in How Do I...?
How to fix this bug

Any time I go to write a email on work flow or even with one of my events as a “email reminder”.I have a bug where the letters you use to put brackets like this for example (Your First Name) are in the middle of my screen so it limits me to writing a email remind or even on workflow. I paid for the plan and it still doing this bug. imagine your trying to write your “email reminds” and the letters are in the middle of the screen. How do you fix this ASAP?thanks 

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Kelsi
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Miriam46402Community Member
asked in How Do I...?
integrating ScheduleOnce and Calendly

i use ScheduleOnce for a sales company and Calendly for my own work how do i integrate these?

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Kelsi
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Ginger08225Community Member
asked in How Do I...?
change host for meeting already scheduled

Hi, we have a webinar “group” event with one host selected. He is unable to cover a timeslot. We are using a shared zoom account. If he forwards the meeting to me in Outlook, will this be sufficient? I’m just worried about being able to log in when I’m not the original host. In calendly, I don’t see a feature to update the host for a meeting already scheduled. Thanks for your help!

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Kelsi
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Lysa01252New Community Member
asked in How Do I...?
traduction en français (French translation)

Comment faire pour que Calendly apparaisse bien en français pour mes utilisateurs ??? Mon calendly est bien configuré en français mais il apparait en anglais pour les gens qui veulent réserver mes prestations… 

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Kelsi
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SandraJayneCommunity Member
asked in How Do I...?
Outlook Calendar distinguishing how clients make appts.

Is there a way to set a specific color for appts. booked via Calendly vs. others appts. inputted manually into Outlook Calendar? We would like to have the ability to distinguish to 

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FinKlar03108Community Member
asked in How Do I...?
Online meeting

Hello together, is there a possibility to offer our customers just one day in the week for online meeting? The problem is we have different types of meetings and when the customers choose one of these he/she has the possibility to choose between online or face to face.  But only for Wednesday we like to offer only online meetings. So what can I do to enclose this? Maybe somebody has a solution for me? :-)

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Robert81654Community Member
asked in How Do I...?
Can Calendly create customizable event templates with editable language fields?

Currently, Calendly offers a limited selection of language fields for Event types, which might not always be regionally appropriate. For instance, the distinction between Spanish (Vosotros - Spain Spanish) and (Spanish Nosotros - Spoken in the Americas) reflects regional variations rather than correctness. Expanding the options or allowing an open language field within event types could enhance accessibility for organizers and their audience, ensuring a more suitable event workflow. Thank you for considering this suggestion.

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mcMitchellCommunity Member
asked in How Do I...?
How do I Connect a shared inbox calendar (Microsoft Office 365)?

Hello Calendly community, I have a situation that I assume others ran into.  In my organization that uses Microsoft 365. Within the organization I lead a center with several part-time employees. All the employees have their own MS-365 log-in. But we all use the same calendar and inbox to communicate with our clients and schedule meetings. To access the shared inbox/calendar, users first log into the organization using their unique log in credentials. (Microsoft 365 redirects to the Organization’s log in page, and then it redirects back to 365). After logging in, the user clicks on “open another inbox”. I want to used the calendar associated with the shared inbox with Calendly.  However, when connecting a 365 calendar, Calendly directs me to the Organization’s login page that requires the individuals credentials.  Is there any other way I can connect this calendar?

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Sam S
Employee
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Daniel AugustinCommunity Member
asked in How Do I...?
Im Kalender wird nicht alles richtig angezeigt (Not everything is displayed correctly in the calendar)

Hallo, bei meinem Kalender zeigt es mir am Mittwoch den Namen HEIRATEN an. Das bedeutet wenn jemand bei uns einen Termin buchen möchte über den Link wird immer der Mittwoch unter dem Begriff HEIRATEN angezeigt. Kann mir da jemand helfen wie ich das auf Mittwoch umstelle. Vielen Dank vorab & Grüße Daniel

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Sam S
Employee
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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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Sam S
Employee
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Hypno62490Community Member
asked in How Do I...?
diffusion calendrier (Adding Calendly to your Website)

je viens de créer mon compte pour proposer un calendrier avec mes dispos à mes clientscomment fait-on pour diffuser le calendrier sur mon site internet ?merci 

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Sam S
Employee
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Amanda26568New Community Member
asked in How Do I...?
I need to Round Robin Group Sessions (1:many), not 1:1s

Hi. My colleagues all host group training sessions at different hours. We need one scheduling link where we can round robin group sessions with multiple registrants. Is this possible? 

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Sam S
Employee
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Linda61744Community Member
asked in How Do I...?
Send all appointments to client

Has some one got a hack or script to automatically send a list of all appointments to a client?

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Albert35215New Community Member
asked in How Do I...?
Text messaging

I have text messaging activated in workflows. Unfortunately due to the amount of appointments, I have used all the allocation two weeks before the end of the month. Since the text messages have not being delivered my engagement has plummeted. After talking to the help desk, the only way to purchase additional texts (which I don't mind doing) is to purchase additional seats, which is cost prohibitive. Is there a work-around for this issue?

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jillian
Community Manager
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Caroline50808Community Member
asked in How Do I...?
How can I schedule a client for reoccurring appointments i.e every week?

How can I schedule a client for reoccurring appointments i.e every week?

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