Get Inspired

Looking for ideas and likeminded peers? Find inspiration. Find your people.

108 Topics

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!) 

2
Kelsi at Calendly
Community Manager
1 day ago
B
Brett72346Community Member
asked in How do YOU use Calendly?

Not linked to Zoom Pro

I have it linked to my company’s Zoom account, which is Zoom Pro. But when I was in a scheduled meeting through Calendly, it was the free Zoom limited to 40 min meeting. Which isn’t a good look for clients. Any help?  

1
jillian
Community Manager
5 days ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

Exciting Update: Workflows for Shared Event Types

Hey, Calendly Community! 👋 What’s better than a tool that you’ve already come to know and love using within one of your favorite products (Calendly, duh)? The expansion of that tool to additional event types! 🤗Something that we’ve seen Calendly users asking for since (seemingly) the dawn of time is the ability to use Workflows on Shared Event Types. Great news - now you can!Q: Who does this article apply to? A: All Calendly users on paid plans (Standard, Teams and Enterprise). Before we get into the ✨new and shiny✨, let’s quickly refresh ourselves on Shared Events and Workflows! ⬇❓What exactly are Shared Events? Shared event types = great for quick collaboration with colleagues.Shared event types, just like team event types, include collective and round robin events. However, whereas an admin sets up and controls team event types, any user can create a shared event type.❓When should you use Shared Events? Shared events are useful for ad hoc or short-term situations, since they are no

230
Kelsi at Calendly
Community Manager
6 days ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

🦃 Giving Thanks and Gratitude: Calendly Tips and Tricks for the HolidaysBlog

Can you feel it coming? The rumbling of the many feet that have waited outside in long lines, cold weather and anticipation-drenched glory in order to be the first in-store for Black Friday? Are you ready for server crashes on all of your favorite shopping sites during the Cyber Monday rush? Do you feel a veil of excitement when considering what all of the holiday hustle and bustle might mean for your own business? Of course you do! Calendly wants to help establish some tips and tricks and best practices surrounding how to use your virtual tools, this holiday season. We want to save you some time and energy while allowing you to optimize your ROI. Let’s get to it! 💡 Tips and Tricks, Best PracticesYou might offer some of the best yoga sessions around, cooking classes that will knock the socks off of anyone’s “Friendsgiving” pot-luck dinner, or a series of tutorials teaching others how to code like geniuses - and now that the holidays are near, you’d like to offer discounts, event serie

9498
B
9 days ago
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
asked in How do YOU use Calendly?

Live Demos for Integrations, Routing, and More at Forrester B2B Summit!

Hey everyone! Rebecca with Calendly Events here 😀 We’re excited to share that we're heading to Austin, TX for the Forrester B2B Summit in a few weeks. It’s the perfect place to dive into the latest B2B strategies and innovations, and we'd love to see you there!If you’re around, come by our booth to see how we can help smooth out your workflows, and keep those important meetings on track. Spotlight Session: "Maximizing Meeting & Lead Automation"🌟 Mark your calendars for May 7th at 3:05 PM. We'll explore the benefits of integrating Calendly with CRMs like HubSpot, MS Dynamics, and Salesforce to help improve your team's efficiency and reduce repetitive tasks. Need a reminder? We’ve got you covered.🔥 We'll also be demoing:How connecting with prospects at the right time can boost your conversion rates. Ways to quicken your lead response with instant meeting scheduling. Methods to maintain engagement with automated follow-ups.If you’re planning to attend and want to see how Calendly c

0
Rebecca from Calendly Events
Employee
9 days ago
E
ErenSunayDaysCommunity Member
posted in SMB + Entrepreneurs User Group

Omar Mayar Deserves a Promotion

Calendly’s talented Data scientist, Omar Mayar, has played an instrumental role in thrusting my business to the next level with his help regarding my issues with the Calendly widget integration into my website. I feel like I owe him royalties at this point but in the meantime, Calendly should consider him for a next-level promotion with a considerable wage increase.Thank you Omar Mayar for all your help and the invaluable work you provide through your role at Calendly. 

1
jillian
Community Manager
14 days ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

Start Time Increments: Managing your booking page's intervals of availability.

Hey there CalPals! Something I find myself mentioning all the time in my support interactions is how robust a tool Calendly can be when you have a good understanding of how it all works. With that in mind, I thought it was about time that I write up some articles on different features and settings in every Calendly account, from the free plan to Enterprise. Unofficially, I’m calling these my Calendly 101 articles. We’re going to start off with a fun and fun-ctional setting you’ll find in every Calendly event type, start time increments.  What are Start Time Increments?Ever wondered why your live booking page displays times in 30 min increments or intervals when you first create a new event type? That would be the default “Start time increments” settings at work. You might also find yourself asking:Why isn’t my booking page showing the right times to book? Why don’t the available times on my booking page match the availability blocks I set for my event type?Start time increments are the

4292
Kelsi at Calendly
Community Manager
16 days ago
M
Molly15858Community Member
asked in How do YOU use Calendly?

Group Meetings Invites question

I asked this during the office hours session, but didn’t get answered.  Is there a way?   Molly Neville12:08 PMI have a question on invites sent....on the one on ones, the event goes straight to the invitees calendar, perfect! On the Group Meetings however, they have to add it manually to their calendar/download it which creates confusion...it also sometimes warns them that it could be an unsafe attachment which scares them. Is there a way so the Group invites work the same way as the one on ones?Sent to Q&A

2
M
21 days ago
B
BoneyFidoLizCommunity Member
asked in SMB + Entrepreneurs User Group

how was a client able to create an event in a time slot that isn't available?

I have set up my availability, but yet a new client was able to book a time that isn’t in my availability. How was this possible?!Thanks in advance,Liz

1
jillian
Community Manager
22 days ago
P
prkspeaksCommunity Member
asked in Professional Services User Group

Single Use Link Option Hidden in iPhone?

I noticed that Calendly has recently changed the easy to access links in Calendly which showed below the event name in the iOS app and have now buried it under a menu. While it seems okay for regular copying (NOT OKAY FOR ME) but might be considered okay for others that they need 2 extra clicks to get their sharable link, it is 4 extra clicks for single use links. My business requires me to copy a single use link and share it on WhatsApp or email. This has become a pain with the new UX. Why would Calendly induce so much pain into the life of iOS users? I don’t see any benefit of the new design. Can anyone tell me what they are thinking and why they changed this?

1
jillian
Community Manager
22 days ago
M
Mark81165Community Member
asked in Professional Services User Group

Physical group bookings

can you adjust Calendly more suitable for physical events. Individual is ok, however group bookings like events and workshops it does align.missing a few things to make it good.Is this something that can be done? or an extension added? 

1
jillian
Community Manager
23 days ago
S
Shashikant67388Community Member
asked in SMB + Entrepreneurs User Group

Rolling availability schedule

I want to open up availability 48 hours in advance. How can this be accomplished?

1
jillian
Community Manager
23 days ago
E
Eve StoyanCommunity Member
asked in Professional Services User Group

No availability shown erroneously - appears correct after troubleshooting

Hi, my availability was wiped out without me having changed anything at all (or logged into Calendly) through Tuesday to Friday last week.  Once I logged in and troubleshooted, it appeared correctly. After this it was no longer synching to my calendars. Upon checking I noticed that now individual calendar types could be linked in my iCloud calendar (not available before).  What has been changed? Was there an update? Is this likely to happen again and if so can you send warning before updates (not to miss any dates when availability is falsely removed)? 

1
jillian
Community Manager
23 days ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

Organize your booking page: rearranging event types and more

Hey there, Calendly Community! It’s a sunny ☀️ Thursday morning where I am - I hope that the spring weather wherever you are is pleasant, too! What pairs well with spring weather? Spring cleaning, of course! 🧼 So let’s clean up your booking page and make it look nice, fresh and new. You’ll be glad when you’ve done it - just like you’ll be glad when you’ve finally admitted it’s time to get the dust bunnies from behind your washer and dryer, and actually made it happen. 🧹What exactly can you do in order to “clean up” your booking page? It all starts within your Calendly account, where you can rearrange event types, change the color that identifies event types and customize your event types in other ways. This translates to your public booking page - where invitees will marvel at your organization. Let’s dig in!Q: Who will this article benefit? ​​​​A: Everyone! There is a tip and/or trick in this article that can be applied to all free and paid users alike, though some will be more usef

1350
Kelsi at Calendly
Community Manager
27 days ago
L
LuciusCommunity Member
posted in Professional Services User Group

[feature request] Change default phone zone code in the Contacts Page

Hello, I haven’t seen any option to change the default zone code in front of the phone number field when adding a new contact. It would be great. I am in france and the default phone number is set to +1 and i would like it to be +33 without having to change it each time i add a contact.

3
jillian
Community Manager
29 days ago
S
SavageSaleCommunity Member
posted in How do YOU use Calendly?

Ai Role Play Program Integration

How cool would it be if Calendly implemented an AI role play program that can take your script and turn it into a scenario to help you close your business. It’s not that I couldn’t go out and find other programs, however would it add value to implement an AI role play program or take away from Calendly? One thing I do know, with out innovation and growth comes stagnation.

3
J
1 month ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

Overlapping Event Types: Workarounds

✌🏻Hey, Calendly Community! I am writing this morning to offer some education regarding workarounds for a feature that many of you post to ask about: an ability for event types to be booked simultaneously (in an overlapping manner). Let’s dig in! 🕵🏻As a reminder: a workaround is something we can implement when there’s not exactly an existing feature or functionality that helps to meet a goal you have - but with a little extra effort and creativity - still allows for the endgame to look nearly identical. In short: they’re awesome! Q: Who will this article benefit? A: All Calendly users on paid plans! Calendly users on our free plan can have one active event type at any given time - so a need for overlapping event types is a non-issue. All users on our paid plans, at any tier, can have numerous active event types - so keep reading! Note: For each of these workarounds, you will need to be on at least our Standard plan or above. You can read more about our plans, pricing and features on

430
Kelsi at Calendly
Community Manager
1 month ago
jillian
Community Manager
jillianCommunity Manager
published in Featured Tips + Tricks

What exactly is a browser extension?

Alright, scheduling friends. I know we’re usually talking about all things meetings around here, but we’re going to swap it up a bit today and talk about something else that makes you super efficient. They’re small but mighty and usually casually live in the upper right hand corner of your screen. Any guesses?Browser extensions!Browser extensions make your life easier by adding custom features to your web browser, whether you use Chrome, Safari, or Firefox. They’re kind of like mini-apps. Each adds more functionality to your browser of choice so you can do the things you want faster, easier, and more efficiently. Why would you want to use one?The whole idea behind browser extensions is pretty simple. Like browser bookmarks, browser extensions are easy to access (one click!), but more powerful — they bring additional features to the forefront of the tab you're already working in. Instead of opening software in a new browser tab or app, you can access the app from your current tab.This m

811
Kelsi at Calendly
Community Manager
1 month ago
C
care_jayCommunity Member
asked in Teachers + Education User Group

Booking multiple days and pay at the end

Is it still not possible for a person to schedule multiple events and pay at the end? I am a teacher, and my students want to book many classes and pay the total sum at the end. Additionally, is it possible to schedule an event and have it repeat automatically every week? (Students who want to book the same day, same time)

3
E
1 month ago
scotty
Employee
scottyEmployee
posted in Featured Tips + Tricks

Creating a Zendesk Macro for Ticket-Specific Calendly Links

Add context to your meetings to help understand the impact of Calendly on your support metrics Calendly is a great tool for support agents. They can quickly book time with customers and get to the heart of their issue. As usage grows, support leaders get curious about the impact of Calendly on their metrics. For example: How many tickets are solved with at least one Calendly meeting? Do certain Topics tend to involve Calendly? How does Calendly impact handle time? How does it impact CSAT? Calendly links and reporting helps answer these questions.A string added to the URL, called a UTM, can pass context to meetings. Context like a ticket id. You can then join ticket data with meeting data.However, it’s hard for humans to write UTMs. Fortunately Zendesk Macros with Placeholders can do the writing for the agent. This guide will take you through how to build a Macro that builds the link with the UTM added for them. The Finished ProductBy adding a UTM parameter with a placeholder, you

1
scotty
Employee
1 month ago
L
LuciusCommunity Member
posted in SMB + Entrepreneurs User Group

Calendar week view request

Calendar week view requestHello there, i think a very important feature is missing in Calendly: it is not possible to have a simple view of the planned evenst of the week without having to sync it with another calendar service.I would like to be able to see all my planned events for the coming week or event month. It’s not very easy and enjoyable to look at a simple list of all events.

2
L
1 month ago
K
Kaley WhiteCommunity Member
posted in How do YOU use Calendly?

Feature request: Invitee's time zone in meeting invitation subject

It is helpful that booking times can be displayed in the invitee’s time zone, but the meeting invitations that invitees receive use the host’s time zone in the email subject line. In the below screenshot, I’d like the subject to say “12:30pm – 1:30pm (CET)” instead of “7:30am – 8:30am (EDT)”. 

3
Kelsi at Calendly
Community Manager
1 month ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

Create a Multi-Step Routing Form

Hey there CalPals!  Your resident Routing Form cheerleader is back with another routing form workaround to help you create multi-step or “tiered” routing forms in Calendly. Problem: At this time, a Calendly routing form acts as a single-step form when used stand-alone. Solution: By “daisy-chaining” multiple routing forms together, you can achieve multi-step routing. Who Can Use This?Calendly’s Routing Forms are available to users on our 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! When would I want a multi-step routing form?Generally speaking, multi-step routing forms can be used in any scenario where you want to offer conditional routing form questions. Think: “I want to offer different sets of routing form questions/answers to different groups of people”. What might this look like? 

1390
Sam S
Community Manager
1 month ago
Kelsi at Calendly
Community Manager
Kelsi at CalendlyCommunity Manager
published in Featured Tips + Tricks

Different Invitee Limits for Different Time Slots in Group Event TypesTutorial

Hey, Calendly Community! 👋🏻 I am casually coming to you this fine evening with a workaround - don’t you just love those? What’s a workaround, you ask?Well, a workaround is something we can implement when there’s not exactly an existing feature or functionality that helps to meet a goal you have - but with a little extra effort and creativity - still allows for the endgame to look nearly identical. 💪🏻This specific workaround pertains to Group Event Types and the invitee limit that you set within each. 💡Use Case ExampleYou have set up a group event with an initial invitee limit of “15” per time slot - and you are excited! You will be teaching groups of people how to paint while also displaying art by you and other local artists for sale, gallery style. To top it off, you will be offering discounts for a series of painting lessons - and you are expecting a full house in every time slot due to some strategic marketing on TikTok. 📱 Way to go! You’re doing it - you’ve done it! 💃That s

830
Kelsi at Calendly
Community Manager
1 month ago
M
Mel66117Community Member
asked in Teachers + Education User Group

Wrong event type booked.....

I have been using Calendly with one event type, 30 minute meeting.  The link to this has been published by my agency and works fine.  I decided to set up a new event, duration one hour.  I created this and sent the link directly to a single client.  Now, another client has booked this second event type and I have no idea how.  He insists he used the link sent by the agency (the first link - the agency has NOT been sent the second link).  1.  Has anyone had this happen?  and 2.  How do I stop it happening?

2
M
1 month ago
Terms & ConditionsCookie Settings