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alisabartashEmployee

published in FinServ User Group

New Compliance Features For Financial Services

We’re excited to share two new compliance features that enable you to use Calendly’s email and SMS functionality while staying compliant with SEC and FINRA recordkeeping regulations and avoiding costly fines. Communications ArchivingThis feature lets you compliantly use Calendly’s email and SMS functionality by maintaining a record of all outgoing email and SMS communications sent from your Calendly account, such as meeting reminders and notifications. Your outgoing communications log will be retained for 90 days by default, and we can extend the retention period for up to 3 years by request. If you get audited or need to review your logs for any reason, easily export your outgoing communications log at any time via CSV or API: In your Admin Center, click on Security, then Activity log Select Export, then Outgoing communications Want more details, such as what’s included in the outgoing communications log? Find out here. SMS Legal DisclaimersYou can now add your own, custom legal di

3040

8 hours ago

brutherfordEmployee

published in Featured Tips + Tricks

Help Us! What would you call this Workflows template and action?

Calendly is exploring adding a new action and template to the Workflows feature. This new “do this” action and template would allow you to automate sending meeting update emails to someone who isn't the host or invitee to help them stay in the loop on your meeting status. Here are a few examples of where this feature will be helpful:- A manager may want visibility into when someone on their team has a meeting cancellation- An Executive Assistant needs to know when their boss books a new meeting so they can help them prep- A Recruiting Coordinator wants to know when an interview they booked on behalf of a hiring manager gets rescheduled incase they need to adjust subsequent interviews We have two questions for you.Please respond to the first question in the comments section. For the second question please select from the choices below. Question for comments section: What would you call this action? Please pick one. Send email to someone else Send email to non-attendee Can you think of

566

9 hours ago

Sean MarlinCommunity Manager

published in Featured Tips + Tricks

Getting the Most Out Of Your Free Calendly Plan

Calendly is a powerful tool that seems to get more features by the month, but even a basic single Event Type can take you far. In this article we will explore how to get the most out of your free plan. If you are reading this, you might be an unaffiliated individual that has Calendly for personal use, a small business with a single type of service, someone at a larger organization that uses your plan for internal meetings, or anyone else that only needs a single meeting type. While we think our billable plans pay for themselves and then some, we still want everyone to get the most out of whatever plan they are on. The Event TypeMaybe you are just getting started. If you generally offer 30 minutes for a meeting, you can keep the description of your event vague and send this link to anyone who would like to meet with you. But you might want to consider customizing your event name to better reflect you or your services. Open your available hours so people can find time between your other

16 hours ago

Kelsi at CalendlyEmployee

published in Featured Tips + Tricks

Articles and Topics You Should Definitely Read: A Note from Your Friendly Mod Team

Helllooo, Calendly Community Pals! 🤗Firstly, allow me to thank you sincerely for joining us here as our community is fresh and getting started. 😎 I am a firm believer in the fact that peer-to-peer support should be facilitated whenever possible. While we, the Calendly Staff Proper, might have access to the most up-to-date knowledge and internal tools needed to make sure that all of your technical questions are answered as quickly and accurately as possible - you, the users of the product, are the ones that have use case based knowledge, insight and ideas that I deem important and deeply necessary to have a platform to be shared on.Enter: community. As the year comes to an end and community activity inevitably slows down until we all rush back to work in January, I wanted to take time to share some of the most valuable topics that have arisen thus far here in our little corner of the world. Objectively speaking, these topics have resulted in discourse and a deeper understanding for al

3173

18 hours ago

Alyse87606Community Member

asked in Professional Services User Group

Round Robin Event w/Choice of Locations

When scheduling meetings with one host, there is an option to offer multiple locations. Is that possible for a round robin event? We would like invitees to have the choice of scheduling a meeting with one of us either in-person at our site or over Zoom. Thanks!

1 day ago

Todd75416Calendly Connector

asked in How do YOU use Calendly?

I use Calendly to support my independent consulting business

I’m a longtime user of Calendly and my use cases for it have expanded considerably over the years. In this Loom video, I go over my most used Event Type, the Intro Meeting, which covers a lot of different situations by which have first conversations with prospects and professional connections.What I didn’t share in the video is how I have the link for the meeting very close at hand. I have it saved as a macro on my Mac using the Text Expander app, which allows me to add it to any exchange with a simple text string.

1 day ago

George50818New Community Member

asked in Teachers + Education User Group

NEED more ability to move events to other Teams or Members.

NEED more ability to move events to other Teams or Members. I read the guides. But somehow missed where we could not MOVE events between teams or team members. This is a MUST. Also, NEED the ability to over-ride availability for a specific event, such as a checkmark that says “ignore availability and always show as available for this event.”

2 days ago

KeriBurnsCalendly Connector

posted in How do YOU use Calendly?

Using Calendly to Manage Teams

I work for an education trust for a healthcare organization and we serve over 70,000 clients across multiple regions so we have a large team of career development and academic success professionals that meet with our clients. We officially made the transition to Calendly from another calendaring system about 4 months ago and the first thing that we excited to set up were the different teams within our organization, a feature we didn’t have with the last system. Using the managed events feature has been a game changer for us and allows our leadership to ensure that all of our staff are providing the same type of services.

2 days ago

Anne02440Community Member

asked in Professional Services User Group

How to capture Booked payments event to GA4?

I need help!The GA4 measurement ID was integrated to Calendly - based on this https://help.calendly.com/hc/en-us/articles/360001575393-Calendly-Google-Analytics#calendly-google-analytics-0-0Scenario of booking: after the details are filled-in, there is the price included. Then payment details will be entered, then user will click the “Schedule Event” button.If this is the event for the successful booking “invitee_meeting_scheduled”, what is the event looked like in GA4 for the successful booking with payment? Will the purchase event automatically be captured in GA4 for the successfully booked with payment?I need your insights. Thank you!

2 days ago

Sarah TCommunity Member

asked in SMB + Entrepreneurs User Group

Feature request: Improved customisation to email notifications (embed images / add attachments)

Although Calendly has been a game changer in terms of improving scheduling, we are unable to maximise it’s full potential due to the lack of customisation available in the notification/workflow emails. For us to be able to eliminate having to send follow up emails manually, we REALLY need to be able to embed images in the email body and attach documents to these communications. And also just from a branding perspective, I’d love to be able to add our proper email signatures (with our logo) as well. Any chance this feature is on the horizon?

4 days ago

Danielle MaEmployee

posted in Featured Tips + Tricks

Event type permissions for non-admins

As a product marketer, I’m almost never an admin for anything. That great power usually lies with my ops and IT counterparts, and they do a great job keeping the trains running + the likes of me aligned with process and protocol. That said, there’s a little thrill I get when something like Calendly’s event type permissions gets democratized and rolled out for non-admins like me 💃🏻What does this mean? What power did I inherit overnight? It means that I can now grant any of my teammates view or edit access to any of my event types. It’s kind of like granting permissions to a file or folder online, same idea:Just as a normal, regular user -- on a standard or above plan -- with no admin controls needed. How awesome is that? I sit in on enough user calls to know that when teammates need access to each others’ event types, they typically resort to pretty manual workarounds. Like keeping a spreadsheet, doc, pinned Slack note, or post-it with a list of other people’s scheduling links. I love

7 days ago

Kelsi at CalendlyEmployee

published in Featured Tips + Tricks

Hidden Fields: What they are and how to use them

➡️ Q: Who is this article for? ➡️ A: All Calendly users on all plans. 🔎 Picture this: you are an avid Calendly user and a massive Hubspot fan. You’ve set up routing forms via Hubspot that you are now implementing into your Calendly flow, and you want to be able to pass information between the Hubspot form and your Calendly booking page without others being able to see this information. Is that possible? If so, how do you achieve it? The answer is “yes” – it’s possible! The “how” is by using hidden fields (paired with UTM parameters) to pass information between the two. Hidden fields are an invisible-yet-powerful tool that can be used to send information which you don’t want others seeing from one form to another, or from your Calendly booking page to your website -- and more. What are hidden fields? We’ve all typed something into Google only to populate overwhelming results that are unclear. “Hidden fields” might very well have been one of those subjects for you, until now (I hope!)

310

7 days ago

KennethBurkeCalendly Connector

posted in How do YOU use Calendly?

travismurdockCalendly Connector

posted in How do YOU use Calendly?

Secret sales weapon - Include Calendly in every email

I’ve used Calendly for several years, but once I added it to every email, I saw something magic happen - prospects, friends and customers booked my time without me reaching out to them. For example, an old co-worker may want to re-connect. They find my Calendly in an old email or on LinkedIn and just book a meeting. Also, prospects who find me through a client wonderfully appear on my calendar ready to learn about my services. Calendly seems to be working for me while I’m sleeping. Executives are especially thankful when they can just book and forget. So much of their time is spent arranging meetings. Giving them a link and letting them know that they can book me anytime really allows us to spend more time together. Some fear that an open calendar invites randos to book my time. That has never happened. I include a pre-meeting question in my Calendly that invites the person to tell me what we are meeting about. If I didn’t feel like it was worth the time, I’d just kindly reply and can

10 days ago

Chris DaouNew Community Member

asked in Professional Services User Group

Branding Issues

Is there no way to have the company logo appear for all users in my organization from the no reply email? (Without them having the users set it as their profile picture)

10 days ago

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!)

10 days ago

Gestalt43383Community Member

asked in Professional Services User Group

Payment collection on booking page

I want to be able to delete the icon and price under the address in my view booking page but I cannot. what can I do?

11 days ago

MarthCleaningCommunity Member

posted in Professional Services User Group

repeating events

Please add the ability for calendly to add repeating events. Maybe something that searched your calendar for time availability in a repeating scenario like google offers daily, weekly, monthly, custom. if say there was a scenario that there wasn’t availability for that same time maybe pop up an exception report with dates that could not be scheduled and alternates that you can quick select for fixing or skip for now.

14 days ago

clintEmployee

posted in SMB + Entrepreneurs User Group

Masterclass - The Art of Cold to Closed

If you haven’t registered for our 3-part Webinar Series “The Art of Cold to Closed” with Morgan J. Ingram, there’s still time! Register at the link below to catch the final entry in the series tomorrow at 1 PM EST. In our final session with Morgan, he’ll explore strategies to move deals forward faster. Learn how to leverage AI and automation to speed up your sales process, identify which deals you should continue working, and keep the relationship thriving between meetings.https://calendly.com/masterclass-cold-to-closed

15 days ago

Podcast65884Community Member

asked in Professional Services User Group

Best Practices for Integrating Calendly on a Website?

Hi everyone,I'm looking to integrate Calendly into our company's website hillsdot.com . What are the best practices for embedding Calendly on a site to ensure a seamless user experience? Are there specific tools or techniques that work particularly well for customization and integration? Any advice or examples would be greatly appreciated!

18 days ago

mdharmonCalendly Connector

posted in How do YOU use Calendly?

I use Calendly to work with recruiters for my job hunt!

I use Calendly for my personal use to make it easier to talk with recruiters as I’m looking for a new role. It makes their life easier which hopefully means my resume is closer to the top.

29 days ago

CovenantbisCommunity Member

posted in How do YOU use Calendly?

I Book My Own Appointments Using Calendly

I may be an odd user but I do not allow clients to book appointments with me, I book all of my appointments for them which gives me a flexibility I need to manage the multiple locations where I meet clients and multitude of different appointment types that I have, each with its own time requirement and very individualized automated workflows. I work out of multiple offices, as well as coffee shops where I regularly meet with clients, that located hours apart. In order for me to schedule appointments efficiently, I have to take into account the location of each appointment, the time requirement and the travel time between each meeting location. Using Calendly this way also allows me to highly customize each appointment type with Automated Workflows which double or even triple my efficiency and significantly decreases the percentage of no-shows. I am very interested to learn if many other Calendly users are using the system and functionality in the same way as well as I would be more th

29 days ago

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

11503

1 month ago

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