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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

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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)”. 

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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? 

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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

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Kelsi at Calendly
Community Manager
2 months 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
2 months ago
M
maxilebenGmbHCommunity Member
asked in How do YOU use Calendly?

Enter booked events by telefon

How can I book events that are accepted by telephone, for example, into the calendar myself so that this appointment is already reserved?

1
jillian
Community Manager
2 months ago
M
Michael 9305Community Member
posted in Professional Services User Group

Calendly Meldung: "Serverfehler" keine Änderung kann gespeichert werden

Ich bin neu bei Calendly und melde mich über mein Microsoft Konto an. Nach erfolgter Anmeldung kann ich keine Änderung im Account speichern.  Kein Profilbild einfügen, keine Zeiten ändern et.c.Bei jedem Schritt erhalte ich die Calendly Meldung:  ” Serverfehler. Bitte versuchen Sie es erneut.” Ich verwende die neuesten Browserversionen und habe es mit Chrome, Firefox und Edge versucht. Der Support von Calendly hilft nicht wirklich weiter. Kennt jemand dieses Thema?

1
Kelsi at Calendly
Community Manager
2 months ago
P
Pradeep25417Community Member
asked in How do YOU use Calendly?

One-off Meeting

Can I create my own template for One-Off Meetings? 

1
Kelsi at Calendly
Community Manager
2 months ago
D
Dynamic88254Community Member
asked in How do YOU use Calendly?

host name change

How and where do I change the host name ? 

1
Kelsi at Calendly
Community Manager
2 months ago
J
Joseph85733Community Member
asked in How do YOU use Calendly?

Shared Meeting Type - Multiple Time Options

A colleague and I have a round robin shared Calendly link for a 60-minute time slot that we share with our customers. We want to be able to offer multiple time options 60-minute, 30-minute, and 15-minute.  When I create multiple options for my own calendar, I can display all of these on a single link and this works well.  Is this something I can do for shared events too?  

2
J
2 months ago
jillian
Community Manager
jillianCommunity Manager
published in Featured Tips + Tricks

Calendly + Zapier: No-Show Zap Workflow

One of the questions we get asked quite a lot about here on Calendly Community is “How do I handle no-show invitees and follow up?” Since Calendly currently doesn’t have a built in workflow for this, we’ve got to get creative! Problem: Marking an invitee as a no-show prevents them from receiving scheduled post meeting workflows (as intended), but there isn’t a way to trigger a separate no-show follow up at this time. Solution: Using a combination of Calendly, your favorite spreadsheet application, Zapier, and email service, you can configure an external no-show follow-up automation process. For this example, we’ll be using Google Sheets and GMail. Who Can Use This? The Zapier integration is available on all of our paid plans. The suggested Zapier workflow only works on a paid Zapier plan as well. How does this work? The workflow we’re about to set up in the steps below has 3 parts to it. The first part (the trigger) uses a Zap to monitor a Google Sheet for new rows. New rows are added

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L
2 months ago
R
Roger68076Community Member
asked in Professional Services User Group

Different Calendar to sync online and offline events

Is there a way to use different calendars to check availability for Online (Zoom) or Offline meetings?  Because my offline calendar is for a shared room where also other teachers/coaches book time in. So it is time where the practice room is booked and this is only for offline coach sessions. The online ZOom’s, I want to have synced with my own calendar.  Is this possible? 

1
Kelsi at Calendly
Community Manager
2 months ago
H
Hugo41701Community Member
asked in Professional Services User Group

PayPal payment invoice

Hi,When clients book a meeting they pay via PayPal. As of now, I have to put in an exact amount. I would like for my clients to receive an invoice or receipt of what they paid for after they have booked and paid. Example:Consulting fee $100Taxes $5Transfer fee $3.8 Total $108.80Is it possible for my clients to receive an invoice or a receipt like this after they booked and paid?Thank you.

1
Kelsi at Calendly
Community Manager
2 months ago
E
Ellen12721Community Member
asked in How do YOU use Calendly?

how do I view someone’s calendar to schedule an appointment please?

how do I schedule an appointment with someone?  I have the following link (http//calendly.com/d/5cy-3cy-59g) to access their calendar and have set up my own account. 

1
S
2 months ago
B
Bruce07436Community Member
posted in How do YOU use Calendly?

What cool things have you done with your Integration to Salesforce?

We are looking at how to give our customers a self-serve experience to schedule calls with the Support agent handling their cases and also improving the agents experience on how to better schedule calls with customers.Our support portal and Case Management is all SalesforceTell me what cool things have you done with this integration.Thanks

1
Kelsi at Calendly
Community Manager
3 months ago
L
LennyBlockCommunity Member
posted in How do YOU use Calendly?

Use questions to gain intelligence

I love to add questions to gain insights and intelligence into a potential client's needs before the call.  Questions to understand your potential client before the call. 

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Kelsi at Calendly
Community Manager
3 months ago
B
Bénédicte84261Community Member
asked in Professional Services User Group

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

1
jillian
Community Manager
3 months ago
R
Rokhaya02663Community Member
asked in How do YOU use Calendly?

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. 

1
Kelsi at Calendly
Community Manager
3 months ago
Sam S
Community Manager
Sam SCommunity Manager
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

43910
jillian
Community Manager
3 months ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group

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! 

0
alisabartash
Employee
3 months ago
R
Rozi21014Community Member
asked in Teachers + Education User Group

Integration Challenges with Online Education Platforms and Calendly

Hello Calendly Community,I've been exploring ways to streamline scheduling for my online education platform, Rozi Academy (https://roziacademy.com/), and I'm currently using Calendly to manage appointments and class schedules. It's been a great tool, but I've encountered some integration challenges.Specifically, I'm looking to optimize how Calendly interacts with our course management system to better align our class schedules with students' appointments. I'm interested in any tips or best practices for ensuring smooth integration. Has anyone here worked on similar integration for educational platforms? Any advice or shared experiences would be greatly appreciated!Thanks in advance,

2
B
4 months ago
Sam S
Community Manager
Sam SCommunity Manager
published in Featured Tips + Tricks

Maximizing Automation with Routing Forms

🤔 Think about this— As a consumer, have you ever been so confused or off-put by a business’s interface that you throw in the towel and switch to a competitor? I can say with certainty that I have done this. Many times. On the other hand, think of a time when you were so impressed with the ease and simplicity of a business’s user interface that you found yourself filled with a feeling of fierce loyalty. Personally, these are usually the businesses that I recommend to anyone who will listen, unprompted.  Routing Forms are the solution for so many things, providing qualified invitees with more on-demand options and a better user interface. Who can use this feature? Routing solutions 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! Here are some of my favorite w

7006
R
4 months ago
K
KjricsoCommunity Member
posted in How do YOU use Calendly?

I'm a independent IT contractor this is how I calendly

I love using calendly and this is what my events look like 

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K
4 months ago
W
Employee
willow.arthurEmployee
posted in Featured Tips + Tricks

Connect your favorite tools to Calendly with Zapier!

 You invest in many different tools and want to know how you can maximize them all to work together (why not keep yourself from all that manual back-and-forth?). While your Integrations page is the best place to go for specific Calendly integrations (think Salesforce, Hubspot, LinkedIn, Slack, Chrome), sometimes you need help creating your own integration between Calendly and the tools you use every day. Enter: Zapier! Zapier will act as the middleman between Calendly and other apps to trigger actions in the tools you use every day based on what happens in Calendly (such as an invitee booking a meeting or canceling). Check out this article to learn more about how Zapier works! With Zapier, you can create connections between Calendly and your other apps! Just think, you could: Create a connection between Calendly and monday.com to add items in monday.com for new invitees created in Calendly (when an invitees books an event) Create a connection between Calendly and Google Sheets to updat

0
W
Employee
4 months ago
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