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208 Topics
KeriBurns
Calendly Connector
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. 

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jillian
Community Manager
4 months ago
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Employee
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

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Employee
5 months ago
Kelsi
KelsiCalPal Emeritus
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!)

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Kelsi
5 months ago
KennethBurke
Calendly Connector
KennethBurkeCalendly Connector
posted in How do YOU use Calendly?
We use Calendly for... just about everything

We use Calendly across business development, customer success, marketing, hiring, and customer support. Pretty much anytime we need to schedule a time for any reason. We almost always have HubSpot and Zoom integrated to make things easier ongoing. Here’s how that plays out: Business Development: It starts with a routing form on our demo page. We ask for minimal information, then route the inbound prospect to the appropriate event (and accordingly the right rep) by company size. Reps will also share their individual Calendly links when pitching or responding to inbound leads (they typically keep 2 events on their personal links, for a 15-minute call and a 25-minute demo). Customer Success:  We offer free onboarding and training for everyone, so there’s some automated and personal outreach to all new customers, trying to get them onto on a group training. Then for larger accounts, we’ll work with them 1-on-1 to make sure all their employees/team/locations/etc. are setup as needed. Later

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Kelsi
5 months ago
C
Employee
chrisyuuuEmployee
published in How do YOU use Calendly?
Looking for Feedback to Simplify Your Availability Settings

Hi Calendly Community,My name is Chris and I'm a part of the product org here at Calendly. As part of our ongoing commitment to create the easiest-to-use and most effective scheduling automation platform on the market, we are considering some updates to help you better manage your availability settings. I'd love to hear your thoughts and suggestions on any improvements you would want to see.Here are some questions that are top of mind.There are a many ways to control your availability through your calendar and/or Calendly. Which method do you use the most often? What would make it easier or more efficient?   Dialing in your availability helps ensure you're available (or not!) at the right times. What have been your experiences with ensuring your availability is accurate and up-to-date? Was there anything that you want to see improved in Calendly?While we are still in the planning phase, your feedback will be invaluable as we work on building our roadmap. Please feel free to reply in t

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Dana30475
Calendly Connector
5 months ago
travismurdock
Calendly Connector
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

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travismurdock
Calendly Connector
5 months ago
C
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)

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Kelsi
5 months ago
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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?

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Kelsi
5 months ago
M
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.  

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jillian
Community Manager
5 months ago
clint
Employee
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 

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Todd75416
Calendly Connector
5 months ago
P
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!

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Kelsi
5 months ago
mdharmon
Calendly Connector
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.

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mdharmon
Calendly Connector
5 months ago
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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

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C
5 months ago
M
matt8902Community Member
asked in Professional Services User Group
Communication customization for Ad-Hoc Meetings

I’d like a way to customize the communications for ad hoc meeting types, specifically the calendar event title.Much like a users’ ability to modify the communication initiated from a Calendly event (with specific event-types), I would like to be able to do more to customize how ad hoc events’ communications are distributed. I find myself using the ad-hoc meeting feature more than my event-types, and this would lead to less confusion on my scheduled meetings with clients/prospective-clients. I’ve scanned the forums here and I know it’s well defined as not possible, and was hoping this forum post could be used as a recommendation/idea-board item.Potentially a place in the user settings where you could modify the ad hoc meeting distribution options, or more options when executing the ad hoc event. Thanks, really enjoy the product!

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Kelsi
6 months ago
brutherford
Employee
brutherfordEmployee
published in Featured Tips + Tricks
NEW for admins: Managed Workflows — standardize and scale your team’s full meeting experience

If you read my post about the new Admin-Managed Zoom feature, you know that admins do behind the scenes prep-work to ensure teammates are able to easily use Calendly from day 1. This often involves an admin configuring things on behalf of their team so everyone can simply focus on their work, not software setup tasks.  Who can use this feature?Calendly’s Admin-Managed Workflows feature is available to users on our Teams and Enterprise plans. 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! The Calendly team is always looking into user feedback, and admins, we heard you loud and clear — you wanted to add Workflows to Managed Events. Now you can! Let’s dig into the details.  BeforeWe had Managed Events, a popular feature that allows admins to create event types for their team. For example, an admin may assign their entire Sales team an “Intro Call” Managed E

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brutherford
Employee
6 months ago
Kelsi
KelsiCalPal Emeritus
posted in Featured Tips + Tricks
Heads Up: Google Analytics 4 has replaced Universal Analytics

Hey, Community Pals! Just a heads up, as this impacts anyone that uses Google Analytics + has integrated GA with Calendly. This news is from Google.  Calendly has been letting customers use the old Universal codes as well as the newer GA4 codes for quite some time re: our GA integration. On July 1st Google is finally going to get rid of the older codes. From Google“Starting March 2023: If you didn't manually migrate your active standard Universal Analytics property to a new Google Analytics 4 property and didn't opt out of an automatic property creation, we created a Google Analytics 4 property on your behalf. Automatically created Google Analytics 4 properties reuse existing site tags whenever possible. Learn more” “Starting July 1, 2023: Standard Universal Analytics properties stopped processing hits, including standard properties in accounts that also contain 360 properties. Some properties continued to process data for a short period after this as we staged the shutdown of Universa

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Kelsi
6 months ago
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
posted in How do YOU use Calendly?
Join the Party: Calendly is Going to Forrester CX

Hey everyone! Rebecca with Calendly Events here Calendly is sponsoring the Forrester CX Summit, and we're thrilled to connect with you there. This is an amazing opportunity to explore how our automated scheduling can transform your customer success strategies. Let’s dive in: Join Our Session: How Docusign Accelerates Customer Value with AutomationMark your calendars for June 19 at 12:30 p.m. CT. Docusign’s Senior Customer Onboarding Program Manager, Brad Thomas, and our Head of Customer Success, Joel Knight, will be taking the stage to share how automation has revolutionized their customer success approach. Need a reminder? We’ve got you covered. 🔥 Session Highlights:Accelerated Value: Learn how Docusign’s approach to automation resulted in customers seeing value three to five days faster. Increased Efficiency: Discover how they achieved a 20% increase in the internal team’s billable utilization. Comprehensive Customer Journey: From onboarding to renewals, every phase of the meeting e

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Kelsi
6 months ago
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DavidSRGNew Community Member
asked in SMB + Entrepreneurs User Group
Seeking Insights on Driving Prospects to Calendly for Paragon SPM Bookings

Hello Calendly Community,I’m reaching out to gather your expert advice on driving more prospects to book through Calendly for Paragon SPM, our innovative SaaS solution designed to automate the design, tracking, calculation, plan management, and reporting of sales compensation. As we launch this cutting-edge tool, we aim to streamline the complex processes of sales compensation management and provide unparalleled efficiency and accuracy for our clients.Could you kindly share strategies or best practices that have successfully driven traffic and increased bookings via Calendly for your services? Specifically, we are interested in effective marketing channels, promotional tactics, and any integration tips that have proven to enhance user engagement and conversion rates. Your insights and experiences would be immensely valuable to us as we strive to reach and serve our target audience more effectively.Thank you in advance for your support!#salescompensationBest regards,David JohnstonParago

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Kelsi
6 months ago
Kelsi
KelsiCalPal Emeritus
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

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Kelsi
6 months ago
Sam S
Employee
Sam SEmployee
published in Featured Tips + Tricks
Workflows and Why to Make the Switch

Cal Pals! I’ve missed you! We’re back with a new year and I’m excited to talk about one of my favorite features for maximizing your Calendly ROI and making your day-to-day workflows ( 😉) so simple you’ll feel like you’re on vacation 🌴  Generally speaking, both Workflows and basic reminders are great tools to reduce no-shows and keep your invitees in the loop. This said, I am ✨such ✨ a Workflows cheerleader. I hope to help shed some light on my obsession and bring some new folks to the Workflows party.  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! Workflows vs. Basic Reminders  Workflows Basic Reminders You can configure *unlimited Workflows per event type.   You can track wh

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U
6 months ago
A
Adrianne16328Community Member
asked in Professional Services User Group
Calendly for Administrators of teams - more work needed to be done

On the whole, Calendly is set up for individuals. Managers of teams face a whole raft of issues that are hard to resolve..examples: Paypal / Stripe - all need to be set up on an individual basis instead of at a company level, that poses Authorisation issues, or a large admin task to get each team member taking money in to one single Stripe accountZapier - again this authorises on a per user basis, instead of a per team basis, meaning thbat effective integrations into other systems is overly difficult.  Example updating a CRM with all new customers has to be done on a per user basis, as opposed to a per account basis.Workflows / communications - Again - these are per user, not per team - the option of setting things up per team would be much easierEvent types - Being able to template things so that we can assign one event type to multiple team members, whilst accounting for differential pricing would take a ton of administrative work out of setting things up We have just spent a month w

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jillian
Community Manager
6 months ago
alisabartash
Employee
alisabartashEmployee
posted in Professional Services User Group
How professional services firms are improving client satisfaction and increasing productivity

Work in the professional services industry? Then you’re in good company. Calendly has seen a surge in professional services firms across the industry using Calendly to deliver best-in-class services and boost efficiency.  Check out our recent press release and give our new blog post a read to see how firms such as Credera, Leadership Circle, GeographicFarm, and more are using Calendly and which features they love most.  Comment below to let us know how you’re using Calendly to grow your business

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alisabartash
Employee
6 months ago
Kelsi
KelsiCalPal Emeritus
published in Featured Tips + Tricks
An Overview of Booking ConfirmationsTutorial

You’ve set up a slew of event types and you’re eager to get booking, but you see the “Communications” section in each of your event type’s settings and aren’t sure where to begin.  For some background, when setting up your Calendly event types, you have the option to notify your invitees of new bookings using either calendar invitations or email confirmations. There are pros and cons to each option depending on your specific use case, so here’s a guide to help you better understand how each of these work.  Who Can Use This?Both our calendar invite and email confirmation notification options are available to users on all plans, from Free to Enterprise. Users on our paid plans have the ability to personalize these booking notifications as well as to configure different booking reminder options. You can read more about our pricing, plans and features associated with each on our Pricing Page! FYI: The Teams plan is available for both multi-user organizations as well as for individual use. 

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Kelsi
7 months ago
alisabartash
Employee
alisabartashEmployee
posted in Professional Services User Group
Ideas for using Calendly's new browser extension

Wondering how you can use Calendly’s new browser extension? Here are a few ideas to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books and you can keep client work moving forward. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a project deadline moves up or there’s a change in scope. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments fully prepared.If you’re interested in learning more, check out this blog post.Already using the new extension? Comment below and share how you’re using it!

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D
Employee
7 months ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group
Work in financial services? Here are a few ways you can use Calendly's new browser extension

If you’re in financial services, there are many ways you can use Calendly’s new browser extension! Here are a few to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a client needs to make changes after a life event. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you can keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments ready to help clients reach their financial goals.If you’re interested in learning more, check out this blog post. Comment below and share how you’re using the new browser extension! 

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Employee
7 months ago
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