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199 Topics
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

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Kelsi
7 months 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)

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8 months 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

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scotty
Employee
8 months ago
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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.

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L
8 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?

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M
8 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?

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Kelsi
8 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? 

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Kelsi
8 months ago
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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

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Kelsi
9 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
9 months ago
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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

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jillian
Community Manager
9 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. 

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Kelsi
9 months ago
Sam S
Employee
Sam SEmployee
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

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jillian
Community Manager
9 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! 

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alisabartash
Employee
10 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,

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bkrause2
Calendly Connector
10 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
10 months ago
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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

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W
Employee
10 months ago
Sam S
Employee
Sam SEmployee
published in Featured Tips + Tricks
12 Days of Calendly, Day 12: NEW! Host Pools for Collective and Round Robin Events

🎼On the twelfth day of Calendly, my community gave to me: advanced multi-person scheduling, finally!🎼Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! Welcome to the final festive day of our fun-fact-frenzy! We’ve had a blast curating topics for you over the past 12 days and hope that you feel more informed and equipped than ever to maximize your usage of Calendly and simplify your scheduling. Happy dance!In case you missed it, Kelsi’s article yesterday went over some of the most helpful Calendly integrations and I highly recommend checking that one out here. Today I have the pleasure of going over a very cool new feature that we’ve had in the works for a while now– Host Pools for Round Robin or Collective Event types.  Who can use this?Host pools for Collective and Round Robin event types are available to users on our Teams and Enterprise plans.To learn about the features in each plan, feel free to check out

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Sam S
Employee
10 months ago
Kelsi
KelsiCalPal Emeritus
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

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11 months ago
jillian
Community Manager
jillianCommunity Manager
posted in SMB + Entrepreneurs User Group
How do you use Calendly's features as a SMB or solo entrepreneur?

How do you utilize Calendly's features to efficiently manage appointments and bookings for your small business or solo venture? Spill the beans, the tea… or really just the details if you please.

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Kerbisverse
Calendly Connector
11 months ago
A
Andrew07312Community Member
asked in How do YOU use Calendly?
Calendly Newbie

Greetings,I'm Andrew Bennett, and I'm using Calendly for the first time. I'm part of the team at the Miguel Camarena Art Gallery, where we're actively involved in organizing a myriad of events and exhibitions.Recently, I've begun utilizing Calendly to manage our daily event schedules as well as for content management tasks like scheduling social media posts and updating our website content.I'm excited to connect with all of you to discuss Calendly, its features, and to learn from your best practices. I am thrilled to be a part of this community!Best,Andrew Bennett

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Kelsi
11 months ago
jillian
Community Manager
jillianCommunity Manager
published in Featured Tips + Tricks
Stop agonizing. Start here.

I freaking love this blog article from Jeff (Head of Product Marketing here at Calendly) on Calendly etiquette and totally recommend it as a getting start point when you’re thinking about how to share that little link of yours.https://calendly.com/blog/is-calendly-rudeThe tl;dr (but you should read!):Open the door for others first. Let someone give their availability the old fashioned way and offer up your Calendly. That’s like opening all the doors at once. How polite! Ask for their Calendly link. Either they’ll have one and you’ll be like “Hey! ME TOO! Are we best friends?” or they’ll be like “What is this magical Calendly?”… or it’ll be a good opening for you to share yours. It just inherently is a good thing. Saving someone time and effort is an incredibly kind and thoughtful thing to do. Maybe channel all the good vibes and good intentions and assume the recipient sees it that way too?What would you add?

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Kelsi
11 months ago
Kelsi
KelsiCalPal Emeritus
published in Featured Tips + Tricks
12 Days of Calendly, Day 7: Managing Events for Multiple Businesses

🎼On the seventh day of Calendly, my community gave to me: work arounds for managing event types (as a solo user) for multiple businesses and with unique brandiiing!🎼 Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! On day six, Sam went over creating a collective event in a team page! Day five was full of information about how to share your landing page in creative ways. If you haven’t checked those out yet, you definitely should! Now, let’s get to ~dashing through the snow~ and on our way to the helpful information about managing event types for multiple businesses/brands below! ☃️ Many solo users in Calendly are operating with higher level scheduling needs, have more than one business to book meetings and events for, and have a need to set up branding for those businesses/brands within a single account. While, at this time, there is not a way to setup separate branding per event type within a single user’s

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Todd75416
Calendly Connector
11 months ago
Sam S
Employee
Sam SEmployee
published in Featured Tips + Tricks
12 Days of Calendly, Day 4: Creating a Round Robin in a Team Page

🎼On the fourth day of Calendly, my community gave to me: Round Robin booking, carefree!🎼Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! After yesterday’s yuletide yeller from Kelsi showed us how to clone event types to help optimize our time this holiday season (and beyond), I’m bringing it back to some more team-oriented topics for day four of the 12 days of Calendly ❄️.On day two, I raved about team pages, but today, I’m going to jingle my bells🧑‍🎄 about our scrumptiously tear-and-share team page event type— Round Robin Events.  What is a Round Robin Event Type?Round Robin event types allow your invitees to book a time when any assigned host has availability in their schedule. You can configure your Round Robin event type to be optimized for availability or for equal distribution, depending on your team’s scheduling needs. For more info on Round Robin distribution, feel free to take a look here. When co

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Todd75416
Calendly Connector
11 months ago
E
Executive85775Community Member
posted in How do YOU use Calendly?
We're sharing insights how Calendly is helping our business

We're showcasing how Calendly.com has transformed our efficiency and cut costs in our upcoming live stream. As a company benefitting from Calendly, we'd love to have your insights on how these tools can synergize for better business practices. Join us for a valuable discussion!December 21st at 1:00 pm EST  

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E
11 months ago
Kelsi
KelsiCalPal Emeritus
published in Featured Tips + Tricks
12 Days of Calendly, Day 11: Helpful Integrations

🎼On the eleventh day of Calendly, my community gave to me: info on integrations I can use with ease!🎼Welcome to the 12 Days of Calendly, a series of guideposts where we give you the gift of product knowledge and understanding! Here we are - the second to last installation in our holiday series being posted! Days nine and ten brought information regarding routing forms for individual users and teams. Today, I plan to sing one more carol for you at the top of my lungs before my wonderful peer, Sam, closes us out tomorrow. What tune am I jingling this time? Let’s dive in and learn - about integrations you can take advantage of as a Calendly user! 🎉 The BasicsNo matter who you are, you’ll want to be able to set up a calendar connection and video conferencing. That’s why these basic integrations are available to everyone, free and paid users alike! Click each link below to learn more about the integration and how to get started. Zoom Google Meet Google Calendar O365 Calendar or Outlook.c

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Kelsi
11 months ago
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