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218 Topics
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
7 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
7 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
7 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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7 months ago
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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
7 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
7 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
8 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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Employee
8 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
8 months ago
alisabartash
Employee
alisabartashEmployee
posted in Teachers + Education User Group
Ideas for Educators: Using Calendly's new browser extension

If you work in education and are 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 student meeting. 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 student needs. Mark students as no-shows if they miss a meeting and reschedule it in one click from the Meetings tab. Review student details and see your meeting history in the Contacts tab so you show up to meetings fully prepared.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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D
Employee
8 months ago
Kelsi
KelsiCalPal Emeritus
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

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Kelsi
8 months ago
Kelsi
KelsiCalPal Emeritus
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

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8 months ago
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
posted 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

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Rebecca from Calendly Events
Employee
8 months 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. 

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jillian
Community Manager
8 months ago
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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

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jillian
Community Manager
8 months ago
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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?

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jillian
Community Manager
8 months 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? 

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jillian
Community Manager
8 months 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?

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jillian
Community Manager
8 months 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.

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jillian
Community Manager
9 months 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.

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J
9 months 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

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Kelsi
9 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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E
9 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
9 months 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.

1732
L
9 months ago
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