How Do I...?

I’m using Calendly in a volunteer project, where I need to schedule 90 minute meetings, as well as for personal 30 minute one-to-ones. I set up the 90 minute meetings/dates/duration, then tried to set up the 30 minute meetings. Those defaulted to the dates/times I had set up for the 90 minute meetings.  

Hi Support Team,I am reaching out because I would like to prevent my booking form from asking for the client's phone number twice.I currently use a workflow that sends an SMS reminder 1 day before the meeting. However, this setup seems to trigger a second phone number requirement on the intake form. Since I cater to busy professionals, I want to streamline this experience and avoid any double-entry.Is there a way to consolidate this so the phone number is collected only once and automatically applies to the reminder workflow?Thank you in advance for your help,Carine

Legacy plan. Have used this plan and zoom links have been included, I get message now saying i need to interate zoom but when I click it says its not an option with my plan.

Has anyone found a reliable way to trigger an automation when someone submits a Calendly routing form but doesn’t complete the booking? I’d like to follow up with those leads without manually checking which submissions never turned into meetings.

A question at community[dot]calendly[dot]com/how-do-i-40/appointments-from-calendly-are-not-adhering-to-my-default-outlook-reminder-notice-2960asks a question similar to mine, but I want Calendly to automatically set appointment reminders to 24 hours, as is the default interval for my Outlook setup.  How do I achieve that?

I want to go to my contacts and view a client . Then see ALL future meetings they have booked with me in a future meetings list 

Hi there,since today, we received a notification for 5 of our Calendly accounts asking us to check the connection for the existing Salesforce integration for the respective Salesforce org. Unfortunately, we are unable to establish the connection for any of the accounts, and we are receiving an error message indicating that there is a problem. I would appreciate a response, as we’ve not yet received any reply to the support ticket and (as mentioned) 5 accounts are affected. Thanks and regards, Jasmin

I’d like Calendly to not schedule a meeting in days with >x hours of planned events already, regardless of whether those events were scheduled by Calendly or not.

I have clients who I book multiple sessions with at a time. (Examples: Clients I meet weekly, at the same day/time each week for several weeks in a row; Clients that I need to bulk schedule several meetings for on different days/times for a project [of a particular event type]; Self-booking clients who have paid for a certain number of sessions; etc.)How can I do this in one action, and not have to go through the whole scheduling process over, and over, and over each time I need to schedule the same client for multiple meetings? Thank you!

I am new to Calendly  and on the FREE plan.   I am  the Calendly owner and had two Admins.  I need to replace one of the admins who is no longer with company.  I deleted this person and it seems I can no longer add a new admin.Alternately, could I have transferred that exisitng seat to another employee?  Appreciate any advice.

Hello, I have a few questions. I am a real estate agent and I created a Calendly account to manage my property viewing appointments. My first question is: Can I reserve specific days exclusively for certain neighborhoods? I have already created multiple "events" to differentiate my neighborhoods, but I couldn't find a way to "lock" or restrict specific days to a particular event. Second question: Can I invite my colleague to my calendar and set up a system (using colors or different profiles) to say, for example, "I am taking this day, and she is taking that day"? I also need her to receive her appointment notifications directly in HER own inbox. Is this possible? Third question: Can I make SMS reminders mandatory? I did a test booking, and the SMS reminder was optional (if I didn't fill out the phone number field a second time for SMS, I didn't get a reminder). I really need this to be required because prospects don't check their emails often when an appointment is coming up.Here is a

HelloI have an issue with the sms reminders, since May ou June.When the customer books himself the meeting, he receives the sms reminder.But when I book for the custom (form the app), he doesn’t. I think it is linked to the phone confirmation, but I don’t know how the customer can confirm the number when he doesn’t book by himself.Thanks for your help

Just today, July 15th, when I scheduled one of my students, it said they needed to verify a number sent via text message. I schedule for my students when they aren’t present - they ask for a meeting and I set it up on my end. This means I can’t be verifying text messages. If I do NOT verify it, it says they won’t receive text reminders for the meeting. I need them to receive these - no one reads emails. I saw this: https://calendly.com/help/how-to-send-text-messages-with-workflowsHow can I make sure students still get text reminders if I can’t do the verification each time. Is it EACH TIME? That feels insane to me. 

I’m creating a new thread because there are already multiple posts from customers dealing with the same problem, and this deserves more visibility.SMS Workflows are one of the main reasons we pay for Calendly. We rely on texts because email notifications get missed or filtered to spam, and SMS is what allows clients to actually see appointment notifications and confirm attendance.Calendly changed that by adding a separate SMS opt-in/verification step after the appointment is scheduled. If the client misses that message, doesn’t recognize it, or doesn’t complete the extra step, the SMS Workflows we are paying for simply do not reach them.That is not a small change. It materially reduces the usefulness of a paid feature.What makes it worse is that I received no meaningful advance notice. This happened right around our annual renewal. Had we been told ahead of time that a major part of our workflow was about to change, we could have evaluated alternatives before renewing or migrated befor

Now, Calendly wants a text verification code from the invitee after I book them. However, if I skip that step and do not verify my account by text, then the workflow process WONT work. If there’s a legal issue, let’s address it and make some changes; this is simply not acceptable.

My Google Calendar is linked but the times I have appointments are still available for people to schedule meetings. 

When providing times in gmail for a customer to book an event using the Calendly plugin for Google, I often run into issues where a time is unavailable.  I have checked the days/times and there are no events listed nor do I have anything marked as “busy”. I have received the troubleshooting and when clicking on the reason why the hour isn’t available it says:CALENDAR - This time slot overlaps with a busy event on your Google Calendar Has anyone had this happen and hopefully has a solution? TIA

when i set one event type, i edit the availability this thisthe weekly hours you seebut in the view booking page i see the total different time, although i have fix a lot bit it doesn't work you can see some bellow pictures if anyone know how to fix this problem can you reply my blog. Thank a lot everyone

Currently I have clients schedule meetings.  The meetings show up on my Calendar as  “New Meeting with Joe Doe” I would the meeting to show on my Calendar as “Joe Doe” I already know it is a meeting I just need to see the name. Thanks Jerry

Today I had 15-minute meetings scheduled at 3:30 and 4:45. At about noon, my 3:30 appointment rescheduled to 4:30. This should have been fine, but when they rescheduled for 4:30, it seems to have automatically canceled my 4:45 appointment. So far as I can tell, the only reason for this is the 5-minute buffer I have on before meetings. Can someone please explain to me how this happened so I can prevent it from happening again? Also, I see numerous posts on this forum (going back 2 or more years!) requesting the option to restrict the rescheduling options. I want 24 hours notice before any meeting so I can confirm my schedule, but if someone is able to reschedule an appointment to 2 hours or even 30 minutes from now, how am I supposed to ensure that I am available? Can Calendly please add in the option to prevent someone from moving one of my meetings to a time that I am unable to prepare for?

Bonjour, une question qui a sans doute était déjà posé mais je ne trouve pas de réponse Option 1 Je souhaiterai créer deux plannings : le premier, qui permet à mes clients de réserver pour venir sur place (à l’adresse de mon travail, sur certains jours uniquement) le deuxième planning, qui permet aux clients de réserver pour que je me déplace à domicile chez eux, sur d’autres jours en particulier option 2 :créer les mêmes planning de l’option 1, mais sans préciser des jours spécifique : c’est à dire, qu’un client peut réserver un créneau pour venir sur mon lieu de travail et un autre client a réservé pour un créneau où je me déplace chez luiComment créer ces deux plannings distincts, et dans le cas de l’option 2, comment faire pour que le planning A (sur place) et le planning B (à domicile) « communiquent » entre eux pour bloquer automatiquement les créneaux de l’un et l’autre ? Merci d’avance :)    

I can’t get my Group meeting to allow me to select the specific dates and each date has different times for a group of onboard classes I need to offer a client. They aren’t every date at 2pm. Some are at 10AM, some are at 9AM on different days. They are not even every day.  And for some dumb reason, it won’t allow me to select the first date of this series claiming there are not time spots available on my calendar BUT THERE ARE. Why would it be confused? Am I trying to get the tool to do something it is not built for?

Bonjour, une question qui a sans doute était déjà posé mais je ne trouve pas de réponse  Je souhaiterai créer deux plannings : le premier, qui permet à mes clients de réserver pour venir sur place (à l’adresse de mon travail, sur certains jours uniquement) le deuxième planning, qui permet aux clients de réserver pour que je me déplace à domicile chez eux, sur d’autres jours en particulier Comment créer ces deux plannings distincts ? Merci d’avance :) 

I am trying to change when my notetaker joins meetings and there are no options anywhere. When i go to the notetaker tab it just shows past recordings with no options and all my meetings are just set to have the notetaker on without giving me the option to be able to turn that off. Help please! 

Hi,I’d like to confirm whether Calendly supports enabling the Zoom Waiting Room option for meetings created through Calendly bookings.If this feature is available, could you please explain how it works and how we can enable it for Zoom meetings?Thank you.