Community Member

Solved

How do I use Calendly to have vendors book a lunch and learn time with me?

Forum|Forum|1 year ago
November 14, 2024
16 replies
415 views

I would like to send out all open dates to my vendor list so they can choose and book their own session time. The schedule would be alternate Wednesdays at one specific time.

This topic has been closed for replies.

Best answer by David

Hey all! Of course, I’d be happy to help here. For users who want to setup alternating dates for a lunch and learn, I’ve included some steps below on how to set this up!

First, you’ll want to create the event (You can choose the One-on-one event type if you’d like it to be with one other person, or the Group event type if you’d like it to be with multiple)

Once you have your event created, you can add the name and the location of the event like normal. Once this is done, to setup the dates, you’ll need to go into your Scheduling Settings option here:

Once here, select the option below Hours and Calendar Settings, and set available hours to Custom Hours:

Once its set to Custom Hours, go ahead and remove any Weekly hours to prevent those times from appearing. Afterwards, select the Add date-specific hours option to select every other wednesday, and to adjust the time for those dates:

Once this is done, you can save and apply all of these options and send it to your clients or vendors. They will be able to book those Wednesdays (Or any other days you choose) from there! Let us know if you have any other questions. 😃

tomedr

New Community Member

Me Looking also for the answer.

Tomydr

DavidAnswer

Community Manager

Hey all! Of course, I’d be happy to help here. For users who want to setup alternating dates for a lunch and learn, I’ve included some steps below on how to set this up!

First, you’ll want to create the event (You can choose the One-on-one event type if you’d like it to be with one other person, or the Group event type if you’d like it to be with multiple)

Once you have your event created, you can add the name and the location of the event like normal. Once this is done, to setup the dates, you’ll need to go into your Scheduling Settings option here:

Once here, select the option below Hours and Calendar Settings, and set available hours to Custom Hours:

Once its set to Custom Hours, go ahead and remove any Weekly hours to prevent those times from appearing. Afterwards, select the Add date-specific hours option to select every other wednesday, and to adjust the time for those dates:

Once this is done, you can save and apply all of these options and send it to your clients or vendors. They will be able to book those Wednesdays (Or any other days you choose) from there! Let us know if you have any other questions. 😃

D

Dena41680Author

Community Member

Currently I have a “free” account. Do I need to upgrade to Standard in order to have this option?

David

Community Manager

Hi @Dena41680! This option is available to anyone that has a Calendly account, including free accounts! 😁

D

Dena41680Author

Community Member

I get this when I click on Create New Event>Group. I can’t get past this prompt.

David

Community Manager

My apologies for the confusion - Using Date-specific hours like I described is available on each plan. However using the Group event type is available on our Standard plan and above. You can read more about our paid plans here: https://calendly.com/pricing

You’ll still have access to one-on-one events, and users can add up to ten guests when booking. But the Group Event is only available on our paid plans.

D

Dena41680Author

Community Member

If I understand correctly, if I am wanting to send to multiple vendors for them to each choose a date, I will need to do that as a Group event type. It’s first come - first serve for each of them to choose a date.

David

Community Manager

Yes thats correct - However one potential workaround you can use is by utilizing the Add Guests feature on the One-on-one events. This way, any invitee that signs up for a slot can add up to 10 other users for the same time. This is a good alternative in case you don’t want multiple vendors accidentally choosing the same slot.

Let me know if you have any questions!

D

Dena41680Author

Community Member

I want only one vendor for each date. So, what you are saying is that I need the Standard plan and not the free plan, correct?

David

Community Manager

I think either plan could suit you in this case. If you’d like to prevent more than one vendor signing up for each date, I think the one-on-one event would be a great case for this. You can have multiple days open through a single booking page, but you would only be able to have one booking page on the free plan.

The Standard Plan includes the Group event type, which would allow you to have more than 10 people sign up for a single slot, additionally, you can have multiple events types active at the same time like a Lunch & learn, Coffee Chats, ect.

If you tell me more about different types of events you’d like to schedule, and what features you’re looking for, I can go a little more in depth. But based on what we discussed, this would be possible on a Free Plan through the one-on-one event type.

Show more replies

Sign up

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.

Login to the community

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.