Purchased a new seat license specifically so my growing team could use Calendly Round Robin to be scheduled by customers and then outbound call those customers at the time they chose:
Why can’t we collect phone numbers from customers and call them at the time they choose?
Am I missing something?
If this really isn’t supported, it’s a HUGE oversight and will force me to look elsewhere. HubSpot has solved this.
Best answer by Kelsi
Hey there
I completely understand the frustration surrounding an inability to select “I will call my invitee” as the location on a Round Robin Event Type. While this is not supported on Round Robin events at this time, we have a workaround that gets you the same end result!
You can select “custom” as the location and write “phone call” and then add a mandatory Invitee Question in the booking flow that asks for the invitee phone number! Take a look at the short video below where I walk through how to set this up and what it looks like:
I know this is not exactly what you were hoping for - but it meets your use case goal - so I hope it’s helpful! Please let me know if you have any questions - I’ll be here!
Hey there
I completely understand the frustration surrounding an inability to select “I will call my invitee” as the location on a Round Robin Event Type. While this is not supported on Round Robin events at this time, we have a workaround that gets you the same end result!
You can select “custom” as the location and write “phone call” and then add a mandatory Invitee Question in the booking flow that asks for the invitee phone number! Take a look at the short video below where I walk through how to set this up and what it looks like:
I know this is not exactly what you were hoping for - but it meets your use case goal - so I hope it’s helpful! Please let me know if you have any questions - I’ll be here!
Thank you,
Yay! I am so glad to hear this! Just let us know if you get stuck - we’ll be here! 🤗
P.s. check out our New User Guide and Company Admin Guide when you have time. They’re great resources as you get started and learn the ropes!
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