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How Do I...?

Trying to figure out how to do that thing? We can help.

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  • 6,048 Replies
2529 Topics
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Marion44610Community Member
asked in How Do I...?
Create an appointment myself for my clients

Hi all ! I use calendly for my solo-business : I’m a nutrition coach. People book an consultation with me. I would like sometimes to create myself an appointment for my clients: for example I’m on the phone with them, or during a meeting, and we talk about our next session. It’s not always convenient to tell them “have a look at my calendly and pick a date”. Sometimes I’d like to go ‘OK, I’ve set our next meeting, you’ll receive a confirmation email”And I would like to do so even on timeslots that are not officially available. The ones I keep for myself.  How can I do something like that ? Thank you for your help !

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jillian
Community Manager
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IanMcGregorCommunity Member
asked in How Do I...?
How to append variables to an event title in Outlook?

When someone gos in and reserves a time slot on my Calendly page, what gets put on my Outlook calendar is only the Event Type Name, but nothing distinguishing the person or company who made the appt.  So what I get is a calendar full of the exact same event name, like ‘Checkpoint - 15 minutes’, but there’s no way to identify who the meeting is with without manually opening each event.  They are entering their info in all of the required fields in the appt request. It’s a PITA and kind of a deal breaker.Ideally I’d like to be able to put variables into the event title after an appt is made, but only emails seem to take variables in the workflows and it won’t let me create one that does it either.I spent several hours over the past week looking online for documentation and searching this forum but haven’t been able to find so much as a mention of the issue, so am I missing something? I just started using Calendly last week so I’m willing to except I may just not have figured it out. I’m

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Kelsi
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maslawfirmqatarCommunity Member
asked in How Do I...?
Weekend Cutomization

Hello All, I am having trouble customizing the weekends on the calendar. My weekends are Friday and Saturday, but the Calendar automatically picks Saturday and Sunday. How to change this please?

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Kelsi
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Heathcote42724Community Member
asked in How Do I...?
How do I stop clashes between calendars

Hello, I am on Calendly Professional.I want to make it so [link removed for privacy] doesn't book slots that clash with my [link removed for privacy]. People have been booking appointments on both Cals and I’ve had to reschedule them - not good! Ultimately, we will settle on only one link - but in the mean time, is there any way I can make it so that people cannot double-book the calendars? Ideally without having to log in through Gmail to synch the calendars, due to privacy reasons (but if that is the only option, that can be arranged). Many thanks! :) 

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jillian
Community Manager
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Coach16052Community Member
asked in How Do I...?
Transfer Between Event Types

Hello,  I have a event type for different coaches. If someone booked one Coach but now I need to move them under a different Coach, how can I reschedule across “event types”?  

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Kelsi
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Crystal71232Community Member
asked in How Do I...?
Team member calendar coordination

Is it possible to have Calendly coordinate availability between three team members calendars?

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jillian
Community Manager
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Event38212Community Member
asked in How Do I...?
List our Alpacas as Hosts? :)

So we offer Hiking trips with Alpacas and would love to enable our users to book their favorite alpacas “personally”. All 11 animals always go on the trip in a group at a set date & time each week anyway, meaning the group of booking users would then escort the whole group of animals whatever the amount of users is. We have 11 Alpacas each with a name but without an email adress (We could set these up tho :))Is this even possible? What would be the fitting pricing model and event type for this kind of event?I havent found “multiple hosts & multiple guests” . CheersKarl

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jillian
Community Manager
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Hardware-Interviews64577Community Member
asked in How Do I...?
Anonymous host names

Once an event is booked by customers, is there a way to hide host names on the confirmation page? There are multiple hosts of an event and the user can book a meeting with any of the team member and their names should remain anonymous.

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dkhdCommunity Member
asked in How Do I...?
How to set weekly calendar?

Hello! A new community member here.Can we set the rolling calendar just for this current week?The idea is they must book in the same week they want to meet. If they want to book for the upcoming weeks, they must wait for the first weekday in those weeks (even though the time slot will be the same).Thank you!

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Employee
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Smith85476Community Member
asked in How Do I...?
Maximum Allowed Events per Day

Hi there I now googled and watched many videos and I somehow can’t manage how to do it. We need to have the possibility for people to just choose a day and not a timeslot.  So, for example - we can repair 5 Bikes per day (time slot is not relevant). So I just want to show on Monday there are 5 slots open. You only should be able to book a slot without any time, because you have to send in the product for us to deal with.  Is there a possibility for that in some way? ThanksMike

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Employee
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Sarah44127Community Member
asked in How Do I...?
How do I create an embeddable CS Office Hours scheduler?

Hi! I’ve noticed a few CX orgs (monday.com, Asana, Salesforce) have started offering CS Office Hours on their help center pages (example). Can I create a similar solution using Calendly and embed an interactive scheduler in our Zendesk support center?

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Kelsi
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Assuritivity54385Community Member
asked in How Do I...?
How do I export my Event Settings to a CSV (or other)?

Hi, I have several Event Types but, even with the Troubleshooting, I have Buffers clashing somewhere...and it’s driving me nuts trying to find what is causing it. So I am thinking that it should be easy to export my Event Type settings to a CSV. A basic requirement for any system to check the config. But I can’t find any such Export functionality. Am I being dim? I have looked everywhere. It will be a right pain to go through these manually, logging them all myself.

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NMPCommunity Member
asked in How Do I...?
Calendly Live Page not displaying

My live page for scheduling is totally blank. I also can’t fill in the box on the “submit a request” page. It’s the same issue whether I do it on Chrome or Microsoft Edge.

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Employee
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Perkins - People OpsCommunity Member
asked in How Do I...?
Group event with multiple dates and allow the participant to select the dates they want?

I work at Perkins School for the Blind. We are using Calendly for our events - we have found it to be accessible for all our users including those who use assistive technology, which is excellent.  We have a yoga class that takes place every Thursday from 5-6 pm over a six week period.  I would like to be able to ask particpants to select the dates they want to attend and have them registered for all those dates.  What I can set up today is all the dates and then the user can only pick one date and if they want another date they need to register again, which does not work well.  Any way to set up what I need?A related question but separate use case. If I have an event with a single group of registrants that runs on several days, is there a way to set it up so that they register and then get reminders on all the dates?  Right now, once the first date passes, they don’t get reminders again. thanks!

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Kelsi
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Employee
TeeRoadEmployee
asked in How Do I...?
How can I make myself available but only on certain dates?

I need to have meetings on specific dates, not specific days of the week. Is there a way that I can do this?

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I want to "pause" my Calendly subscription - can I do that?

I am going on an extended leave of absence from work and would prefer not to continue paying for Calendly while I am out, but, I don’t want to lose everything I’ve created. How do I pause my subscription rather than cancelling it so I can avoid having to start from scratch if I am gone for weeks or months? Thanks! 

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Kelsi
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Customize Events Once and Share - How To!

Have you ever found yourself wanting to invite someone to book one of your existing Calendly events - say - an interview for a job posting you’ve had up for a few days, but also wishing that you could edit the availability, location, duration and/or other details of that event to meet the needs of this specific person? Maybe you can tell they are the perfect fit for this job you are trying to fill and the interview is more of a formality, but they’ve expressed they aren’t available during your normal set hours for that event type. Sure, you could use a One-Off Meeting, but that would mean creating the meeting from scratch and lacking an ability to include certain features, like the Workflows you’ve already set up for this event type! Great news - our Customize Once and Share feature allows you to meet this goal! 🤗⬇Check out the video below, where I go over how it all works: ⬇This feature lets you customize events for a specific invitee without needing to make an entirely new event typ

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Kelsi
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Employee
TeeRoadEmployee
asked in How Do I...?
I have multiple calendars, how many can I add to my account?

I would love to connect multiple calendars to my calendly account, can I do that?

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Employee
Sam S
Employee
Sam SEmployee
posted in How Do I...?
How can I connect new leads to the right team member, but only share one link?

Let me paint a picture for you— You and your team have each set up different event types and are ready to start scheduling, but realize that many of your prospects don’t actually know who they need to meet with before booking a meeting. Enter, Routing Forms. By using a Routing Form, you can easily share one link with your leads, have them answer some quick prequalifying questions—configured by you—and direct them to the appropriate person or place. Their form answers will feed into your routing logic to determine where they will be directed to next. Using booking routes, screening routes, and a fallback route option, you have total control over where your lead ends up.  You could, for example, use a booking route to direct all leads located in New York to Sue Smith’s “30 Minute Discovery Call” event type.Or, a screening route to direct anyone looking to spend less than $1,000 on their annual marketing budget to a “Thank you for your inquiry” custom message.A fallback route can direct a

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Employee
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Employee
TeeRoadEmployee
asked in How Do I...?
Can I change my Login email?

I would like to change the email that I use to login with, how can I do that?

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Employee
OdlenikaJoseph
Calendly Connector
OdlenikaJosephCalendly Connector
asked in How Do I...?
Can you add a third optional invitee to one-on-one Event Types as an admin?

I work as an admin for my organization, and one of my responsibilities is to send Calendly booking links to candidates we're inviting for interviews. Currently, we use one-on-one event types for these interviews.I'm looking to improve my workflow by being able to add calendar invites to our master calendar and make edits to event calendar invites even after invitees have scheduled their time slots.Is there an option to add myself as a third invitee to scheduled events so that I can access and modify the event calendar invites? Alternatively, is there a way to include our master calendar so that calendar invites are automatically added to it?Currently, I have to rely on the user to make these changes, but I'd prefer to handle them myself. Is there a workaround for this issue?  

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Employee
Dave Evatt
Employee
Dave EvattEmployee
posted in How Do I...?
Calendly Routing for Advisors - Why YOU Need It

Having too many clients is never a bad thing, until it is. I recently had the privilege of attending the annual Future Proof Conference in Huntington Beach, CA. The conference is unique. Not just because it is entirely hosted on the beach—yes, you heard it, on the beach—but because it gave me a unique opportunity to hear stories from numerous RFA's that use Calendly in the field. Spoiler alert…they LOVE the tool. While love is a strong word, I enjoy hearing praise for a product so near and dear to my heart. However, I always like to take opportunities when meeting with clients on the front lines to ask how they are using it, and of course, how we can improve to make the love affair last a lifetime (or at least until retirement)? To my surprise, the number one piece of feedback I received can be summed up in this statement: Advisors love automating scheduling as a way to accelerate client growth, but need a way better way to manage their calendars to prioritize client interactions. Of c

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Dave Evatt
Employee
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Adding times to email: how to share your Calendly link!

You’ve signed up for Calendly, created your event type and customized it to your liking, and now you’re learning how to share your link! How exciting is that? You’re about to allow someone to book with you for the first time via Calendly! If you haven’t already, you can read about the different methods of sharing your link on this topic created by my colleague: Now - let’s get into the nitty gritty of one of those options: adding times to your email! Check out the video I created going over how to do this, below! It’s really that easy! If you’d like, you can read the step by step in our Help Center, here! Happy scheduling! 

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Kelsi
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Employee
zmoxamEmployee
posted in How Do I...?
I'm an admin for my company's Calendly organization account. I need to create a Discovery Call event type for each team member. How can I do this without having to select each users account and create the event?

Great question! - Available to our Teams and Enterprise plan users, are Managed Events. Managed events are reusable event types that admins can edit, lock, update, and assign to users to help standardize meetings! Here’s how to get started!    See! Wasn’t that simple?

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Employee
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Employee
Danielle MaEmployee
posted in How Do I...?
See how others in higher ed are using Calendly

Sometimes it’s easier to visualize a solution or path to success when someone shows us the way. A few of my favorite case studies from higher ed x Calendly:Dartmouth UT Austin Indiana University

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Employee
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