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How Do I...?

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

  • 2,834 Topics
  • 6,819 Replies
2836 Topics
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Gina20071Community Member
asked in How Do I...?
Appointment duration change

I changed the duration on an existing calendar from 30 min. to 60 min., but there are still available appointments on the ½ hour. How do I correct this?

2051
jillian
Community Manager
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Gabriele60874Community Member
asked in How Do I...?
Rigenerate Invoice

Hi, I need the regenerated invoice with company data

453
jillian
Community Manager
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Cazzy777Community Member
asked in How Do I...?
Christmas Special

Not overly IT literate so apologies if asking something that is obvious. How do I offer a Christmas voucher to the public and get them to book in my diary anytime from now until the next 6 months as well as book into another team member (who I need to have a separate diary from mine) ? I have created a team and purchased another user licence but can’t figure out how to have 2 diaries for people to book their services from.  Hope that makes sense. Any help would be grateful received. 

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jillian
Community Manager
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TREGOURES62458Community Member
asked in How Do I...?
activation

Je n’arrive pas à activer mon évènement

981
jillian
Community Manager
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Jury57761Community Member
asked in How Do I...?
How do I put a different number of slots on one appointment ?

Hello there! I couldn’t find the answer so I thought I should ask you guys: I was wondering if I could have for one event, different number of slots.I use Calendly for recruiting apppointments and we have a jury doing the recruitment.I would like, for one week in particular and one event, the availability to put wheter 2 or 3 available slots, depending on the availability of my coworkers.

301
jillian
Community Manager
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Bowtied56467Community Member
asked in How Do I...?
integrate gmail to team round robin event

I have a round robin scheduling event  and one of the workflows is to send out a follow up email after the event. The email is suppose to come from a centralized/shared gmail account, but I am not able to integrate this into the event.  We have this exact same event set up for individuals, and the follow up email/integration works.  Is it possible to integrate gmail with the round robin, or is that only an option for events for individuals? 

231
jillian
Community Manager
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Dylan31850Community Member
asked in How Do I...?
Missed appointment

Hello, How do I mark an appointment as missed? Meaning the invitee ghosted the appointment. 

2743
Kelsi
alisabartash
Employee
alisabartashEmployee
posted in How Do I...?
Financial services webinar: Ways to use Calendly

Whether you’re new to Calendly, a seasoned user, or haven’t used Calendly yet, be sure to join our webinar next week! We’ll be talking about how financial services companies are using Calendly to grow their business and drive revenue. Learn more and register here.   

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Kelsi
R
RCI40118Community Member
asked in How Do I...?
Moving a meeting from one calendar to another

I have two sales reps and each create a calendar to book meetings at an upcoming tradeshow. One rep had a couple meetings booked on her calendar that she feels would be better for the other rep. Can I move those meetings from one calendar to another?

6443
Kelsi
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Linda15671Community Member
asked in How Do I...?
Calendly App not using correct email address

When I choose to SHARE a booking from the Calendly App, the widget does not give me the correct email choice for From.  I have chatted with Support and understand that this widget is a part of iOS BUT, Calendly is not displaying the Mail preference choices I already have set on my phone (all other apps on the phone do use the correct email preferences), so there is an issue with Calendly.  Do any other Apple uses have this issue?  It’s only with the App

703
Kelsi
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Aleks_TofslaCommunity Member
asked in How Do I...?
Rescheduling sync

Hi! I have an invitee who reported this problem -- When changing the appointment, I have to manually remove the old event from my calendar, this is not done automatically. From my understanding this should’d happen. They use Teams within Outlook at M365. Is there a reason for that and what could be the potential solution.Thank you!  

2221
Kelsi
Z
Zhibek26554Community Member
posted in How Do I...?
How do I reach the support team?

How can I reach to the support team?

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Kelsi
O
Olivier06730Community Member
asked in How Do I...?
Is it possible to create a one to group event type but the "one" is shared?

Hi everyone, let me explain myself: I’d like to create group meetings limited to 8 invitees. (that I know how to do)However, I have 3 different hosts, and I don’t need them to be all there, I just need one to be available.So I would like to have one link for my invitees and this link will show them the availabilities of host 1 + host 2 + host 3 (so if only host 3 is available for example the time slot is open, or if host 1 & 2 are available then I can double my number of invitees).Hope I’m being clear, and thank you if you can help me, whether it’s possible or not! 

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Kelsi
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Ruben41014Community Member
asked in How Do I...?
Optimizing Scheduling Processes for Appointments with Multiple Variables

We work with different meeting rooms for appointments. Therefore, a Calendly event needs to align with both the availability of a staff member and the availability of a meeting room. We're having trouble figuring out the best way to set this up; can someone assist with this?

843
Kelsi
A
Allen67881Community Member
asked in How Do I...?
How to have Calendly ignore a certain event on a calendar?

I have Calendly connected to two Google calendars. On one of the calendars, I have a block of time in the morning, 9-10:30am every day, where I’d like to make it available for Calendly to book but still marked “busy” on that origin calendar so that people within that org won’t book over it via Google Calendar.Is this possible to achieve in Calendly somehow?

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T
Employee
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OpraMIndCommunity Member
asked in How Do I...?
Why so hard to contact sales team

Hi, I’m Marco from OpraMind agency, i would like to introduce caledly caledar/api to my clients and embed it in my production apps, so i need to talk about an enterprise plan. It’s been a week since i tried many times to contact sales team, but nobody ever replied to me, is it normal? or what’s happening, thanks in advance if someone can redirect me to them 

371
Kelsi
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JasonCommunity Member
asked in How Do I...?
My availability changes are not reflected in my booking schedule

Hello, my availability changes are not refected in my booking schedule. Please advise. Thanks,Jason

52396
Kelsi
ericakuhl
ericakuhlCommunity Member
asked in How Do I...?
Allowing extra access to certain people

Is there a way to give certain people access to schedule over blocked time?  For example - I block chunks of time so that I don’t over-schedule myself, but there are certain clients I would like to be able to schedule over those blocked times.  Like giving certain people super scheduling access.

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Kelsi
A
adamwbarneyCommunity Member
asked in How Do I...?
Connected Calendars are not preventing overlap of booked meetings

Hi there, I have two connected calendars in my account that are both mine and somehow events from one email keep being able to be booked over events from the other calendar. I have the “Check for conflicts” set up covering both emails so am not sure why this is happening. Please help since this affects setting expectations with clients when I need to reschedule them manually due to this. Here’s a screenshot showing how they are connected: And here’s a screenshot from Google Calendar showing the overlap happening where green is the gmail address and the blue is my personal domain address.  Thanks!Adamwww.adamwbarney.com

8265
Kelsi
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Stacy47728New Community Member
asked in How Do I...?
Allow invitees to attach files when booking

Does anyone know if there is a way to require a candidate booking interview to attach a resume to the calendar appointment?

39091
Kelsi
jillian
Community Manager
jillianCommunity Manager
posted in How Do I...?
Payment Integration?

Have you used Calendly's payment integration for your business? How has it impacted your booking process and revenue stream? Give us some goals and inspo!

2192
ericakuhl
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BJ17570Community Member
asked in How Do I...?
Can I set up a workflow to send client docs only upon their Initial meeting scheduling

I work as a counselor and would like to use a workflow for new clients when they schedule their very first meeting. Is there a way that Calendly can recognize the user who is booking events so that they could get a more unique first-time email that has different contents than a recurring event booking workflow or reminder email?

721
Kelsi
D
Dawn78805Community Member
asked in How Do I...?
How can add additional guests after the meeting is scheduled?

I cannot find any way to do this.  If someone is left off the invite, rather than forwarding the invite, I’d like to add them to the invite so it sends them reminders. 

7363
Kelsi
A
Avanti72324
asked in How Do I...?
how to set a limit to clients canceling appointments last minute

hi, im a therapist and need to know how to stop clients from cancelling their appointments on my calendly within 24 hours of our appointment. is there a feature on calendly to set a time limit to cancellations? 

31561
Kelsi
K
kristinbCommunity Member
posted in How Do I...?
Meeting Polls calendar view?

This is the first time I’ve used Calendly meeting poll. Creating a poll was easy enough but the interface for finding mutual dates isn’t helpful. The Top Times aren’t helpful at all (I’m looking for 3 consecutive dates) and there are other dates that are equally “Top”. Is there a calendar view/a way to set a calendar view so that I can visualize the 3 dates? I’m having to manually enter them into a Google Calendar to see what 3 dates will work and I only have two responses. I’m waiting for another 15, so this is a considerable amount of time to find dates.

2553
G
Employee
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