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How Do I...?

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

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2815 Topics
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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
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
How can I integrate Calendly with my calendar (e.g., Google Calendar, Outlook)?

How can I seamlessly integrate Calendly with my existing calendar to ensure all my appointments are synchronized and conflicts are avoided? Does it matter which calendar service (Google Calendar, Outlook, etc.) I use?

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Employee
D
Employee
Danielle MaEmployee
asked in How Do I...?
I downloaded the Chrome extension but can't find where it went?

I downloaded the Calendly browser extension for Chrome but am unable to find/click/use it.

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Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
Can I Update My Payment Method?

I changed banks, and I need to change the card that on file for my subscription. How can I change that information?

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Employee
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CavendishCommunity Member
posted in How Do I...?
New Availability Feature

The new design looks great. However, it took me some times locating and figuring my way around the availability feature since it's a bit different from the previous calendly version I have used. I use to block my availability directly on calendly but now doing that through my synced calendar is definitely a different experience.

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Todd75416
Calendly Connector
Todd75416Calendly Connector
posted in How Do I...?
How many event types do you use?

I’m a longtime Calendly user and absolutely could not get along without using meeting types to set up calls with prospects, customers, partners and colleagues. While I sometimes set up special meeting series for a specific client, especially if I’m engaged in any interviews with their customers, I have a few fallback meetings that I use all the time.These are my 30 and 60 minute sessions. I have a series of invite questions that I use for these and have them both captured as a macro using the app TextExpander on the Mac so that I can easily drop them into a chat or social media direct message.Lately, I’ve expanded my meeting types to specialized sessions for parters or other non-business functions.I’m curious what others use? 

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Todd75416
Calendly Connector
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Redirect your invitees to a custom URL from your booking page: how to!

All of you solopreneurs, busy parents tasked with booking soccer championship celebrations and business savvy CEOs seem to have something in common - you have your own websites! (Duh, Kelsi, it’s 2023 after all!) Not only do you want to allow your invitees to book with you via those websites by embedding your booking page, but, you often want to redirect your invitees to specific pages on those websites after they’ve booked! 🙌🏻GREAT NEWS - this is something users on our Standard, Teams and Enterprise plans can do very easily! Check on this video I created that goes over how to redirect, then read a bit more about it below! As seen in the video, I redirected (as an example!) to our Help Center article that goes over how you can accomplish this yourself. You can read that same article right here! ✅Additionally, I briefly mentioned in the video that you can choose whether or not to “pass event details to your redirected page” - by selecting "pass event details..." then booking a test ev

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Kelsi
Raïssa
RaïssaCommunity Member
posted in How Do I...?
Work/Home Schedules (Balance + Blend)

I’ve kept a calendar since I was in the 7th grade, seriously! Now that I’m a parent, I find myself often doing the scheduling dance, or tango, 2-step, or slide (whichever you prefer).How do others integrate their “work” schedules and their “home” schedules with Calendly? Is it a balance? Or a blend? Or a swirling combo of both?I would love to hear from my fellow Calendly Community members who are parents or caregivers to humans, pets and even plants!  I’ll go first: My Calendly includes evening hours after my family’s evening routine. This way, if needed I can shift back to work mode uninterrupted (Mon-Thu, Fri are for family) AND to accommodate people in other time zones (I see you PST!).

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Kelsi
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Employee
TeeRoadEmployee
asked in How Do I...?
How Can I Share My Calendly Link:

How am I able to share my Calendly link? Do I just send over the link?

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Kelsi
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Employee
TeeRoadEmployee
asked in How Do I...?
Why Is My Profile Picture Sideways?

I keep trying to upload a picture but it keeps turning sideways, how can I stop this from happening?

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T
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
How Can I Ensure I'm Getting Everything out of my Calendly Account?

I want to make sure that I am maximizing my Calendly account. How can I make sure I am doing that?

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T
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
Can I add a 2nd location to my event?

How can I add a Second location to my event? 

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T
Employee
Kelsi
KelsiCalPal Emeritus
posted in How Do I...?
Tips and Best Practices: Workflows!

Users on our Standard, Teams and Enterprise plans gain full access to Workflows - and Workflows are THE BEST! Say goodbye to wondering if your invitees will remember they booked a meeting with you a month in advance - you can remind them (via SMS and/or email)! Are you hoping to send a followup “thank you” email to everyone that paid to meet with you and learn about training their puppies? You can do that with Workflows! Want to send additional resources to invitees that booked with you and sat through a webinar teaching them how to take control of their financial futures? You can do that, too! Currently, you may be using multiple applications or manually copying and pasting event and invitee information between Calendly and another application to get these kind of tasks done. Not anymore with, Workflows!Watch the video I created, below, that gets into the nitty gritty details of setting up and using Workflows.Phew - you got through the video! Now you should feel confident setting up y

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
How do I set up my first event type?

I am new to Calendly and unsure of how to move forward setting up my first event type. I’d like to create an event where multiple clients can meet with me in a single time slot. Help! 

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Kelsi
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