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How Do I...?

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

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2948 Topics
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
T
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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Employee
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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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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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Employee
MayOEmployee
asked in How Do I...?
Customer showed up at an old zoom link

I created a meeting with a customer, but had to update the Zoom link. They ended up showing up at the old link that I replaced. Can you help me understand how to fix this?

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S
Employee
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Wrong Availability on My Calendar

Why isn’t my availability showing correctly on my Calendly page? There are times that shouldn’t be available and times that should be, and things look wrong.

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smcmahon
Employee
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I am interested in setting up an event type with multiple hosts. Can I do this?

I am interested in setting up an event type that allows multiple team members to meet with invitees. Help!

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Kelsi
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benryCommunity Member
asked in How Do I...?
Missing Calendly invites

I have a lot of people booking appointments via Calendly but have been running into issues with folks not getting the invitations or emails from Calendly and thus missing the appointment. I’ve since setup reminder emails to keep them informed, but also understand there may be some Google related stuff happening that’s causing this. How can I rectify it?

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
Can I track clicks to and engagement on my scheduling page/s?

I read something about Calendly Tracking and Google Analytics, but it’s all pretty confusing. I would like to track clicks and engagement. Help! 

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I am getting an "action required" error when attempting to send MS Teams links with booking confirmations. Why is this happening?

I have integrated with MS Teams and set MS Teams as the event type location in my one-on-one, group and collective event types. However, there is no MS Teams video conferencing link included in my booking confirmations to invitees, and under the “scheduled events” tab I see the below “action required” error when clicking “details” on a booking. How do I fix this?  

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Kelsi
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
How does Calendly work?

How does Calendly work, and what specific features does it offer to streamline scheduling processes for individuals and businesses?

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Kelsi
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Embed Not Displaying Correctly

My Calendly embed isn’t displaying the way I think it should be on my website. What are some things I should check?

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Kelsi
Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
I have integrated with Zoom, but Zoom links are not included in my event type confirmations/invitations. How can I make this happen?

I have integrated with Zoom in Calendly, but when an invitee books with me via my Calendly booking page, there is no Zoom link included in the booking confirmation. Help!  

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Kelsi
M
Employee
melisafEmployee
posted in How Do I...?
I’m hosting a 3 hour event that starts at 9am but on my booking page, I see multiple times. I only want 9am to show. How can I edit this?

Great question! For this, you’ll want to adjust your start time increments to equal the duration of your event in order for 9am to be the only time available to book.  To do this, from your Home page, select your event type. Once in the event type settings, expand the “When can people book this event” section. In this section, you can scroll down until you see “Additional rules for your availability”. After expanding this section, you’ll see the ‘Start time Increments’ section where you can adjust this for your event.  Since there isn’t an option for 3 hours from the dropdown, you can select custom and then enter 3 hours. Once you have made this change, select ‘save and close’.  If you navigate to your booking page, you will only see 9am as a bookable time slot.  For any future events that are multiple hours, you can adjust the start time increments again to match the duration of the event. 

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M
Employee
Sam S
Employee
Sam SEmployee
asked in How Do I...?
How can I let clients select from different hosts on a single landing page?

I want to set up my Calendly where different events are hosted by different users, but I want all of the events to be accessible for clients to pick from on one page.

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Sam S
Employee
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Employee
Justin.BEmployee
asked in How Do I...?
Why can't I book two different events at the same time?

I manage a Calendly account for my team of four people (myself included). Whenever someone books, I manually assign them the booking in our Calendar. So say someone books our 30 minute meeting at 9 am, it wont let someone book our 60 minute Zoom at 9 am. Is there a setting I can change to make it so we can book different events at the same time? If they are different events then we should be allowed to do that. 

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J
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
Can I have my client information automatically populate on a Google Sheet?

I was wondering if there is a way that I can have all my client information populate into a separate document. Preferably a Google Sheet or something like that.

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T
Employee
T
Employee
TeeRoadEmployee
asked in How Do I...?
I need multiple location options on my event. How can I do this?

I need to be available for my clients on Zoom and Google Meet. Is there a way for me to have my clients have the option of whether they choose Zoom or Google Meet?

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T
Employee
jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
Does Calendly offer different scheduling options (e.g., one-on-one meetings, group events)?

As a business owner, I often conduct both one-on-one meetings and group events. How can I leverage Calendly to offer these distinct scheduling options and manage them efficiently?

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J
Employee
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