How Do I...?

Is it possible to connect 2 different Calendly accounts to one same Salesforce instance ?

HiI have configured workflows to send SMS when creating an event and as an reminder.When a client is booking a meeting, then this works fine.But when I‘m selecting a client directly in my calendly and adding an event for him, then only the standard-email notification is sent, no SMS. What can I do to ensure that workflows are reliably triggered and SMS messages are sent?Thanks for any ideaswerner PS: I‘m using the standard plan

I just signed up and I chose the FREE individual account. Immediately I have been registered as a FREE TRIAL for TEAMS account. I presumably will be charged when that FREE subscription expires. I don’t want to have to deal with that. I want the free account. How can I achieve this? 

Spotify for podcasters recently moved to Riverside.fm for recording. I have been using Zoom to record because of its integration with Calendly for scheduling. Can the Calendly scheduling tool integrate so the person booking receives a Riverside link instead of a Zoom link?

Hi allHope well- I cannot work out but whatever I do I cannot get the diary to show my Date-specific hours that I have set, it is just showing 2 dates in June as available even though I have updated numerous days to show my availability - what am I doing wrong? Thank you!

I have 2 customers registered for an upcoming event and had linked payments through PayPal. Both registrants have a “Payment Error” box above their names and I have received no payments in my PayPal account. How do I figure out where the error is and who to contact?

Hi I love the email follow ups, cancellation functions etc in Calendly and would love to take the new function of booking one off events one step further - replace what I do in Google and allow me to booking meetings directly in Calendly and then have invite emailed to the client after.I work as a coach and am sending meeting invites from Google to clients to book our pre-scheduled coaching sessions. Is this possible?If yes, it would save me a lot of manual work and so much easier to manage cancellations.Thank you  

Hello,  We have a team of 28 support agents using calendly (connected their work gmail). We also use google meet as the platform to conduct video consultations.We’ve run into an issue where we want to preserve some of their personal information (last name for example) from being visible when a call is booked. We’ve already utilized the option (within calendly) to edit the display name but this only solves 90% of the issue as personal details are still shown within their individual google accounts (seen in the google calendar invite). Google offers the option to hide first or last name, but we want to avoid this as it’s not an ideal long term solution.  To solve this issue for day to day communication we utilize alias emails and then edit the display name.An example would be: Support person name1 <company-support@company-name.com> Support person name2 <company-support@company-name.com>Is it possible to use alias emails in a similar with calendly? Also, do you know of a possi

hey there Since I cannot choose my currency (I saw the thread for this topic already), would there be the possibilty for my clients to choose how they wanna pay? Now I can select between no payment payment with stripe (only 5 currencies available) payment with paypal (only 5 currencies available)why not create another choice where they can pay by invoice? As soon as they booked, I send them directly and personally (or automated) an invoice and they can pay via bank transfer. Would really help me, since I’m loosing customers via Calendly when they cannot pay in their currency. thankstamara 

We use Google calendar at work. I have created a Calendly account with my work email, but I have a calendar in Google that is specifically for conference scheduling. How do I make sure that is the calendar that Calendly is pulling from, rather than my own calendar? Calendly is asking for the email address to sync the calendar, but I don’t have an email address for that calendar specifically. Thank you!

I have a stripe payment set up on my Calendly account so that new clients pay a deposit to secure their appointment. In some cases, I have to book a follow up appointment for them. How can I do this and bypass the payment collection part? If I’m booking it on their behalf, do I need to turn off the ‘collect payment’ section each time? Or is their a more straight forward way?

I want to remove the booking form while booking a slot in calendly. I want to use a form of my own. Can I do that?

I keep getting this (below in Italics) error on every meeting request. When I see it, Calendly cancels the meeting with the requester but not with me. How can I get it to stop this?“We couldn’t add the Microsoft Teams meeting link to your scheduled Calendly event. Contact your invitees or update the calendar event to add video conferencing details.” I do’t even use Teams for the most part, can I add some other service like Zoom or Meet as a default?thanks,

Bonjour,Je voudrais savoir comment récupérer les adresses emails de toutes les personnes qui ce sont inscrites sur mon calendly, est-ce qu’il est possible en 1 seul clique de récupérer toutes les adresses email, nom et prénom des personnes qui ce sont inscrite sur mon calendly ?MerciAnthony

I need to schedule individual one-hour meetings for 5 project managers on the same day and want to give them the ability to pick the time slots. What's the best way to do that?

Hi, I run into a problem I can't wrap my head around. So basically we are connecting young applicants with employees. When the employee decides to he wants to have a Video Call with the applicant he can click a button which triggers a Zap in Zapier.Now I'm wondering if it is possible to automatically create a meeting poll with random slots which are available to choose from. So then the applicant and employees can choose a time for the meeting and it's not in conflict with our calendar. When there is a fit between them, calendly should automatically pick a time and create an event.Is this even achievable? Actually this should be a common problem for recruiting agencies as well. Any other hints how to automate something like this? Thank you!

Is there a way to hide the emails of the attendees once I confirm a meeting poll? I don’t want the participants see their e-mail address. Right now they are in the description of the created appointment and I can’t find a way to remove them. Thank you!

When someone books an event and receives confirmation or reminder emails, the From name appears as ‘Calendly’. How do I change this to be from the name of the Team member the event is booked with?

Hi everyone,Does anyone know how to modify the email sent to my customers after they confirm an appointment with me?I've changed the title and description of the event on Google Calendar for my customers, but I can't change the generic email with information I don't want them to receive.Thanks for your answer.

Date overrides that I set for February, March, April, and May all just disappeared resulting in people scheduling events at times that I had previously blocked off.  I have no idea how this happens, but it has broken my trust in the application.  I shouldn’t have to check once a week to make sure my unavailable dates are still unavailable. Coming back from a trip this week and wanting to set my appointments later in the morning to readjust to the time-zone, Calendly opened up an early appointment for tomorrow that was clearly blocked off before this week. The appointment was just scheduled earlier this week making it obvious that it wasn’t open before (it would have been booked already). I don’t know what to do about this.

Is there any plan to create an event type that acts as both a round robin in terms of availability and a group to allow multiple attendees? Are there any known work arounds?   I work in a training department where a team of trainers host group trainings that multiple clients can attend. These trainings are (for the most part) recurring. For example, Group Training #1 is offered on Mondays and Tuesday at 10am and 2pm.Because we can only assign one trainer as the host of an event, the event can only be offered for that one trainer’s availability - 10 & 2. Additionally,  if the trainer wants to change their availability or switch topics with another trainer, we must create a new event which creates a new event link. We don’t want to create multiple instances of these group events because we currently use our Calendly landing page (for now). We hope to embed our event links in our own landing page soon, but are concerned with the maintenance of updating links each time trainers would l

Can I use my free google account for the calender and my payed google bussiness account for Google Meet videoconferencing? I can't find it, it looks like its linked...

Hey, I’m getting the “CALENDAR” troubleshooting code on this link:  But that user’s calendar has no overlapping events:  The settings are set for no buffer:  And the user set those events to “free” anyway. But the time is still blocked. Also note - the same times & same settings apply for the availability Wednesday 7/3, but those availabilities are pulling through without a problem. For some reason 7/5 is blocked but I’m not finding the reason.  What else am I missing? What might be preventing that time from showing up?Thanks for your help!

Hi all, As a tattoo artist, I want to send my clients a link via Whatsapp with 2-3 pre-chosen appointment options so that they can only choose between options I suggested and not all free slots in my calendar. I am aware there is a way to do this in an email but cannot find a solution for Whatsapp / Messenger. Thank you in advance for any help!

Hi I have had 2 clients tell me today that they have booked in an appointment for 4 or 5pm, I am receiving this information as a booking. That part is all good. But when they get the email confirmation, they are getting notified that the meeting is booked for 14 hrs earlier.For example the client booked in for a 3pm call on Friday, their notification says the call is 5am Friday. The have booked calls with me before and never had this problem.The only thing I can think of is that I may have sent a one time link, instead of the normal ongoing link, could this be a problem?Can you direct me as to how i can check and correct any errors in the ‘one time’ use link?ThanksKatie