How Do I...?

I am a real estate broker and use a very large CRM. In trying to get my number properly registered with them, they make sure that everything on your website meets the FCC requirements and the Calendly form that is embedded into my website they say is missing that opt-in language. Has anyone else encountered this and/or knows of any way to add verbiage to the form to make it compliant? Thank you. 

I do yard and garden consultations. After booking, I send my clients a Word document questionnaire to prepare for their visit. Option 1 - Is there a way to create this questionnaire in Calendy and have it sent automatically. If so could they also add attachments (diagram of their yard, pics, etc.)? This would save me a ton of time. Option 2 - could a Word doc (the questionnaire) be automatically sent to them with their scheduled appointment confirmation? The customer would then complete it email it back to me as they do today. It would take out the manual process of me emailing the doc to them.  Thanks. 

Hello, Is it possible to set up an appointment so the client can choose between joining via phone, online or in-person? Basically, setting multiple locations. (zoom, phone, etc..)

I have set up my availability, but yet a new client was able to book a time that isn’t in my availability. How was this possible?!Thanks in advance,Liz

Bonjour, Est-ce qu'il est possible d'ajouter un lien a un type d'évènement pour qu'un adjoint virtuelle s'ajoute automatiquement à la rencontre? Ex: si je veux que Fireflies soit invité à un certain type de rencontre.

I run a range of events throughout the month, and have just noticed that all my events - regardless of the type or nature of the event/meeting - are all creating the same login URL in Teams. This is a bit of a safety/security risk for us, as it means our closed confidential meetings can be accessed by anyone who has attended another meeting. Is there a setting to change this so every event has a unique/different login url? 

Hi. I have my settings so that there has to be a 24-hour window between the time a client makes a booking and their actual meeting with me. I assumed that they would not be able to cancel/reschedule in that 24 hour period either, but that does not seem to be the case (as it was with my previous booking system) My cancellation policy is a 24-hour policy, so I do not want them to think it’s OK for them to cancel at such short notice. Is this something that is going to be rectified?  Thanks.

Hi Calendly team - maybe this is more of a product request - but also a question. I am a coach and I am sensitive about my calendar because it can be a puzzle to fit all my clients in.So I like to offer my clients specific dates/time options for our sessions. I generally give them 2 options, reserve those times on my calendar, then they book using calendly..  I LOVE the Calendly integration with gmail - it has saved me a lot of time finding times to offer to my clients, reserving that time on my calendar, and sharing the booking link with them. (I used to do all of this manually and it was a drag.) Right now - I can ONLY do this with a one-off meeting, meaning I have to manually set all the details of the meeting (time, name, booking questions) for each time I schedule a client. I also can’t use any of the workflows like reminder texts/emails.  QUESTION: is there a way to only offer select time options in an event type? Vs offering full days showing any availability in those days? (EX:

Hello,I will be offering online notary services and users will be able to schedule their appointment directly on my website. Here is the current set up (not live yet):Choose service Calendly calendar Upload documents Add on services Contact Information CheckoutI don’t like the current set up as when the user completes the No. 2  - Calendly calendar, they must complete their names and email (which is already at part 5 - Contact Information), and then  they must confirm “Schedule Event” - then immediately states “ You are scheduled” without having completed part 4 (Add on services) to 6 (Checkout). Are there any advanced options to make sure the “You are scheduled” is  ONLY confirmed after checkout - I have created checkboxes at the end of the checkout where the user must agree to our terms and use and privacy policy, but with the current set up the user will be confused and stop at No. 2 - without having completed the other important steps.  I have enclosed screenshots for ease of refer

I am wanting our accounts department to receive invoices – how can one change the billing email address – doesn't seem to be an option.

I noticed that Calendly has recently changed the easy to access links in Calendly which showed below the event name in the iOS app and have now buried it under a menu. While it seems okay for regular copying (NOT OKAY FOR ME) but might be considered okay for others that they need 2 extra clicks to get their sharable link, it is 4 extra clicks for single use links. My business requires me to copy a single use link and share it on WhatsApp or email. This has become a pain with the new UX. Why would Calendly induce so much pain into the life of iOS users? I don’t see any benefit of the new design. Can anyone tell me what they are thinking and why they changed this?

Bonjour, Je souhaite utiliser l’email [redacted for user privacy] de mon nom de domaine myskillboost.com hébergé sur OVH.J’ai réussi à configurer l’email dans mon outlook installé sur mon PC. (envoi ok et réception ok)Je n’arrive pas à synchroniser mon calendrier outlook sur calendly. J’ai suivi vos tutoriels mais rien n’y fait. Je suis bloquée. J’ai le message d’erreur  : “Nous n'avons pas pu nous connecter à votre calendrier Exchange. Si vous êtes certain que votre mot de passe est correct, vous pourriez avoir à remplir certains des champs supplémentaires ci-dessus.” Merci de votre aide

How does everyone record their single use links. I have 3 meeting types, and I provide staff a single use links to share with their customers so they can book time with me. At present I have to use a spread sheet to record all the single use links I have created and which client will be using it. Then when a customer books, I have to cross check and mark it off as used.  I do this so I can follow up with staff or customers any outstanding meetings that are left. It would be great if we could some how record who a single use link was provided to and also when it is used. I dont really want to create single meeting requests each time as they all follow the same format.

I tested what would happen if someone wanted to reschedule a booking with me. When they were given the option to reschedule, the calendar allowed them to rebook inside the 24 hour minimum notice I’d set. How can I make sure they cannot rebook within 24 hours of the current time?

I have just signed up to Calendly and have tested what the confirmation email that would be sent to a client looks like. It has a blue ‘add to calendar’  button, but when I click on it, there is no option to ‘Add to Google Calendar’ ‘Add to Outlook’ etc. It just add to my Mac Calendar, which I don’t use. How can I give my clients those other options? Am I missing something? 

Hi, Every time I edit my availability my link takes me back to the original hours I set. When I look on what is saved in my settings it is correct, but what is live is not. How to do? Thank you

can you adjust Calendly more suitable for physical events. Individual is ok, however group bookings like events and workshops it does align.missing a few things to make it good.Is this something that can be done? or an extension added? 

I want to open up availability 48 hours in advance. How can this be accomplished?

Suddenly my calenders in the free account doesn't work anymore. I found this out after a customer complaint about the error message from calendly.Now Calendly want me to upgrade, after demaging my activity and my business, without previous warning or information.There was no information as I implemented your calendars in the free account.Its no problem that you like to sell me a higher packagge and that I pay something.Corrupting my acitity to enforce me to upgrade is shoking and a no go for me.I definitly will share this experience as much as I can and try out other oportunities now.Would calendly just have informed me sufficient in advance that I need to upgrade, I for shure would have done this.I'm realy buffled about this business practice I experienced now.

Can I add free Calendly to my Facebook page?

Hi all,Hoping someone can help with what I hope is a simple query! I have several recurring events and have been hosting them all myself. I now want to have a second host for some of these events - if I was to upgrade the plan and add a team-mate, could we have two hosts at an event? This would be ideal as either of us would be able to launch the event from Teams - I am currently having to launch all events even if I am not attending!Thanks in advance!Tess

Hello, Offering in home services and looking for a way to request the address when booking with us. Much appreciated. 

When I was setting up my account, I had selected the option to use Calendly with my team but I was meant to select the option to use it on my own. How can I change my selection?

Hi folks, I’ve created an event and we will be using Google Meet.,I want to assign another attendee as a co-host. I found out how to do it but the Google instructions don’t seem to apply as the booking was done through Calendly, not via the Google Calendar directly. So, how can I assign someone as a co-host for an Google Meet event?’Thanks!Rick

Hi-I cannot find a way to edit the times I selected for a meeting poll, and have been unable to help my colleagues change theirs. Is there a way to do so?Thanks