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How Do I...?

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

  • 2,637 Topics
  • 6,321 Replies
2639 Topics
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boilerdevilCommunity Member
asked in How Do I...?
View availability without booking

Is there any update on whether Calendly is going to add a feature where someone can view availability without actually booking an appointment? I get that you can just have someone go in as if they are going to book an appointment and use that as a way to see when you’re available, but it would be MUCH more useful if there were a way to have them see a week or day view that shows where your availability is (in a when2meet.com fashion). I’m a professor and the purpose of this is that most of my colleagues use Outlook as their exclusive calendar and many meetings are scheduled simply by checking folks’ Outlook availability. For my admin to check mine requires going through a rather clunky process of fishing around in my calendly with one of my current meeting scheduling options. It would be far more useful (and less confusing) if when I were asked to provide my availability for a meeting I could simply share a Calendly link that gives the week or day view I mentioned above.Thanks!!

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David
Community Manager
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Marc13267Community Member
asked in How Do I...?
Integration with Google Calendar

Hi,.Whilst I’ve linked my Calendly to my Google Calendar, the meetings in Google Calendar aren’t syncing.It looks like I’ve go no upcoming meetings and am fully available which is inccorrect.What is missing in the integration? 

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David
Community Manager
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Dresses24752Community Member
asked in How Do I...?
Maximize number of bookings per day

How can I ensure that if we allow each customer to book 1.5-hour appointments, we maximize the number of bookings during our opening hours? I want customers to start booking right from 10:00 AM instead of 10:30 or 11:00 AM. Sometimes, this difference results in losing up to two bookings per day, which is a waste of revenue.

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Dresses24752Community Member
asked in How Do I...?
How to track whether an appointment made a purchase?

I would like the option to check whether an appointment has made a purchase or not, in order to gain insight into what percentage of appointments result in a purchase and what percentage do not. How can I view/fill this in?

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Gaelle01308Community Member
asked in How Do I...?
planification occasionnelle

Bonjour,J’ai un planning par défaut le jeudi pour les réservations d’événement.Je voudrais manuellement ajouter un rendez-vous occasionnel un autre jour. Ma collègue sur Iphone dispose de cette option en PLan Standart. Dans mon Calendly sur androïd, je ne peux pas ajouter de réunion en dehors de l’horaire pré-programmé.L’idée est que je puisse être flexible mais pas mes clients.Merci

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Lindsey18085Community Member
asked in How Do I...?
Auto Default Time Zone Issues

Hello. We have had a few instances where clients have booked their meeting while traveling. This defaults to their current time zone, which we understand will happen if it is not frozen in the booking settings. In the past however, once they returned back home it would automatically synch back to their current time zone. The past couple meetings we have had miscommunication and issues with was due to that person say being back at home in Pacific Time, but receiving all communication as if they were still on Indochina Time. Has anyone else experienced this or how do we set things up to ensure everyone is going to see their correct Time Zone when it is actually time for the meeting?

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David
Community Manager
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greglynchcpaCommunity Member
asked in How Do I...?
Setting availability going forward

It’s tax season, and will be until April 15th. I have Saturday availability until then, but post-season I am closed on Saturday. Is there a way to schedule Saturdays starting on April 19th as being unavailable without changing all of the prior Saturdays, without having to change them one by one?

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Benhorner9Community Member
asked in How Do I...?
back to back booking

I have been using calendly for a little while now and been really happy with the way that it all works. the more ive been using it something ive been struggling with is making sure people book sessions back to back. exampleif i have space for booking on a monday from 8am-8pm i might have someone booking in at 8am and then the next client will book in at 11am and the last one books in at 6pm. with this is spreads out my day so i would like it to only open up slots either side of a booking. does this make sense?

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David
Community Manager
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Sahil ShahCommunity Member
asked in How Do I...?
One on one event

Hi,I am new to Calendly. Currently I have free trial of teams and after that I will be moved to Basic Free Plan. I know in basic plan i can have only 1 one-on-one event. My question is in that existing one on one event, how many meeting bookings can i take for my clients ? Thank you 

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David
Community Manager
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seadogCommunity Member
asked in How Do I...?
Booking confirmation undeliverable - Outlook

Hello,  I am new to Calendly and I am am having issues with confirmation emails being sent out to clients who have used my booking page. I am connected to my Microsoft Outlook calendar and I receive a calendar invite/email confirmation correctly, but I then also receive an undeliverable message indicating that the confirmation email/invite has not been delivered to the person wishing to book. Any solution? Thanks!

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David
Community Manager
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Suraj28383Community Member
asked in How Do I...?
Remove user and seat together

I have subscribed to the Standard plan. Normally, we have dynamic requirements - when there is a need we add seats and users. That part is absolutely fine.  However, it would be really nice if you also add an option to remove user and free seat while removing suers itself. That would save time for users like me from having to go to users - remove and then go again to billing and remove seat.  Hope you can consider this request :) Otherwise, loving Calendly.

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Kaley WhiteCommunity Member
asked in How Do I...?
Feature Request: Reorder Single/Multi-Select Options

I’d like to drag and drop to reorder single- or multi-select options in routing forms and meeting intake questions. A button to sort alphabetically would also be nice. 

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Kelsi
KelsiCalPal Emeritus
asked in How Do I...?
How can I allow invitees to apply discount codes to the price of my event/s upon booking?

I am offering package deals for my event types and would like to allow my invitees to book multiple dates for a discounted price. How can I do this? 

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Autolavados32111Community Member
asked in How Do I...?
APP Language

Hi there,We really need the iOS APP in Spanish. Currently the language change is only available for the web platform. All the buttons and notifications are in english.Is there any way to change it on the mobile? Thanks!

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David
Community Manager
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RyanBCNCommunity Member
asked in How Do I...?
Calendly to Hubspot - How to Update Hubspot Field Based on Calendly Round-Robin

Hey everyone, We’re setting up a Calendly round-robin link for our onboarding team and what we want to happen is whoever is booked via that round robin is also made the Hubspot deal owner. Any advice on how to do this? I assumed it possible but after speaking with some other team members I’m doubting. Thanks,Ryan

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David
Community Manager
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yphCommunity Member
asked in How Do I...?
changer de forfait, forfait teams, forfait gratuit

En m’inscrivant, Calendly m’a mis un forfait teams, sans m’en informer et que je n’ai pas demandé. Je le découvre après plusieurs jours à découvrir votre produit en croyant que j’étais dans la formule gratuite. Et dans “facturation” je n’ai pas “changer de forfait”. Si le but est de vendre un forfait payant que l’on ne veut pas dès le départ, c’est rater.

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David
Community Manager
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Adam00808Community Member
asked in How Do I...?
Is it possible to have a Group Event that is also a Round Robbin Event?

The Group Event is how we schedule our candidates for phone interviews. The recruiters call the candidate within the window. I’d like to make the Group Event also be a shared event. Round Robbin allows one candidate to rotate through the hosts (we’ve done this before, but at the time it was only the tradition setting where we’d set a timeframe for a call and an interval of time). So I’d like to do a Group Event + Round Robbin Event. Is this possible and if so what is the workaround to get to it?

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MatheusCommunity Member
posted in How Do I...?
Clarification on Standard Plan Features for Tracking Booked Events

Hi, I’m currently using Calendly to allow mentors to share their availability and let external users book mentoring sessions. Each mentor has created their own Calendly account, we have configured the scheduling settings together and embedded in our website Since our business model charges a fee per mentoring session, it is crucial for us to track when a session has been booked. However, with the free plan, we are unable to capture this information directly on our platform. I am considering upgrading to the Standard Plan and would like to confirm whether it provides the necessary features to track scheduled events for multiple mentors. Specifically, does this plan offer a way to retrieve and centralize booking data across different accounts? Or would we need to consider the Teams Plan for this functionality? Thank you in advance for your help! Best regards,

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David
Community Manager
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James15272Community Member
asked in How Do I...?
Availability (view only)

Hello:Is it possible to show my availability with a potential client without giving them the ability to book a session themselves? It would be like grant them the ability to view when I’m available and not to edit it...

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David
Community Manager
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David86273Community Member
asked in How Do I...?
Can i export my poll results to excel?

Hi all,Can you please tell me if it’s possible to export results from a poll to an excel sheet?I was testing the free version of Calendly and i have the results displayed on my poll details but that’s it.Maybe it is possible in the Standard Plan?Thanks a lot.David

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David
Community Manager
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AiCogniTechCommunity Member
posted in How Do I...?
Account Help - Free Trial Issues

Sean HELP :    Not the right thread I know -- but...where ? How do I get back to the ‘for ever free trial’ (we don’t have any clients yet) it  won’t let me downgrade after the free trial period?   thanks Cebuan

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David
Community Manager
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Roopankit24305Community Member
asked in How Do I...?
Paayment getting declined

My subscription ended last week and It's been 2 days that I'm trying to make payment for my subscription but it’s getting declined every time from every credit card.This is Very URGENT to me. Even after many mails I haven't Heard back from your team which shows a lack of speedy service from Calendly’s end. 

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David
Community Manager
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JustdaveCommunity Member
asked in How Do I...?
Is there a way to set a separate "minimum notice" for adding attendees to an existing group meeting versus scheduling a new one?

I have a standing event type for a training that I do. It’s set up as a group event so that once someone picks a time, others can sign up for the same time and join in on the training. Of course, I have a couple days minimum notice required so I can make sure I’m available for it.However, once the meeting is actually on the calendar, I would love to allow people to sign up for it right up to the last minute, or perhaps cut them off a half hour ahead.  Right now the event shows up as full once my minimum notice time passes, even if it actually has 20 slots open still.Is there any way to allow additional attendees to an already-scheduled event to skip the minimum notice?

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David
Community Manager
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Ethan64280Community Member
asked in How Do I...?
How to make Availability for Collective event types only look at one hosts availability?

I am trying to setup a Collective event type with multiple hosts included on every meeting yet trying to have only one primary host be the main Availability check and not every single host that’s included. This would be so the other hosts can decide to join or not but still have it on their calendars. In the event type settings under ‘Availability’, I feel like those other hosts calendars should have an option to be ‘X’d out to not look at their availability. 

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David
Community Manager
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Clément63842Community Member
asked in How Do I...?
Unable to Reschedule Appointments to Team Members via Round Robin

HelloI cannot reschedule an appointment by transferring it to a member of my team.When I click on "Reschedule," I am taken directly to the page to select a new time slot without the prior step of reassigning the appointment via Round Robin or assigning it to a specific team member.It seems as though I am the only person on the Round Robin setup. I cannot assign the appointment to myself or to another organizer. I am the account owner, and this issue started about a week ago.Before that, everything was working perfectly.

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