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How Do I...?

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  • 2,826 Topics
  • 6,808 Replies
2828 Topics
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JohnsonAtStrykerCommunity Member
asked in How Do I...?
Is there an easier way to view all host availability?

Hello, I’m using Calendly with a small team of about 10 hosts all setting their own availability around the world in multiple time zones for a single Round Robin event type. My senior leadership team would like to have a report that lists all hosts availability for each quarter. The only way I can see to do this is to go into the “Schedule Settings” on the specific event type and manually review each host’s specific available times. Is there a way to view all of this information at once? Or export this information? The rationale is to ensure that all hosts are setting their availability each quarter. 

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David
Community Manager
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ADHDCoachBPCommunity Member
asked in How Do I...?
limiting use of shared scheduling link OR automatically sending new single-use links

I’d like to give people links for follow-up appointments, but I don’t want them to blow up my schedule.  So I’d like to be able to have a Workflow that automatically generates new single-use links and sends them out, OR be able to restrict the number of times a link I send out will work.  For example, I sell 10-packs of coaching sessions.  If I could stipulate in Calendly the number of times a link will work (10 in this case), that would be great!  Can you please create that capability?  Or tell me how to do it?Thanks!Brendon

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David
Community Manager
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hrnkmpCommunity Member
asked in How Do I...?
Calendly x Stripe - adding B2B information

Hi All, I need to collect additional information because invitees are mostly B2B customers.According to the documentation of calendly I can use custom invitee question to get the company name. According to the Stripe documentation, I can force collecting those information by providing parameters within the integration, but I have no control or config about how calendly creates the payment links. Questions:Can I also use custom questions for collecting the billing address? Are those additional infos(company name, billing address) also submited to Stripe( where I need them) ? Can I set additional parameters for the stripe integration to force billing adress etc. ?

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Spongebarb L7 PantsCommunity Member
asked in How Do I...?
In Office 365, the booked event has name but no email address

Notice in my screenshots there is a name but no address.This prevents me from knowing who the heck has booked the meeting.The cumbersome workaround is: manually open the Calendly interface in a browser tab and search for Calendly » Meetings » Details » Email address.  Not ideal! Here is what the booked event looks like in calendar  Here is another one: 

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David
Community Manager
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Hannie01285Community Member
asked in How Do I...?
Is there a way to stop the invitee from being able to reschedule themselves? 

Is there a way to stop the invitee from being able to reschedule themselves?  I have a ‘master event’ which allows me to book in manual events if my main event settings doesnt allow me to so I dont have to always edit the settings - but if the invitee then needs to reschedule, it will let them reschedule with my ‘master availability’ which is not necessarily accurate! I would rather them contact my directly to rearrange. So I just want to be able to turn off letting them reschedule under that specific event.

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Sean Marlin
Community Manager
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Angela70065Community Member
asked in How Do I...?
Feature Request - Make managed events private

Love the managed event feature. However, we need to create private booking links for my organization and there doesn’t seem to be a way currently to toggle them as Private Only. 

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BlakeCommunity Member
asked in How Do I...?
calendly user support

I have a premium plan with a couple users. There is no way to email, call, chat, etc. with any support team from calendly.So this is my last resort effort to try to get a response as multiple emails have gone with no replies. Can someone help?issue: My account was over billed. When I removed a seat, no prorated amount was deducted. However, when i added a seat, charged me a prorated amount for it. So this just seems to be a bug in your seat system. however, I need someone to respond as I have no idea how to contact the support team.

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Christy07701Community Member
asked in How Do I...?
Calendly Availability Challenges

Hi everyone,I am hoping someone can help me out.I’m setting up a 1:1 event type in Calendly but need to bypass the calendar connection. Essentially, I want individuals to book time on a specific user’s Calendly, even if their calendar shows them as unavailable. For example, our Event Manager’s Calendly is connected to her calendar, but when she’s onsite at field events, she wants to manage meetings manually allowing bookings even when no available times are shown.

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Ashley47148Community Member
asked in How Do I...?
Round Robin host pool

I don’t seem to be able to add a pool to a round robin event as described here:  We have the Teams license as described in the post, so not sure why I can’t see the option to add a pool.  I have one team member who should attend all meetings, and then additional members who should be round robin. 

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David
Community Manager
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Dr40427Community Member
asked in How Do I...?
How to pre-poulate a phone number as you create an appointment

I have saved my contacts and have added a phone number to their saved profile.  Then, when I go to create an appointment for them, it asks me for the phone number, which I have to go back and look up every single time.  Their phone number never changes.   What a pain.  There must be a setting I am missing somewhere that will automatically pull their phone number from their profile so I don’t have to keep searching for it to enter.   Any guidance is appreciated.  Thank you.

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David
Community Manager
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Subi04604Community Member
asked in How Do I...?
Google Policy Violation For Email Confirmation

Hey guys, I currently take about 5-10 bookings a day with my new calendly. During the first day, attendees got all their confirmation emails, but after the first day, I got a google policy violation for every meeting booked, meaning the email would never be sent confirming their booking.  This is the messsage:Your calendar event might be in violation of Google Calendar policy I’ve tried renaming event, doing a new event, etc, but nothing works. When I manually make events from the same email, the confirmation email works just fine.

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David
Community Manager
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KayeREIFCommunity Member
asked in How Do I...?
Default contact phone prefix

Hello All!Wondering if there is any solution to my issue: One of my team members is using Android & is having to manually change the Country prefix and Timezone when adding every contact.  Is there any way to default this to our country (Australia) and timezone (Brisbane Time)? I see on some previous enquiries that this has been raised as an issue but can't see any resolution.

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David
Community Manager
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CanguruberCommunity Member
asked in How Do I...?
Add a buffer IF next event is in a different location

Hi guys, I’m a driver instructor and I want to optimize my booking system with the students as I’ve been getting overwelmed with the messages and replying basic questions they could easily get the answer on google or even on a FAQ.Basically I run my classes in 3 different locations. How can I add buffer just when the booking is in a different location of the current class?Because If I have a class from 1-2PM in location A, I’m able to do a 2-3PM class in te same location. However if the second class is in location B, then a 30 minutes buffer has to be added. Is it possible to do that conditional buffer?Cheers

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David
Community Manager
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Bryan76015Community Member
posted in How Do I...?
Schedule based on location of previous appointments

Hey Calendly Team, Use case: I want to use calendly to allow customers to select available appointment times, BUT I want to compare their address to previous appointments and set a max distance - for example:Use case 1:If they a customer schedules an appointment at 8am for location 1, then customer 2 enters their location - we see that location 2 is +50 miles from location 1, so the next timeslot in blocked. Use Case 2: Based on the starting location (appt 0, standing daily appt) the entered address by the customer is +50 miles, so they are pushed to a later timeslot. If this is not possible in calendly, is there a way to gather this information, zapier it out to a route optimizer and come back with the allowed timeslots for calendly to present?

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David
Community Manager
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Kelly80564Community Member
asked in How Do I...?
Trouble with Appointments after 6pm

I have opened my calendar from 6 am to 12: am each day.I have set the duration for the 3 hours I need.I have sent the number of appointments each day to  7 BUT, the page only shows sign up times through 6 PM…..I Cannot figure how to get the 9 pm to 11:59 slot to show up.What am I doing wrong?

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David
Community Manager
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MueedCommunity Member
asked in How Do I...?
Can Calendly automatically generate a schedule of 1:1 meetings with multiple hosts and multiple guests?

My school uses Calendly to schedule parent-teacher conferences. Each teacher sets up a schedule with slots to book into. On the parent side, this is very cumbersome. I have to open up a separate window for each teacher I want to meet with, find a meeting time with each so that the meetings cluster together back-to-back (so I don’t have to spend an entire day meeting teachers for 20 minutes with large gaps of time between them). And on top of that, I have to do this separate for each kid and each different group of teachers. So, if I want to meet with 5 teachers each for 2 kids, I need to have 10 windows open, line up all the time slots so that nothing overlaps but doesn’t have a large gap between appointments. Often, I get a perfect schedule lined up and ready to book, only to find that another parent swooped in and grabbed one of the appointments I wanted, and then I have to start all over again.  Can Calendly take all the slots the teachers enter, and then have parents enter the time

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David
Community Manager
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Joliman LawyersCommunity Member
asked in How Do I...?
Multiple Location Calender Bookings

we have multiple locations and work at different ones on different days. Can you set the days for that location available for clients to schedule an appointment? For example a client can only book an appointment for the Echuca location with me on Wednesdays?

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jillian
Community Manager
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NaomieCommunity Member
asked in How Do I...?
Parameters for re-scheduling

Is Calendly going to adjust the reschedule settings so we can choose to disable rescheduling within a chosen amount of hours of the appointment, to ensure clients cannot reschedule at short notice?I was previously with acuity and they offer this as an option. it would be so useful!

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jillian
Community Manager
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Léa43435Community Member
asked in How Do I...?
Modify the number of registrants for a group event

Hello,I am configuring my Calendly to allow my customers to book their pottery workshop online. I already had customers registered before the slots were set up and published on Calendly. How can I add these registrations to the online dates so that the number of available slots can be updated? Thank you for your answers.

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David
Community Manager
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Sandrine07521Community Member
asked in How Do I...?
I want to upgrade to Standard with just one seat but it tells me to remove users? I only have one user..

All the rest of the info seems correct, I want to pay monthly with paypal, don’t know if that makes a difference...

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David
Community Manager
Sam S
Employee
Sam SEmployee
published in How Do I...?
Offering a Series or Package of Events

Howdy Cal Pals! Quick question for you– Do you want to offer your invitees the option to book a series of events, or an event package where they pre-pay for multiple sessions?While event types don’t natively support a series or package of events, I have a neat workaround you can use to accomplish your scheduling goals! Problem: Event types in Calendly do not natively support a series or package of booked events. Solution: Using the invitee redirect feature, you can “daisy-chain” event types together. Rather than seeing the Calendly confirmation page after booking, invitees will be automatically forwarded to the booking page of the next event in the series. You can collect payments on the initial event type, then redirect invitees to a secondary secret event type (without payment collection enabled) with instructions to schedule another meeting. Who Can Use This?Calendly’s redirect feature is available to users on our Standard, Teams, and Enterprise plans, as well as the legacy Professi

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George21281Community Member
asked in How Do I...?
Fathom + Calendly + Microsoft Teams

How can I use  fathom with meetings booked in Calendly and meeting via Microsoft Teams by default? Even when I paste the Calendly meeting link that leads to teams, fathom doesn't recognize it.

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Amy45548Community Member
asked in How Do I...?
How can I set specific appointment times?

I work in a school and am trying to set up meetings with students and parents. They have to fall at specific times in the day, i.e. lunch, before school, and I try to fit in two meetings per 65 minute class period. Is it possible to set up a calendar that allows me to open up very specific times, i.e. 8:20, 8:45, 9:15, 9:40, etc. to maximize the number of meetings that I can fit in a day. Here is what it looks like on another program I have used. I need for a student not to be able to sign up for other times. It doesn’t fit a tight pattern because sometimes I need 5 minutes and other times 10 minutes between meetings in order for the meetings to land in the available class period (i.e. PE).  Any suggestions?  

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Dq38Community Member
asked in How Do I...?
How do I find a name of previous calls in the search bar?

Exactly what the title says. A basic search option for previous clients/calls is not available. Not sure if it’s there but this is a really basic function that should be easily accessible.

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David
Community Manager
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Michele46554Community Member
asked in How Do I...?
Invitee scheduling 2x

Is there a way to limit the same person registering 2x.  I have my “invitees can schedule” set for 30 days, but some schedule 2x in one month.  Is there a way to limit this via their email - block message that they have already registered for this month.

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David
Community Manager
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