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  • 7,134 Replies
2957 Topics
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SimbaZwCommunity Member
asked in How Do I...?
Recurring Appointments & Search Function in Calendly

I’m looking for a way to streamline scheduling in Calendly and would appreciate your guidance on two key issues: We have several clients who attend appointments at the same time twice a week for an entire term (3 months). Is there a way to set up recurring appointments on a weekly and daily basis, so we don’t have to create each one manually? Occasionally, we need to modify or correct a single appointment for a specific client. However, finding the correct date by scrolling through multiple pages is time-consuming. Is there a way to search for appointments by patient name or date to make adjustments more efficiently? Looking forward to your insights. Thank you

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David
Community Manager
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FLORENCE85754Community Member
asked in How Do I...?
DIFFERNECE ENTRE NOTIFICATION ET WORKFLOW

Bonjour,Je ne comprends pas la différence entre “notification” et “wokrflow”. En effet, j’ai créé un workflow, un mail qui est envoyé automatiquement à la réservation de l’évènement, mais en réalité, 3 mails sont envoyés. Celui que j’ai créé mais aussi ceux de notification (confirmation par e-mail et invitation du calendrier). Or je souhaite que mon client ne reçoive que le mail de workflow, pas ceux de notification et je ne sais pas comment faire pour les annuler. Merci d’avance pour votre éclairage !Bonne journée,Florence

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David
Community Manager
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supreme25704Community Member
asked in How Do I...?
Best Way to Integrate Calendly for a Security Services Business?

I run a security services business, Supreme Security , and I’m looking for the best way to integrate Calendly for scheduling consultations and service appointments. Has anyone here used Calendly for a similar business model?I want to allow clients to book a consultation directly from my website, but I also need to ensure automated reminders and a smooth user experience. Would embedding Calendly on key service pages be the best approach, or are there other recommended strategies? Any insights would be greatly appreciated!

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David
Community Manager
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Rahul40701Community Member
asked in How Do I...?
Google Meet Issues

I have create a event for interviews and asked the candidates to schedule using the event link ,some candidates scehduled their meetings , but in my meetings section page, when i click on Join Now for Google Meet , Google Meet page says Ask to join ? why is that ? I am being a host, why the permission is been for me and who will accept it when there is only me here ? 

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David
Community Manager
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RaManCommunity Member
asked in How Do I...?
Help with Calendar invite format

Hi,It’s my first using calendly need a little help with the calendar invite info:This is the email I receive on my end how can I remove the description and also, can we customize the calendar invitation for the person who bookings an appointment.   

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David
Community Manager
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Kelly58608Community Member
asked in How Do I...?
Select date / time on link

How can I get the calendar to select a date and time to show up on the link?

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David
Community Manager
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Mathilde52525Community Member
asked in How Do I...?
Balise dans l'objet du RDV

Bonjour,Je souhaite que dans l'objet d’un rdv l'heure de début apparaisse dans l'objet (c’est pour des créneaux de 10 minutes), comment procéder ? (je ne trouve pas la balise associée) 

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David
Community Manager
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DodoCommunity Member
asked in How Do I...?
Disable standard email confirmation after booking and use a workflow instead?

Hello,I would like to disable the standard email confirmation from the event and instead send the first email via a workflow ("New event is booked" -> "Immediately after booking the event").The reason for my request: I have noticed that the formatting of workflow messages is much cleaner than the formatting of the confirmations sent directly from the event. For this reason, I would like to handle all notifications through workflows.Thanks in advance for your reply!Dominik

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Jeff18704Community Member
asked in How Do I...?
Is is possible to show others that a time is "Booked" as opposed to simply not available?

Is there a way to set it so that when someone books an appointment, it shows up as “Booked” as opposed to just not showing up at all on available time slots? And if so, how?

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David
Community Manager
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Morgan24120Community Member
asked in How Do I...?
Scheduling issue

I’m trying to reschedule a client for Friday (four days from now). I updated my availability on that day from 9:00AM-3:00 PM. I currently don’t have any other appointments. However, when I try to reschedule my client for 1:30 PM on Friday, it is only showing 9, 9:30, 10, 10:30 and 11:00 AM available. What am I doing wrong? 

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David
Community Manager
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Alexandra42220Community Member
asked in How Do I...?
Comment modifier nombre de place restantes ?

Si une cliente a pris rendez-vous par téléphone, comment puis-je enlever une place sur la date qu'elle a choisie ?

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David
Community Manager
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BEichler81200Community Member
asked in How Do I...?
Round Robin Group Change if Calendar Unacceptable to Participant

If i have a round robin set up with multiple underlying groups (group a, b, c, d for example) set to be selected based on answering questions prior, such as if employer name contains 'xyz' go to this group (group b)...then when the participant is looking at scheduling options (of group b) and does not see any acceptable ones to them, is there a way to show a link/option while viewing the unaccepted calendar (of group b) to go back (or “find another calendar”, “find more options”) and we default the person to view a larger group calendar?… and hopefully without going back through the questionnaire, since if they put in the same truthful info, it will show them group b again based on routing instructions.  I'm trying to figure out how to move from one calendar being shown to someone, to provide another one, with a low a level of effort on the participant. Thanks!!

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Stephanie34580Community Member
asked in How Do I...?
Calendly events no longer appear on Apple/ICloud Calendar

I have not changed any Calendly or calendar settings - my Calendly events just stopped being synced with my Apple/ICloud calendar midday today. I have logged out and back in to both accounts and I have restarted my devices. Help! 

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David
Community Manager
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cmanzanoCommunity Member
asked in How Do I...?
No meetings showing up on booking page

I set up my availability but it won’t show up in my calendar (see screenshots).  Even more puzzling, I was using this to schedule office hours with my students last semester but this semester the same calendar isn’t working.  Please help! 

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David
Community Manager
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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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