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How Do I...?

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1,996 Topics
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1996 Topics

Marsha42205Community Member

asked in How Do I...?

How do I make an event with invitees only

I am trying to make an event that is closed to my invited friends only. It has an eye with a line through it.

Podcaster70Community Member

asked in How Do I...?

Location default

I need help. Every time I schedule a meeting my calendly is using the same location link for every interview or recording i do. I have to ask the interviewee to leave and resend a new link. I get this for every interviewee. the code at the end cannot be the same. I dont know if its a calendly issue or streamyard issue.

MonaB75Community Member

asked in How Do I...?

Is it possible to make my primary link a single-use link?

Hello! I have a questions and I’m hoping that the Calendly Community may be able to offer some guidance. I have an event set up for interviews, and I use the primary link to send out to candidates so they can book time with me. I would like to have it set up so that, once a candidate uses that link, they can’t use it again. I know that users can generate a single-use link, but I have to do that individually for each candidate, and I’d prefer to keep this process as automated as possible!Is it possible to set up my event in such a way? I hope this makes sense!Thanks for any advice you can offer!

Matt03436Community Member

asked in How Do I...?

Emails Sent via a Booked Meeting

We use calendly to book our demos for our product and for the most part it works great however the emails that come out of it are very hard to understand. I am able to modify the calendar invitation emailBut we get another email that is prefixed with New Event: that we can’t seem to control the contents of.And we also can not get the post meeting email to sendAny good doc on this or tricks?

Iris58835Community Member

asked in How Do I...?

PayPal Integration Error

Hello, I am unable to connect PayPal with my Calendly. Every time I try I get the message that my account needs to be verified. PayPal says it is verified and that it is a Calendly issue. Please help. I have been trying to do this for about 2 weeks already. I been in contact with PayPal and nothing can’t be done\.

Rafa22840Community Member

posted in How Do I...?

This spanish translation reduces conversion

This spanish translation reduces conversion:“Los detalles de la conferencia web se proporcionan en la confirmación.”Could you please improve it or hide? It is unnecessary and it reduces trust and conversion.Thank you! Rafa

mrflibCommunity Member

asked in How Do I...?

Feature suggestion: Over-ride availability toggle when employee reschedules / schedules an event

Sometimes we are happy or need to meet with a customer outside our standard hours. I believe we can schedule a one-off event for these, but a quicker way to manage this would be an “override availabilty” button during the scheduling or rescheduling from an employee login. This ensures all of the correct information is gathered and presented, as these normal events have had a lot of time in to setting them up. Example in point, for an event type we have no availability this evening. However, we need to move a customer from next week and they can come in tonight. We can’t reschedule them to tonight without changing the availability of the host. We are happy to see them tonight, as we are rescheduling them. If there were a button for us to over-ride availability and book any time, that would be helpful. This would leave all other events untouched, and would only override for this one-off booking. It would also keep all of the details of the event correct. Example crappy photoshop. I can’t

Christophe23057Community Member

asked in How Do I...?

Modification du lieu apres reservation

Bonsoir Je m’aperçois que les modification après RDV sont très limité je me trompe (impossible de changer le lieux, le service voir même l’heure) Je profite pour une autre question : sur mon agenda clous lorsqu’il y a une annulation celle-ci s’affiche dans l’agenda et reste. Y a t il une fonction pour qu’elle disparaisse ou faut le faire manuellement Cdlt

LexANew Community Member

asked in How Do I...?

Check in for meeting

Can I check someone in for a meeting that they booked in person? I see there is a feature for “no show” but I would like to know if the person actually showed up for their meeting and at what time. Would be great to be able to check them out as well as they leave. If they were not checked in I would like the booking to be marked as no show.

Christophe23057Community Member

asked in How Do I...?

Bloquer des plages horaires

BonjourJe ne sais pas si c’est possible je m’explique. J’ai configurer 5 séances jour sur une plage horaire de 9h-13h / 14h-19H . si par exemple j’ai déjà 2 RDV le matin (10h et 11H) je souhaite bloquer 9h et 12H. Idem pour l’après midi si j’ai déjà 18h et 16h en RDV je voudrais bloquer 14h et 19h par exemple. C’est pour vraiment optimiser mes rdv et de ne pas avoir trop d’attente Merci

Nicole77215Community Member

asked in How Do I...?

I can not change the link for my round robing meeting

Hello. In all my other event types I am able to customize a simple link for my clients and prospects to use but on the round robing one the option Event Link usually available in the section Options of the Reservation Page is not there. Is there a solution for that?

1847FinancialCommunity Member

asked in How Do I...?

Scheduling Issues

I have two events on my account where people have the ability to schedule time in my conference room or in one of my shared offices. It seems when someone schedules time in the conference room, the system automatically blocks off the same day and time in the shared office. How do I fix that?

Izabella78458New Community Member

asked in How Do I...?

Diffrent time zones

How do I make sure that emails reminders are showing my clients time zone and not mine ? Both reminders and calendar invites is in my times zone, even tho I have the setting, they calender should being viewed in their own time zones. This is a nightmare admin wise, I need to manually rebook them, because they are showing up on the wrong time.

Lassemand98Community Member

asked in How Do I...?

Making space between each line on text reminder does not work

HelloI have a problem with my text reminder function.I cannot make any space between lines to make it look nice.Even though i press enter to make space and click save it does not apply. Look picture.This is how it looks on the text: It looks so bad. Please help :/

GreenCardGuysCommunity Member

asked in How Do I...?

Rescheduled meetings.

In the Calendly mobile app, it shows the rescheduling of a meeting as an activity In the "notifications" section, how can I see that on my computer?Is there a filter that shows me all the meetings that have been rescheduled on the computer?

kimontanezCommunity Member

asked in How Do I...?

schedule not reflecting availability

I have a set availability for my schedule with the exception of some date-specific times but for some reason, my events don’t follow these times once I preview them. I’ve even checked them on a different device and it still looks the way that it looks on the previews. I only have one schedule with my work hours so I don’t understand why it’s not working correctly. I don’t have my Google calendar linked either because that was causing a whole other time conflict. So I shouldn’t have anything conflicting or changing my availability. latest times available for this day that show up when i’m editing it ^^^^ the latest times it shows during the preview (should be up until 6 pm as shown in my previous image) ^^ earliest times for this event on this day^^ earliest times during the actual scheduling (first image does not include any 7 am times) scheduling all begins at 10 am but all of my days scheduled start at 7 am and end at 2:30 when my availability says otherwise and doesn’t follow the

MFDCommunity Member

posted in How Do I...?

One-off meetings: make the Event Name the calendar event name by default!

I wanted to reiterate the issue raised by another user at the link below as the reason I also don’t think I can use Calendly. I work in private equity investor relations and need to schedule anywhere from 20-50 meetings per week. The typical scheduling process in my line of business is (1) I or my Associate emails an invitee 3 meeting time options, (2) the invitee replies to that email stating their preference, (3) my Associate sends the invitee a calendar invite with a necessarily formulaic calendar event name for CRM-tracking purposes - something like “2pm ET | Intro Call: Inviter Co. (My Name) <> Invitee Co. (Invitee Name).” It would be SO HELPFUL, if for one-off meetings, you could just make the Event Name the name of the calendar invite by default! That alone makes the service unusable for me because “Invitee Name and Inviter Name” is not at all helpful for someone who regularly has back-to-back days of meetings on various topics.

GeografixxNew Community Member

asked in How Do I...?

How can I set up Calendly's booking availability for both public and private access?

I would like my planned appointments to be accessible both internally and on a website accessible to the general public:Events are bookable by the general public up to two hours prior to the event.I want to stop staff bookings for walk-ins for the two hours leading up to the event, but I still want to allow public bookings.Although public bookings are banned, I am aware that Calendly has a "minimum notice" setting. However, I would like to know if this setting permits personnel to book customers inside that two-hour window. Is Calendly able to do this, and if so, how do I set it up?

Terri40217Community Member

asked in How Do I...?

no confirmation email

I’m no longer receiving customer invite emails. Question 1Iv’e scheduled a test event, used my personal email to test it, while calendly emails my work address with confirmations. I get the calendly confirmation to my work email letting me know an event has been scheduled but not the customer confirmation email to my hotmail. This happens when the event is set to email confirmation. I’ve checked junk and spam folders and nothing in received. question 2 - when set to email confirmation, is there a way to have the calendar invite add the invitee to the guest list and not just adding their email into the email copy?

PatrickLCommunity Member

asked in How Do I...?

Request for Google My Business Integration in Your Calendar Product

I’m very interested in your product because it offers unique features and has a clean, sleek design. However, I'm currently considering other calendar invitation options, like Trafft and Setmore, due to their integration with Google My Business (GMB). This integration is crucial because the booking tab appears directly under the Google options, leveraging Google's status as the world's leading search engine. It's also essential to ensure consistency between GMB and WordPress. I've noted your previous suggestions about using Zapier and Make, but these solutions don't provide the GMB booking button, which is a key feature for me and many other users. We really hope you can incorporate this feature to prevent us from looking at alternative providers.

Langsford60351Community Member

asked in How Do I...?

Remove language from Event location details

“You can join this meeting from your computer, tablet, or smartphone.”How do I edit or remove this language? We only want our clients to use a laptop or desktop computer.We are seeing this in every Zoom location event. It does not show up on event types that have an in-person location/address.I noticed another thread on this forum that suggested Google meetings have the same language in the event email to the invitees. This suggests the text is coming from Calendly, not from another service like Zoom or Google. It’s the same language.“You can join this meeting from your computer, tablet, or smartphone.” Please allow us to change this or remove it altogether.

Above24802Community Member

asked in How Do I...?

How to show multiple calendars/events for the same answer to a question

I have a use case that calls for 1, 2, or 3 calendars to be shown for one question.For example, if a prospective customer wants to schedule an in-home appointment based on zip-code, some zip codes are serviced by more than one estimator. If one of the estimators is on vacation, or booked out for a few days/weeks, my client wants it to show another calendar with more times.So I need the calendar to offer next available times from several calendars. Is that possible? If so, how?

SP88084Community Member

asked in How Do I...?

How can I have Calendly automatically add people to an invite?

When a Prospect books a new Intro meeting with me, I have to manually add 4 other people to the invite (Execs and Admins). These same four should be added to each invite automatically. How can this be done?

SP88084Community Member

asked in How Do I...?

Change the default text on the Invite's Subject Line

The current default on any new invite is “My Name + the Full Name of the person booking the invite”. For example, some books a new appointment and they get an invite that has “My Name and Their Name”. I end up having to fix the Subject Line so it is more specific to the meeting. For example, I would change it to: “Google Meet: My Company Name + Their Name”. How can I change the default subject line and add a personalization field (i.e. “Their Name” which is what they entered in the form field when they booked the appointment).

Françoise31Community Member

asked in How Do I...?

can a prospect cancel an appointment?

can a prospect cancel an appointment? how?

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