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How Do I...?

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

  • 1,724 Topics
  • 4,174 Replies
1724 Topics
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MidwestgardengalCommunity Member
asked in How Do I...?
Send a document to a customer upon booking?

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. 

1
jillian
Community Manager
5 months ago
H
HYCCommunity Member
asked in How Do I...?
Is it possible client choose phone, online or in-person meeting?

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..)

1
jillian
Community Manager
5 months ago
B
BBMCommunity Member
asked in How Do I...?
Why doesn't Calendly accept Apple Pay or Google Pay through the Stripe Integration?

Hello !I've integrated Calendly with Stripe and I have Apple Pay and Google Pay activated in Stripe, but when I book an appointment and try to make a payment from my phone, I’m not given the option to pay with Apple/Google Pay.When will Calendy enable Apple Pay, G Pay and Cashapp pay within the payment UI?Thank you very much in advance!

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B
5 months ago
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Francis47388Community Member
asked in How Do I...?
Ajout d'adjoint virtuel

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.

1
jillian
Community Manager
5 months ago
T
Tess64510Community Member
asked in How Do I...?
All scheduled events have the same login url in Teams

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? 

1
jillian
Community Manager
5 months ago
S
SuziBuCommunity Member
asked in How Do I...?
Time limit for cancellations

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.

1
jillian
Community Manager
5 months ago
S
StorytellingLizCommunity Member
asked in How Do I...?
Only send specific Dates/Times for event types - keep event type workflows?

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:

3
jillian
Community Manager
5 months ago
I
ilovelawCommunity Member
asked in How Do I...?
Inline Embed Advanced Options

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

5
I
5 months ago
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Brett42233Community Member
asked in How Do I...?
Change the billing email address

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

1
jillian
Community Manager
5 months ago
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Hélène34251Community Member
asked in How Do I...?
Connexion de mon calendrier Microsoft avec calendly

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

4
H
5 months ago
R
RickgmacCommunity Member
posted in How Do I...?
Recording Single Use Link Usage

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.

2
P
5 months ago
S
SuziBuCommunity Member
asked in How Do I...?
Reschedule allows to book outside booking sindow

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?

2
S
5 months ago
S
SuziBuCommunity Member
asked in How Do I...?
Add to Google Calendar button in confirmation emails?

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? 

2
S
5 months ago
S
Stacy12360New Community Member
asked in How Do I...?
Changing availability and having it stay changed

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

1
jillian
Community Manager
5 months ago
F
Francesco47504Community Member
posted in How Do I...?
Please pay attention! Is this a fake "Calendly" web address from Google?

Hi,I recently searched the Calendly website over the Google bar, but the results have redirected me to a weird website identical to that of calendly.com - where I am asked to download a Windows/Mac application. I wonder: is it a fake website?[removed fake site URL - have sent on to Calendly Security; thank you!] If there it is a risk for the community, please share this message!Best,Francesco

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jillian
Community Manager
5 months ago
R
Ralf04885Community Member
asked in How Do I...?
Only one active event type in free version of Calendly?

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.

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jillian
Community Manager
5 months ago
D
DelfinCommunity Member
asked in How Do I...?
I need to disable the 'Calendly' confirmation email

Hello Is there a way we can disable the ‘Calendly Email Confirmation’ since our calendly is connected to our CRM that sends a confirmation email?In order not to send 2 emails from calendly bookings, i need to disable the confirmation email that comes direct from Calendly. is this possible?thanksDel

1
jillian
Community Manager
5 months ago
J
JulesCommunity Member
asked in How Do I...?
Can I add free Calendly to my Facebook page?

Can I add free Calendly to my Facebook page?

4
J
5 months ago
T
Tess64510Community Member
asked in How Do I...?
Two hosts, one group event?

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

2
T
5 months ago
S
smartKCommunity Member
asked in How Do I...?
How to request physical address when booking ?

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

1
jillian
Community Manager
5 months ago
L
Lesego31347New Community Member
asked in How Do I...?
How can I switch from a team account to a personal account?

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?

1
jillian
Community Manager
6 months ago
2
2112Community Member
asked in How Do I...?
Is it possible to change the times I selected in a meeting poll?

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

3
Kelsi
6 months ago
M
Marjon16581Community Member
asked in How Do I...?
Calendly cancels appointment all by itself!!

An appointment of April 3, 2024 has been canceled by the Calendly system.Client has received SMS of this cancellation. I have not canceled the appointment and the cancellation is not in the system.On March 23, the appointment was rescheduled to April 3. There was no cancellation on April 3.How can a client receive a text message that the appointment has been canceled if it was not? (see attachment 'Text messages Cancel appointment')[screenshots redacted for user privacy]

2
Kelsi
6 months ago
C
Cyrielle46833Community Member
asked in How Do I...?
synchronisation évènements avec différentes adresses mails

Bonjour, je souhaiterais savoir comment vous faites pour connecter des évènements à 2 adresses différentes ? Je souhaiterais que les réservations sur un me parviennent sur une adresse et les réservations sur un autre agenda me parviennent sur une autre adresse gmail.Si les 2 adresses sont des gmail, est-ce que les rendez-vous pris sur les évènements peuvent se synchroniser? merci par avance  Good morning,I would like to know how you connect events to 2 different addresses?I would like reservations on one to reach me on one address and reservations on another calendar to reach me on another gmail address.If the 2 addresses are gmail, can the appointments made for the events be synchronized?thanks in advance

1
Kelsi
6 months ago
J
Janani9Community Member
asked in How Do I...?
Connecting multiple Calendly accounts for multi-person scheduling?

The use case is as follows:We want our team members to schedule 1-1 session with defined mentors based on the availability from within a portal.Mentors have their own personal Calendly accounts. Its possible to schedule the meeting if they share their calendly link. But we want to track back the schedule time and capture the completion of the event assuming the mentors enabled gmeet/teams integration wit their account.

1
Kelsi
6 months ago
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