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  • 6,825 Replies
2844 Topics
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Employee
TeeRoadEmployee
asked in How Do I...?
Can I search a clients name in my account to see when I had a meeting with them?

I want to know how many times I’ve met with a specific client. Can I search this information somewhere?

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Matthew02171Community Member
asked in How Do I...?
Maximum Number of Bookings Per Host (Round Robin)

Hi,I have seen this raised previously.  Please could a feature be added to allow a max number of bookings per person, per day, in a round robin.  I understand the the maximise and equal distribution features, but they aren’t able to account for if only one person is available on that day and for example they then received every single booking.  The max events per day is also difficult to gauge as currently we have upwards of 30 people on our round robin, so the max events per day fluctuates dramatically across the month / year.  It would be greatly appreciated if this function could be looked at being added.  Many Thanks

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Sean Marlin
Community Manager
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Megan08531Community Member
asked in How Do I...?
Does Calendly tell Stripe to save card details?

Hello. I’ve seen several conversations here on charging clients later and I understand Calendly cannot do that. My question is when the info is sent to Stripe, is Stripe directed to save the client’s card details? If yes, then I can manually go to Stripe later and charge an additional fee per my terms. Here’s my scenario. Clients book an inspection with me and understand that I will give them two options to move forward after the inspection. However, if they choose neither, I charge a fee for the initial inspection. I’m fine with charging them say $1 when they book (since Calendly has to charge something right away to collect card details). But what I want to know is if Calendly will direct Stripe to save the card details. If yes, then when a client doesn’t pick an option to move forward, I can go to Stripe and manually charge them the remaining fee. If no, then I did an inspection for only $1 and may has to fight with the client to get them to pay the rest of the fee. I would like to

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Sean Marlin
Community Manager
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Jenny81278Community Member
asked in How Do I...?
Taking off reschedule option

I am having an issue with lots of clients rescheduling last minute due to the reschedule option on calendly meeting confirmation email. How can I turn this off?

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Hopeful44171New Community Member
asked in How Do I...?
My redirect link is flagged as suspicious - how to fix this?

Hi everyone,I'm having trouble setting up a redirect to a thank you page after someone books a meeting on my Calendly. I want to redirect them to a page on my website with next steps, but I'm getting a "suspicious link" warning.Here's what I've tried:Option 1: Redirect to a subdomain  Option 2: Redirect to my main domain Both options result in the same error (see attached screenshot).I've checked my Calendly redirect settings, and the URL is correct. I've also verified my SSL certificate, and it seems to be fine. Could this be an issue with my DNS records or something else entirely?Any help would be greatly appreciated!Thanks, 

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Employee
kaylieEmployee
asked in How Do I...?
How can I have different time zones since I travel?

How can I have different time zones since I travel?

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Artem40540Community Member
posted in How Do I...?
Thank you Calendly

Dear Calendly, I appreciate how you’ve finally made the calendar option to be tracking per the user's location. This has helped me so much as I travel a lot and have the same schedule and it automatically updates to each country I visit whilst my schedule stays the same! This has been an amazing update and I wholeheartedly am thankful to the calendly team.SincerelyArtem

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jillian
Community Manager
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HembaCommunity Member
asked in How Do I...?
Delete one slot in a 1:1 Meeting

I have set up a One-off meeting (“Einmaliges Meeting” in German) and sent it to the person I want to schedule time with. She hasn’t selected a time yet.Now I need to delete one slot in this proposal, not all of them. Can I do this without deleting all proposed times?Best,Heike

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jillian
Community Manager
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Anthony85873Community Member
asked in How Do I...?
How can I see the difference between a middle name and a double surname? The name information becomes combined when I receive the confirmation.

I use a form with “First Name” and “Last name” but the confirmation returns those names without any separator, so I cannot see exactly what was entered. For Example:  [Peter Anderson] [Jones] returns the same as [Peter] [Anderson Jones]. Is there any way to include a separator on the confirmation?

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Talisman83043Community Member
posted in How Do I...?
Can't Schedule Specific Time and Date

Hey Calendly Community! What are your best practices for scheduling webinars with Calendly? I’d love to hear any pro tips and lessons learned 😄 (In case you haven’t tried it yet, you can set up a Group event type to allow multiple invitees to sign up for a single event + integrate with Zoom, Google Meet, Microsoft Teams, GoTo Meeting, and Webex!)  So if my location is Facebook, LinkedIn and YouTube I can’t schedule a specific time and date? I have followed your video - thank you. But cannot get this to work for the date and time i have already scheduled.Thank youBarbara

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jillian
Community Manager
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Great82262Community Member
asked in How Do I...?
Scheduling with not time

Hello, Is there a way to create scheduling a day  without scheduling a time? I hope this question makes sense. 

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Chelsea74713New Community Member
asked in How Do I...?
No times available

I’ve read through all of the troubleshooting and I still can not get my event to show my availability. It can only be booked within a specific time range, and I changed how far ahead it can be booked to 90 days out. The date ranges from 11/14-11/17 which is less than a month away. I’ve also reconnected my calendars as well and changed the time increments. What’s the problem?

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Sean Marlin
Community Manager
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GreatSouthlandBullionCommunity Member
asked in How Do I...?
Connect Calendly to Pipedrive

How can I make Calendly appointments automatically saved in Pipedrive as Leads? 

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Dave40817Community Member
asked in How Do I...?
Calendly not pulling in Google Calendar events into Calendly meetings

Calendly is not pulling in Google Calendar events into Calendly meetings. I’ve read through all the guides on here, everything seems to be set right including the Busy for the meetings. What could be the problem? 

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Ode04342Community Member
asked in How Do I...?
Update VAT/GST

hi!I can't update my VAT/GST number. It says the number is invalid. What format should it be for France? Mine is FR+11 digit?

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The66444New Community Member
asked in How Do I...?
Help! Need two meetings scheduled at the same time with different hosts

I created a Round Robin event with 2 hosts but cannot book two meetings with different hosts at the same time. We give tours for a wedding venue business and need to book tours at the same time with different hosts/team members within the same calendar event. Any help would be so appreciated! 

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Phil00124New Community Member
asked in How Do I...?
Google Meet Calendar Invite contents (host)

How can I edit the contents of the meeting invite that gets plotted on a host’s Google calendar? I need to edit the “Title” of the meeting to include the booker’s Name and Company. Instead of just the event title which is the default. I also need to remove the “Event Attendance” section on the invite.  I’ve read around and most instructions says to go to the “Communications” tab on the Event type to edit the fields, but I don’t see it on mine. This is what I have:   

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jillian
Community Manager
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Douriche31071New Community Member
asked in How Do I...?
The email field on scheduling form is prepopulating, the field should be blank initially

The email field on my scheduling form is prepopulating with my calendly account email.  The scheduling form email field should initially be blank for users to enter their personal email address to send meeting invite.  How can I change my settings or configuration so that the form email field is initially blank when users are attempting to schedule a meeting?

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jillian
Community Manager
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Jessica67758Community Member
asked in How Do I...?
Calendy updates my old Google Calendar. How do I change it?

Calendy updates my old Google Calendar.  How do I change it?

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Haixia23138Community Member
asked in How Do I...?
Availability Setting and Syncing

My Calendly account is correctly synced with my Google calendar. So if there is an event on Google calendar, it’d show unavailable in the Calendly booking page. However, I did set up availability slots separately on Calendly, e.g., even if I don't have anything on my Google calendar, I want to set Friday as “unavailable” for meetings on my Calendly account.  It looks like the slots I set on Calendly are overridden by my Google Calendar and all Fridays show as available despite my setting.  Is this standard? Is there a workaround or do I have to block it on Google Calendar? Thanks.   

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Ray1New Community Member
asked in How Do I...?
How to setup calendly to check two calendars under the same Office 365 for availability

Currently, you cannot add more than one calendar from an Office 365 account. Is there a work around for this. I used to use an iCloud calendar for the second calendar but that capability was removed over a month ago. 

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Sean Marlin
Community Manager
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LoraBrawleyNew Community Member
asked in How Do I...?
calendly isn't blocking off events from my google calendar

Calendly isn’t pulling events / busy time from my google calendar and not sure what the problem is.  

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Sean Marlin
Community Manager
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SteveSBSCommunity Member
asked in How Do I...?
Host copied on email reminders sent to invitee's?

I am wondering if there is a setting to have the appointment reminder emails that are sent to invitee’s also sent to the host? I am currently set up to receive text message reminders to myself, but want to make sure invitee’s are getting reminders. How do we confirm this?

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Sean Marlin
Community Manager
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Brandon41008Community Member
asked in How Do I...?
Changing a Meeting Host (Already Scheduled).. V2

Summarizing again.. this issue persists with our organization. It would actually seem like a very beneficial requirement for lots of org’s.We can’t change the Meeting Host of an already scheduled event, without hitting “reschedule”. However this triggers a bunch of customer-facing emails and notices of changes. We want to “quietly” change the meeting host internally of our team to handle customer demo’s etc. Very frustrating, as current work around is we have to create a Separeate Calendar Event (in a different calendar) and input a bunch of info on what the NEW host will be. This requires the existing host to remember to look at that event before the meeting starts.  

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Sean Marlin
Community Manager
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smnornesCommunity Member
asked in How Do I...?
SPAM Booking Prevention Ideas?

We are dealing with an increasing number of spam bookings that require secondary validation (e.g., verifying whether an email address is valid and active or texting a phone number to confirm it is real). We believe these are caused by either spam bots or known spam groups.We are hoping to find a solution that can integrate a CAPTCHA-type tool (such as CleanTalk, ReCaptcha, etc.) into the Calendly call scheduling system. Since Calendly uses a JavaScript onclick popup form, we're unsure of our ability to address this issue, other than possibly injecting a CAPTCHA test before allowing the Calendly popup to be displayed. However, we have not yet found a solution that works.We are aware of Calendly's spam reporting system, but whatever measures Calendly has in place to block spam bookings are either ineffective for us or too limited. We're still having to perform secondary validations for the spam bookings that continue to get through.Any advice or solutions would be greatly appreciated! Wi

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Sean Marlin
Community Manager
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