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How Do I...?

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

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  • 7,231 Replies
3008 Topics
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MarkusRuedigerCommunity Member
asked in How Do I...?
Copy an event and change host

Hello, I have setup several events and now I want to clone them and change the host of the event. Can’t find the options.

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David
Community Manager
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UsmanGhaniCommunity Member
asked in How Do I...?
How to Integrate Calendly with My Bill Calculator Page for Seamless Appointment Scheduling?

Hello everyone,I’m currently working on a website called lescobil.pk, which helps users check their LESCO bills online. One feature I'm working on is a Bill Calculator page that lets users input their details and calculate their estimated electricity bill. I'm looking to add a scheduling tool for users to book a consultation with a support team member directly from the page.I’ve been considering Calendly as the solution for scheduling but I’m unsure how to integrate it seamlessly into the page. Specifically, I need guidance on how to:Add a Calendly booking widget to the Bill Calculator page without disrupting the user experience. Ensure that availability is synced correctly, as we have limited time slots due to support resources. Customize the widget to match the style of the page.Has anyone implemented something similar on their website, or could you provide step-by-step instructions on how to do this? Any advice or resources would be greatly appreciated!Thanks in advance for your hel

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David
Community Manager
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Clínica84124Community Member
asked in How Do I...?
criei conta para assinatura teams, com um tempo free. Mas bloqueado

Eu selecionei a assinatura mensal para 2 usuarios e coloquei vinculado a minha conta paypall. primeira mente debitou apenas 15 dollares. e quando eu colocava para aceitar os 40 dolares, nada acontecia. Tentei mais uma vez., e fui taxado por mais 15 dolares pelo paypall. e quando eu colocava para pagar os 40 dolares, nada acontecia. Estou integrando url de scrpt. nao consigo entrar. nao da autorização. nao mostra minha assinatura. mas fui taxa duas vezes pelo paypal. e nada consigo entender 

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David
Community Manager
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Andy_CAWCommunity Member
asked in How Do I...?
Managed events and Stripe

I have multiple staff who I assign a specific managed event type to. I want my Stripe account to be used for all the managed event instances, for all team members. Will this happen automatically if I turn on payments for the managed event type at the admin level?

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David
Community Manager
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Marine36318Community Member
asked in How Do I...?
feature : waiting list - offer sooner appointment

Is the waiting list on the coming functionalities list? This would be very helpful to keep our agenda full in case of cancellations. Planity offers something similar, where customers get a notification when an appointment at a sooner is available. 

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David
Community Manager
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RamCommunity Member
asked in How Do I...?
trouble shooting on the meetings page

Hi,In the meetings page, I see after each line of event meeting scheduled, “1 Host | 0 non-hosts”.I am bit confused why it is showing “0 non-hosts”  even though meetings are confirmed by both host and non-host.Please can you help me.Thanks,Ram  

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David
Community Manager
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RamCommunity Member
asked in How Do I...?
how to propose as host a new time to a booked meeting

Hi,When, as a host, I want to reschedule a confirmed meeting, the invitation goes as a confirmation as opposed to a new meeting time proposed.Is there a way to send the rescheduled time (from a host) to invitee as a proposed new time as opposed to a confirmed time (as invitee has to confirm it)?Thanks,Ram     

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David
Community Manager
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RamCommunity Member
asked in How Do I...?
Hiding all open time slots except confirmation time in the confirmation email to invitee

Hi ,I noticed that in the confirmation email sent to the customer after booking the appointment, all available time-slots are shown including the booked (confirmed) one in bold.This might be bit confusing to the receiver/customer.Is it possible to show only the confirmed time-slot and hide all other time-slots?Thanks,Ram     

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David
Community Manager
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Vitality76788Community Member
asked in How Do I...?
Allowing Booking over appointments Not Working

I have some parameters set on my schedule to allow event types to overlap eachother. As an example: We use Calandly to have cusotmers book a cold plunge session and sauna sessions. These are in different rooms and can be booked at the same time. I put the paremeters in the scheduling times in the Event Type Set up to allow sauna appointments to overlap with events that “Include” Plunge. But the system is not seeing these appointments and still blocks out that time slot for the sauna event type.  Any suggestions on trouble shooting? 

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David
Community Manager
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Daniëlle46340Community Member
asked in How Do I...?
Unique Calendly links to Mailblue

Hi, My client works with Active Campaign for communication with her clients and automisation of workflows. She offers an online course and as an extra her clients get the opportunity to book a 1-on-1 call with her. So when clients buy they come into a funnel that sends them an email with a Calendly link from where they can book an appointment for the call. We want the appointment link to expire after x-time (3 months for example). Is it possible to create a unique link for every contact that  enters the Active Campaign funnel, and that this unique link automatically is added to the mail AC sends out?

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David
Community Manager
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Sandrine11302Community Member
asked in How Do I...?
saisie des reservations

BonjourJe suis thérapeute de conjugal et familial. J’utilise Calendly pour synchroniser mon planning de consultations pro avec mon agenda google. Ce ne sont pas mes patients qui saisissent leurs reservations, mais uniquement moi.Je suis amenée à reserver plusieurs creneaux différents pour une même personne.Sur ma page de planification, lorsque le contact est connu et saisi dans la base contact, je ne comprends pas pourquoi lorsque je saisis le nom de la personne, toutes les informations la concernant ne s’affiche pas. il faut que je saisisse tout à nouveau !!Il n’y a que si je passe par l’onglet “contacts” dans les paramètres, que je peux “planifier” un rdv. mais dans ce cas, si je veux saisir un invité, je dois ajouter son adresse mail. Mais là aussi, le système ne propose pas des adresses mails par défaultComment faire?Merci pour votre aide.bonne journée

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David
Community Manager
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Sandrine11302Community Member
asked in How Do I...?
Question concernant les reservations de creneaux

Bonjour ,je suis thérapeute de couple conjugal et familial.Je suis amenée à proposer des consultations individuelles, MAIS aussi des consultations en couple (c’est à dire avec 2 personnes). Comment puis-je faire pour enregistrer ce même créneau pour les 2 personnes?D’après ce que j’ai compris, je peux réserver un créneau pour une personne et inviter l’autre (qui ne recevra sa confirmation QUE par mail (et pas par SMS)).Mais je voudrais savoir s’il est possible de réserver ce même créneau pour la deuxième personne afin qu’elle puisse elle aussi recevoir un mail ET un SMSMerci beaucoup pou votre aideBien cordialement

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David
Community Manager
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Aaron02108Community Member
asked in How Do I...?
Single day restrictions on calendar

Is there a master calendar in calendly where I can mark certain individual days in a month as unavailable when traveling and such?

271
David
Community Manager
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Géraldine espace tilaCommunity Member
asked in How Do I...?
same event different places for different days

I practice in 2 different places and on different days (Tuesday, Wednesday and Thursday in one place, Friday in another place). I offer the same services (therefore the same events).I would like to know if I can keep my events already create and propose different places for the different days of the week by simply changing the settings. I would like to not have to create new duplicate events just for different locations. This will do a lot on my appointment page.Thank you

271
David
Community Manager
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Natia73184Community Member
asked in How Do I...?
Calendly scheduler page

Hi, I want to use calendly to schedule 1:1 sessions with around 50 experts. I want students to be able to:Choose from the experts, see their availability and then schedule.  Choose their preferable time and then see who is available for session on that specific time. Is that possible? 

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David
Community Manager
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Karthik88655Community Member
asked in How Do I...?
Powered by Calendly cannot be turned off

I see the closed thread. I have it disabled. But it still shows. On every browser, on every machine, on every device. We are on a professional plan. It doesn’t make any sense.

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David
Community Manager
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Marisellia31450Community Member
asked in How Do I...?
Meeting reminders and invites showing Coordinated Universal Time instead of correct time zone.

A client scheduled with me for “12:00pm - Friday, November 22, 2024 (Eastern Time - US & Canada)” however, when they received a meeting invite, it says “Friday Nov 22, 2024 ⋅ 5pm – 5:30pm (Coordinated Universal Time).” This led to meeting cancellation and confusion for both of us. My Outlook calendar that my scheduling page synced to has the proper time zone, as does my Calendly account itself. 

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David
Community Manager
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Kevin65625Community Member
posted in How Do I...?
Feature Suggestion: Location Availability Based on Date

We have staff who work fully remote one day a week, but in-office all other days. We would really like to offer meeting types within the same event form, but can’t because there is no way to limit a location based on day of the week. We would really love a feature that allows locations options within the same event to be variable based on day/date. For example, if someone chose a meeting on Monday, they may see phone, Zoom, or in-person as options, but if they chose Wednesday they would see only phone or Zoom. Because we don’t have this feature we have to have two events for the same type of meeting, the only difference being location options, where we can limit the in-person event to only being 4 days of the week instead of 5, but this makes limiting the total number of meetings in a day difficult.A routing form is not ideal for this, because then someone has to choose the day of the week they “may” pick but not see all available options if they know a time they want to have but don’t

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David
Community Manager
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MB12345Community Member
asked in How Do I...?
Can I set availability of any one person from two teams?

Say we have 3 sales people and 4 technical advisors. We want to show booking availability when any 1 sales person is available and any 1 advisor is available. It does not matter who, we just want to make sure we have one person each. Is this possible to do with Calendly? I looked through documentation and don’t think this is possible, but wanted to check.

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David
Community Manager
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Lindsey33037Community Member
asked in How Do I...?
How Do I Set Up a Group Event with Different Time Zones in Calendly?"

Hello Calendly Support,I am trying to schedule a group event using Calendly, but I am having trouble managing the time zones for attendees located in different regions. Specifically, I want to:Set the event in my local time zone, but have it show correctly in the attendees' time zones. Ensure that when I send the invite link, attendees see the event time in their respective time zones. Prevent any confusion when attendees from different time zones book their spot in the event.I’ve checked the help articles, but I’m still not sure how to best handle this. Could you provide a step-by-step guide or any tips on how to make this process smoother?Here are the details about my setup:Calendly account: Pro plan Event type: Group event Time zones involved: US Eastern Time, Central European Time, and IST (Indian Standard Time)Thank you for your help! check this for more detail.

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David
Community Manager
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Jason54638Community Member
posted in How Do I...?
Add rule to limit / set maximum number of meetings of a type per week

I have appreciated the ability to limit the number of meetings of a certain type that can be scheduled per day (under ‘additional rules for your availability’)… but would LOVE to be able to also limit the number of meetings of a certain type per week. My situation… for 2024 I have a personal goal to host a new acquaintance for lunch once a week… but afraid if I use my standard lunch Calendly invite with this group, I could end up with multiple in the same week… and I would prefer not to have to manually block my calendar to do so.

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David
Community Manager
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Kevin47806Community Member
asked in How Do I...?
Customer not being added to my calendar

When a customer selects a time for a meeting, it add myself and co-host to my calendar but the customer is not included.  They receive a separate calendar invite and we aren’t included on that one.  If I manually add them to the one that was scheduled on my calendar, they now have 2 calendar entries.

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David
Community Manager
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Jenny81278Community Member
asked in How Do I...?
I am not receiving booking notifications

Calendly started sending notifications of meeting bookings to junk. So I have added notifications@calendly.com and @calendly.com to my safe list. However, I now no longer receive any email notification of scheduling at all.How can I fix this? Today I have had no emails in junk, inbox or any other folder of 5 meetings that have been booked.Any help would be appreciated. Thanks. 

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SL48681Community Member
asked in How Do I...?
Multiple Group Events with Differing Numbers of Participants

Hi!  I am trying to set up 20 specific dates for group CPR classes.  The classes occur at specific times of the day over a one-month time period.  Some of the dates will need to allow for up to 6 students to select that date.  Other dates need to allow for 12 students.  Students will be given one calendar link and all 20 dates should be available as options so they can select the date for the class they wish to attend, assuming there are still seats/appointment slots available at that date/time.  I’ve read every resource I can find, but I can’t seem to schedule these group events correctly.  Could someone tell me how to proceed step-by-step.  (I’m on the standard plan = $10/month)  Thank you!

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R
RScottCommunity Member
posted in How Do I...?
Limiting the number of hours/day

Hi there, my friends, I see that we can set a limit on the number of events/day.But my events are of varying lengths ranging from 15 minutes to 8 hours.So, limiting events makes no sense - for me - and, I’m guessing, for others. What I need to limit are the total number of hours per day. So, is there a way to do that?I ask because it seems that limiting factor is the number of hours/day - a much more useful because it's the number of hours available in the day that’s the true, real world limit. Not the number of events. Anyone else? 

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