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

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  • 5,867 Replies
2441 Topics
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Stephanie61650Community Member
asked in How Do I...?
Option to override round robin on case-by-case basis?

Hello - If we have a team event type using the Round Robin setting is there any ability from the team calendar to schedule with one specific team member on a case-by-case basis versus the round robin setting selecting the the team member? Or is the only option to reschedule the event and choose that team member after scheduling? Thanks!

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Kelsi
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mrflibCommunity Member
posted in How Do I...?
Add the "Confirmed" status to the Calendly extension

Hi Calendly. When customers confirm their appointments, it doesn’t show anywhere really useful that they have done so.  Take today’s example it would be good if we could see confirmed on this page, if they have done so. We currently need to click on each one to see if they have confirmed. This is important at a glance information. I’ve just done a red-text example confirmed to show how it could be from a functionality standpoint. Cheers  

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Kelsi
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Jason37635Community Member
asked in How Do I...?
Super-basic sync question

Hi there folks, This may seem super-basic, but I also can’t find it spelled out anywhere: I have one paid account with more than one event type. When one time slot gets booked by a customer on one event type, the same time slot automatically becomes unavailable across the other event type schedules, right? I would assume so.  But as I say, I can’t find it spelt out anywhere. Best, Jason P.S. While searching this help forum, I saw a few requests for a way to set ‘master unavailability overrides’ across all event types with one operation. Has this arrived yet? :)

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Kelsi
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FinKlar03108Community Member
asked in How Do I...?
Termin intern weitergeben

hallo liebe Community, ist es möglich, dass ich einen bereits gebuchten Termin intern an eine andere Person weitergeben kann? Problem ist, ein Berater ist krank, nun muss der Kollege die Termine übernehmen. Was kann/muss ich tun damit der andere Kollege die Termine in seinem Kalender hat? Danke 

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Kelsi
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Trish46058Community Member
asked in How Do I...?
Feature Request: Please include all Event Types in Managed Events

As a: Calendly Admin...I would like: for all event types to be available in managed events...So I can: reduce manual configuration work and reduce the risk of event configuration and routing errors. Current state:Our go-to-market process involves a round-robin event where the Account/Company Owner is the meeting host and an invitee is chosen from a pool of Sales Engineers. I have to create a separate shared event for each sales rep to use in routing logic. Separate routes need to be created for each rep (plus a catchall user) using a (HubSpot) Owner id filter. Our go-to-market process also involves a group meeting where the Account/Company Owner is meeting host #1 and the same two support specialists are hosts #2 & #3 across all reps. Like the round-robin event, separate event types need to be created for each rep as well as separate routes with an Owner id filter. Round-robin events require slightly less button clicking than Collective events. When using Collective events, the hos

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Kelsi
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Fernando26767Community Member
posted in How Do I...?
¿Puedo realizar la integración con un método de pago diferente a Stripe/PayPal? (Can I integrate with a different payment method than Stripe/PayPal?)

¿Puedo integrar un método de pago diferente? al de stripe o paypal?

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Kelsi
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Christophe15322Community Member
asked in How Do I...?
Subscribed calendar

Hi,My organization uses subscribed calendar to give us our schedule. Which means that Calendly is basically useless for me unless I can add a subscribed calendar as busy. Note that the subscribed link is entirely public so there is not authentification issue. Is there any way to solve this? Unfortunately this is what will decide me to use Calendly as a subscriber. Thanks!Christophe

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Kelsi
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Shannon51013Community Member
asked in How Do I...?
Discount Code Needed for Event

Hello, I understand discount codes are not available on Calendly. I don’t want to duplicate events and a discount code would make it so I don’t have to have multiple links to the same event. Will that feature be available soon? If not, I will need to change platforms.Thanks 

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Kelsi
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HedwigCallsCommunity Member
asked in How Do I...?
Move an event type to a different group/link

Hello, I’m currently organizing my Calendly board.So I have multiple Event Type Groups with different event types in them. Is there a way I can easily move an event type from a group to a different group of event types? (move it from calendly url 1 to calendly url 2)I don’t know if my terminology here is correct, but what I mean by event type groups are the event types that are in a certain calendly url. 

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Kelsi
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Podcast65884Community Member
asked in How Do I...?
Best Practices for Integrating Calendly on a Website?

Hi everyone,I'm looking to integrate Calendly into our company's website hillsdot.com . What are the best practices for embedding Calendly on a site to ensure a seamless user experience? Are there specific tools or techniques that work particularly well for customization and integration? Any advice or examples would be greatly appreciated!

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Kelsi
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Ellis TraubCommunity Member
asked in How Do I...?
Zoom: Host instead of client

When I use Calendly to provide an opportunity for a client to make an appointment, the client turns up as host in the Zoom session and I don’t have the prerogative to set up things as I wish in the Zoom page. I must wait until the client logs in properly before I am able to do so. Sometimes I need to be there first so I can assist the client in signing in to the session. How can I change this?

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Kelsi
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RobertCommunity Member
asked in How Do I...?
Collective event declines

I have a “collective event” set up with a colleague.When someone schedules an event with us, the scheduler, my colleague and me all get emailed the calendar event. So far so good.If my colleague declines the event, it gets canceled for everyone. However, this is not what we want because the scheduler and me can still attend.Can Calendly events be set up so that in this scenario the event is not canceled, even when one of the participants declines the calendar invite?

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Kelsi
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isensmithCommunity Member
asked in How Do I...?
Canceled Calendly events are still blocking time in my Calendly calendar

I booked a time slot in my calendar through my calendly link as a test. it was successfully added to my integrated Google calendar. I then canceled the event through my calendly account. i also afterward deleted the left-over canceled events directly in my google calendar. However the timeslot i tested still is not available. The troubleshooting tool gives the “Calendar” error: This time slot overlaps with a busy event on your Google calendar: [removed email]. However there is no event, it was canceled through calendly and deleted in google. I have tried clearing my cache and trying a different browser and the timeslot is still unavailable. I am using the free tier.Please let me know what else i may have missed in my testing, thanks!

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Kelsi
jillian
Community Manager
jillianCommunity Manager
published in How Do I...?
Time Zone Troubleshooting Guide

You’ve sent out your Calendly to book or perhaps you’ve just scheduled the perfect time on someone else’s Calendly. And ding! The confirmation email arrives, but not with the time you were expecting. You could have sworn you’d picked noon your time? Why is it saying 1pm? 4pm? Why is it saying the wrong time?!In this article, we’re going to troubleshoot why sometimes appointments and confirmations don’t appear to line up and what to do either as the invitee/attendee or the host. Who is this article for? All users, regardless of plan type or role on plan, are impacted by time zones. This article is for all Calendly users. How are time zones detected?Whether you’re the host or invitee/attendee, time zones are detected by checking your device settings and synced calendars. You can learn everything you ever wanted to know about Calendly and time zones here.The time zone displayed on the booking page is the one that will be shown in any email confirmation or reminder received from Calendly.

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morcioCommunity Member
asked in How Do I...?
Whats the email related with the username?

Hello Calendly community!I create a calendly a few years ago with the following account: calendly.com/morcioNow, im back, and i can not remember what email i use to create that account, i try with a few ones but none of those works to login to that account. When i try to reset password, i cant find the option with username, so, in any part i can find the relation with that username an email.The reason why im looking to login to that account is because i want to delete that username to move it to my new calendly account (calendly.com/dachiardi)  I hope anyone can help me to identify which email i use in the calendly.com/morcio to then, restar that password, thanks a lot. cheers.

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Liz81580Community Member
asked in How Do I...?
Different availability for different locations

Hi thereI would like to have different availabilities for different locations: eg Mondays online, Tuesdays in person - but for the same event type (so clients don’t have to use different links).So when they visit the page, they would be asked ‘do you want to meet online or in person’ and then different days would be available.  Many thanks

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jillian
Community Manager
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infomemphisdesigns87523Community Member
asked in How Do I...?
Managing Multiple Events with a Combined Capacity Limit and Separate Payments

Does anyone know how I can manage multiple event types in Calendly so that the total number of participants across all events doesn’t exceed a combined limit (e.g., 16 participants), and also handle separate payments for each event type? Any advice on tracking the total, automatically closing bookings when the limit is reached, and managing different payments for each event type? Thanks!

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jillian
Community Manager
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Brian87060Community Member
asked in How Do I...?
Scheduling link

I was asked to book a phone interview on someone else Calendar how do I do so

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jillian
Community Manager
jillianCommunity Manager
asked in How Do I...?
How do I block off time I don't want to meet?

There’s no getting around the fact I’m just pretty Zoomed out by the afternoon, which means that I’d love to block off my afternoons, but only on some of my event types. Not all of them. Can I do that without having to put blocks on my regular calendar?

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JacobPCommunity Member
asked in How Do I...?
Configuring Booking Availability in Calendly for Public and Internal Use

I want to make my scheduled bookings available on both a public-facing site and internally, with the following conditions:The public can book events up until two hours before the event. Within the two-hour window before the event, I want to prevent public bookings but still allow staff to book for walk-ins.I am aware of the "minimum notice" setting in Calendly, but I need to know if it allows staff to book customers within that two-hour window, even though public bookings are restricted. Is this possible with Calendly, and if so, how can I configure it?

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jillian
Community Manager
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mjc2000auCommunity Member
asked in How Do I...?
Why does 3pm not display?

I have put my availability at 10am - 5pm on a Tuesday, why does 2pm display, then jumps to 4pm? 

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jillian
Community Manager
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SharonACommunity Member
asked in How Do I...?
Workaround to create calendar invites for group events?

We love the group scheduling feature, but asking people to add it to their calendar manually seems burdensome.  Given the limitation noted in the article linked below that indicates that we can’t use Calendar Invites for a group schedule, has anyone found a workaround?  Or an alternative scheduling tool that works in this case?  Thanks so much! 

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Kelsi
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evacmREWCommunity Member
asked in How Do I...?
Possible to automatically block current-week scheduling?

I’d like to avoid short-notice meetings. I currently have recurring meeting availability three days per week, but I don’t want to share my calender with someone on a Monday only for them to schedule an opening on Tuesday or Wednesday. I’d rather keep bookings to at least one week out. Is there a way to set up auto-blocking my week-of availability? Or a plan to do so in the future?

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Kelsi
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John32757Community Member
asked in How Do I...?
I need two different logos to make calendly effective

I signed up recently to Calendly so that I could book meetings for my day to day business but also to get signups for my separately branded workshops. I am unclear about why this simple thing cannot be done. Is there a workaround that does not involve additional purchases and team coordinations (I am a sole consultant). Thanks so much. John

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Kelsi
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Stacey44516New Community Member
asked in How Do I...?
Word "Location" appears on email confirmation

The “Location” variable, when used in reminder emails etc., actually inserts the word “Location: “  How can I make it so that it only inserts ONLY the input data?I want to add the custom location the client adds instead of “Other Location”  Eg: Current Email ConfirmationLocation: Other LocationWhat I want: Location: 123 John Street SA 

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Kelsi
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