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How Do I...?

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  • 6,499 Replies
2700 Topics
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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.  

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jillian
Community Manager
Geografixx
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?

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Sean Marlin
Community Manager
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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? 

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jillian
Community Manager
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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.

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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.

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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?

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jillian
Community Manager
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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? 

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jillian
Community Manager
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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).

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jillian
Community Manager
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Françoise31Community Member
asked in How Do I...?
can a prospect cancel an appointment?

can a prospect cancel an appointment? how?

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jillian
Community Manager
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Agam54187Community Member
asked in How Do I...?
Vacation rentals and hotels.

Why doesn’t calendly allow for booking accommodations? Users should be able to simply select one event per calendar day in contiguous blocks. I know a lot of other people are trying to solve that problem but it would be nice to get that feature. 

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Lena43436Community Member
asked in How Do I...?
Nothing is working any more...?

Hey there, I´m hosting a coaching program and for the one-on-one coachings I created with each coach their individual Calendly booking page so that the participants could book their sessions with them. But now there are coming up more and more problems I never experienced with Calendly so I was wondering if anyone have had the same issues lately or knows how to solve them. The main issues we had were:the Calendly site was or is currently offline and just shows “404 page currently not available” even when the coach logs in and tries to refresh the link when booked an appointment the coach received an confirmation mail that someone booked a session with them. The participants who booked the session didn't get any sort of confirmation mail or calendar invite or link for zoom / google meets etc. All they got was the confirmation on the Calendly website after booking. the coaches got a confirmation for a different time slot. e.g. the participant booked an appointment at 10pm and in the conf

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Sean Marlin
Community Manager
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HoutCuisineNew Community Member
asked in How Do I...?
Email about appointment

Hello, in what way do I ensure that after a scheduled appointment, I also receive an email with the appointment itself? And can this be done in the free version or do I need to purchase the paid version for this? Thanks in advance!

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Sean Marlin
Community Manager
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Sarah23425New Community Member
asked in How Do I...?
Time and date of cancellation?

Where can I find the time and date of a canceled meeting? In the event export, I can see the start/end time of the meeting, when it was created, if it was canceled (TRUE/FALSE), and who canceled it. Now, I am looking for a way to see the date and time of the canceled event. Where can I find this?

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Sean Marlin
Community Manager
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Trish46058Community Member
asked in How Do I...?
Feature Request: Apply Managed Events to One-Off Meetings

As a… Calendly AdminI would like… for users to be able to select pre-configured events when creating one-off meetingsSo I can... reduce the number of event types I have to create For example: Our SDRs book demo’s on behalf of sales reps. These demo invites need to include the SDR and have a consistent formatting. To minimize risk and manual entry for SDRs, I have to create a separate event type for each SDR * AE pairing. It’s tedious. If a third person needs to be added to an event, SDRs will need to edit the resulting google invite or create the demo meeting from scratch. Potential Alternative: Let users select an existing event type to act as a template. This would bring in the duration, location, event description, communication settings, etc. For 1 BILLION Bonus Points: It would be amazing if these one-off meetings could be launched from contact (HubSpot) records such that the prospect email, name, and company owner is auto-filled.

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Thomas03546New Community Member
posted in How Do I...?
Availability issues

I’ve marked myself as unavailable for a seires of days where I’ll be at meetings. Yet when the client gets the link to schedule an appointment those days still show up as available. How do we fix this? I’m not synced with any particular calendar. I just have them schedule and I get an email then enter into my calendar manually.  

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Kelsi
KennethBurke
Calendly Connector
KennethBurkeCalendly Connector
posted in How Do I...?
We use Calendly for... just about everything

We use Calendly across business development, customer success, marketing, hiring, and customer support. Pretty much anytime we need to schedule a time for any reason. We almost always have HubSpot and Zoom integrated to make things easier ongoing. Here’s how that plays out: Business Development: It starts with a routing form on our demo page. We ask for minimal information, then route the inbound prospect to the appropriate event (and accordingly the right rep) by company size. Reps will also share their individual Calendly links when pitching or responding to inbound leads (they typically keep 2 events on their personal links, for a 15-minute call and a 25-minute demo). Customer Success:  We offer free onboarding and training for everyone, so there’s some automated and personal outreach to all new customers, trying to get them onto on a group training. Then for larger accounts, we’ll work with them 1-on-1 to make sure all their employees/team/locations/etc. are setup as needed. Later

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Kelsi
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Clyde12332Community Member
asked in How Do I...?
Multiple language support for a single event type

HI, Is there a way for invitees to choose their preferred language for a single event type? We have customers that speak different languages and they need to make bookings using the same calendar.  How can this be achieved?

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Kelsi
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Mind-It60817New Community Member
asked in How Do I...?
Unable to see meeting notes of past meetings

Hi I am not able to see the meeting notes I had out for the past meetings  Where can I find them and ensure they are not lost ever

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Kelsi
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CarolinaBMBCommunity Member
asked in How Do I...?
Can I split rescheduling and cancellation?

Hello,Do rescheduling and cancellation links always go together or can I somehow add only cancellation? I’m offering a service for which I want people to be able to cancel, but I do not want to give them the possibility to book another date.Thank you

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Kelsi
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Volker38548Community Member
asked in How Do I...?
Follow up appointments

I am working in psychological counseling. Is it possible to schedule - for example - five followup appointments in one event?

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Kelsi
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Allison52421Community Member
asked in How Do I...?
Calendar Invitation Format

How do you create a better-looking calendar invitation? When I add the privacy statement, signature and such the format and spacing is awful. What can I do to make it look professional? 

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Kelsi
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Expat58765Community Member
asked in How Do I...?
How to avoid overlapping events?

From which setting can I merge my different event types into one calender. For example if an hour is booked on event 1, it should be unavailable on event 2. Is this an automated setting or do I have to do it manually? I use standard plan.

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Kelsi
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ADHS68366Community Member
asked in How Do I...?
Wie lassen sich doppelte Anmeldungen vermeiden?

Gerade bei längerfristigen Veranstaltungen, aber inzwischen auch bei Meetings der selben Woche, kommt es vor, dass sich Leute doppelt anmelden, weil sie vergessen haben, dass sie sich schon angemeldet hatten.Muss oder kann ich da etwas einstellen, dass bei einer Anmeldung zum selben Termin, die Person automatisch eine Meldung sieht?Liebe Grüße, Apoll Netz

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Kelsi
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AlAl31077Community Member
asked in How Do I...?
Invites without invitee email address

My appointments are getting set and into my calendar, however they don't include the invitee email address so they’re missing the events. I can add it in if I notice. However this should be automated. What do I need to do?  I guess its a setting I need to change?hanksAl

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Kelsi
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Morgan82151Community Member
asked in How Do I...?
Calendly Double Booking Issue

We are having an issue where a single event type booked only in calendly is allowing multiple people to sign up for the same time slot.  The emails we received notifying of someone booking were over 10 hours apart.  The bookings are both through calendly same event same time slot two different clients. This has happened multiple times this week and has never occurred before.

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Kelsi
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