Skip to main content

How Do I...?

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

  • 2,522 Topics
  • 6,037 Replies
2523 Topics
S
Steven71123Community Member
asked in How Do I...?
Text Message Opt-in & *Required Phone Number Question

Hey Team, Ive set up work flows with booking & reminder text (and email) messages. I then added a *required phone number Box (question) below the name and email box’s.I thought this was the correct procedure for each client to automatically receive a booking text. But… when I scrolled down the page I noticed another phone entry box called ‘Text message phone number’ (not a requirement) that I can't remove due to the workflows.Obviously, I can't use both of these, so what's the correct procedure for a client to receive a guaranteed booking text? Many Thanks

8031
Kelsi
C
cal-ai-userCommunity Member
posted in How Do I...?
I wish Calendly had a "start meetings 5 mins after the hour" feature like Outlook!

Outlook has this amazing feature where you can start meetings 5 mins late. So meetings are like 1:35 - 2pm instead of 1:30-2pm. I wish Calendly had this feature!See screenshot 

1217
K
A
Andre64215Community Member
asked in How Do I...?
How to book multiple slots from same schedule poll with different people without closing the poll?

Question/IssuesI am attempting to schedule interviews with different people with multiple people (not always the same) directly from my schedule poll, but once I book the first meeting, it closes the entire poll, and I can no longer book directly from the poll results. I need to schedule 8 separate interviews with all/most of our team that completed the poll.  So I have a schedule poll completed with 6 of our team members.  I want to book meetings with different people of the one (active) schedule poll.  Anyone know how can I do that without having the pool closed at the first booking?  Also, is there NO way to actually contact support with a paid subscription?  I tried the horrible “CAL” and waited 30 minutes for a response from “Product support expert” which never came.  As a new customer, am I missing something or is wasting time with a truly horrible BOT the only paid support option?

661
Kelsi
F
Florian13832Community Member
asked in How Do I...?
Calendly for guided tours with changing schedule

Hi, I would like to use Calendly to offer city tours. I offer three different tours.Tour 1: 10:00 - 13:00Tour 2: 9:00 - 13:00Tour 3: 17:00 - 21:00However, the tours are not always on the same days, my offering is changing according to several factors (other projects, weather etc.).For example, I would like to offer Tour 1 in the calendar next Friday, Tour 2 on Saturday and Tour 3 on Monday, but then only Tour 1 on Wednesday the following week.I have found the option of creating individual dates, but these don’t appear in the calendar, they just can be used as an invite link.However, I want customers to be able to see when which tours are taking place in the widget that I embed on my site.Is that possible?Thanks a lot for any hints on this topic.

833
Kelsi
S
summit_jonCommunity Member
asked in How Do I...?
Collective Event Type: Confirmation Display

Hi all. My question is in regards to the booking confirmation display shown for Collective event types. In this specific example, I am wanting to schedule a follow-up booking page with myself and 2 other users. The settings are currently set so availability reflects independent user settings and select ‘hosts will always attend’ option. The description also notes the 3 individuals the client can expect to be in attendance.Upon choosing a date and inputting booking information, 3 issues we’re experiencing:Confirmation display is only showing the meeting with one host (myself) and not 3 hosts in attendance, like we want. The topic and email subject is “X meeting name with [my name] + 2 others on X date” This is lesser of an issue as the email subject might be too long! Confirmation display page and email shows the attendees of the event as being one host (myself) and not multiple hosts on meeting. The calendar integration settings, like for google Calendar, do not include all hosts as “

1942
S
K
Kevin-AWCommunity Member
asked in How Do I...?
Still is not reading busy events even after followed article's instructions

Calendly is not reading busy events on my Outlook and Google calendars.I have followed the instructions in the article, “What to do when you're available but should be busy.” Thus, I have confirmed that my calendars are within my Calendar Sync page. I also have confirmed that the events in my calendars are assigned with a busy status. But, Calendly still is not reading the busy events in my calendars. I clicked on the link to “reach out to our support team”, but that page does not allow me to enter any information. What can be done to fix this problem? Thanking you in advance for helping me resolve my problem of Calendly not reading busy events on my calendars.  

352
K
R
Rebecca15817Community Member
asked in How Do I...?
Round Robin events with Host logic

Hi,We use Round Robin events for our client training sessions. We have about 100 event types in total for them to choose from. The people assigned to each of those event types will vary based on their area of expertise.I want a feature where I can create ‘skills’ for the team members. We could designate which host can speak Spanish, which host can lead Government calls, etc.This way when customers book, we can ensure they are only looking at the availability for people who meet the criteria. Currently I have to make separate pages which duplicate the exact same events but with a subset of the pool of hosts, which is quite difficult to manage. Its becoming an issue on where to show the pages as well. I could see having the customer answer custom questions when they try to book the event that would lead them to use the bucket of hosts with a particular skill.

1043
Kelsi
L
louis_journeeCommunity Member
posted in How Do I...?
"Reconfirm" Workflow triggered by spam bots?

The Reconfirm flow is great to limit no-shows, and get more certainty on calls happening.  However, since rolling this out in our process, we have had a big share of confirmed users who did not show up...Unfortunately, it seems that because of the one-click design of the function, antispam/virus bots that are more and more active in inboxes are triggering the confirmation instead of the user. This is an occurrence that even marketing email platforms have to combat with unsubscribe links. This would be easily fixed by requiring the user to click a “Confirm” button on the linked web page, instead of just inferring confirmation on link open.Has anybody else noticed this issue?

471
Kelsi
C
cal-ai-userCommunity Member
asked in How Do I...?
Legacy professional plan vs. current standard plan

I just realized that my subscription is on the legacy “professional” plan, and I’m wondering if there’s any advantage to keeping this legacy plan vs. switching to the new “standard” plan? Thanks in advance! 😊

11255
Kelsi
T
TBSDGCommunity Member
asked in How Do I...?
Canceling appointments or no show

We run a luxury lifestyle showroom and offer clients scheduled appointments through Calendly. We schedule one appointment at a time to provide our clients with privacy and a uniquely personal experience. With our current staff, we can accommodate only 3-4 appointments per day. When a client books an appointment, that time slot becomes unavailable to others. Unfortunately, we often experience no-shows or last-minute cancellations, which is unfair to us.We are considering implementing a cancellation fee but offering a one-time rescheduling option.Do you have any experience or suggestions regarding this approach? Do you think it will cause frustration among our clients? please share any stories.. 

2892
Kelsi
C
ChukLeeCommunity Member
asked in How Do I...?
When I share an event, it shows the wrong event

Like the pictures show, I go to share an event, but because I cloned it it is showing the wrong event. I can't find any way to edit what it shares anywhere.

72
Kelsi
C
Claudia02457Community Member
asked in How Do I...?
Change the outgoing address for emails from Google Calendar

Hi there,I have linked my Google Calendar to Calendly so that my customers can book appointments with me. I have now noticed that appointment confirmations that are automatically sent to my customers do not have my address as the sender, which I specified on Calendly, but the Googlemail address of my personal account, which unfortunately sounds anything but "business".Is there any way I can change the sender email address of the Google Calendar? Or can I transfer my current calendar to a new Google account and delete the old one?I am grateful for any tips!

3472
Kelsi
J
Joshua23866Community Member
asked in How Do I...?
automate "if, then" bookings

I work in two different cities.  I prefer not to set up set days as City A vs City B (so I'm not having unfilled days in the slower location and pushing bookings out in the busier location).  I typically only open one appointment a day and once the first appointment books, I'll make the opposite city as unavailable for that day and will open subsequent appointments in the booked city.  I'd love to automate this as I'm busy enough that my schedule changes quickly now.  Is it possible to add an "if/then" type code to the bookings?  Aka "if city A books on day x, then city B becomes unavailable on day x and two more open appointments are added to city A schedule".  Thanks 

231
Kelsi
O
OurVCommunity Member
asked in How Do I...?
is there a way to change host on 1:1 event without bookings?

I have several 1:1 events where I need to change host. Is there a simple way of doing this without recreating an event? The events do not have any active bookings so far..  

5321
Kelsi
M
Maria63320Community Member
asked in How Do I...?
booked time slots - still shows as available

Someone scheduled time slots, but they were not blocked out on my calendly - it shows it’s still available.. why is it not blocked out after someone has booked a certain time slot? 

8926
Kelsi
N
Neus12437New Community Member
asked in How Do I...?
Number of slots available in a Round robin

How can I know the total number of slots available on a round robin? As some people are schedule on the same time slot, so the information of the booking is not helpful. 

561
Kelsi
C
Céline53461Community Member
asked in How Do I...?
Affichage calendrier

Bonjour,Lorsque je vais sur le calendrier pour les réservation il est écrit “épouser” à la place de mercredi, “assis” à la place de samedi et “soleil” à la place de dimanche ! Savez-vous comment je peux modifier la page du calendrier ? Merci ! 

1171
Kelsi
P
Patrick36170Community Member
asked in How Do I...?
Gesprächsnotizen

Wer kann die Meetingnotizen sehen? Ich möchte nicht das mein Kunde diese Notizen sehen kann. Kann mir das jemand eine kurze Antwort geben. Vielen Dank im Voraus!

191
Kelsi
C
Clubeee00047Community Member
asked in How Do I...?
What's the difference.?...

Bonjour!Quelle est la différence entre utiliser le workflow pour programmer un rappel à l’invité et email de remerciements et la rubrique Communications “rappel par email” et “suivi par email”? merci!

161
Kelsi
H
Helcim2024Community Member
asked in How Do I...?
Embed images/videos into emails

Hey, I’m hoping to add some personalization into our email workflows- is it possible to embed images into these workflows? If not is this something Calendly is looking to add?

1221
Kelsi
C
Clubeee00047Community Member
asked in How Do I...?
External cancellation

Bonjour, comment un invité peut-il annuler un rdv? Le bouton “cancel” dans l’email de notification reçu pour le rdv est indexé à l’hôte. Merci!

2303
Kelsi
C
Clayton68458Community Member
asked in How Do I...?
Changing an event location

So, I’ve created several events using ZOOM but want to switch and standardize on TEAMs.  How do I remove ZOOM as a location?  Can I change an existing event from ZOOM to TEAMs?

361
jillian
Community Manager
S
Samuudrala15683Community Member
asked in How Do I...?
Calendly for my Dealers

Hi Team, I have requirement. I am currently setting up a website for my dealers. Every dealer has their own login. But how can I add a different calendly link for each dealer. User flow > Dealer login to the website. He takes the call from the customer and he will schedule the service using calendly. But I have few dealers and I am planning to use the same website. How am i able to set this upI can add embedded code in to my website but how to differentiate between agents. 

191
jillian
Community Manager
V
Virginie02255Community Member
asked in How Do I...?
Payment Collection Currencies

I want to know if the CHF devise is disponible . I put paypal and also trying with Stripe but CHF is not on the choice. But we won’t pay in he other devise… Help?

551
jillian
Community Manager
C
ChristineCarloGCommunity Member
asked in How Do I...?
Block a person from scheduling

I’ve had someone schedule time with me a number of times and never shows up. Is it possible to block someone from scheduling time on my calendar?

438111
G
Terms & ConditionsCookie Settings