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How Do I...?

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

  • 3,194 Topics
  • 7,761 Replies
3194 Topics
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jeffrey04737Community Member
asked in How Do I...?
Enable / disable events on a particular date

Hi! I operate out of two locations, each with a different schedule (I don’t work the same hours regardless of timezones).  I have two sets of events that I enable or disable depending on where I am, but that’s clumsy and prevents me from allowing someone to book ahead for a meeting where I’ll be in a different timezone.  I can imagine a couple of ways to fix this - one is to allow multiple schedules for an event with start and end dates.  Another is to have multiple events, each with a start date.  I don’t want to use fixed start and end dates for these things (although that’s what I’m doing now) since I’d prefer to avoid having to edit these events back to the usual rolling date schedule.  There’s probably a new feature or two in all of this or maybe just something I haven’t discovered yet.  Thanks!

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AlinaCommunity Member
asked in How Do I...?
reminder text to invitee

When will calendly send the reminder text to a person that I manually entered a meeting in for? I have entered meetings in for tomorrow and set up workflow to text them one day before. However, it looks like no one has be sent a reminder text .

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Sean Marlin
Community Manager
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Michal72573Community Member
asked in How Do I...?
Custom translation

Is there any possibility of manual translation? This is very important to me, unfortunately, you have further not introduced many languages.

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Sean Marlin
Community Manager
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KwamCommunity Member
asked in How Do I...?
Custom meeting name with Company vs Attendee name

Ideally, I’d like when client John at Doe Inc books a meeting with me, it doesn’t show up as “John and Kwam.” I’d prefer for the meeting name to automatically know John is associated with Doe Inc (from our CRM - SalesForce) to make the meeting name “Doe Inc: John and Kwam” so I don’t have to click into the Gcal event for more information.Here's a breakdown of why it's beneficial:Efficiency: You don't have to manually add the company name to each meeting. Clarity: The meeting name provides immediate context about the client. Organization: It helps you keep your calendar organized and easily find relevant meetings.Unless I’m missing where to do this. I feel like I remember in Hubspot, you’re able to set parameters like “[Company Name]: [Client Name] + Kwam” or something of the like.

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Kelsey56244New Community Member
asked in How Do I...?
Trying to upgrade to standard with 1 seat

I am trying to upgrade my subscription to “standard” with one seat (I will be the only one using the program) but it keeps telling me I need to remove a seat. I only have one user. I cannot get any support with the chat bot because I do not have a paid subscription which is frustrating because I want to upgrade but I need help doing so. 

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jillian
Community Manager
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hanaholisticCommunity Member
asked in How Do I...?
How can I manually book clients into my meeting?

I am planning an online event (4 weekly meetings) via Zoom in December. For that I offer:bundle for all 4 events, payment outside Calendlysingle booking with the Calendly where they can pay directly per eventHow can I manually book the clients in Calendly, without having to pay for it myself? If I just go to the link myself and book them in, I have to pay… is there no way to manual book?I tried cloning the event and removing the payment, but the other meeting for the single bookers (with payment) gets blocked… because the cloned event blocks my calendar.HELP I would hate to have to outsource the paying.

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Sandie58414Community Member
asked in How Do I...?
Bookings in my Calendar are not blocked out in Calendly

Hi Team I am having an issue with appointments already booked in my Outlook Calender that are not getting picked up in Calendly , I have checked and the appointments are showing as Busy and my calender is showing as configured/ synced  in Calendly. When I send out my link it is not showing the times that I already have appointments booked as unavailable.  Any assistance available please??

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AnnieDCommunity Member
asked in How Do I...?
Haqs Calebdly sorted out how to accept payments and no show or late cancellation fees yet?

Hey everyone! I have seen this question posted before with an answer from a Calendly employee stating that they were working on a way to incorporate a no show / late cancellation fee onto the booking system. Has this issue been resolved? if so, how do I go about doing that? Is there a way for us to accept payment through the app as well? It would be amazing to streamline our service and payment options.

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cac5762New Community Member
asked in How Do I...?
Can I set the duration of an event for 10 minutes?

I already have the intervals set to 10 mins. But I also want the duration of the booking to be 10 minutes. The minimum option that is available to me is a 15 minute meeting. (30, 45, 60, so on...). Is there a way for me to set the duration to only 10 minutes? Or is 15 mins the minimum and the duration options are fixed?

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Brian37311Community Member
asked in How Do I...?
removing hidden events from my sidebar

When I click on the Calendly icon for quick access to my event types list, the list that appears includes all the event types that I haven’t deleted There are some event types that I’d like to retain for future use but don’t need now. I’d like to be able to remove those event types from the quick access list for the time being, so that the only event types that appear are those that I’m currently using. Is there any way to do this?Thank you. 

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Dianne68320Community Member
asked in How Do I...?
Subsequent Appointments

Is there a way to set a reminder when a subsequent appointment is made?  I and my customers like the reminder for their initial appointment!

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ROSA11753Community Member
asked in How Do I...?
Two appointmens at one time

HyWe are a Bridal Store with 2 Cabines,  which we would like to book at one time. Can anyone tell us, how we can program in the calendar double bookings? Always two appointments available at 10:00 / 13:00 / 15:30 / 18:00.Thank you for any advice 🙏

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jillian
Community Manager
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G-SHCommunity Member
asked in How Do I...?
How to show schedule without client booking?

Hello!  How can I show my schedule WITHOUT the client actually being able to book an appointment?

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jillian
Community Manager
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FavareliCommunity Member
asked in How Do I...?
Display different organizer names for different types of events

Hi,How to display different profile names under a single account?I want to use Calendly for two ‘categories’ of events, those that my business offers and those that I offer as an individual. Correspondingly, I want to display first category as events of saying “MyLovelyCompany” and the second as events of saying “John Doe”. Sure, I want them to use the same Google calendar, so if an event of one category is booked, this blocks the time for another category too.Is this possible with Calendly? If yes, on which subscription, and how to setup this?I understand that this could be possible with registering two accounts on Calendly - but this means paying twice for subscriptions that I will be using myself only, plus setup corresponding mail forwarding, calendar access etc.

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jillian
Community Manager
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Lewis66210Community Member
posted in How Do I...?
Calendly needs a scheduling override feature.

I am familiar with Acuity and the scheduling override feature is one thing that’s really missing from Calendly and I would love to see it added.To illustrate the situation: I have an appointment type and my general availability is 10am-2pm Monday, Tuesday, and Wednesday. On my calendar I also have some standing events that I may or may not attend (such as networking events) and I might be blocking time off to dedicate to working on different tasks. I am talking directly with a client to get them scheduled and I agree to meet them at 4pm on a Tuesday. I happen to have a 4:30pm networking happy hour on my calendar that day and a time blocked off for project work 2-4pm. In Acuity, while I was signed into my own account, I could schedule an appointment, and select whatever date or time we agreed on. I would get a warning message that would tell me I was outside of my normal hours (the 10am-2pm) and had conflicts on my calendar. I could acknowledge the warning and confirm that I still wante

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jillian
Community Manager
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Sara67475Community Member
asked in How Do I...?
ORARI

Quando creo un evento, non riesco ad impostare la durata di un’ora e mi esce la schermata con scritto (Oops, something went wrong)  . Ho provato più volte a cancellare e ricreare l’evento ma niente. Cosa dovrei fare? 

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jillian
Community Manager
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Mary06744Community Member
asked in How Do I...?
Adding a One off appointment time

Is there a way with your current update to add a one-off appointment time. For example, I need to open up next Tuesday for 12:00-1:00 pm. This is usually my lunch hour. By the way, this is something that I need to do frequently. Block as well as add additional appointment times. Please tell your developers that not being able to do this simply and easily due to the new update is beyond frustrating.

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jillian
Community Manager
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Simone07841New Community Member
asked in How Do I...?
How to export contacts to create a mailing list

How to export contacts to create a mailing list in CSV or other? 

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IhatethisappCommunity Member
posted in How Do I...?
Seriously, how do I just hookup zoom

God, I hate this app. It's like this company is actively trying to keep me from figuring it out. I've never found something so poorly supported. Every video tutorial needs to be updated, buttons are missing, menus are gone, piecemeal speakers are filmed at different times, etc. There are endless links to more tutorials with other versions. It took me forever to find this forum because the chatbot (also useless) wouldn't let me pass. Does corporate even try to use this app from ground zero? Hell no, they don't. They're clueless. No one cares about releasing current documentation. Things I want to do: Integrate Zoom. It's hooked up, yet it will not import my current recurring sessions. Some integration!  Where's the documentation on this? Calendly is explained by those who built it, not for first-timers.  Set up meetings! Where's the video for this with current menus and buttons? Do I schedule in Calendly or Zoom? Nothing makes sense. No videos for this either. I want a widget on my webs

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Sean Marlin
Community Manager
KeriBurns
Calendly Connector
KeriBurnsCalendly Connector
asked in How Do I...?
Managed Event Types

Is there a way to override availability to book an appointment on behalf of a client when buffer times or other blocks on outlook calendars are preventing them, especially when using managed events?

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Sean Marlin
Community Manager
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netmationCommunity Member
asked in How Do I...?
Sync Multiple Exchange Calendars with an Outlook Client Calendar and Calendly?

I have an Outlook client software calendar, and several Exchange Outlook calendars with different business partners?  Want to sync it all together and utilize Calendly.  Is there Microsoft tools to sync the Exchange calendars into my Outlook client software, and then simply sync Calendly to my Outlook client.  Or is syncing the Outlook client and each Exchange Outlook account to Calendly directly.  Though with that method my Outlook client will not show everything?  If possible would like to get them all synced into Outlook client and Calendly, and have each Exchange client only see calendar items for that specific account. Is this possible.

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Sean Marlin
Community Manager
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netmationCommunity Member
asked in How Do I...?
Two (2) Logos feeding (1) Calendar

Is it possible to have 2 different logos, where some forms use one logo and other forms use another logo?  Possibly personal or business?  Or is the only way to do this is to create 2 different Calendly account with different email addresses and have them both sync with the same calendar?  Use Free version if only one form, and paid version if you need multiple forms.

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Sean Marlin
Community Manager
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Skip RozierNew Community Member
asked in How Do I...?
Not all booking form info is entered into created contact

Hello,Just signed up for Calendly and I love what I’ve seen so far!One problem that i can’t seem to find a solution for is… how to pass all the info captured in the booking form to the contact’s information.Here’s my example:Form hasFirst & Last NameEmail AddressWebsiteComment Box Now I get the Names & Email Address when the contact is created but I can’t figure out how to add the website to the contact.Any help would be much appreciated!

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netmationCommunity Member
asked in How Do I...?
What are optimum dimensions of logo graphic?

Any advice on what the optimum dimensions of the logo are, to save me some trial and error time?

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Sean Marlin
Community Manager
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JwavzNew Community Member
asked in How Do I...?
Workarounds for Max appointments per day (GLOBAL not by appointment type)

I’ve been using Professional Calendly for years and I’m still shocked that we can’t set a maximum amount of appointments that can be booked, per day. We can only set a daily limit by appointment TYPE. Not a GLOBAL max appointments per day.I need 2 max, per day. So I’m constantly having to reschedule clients who book a 3rd slot. Other than me constantly managing my availability blocks to prevent a 3rd booking - do any fellow Calendly users have any workarounds? I’m this close to cancelling and moving to another platform over constantly having babysit my availability and rescheduling clients.And yes, I’ve already put in a feature request. For years. Still nothing. It’s such a simple feature and I can’t imagine I’m the only one who has multiple appointment types (I primarily work with only 2 appointment types). Any suggestions/workarounds would be super helpful. Thank you!

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