Skip to main content

How Do I...?

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

  • 3,196 Topics
  • 7,771 Replies
3196 Topics
C
Christina77456New Community Member
asked in How Do I...?
How do I use the calendar to offer multiple times/dates for interviewees to select to interview with multiple interviewers?

My Title may be confusing; here’s the context.I’m project managing user research interviews. I have 4 different internal staff who will conduct the interviews, with differing availability slots. I’m sending invites out to 50+ potential interviewees.I want the potential interviewees to be able to select time(s) that work for them, then I can assign the correct interviewer and send out the invite. I do not want any additions or changes to the calendar to notify people who’ve already selected potential dates.I thought the meeting poll was the way to do this, but I was wrong. 😇Is there a way to do this with Calendly?Thanks in Advance,Chris

2854
C
J
Jason47648New Community Member
asked in How Do I...?
Displaying Booking Form entrys from a Group Event in the body of an Outlook Calendar Event

We had to move a One-on-one event to a Group event.  We’re syncing to Outlook calendars in O365.All the Booking Form entries appear in the body of an Outlook Calendar event but Group meetings only show the name of the person that booked it.  (The email notification from this booking shows all the Booking Form fields) Is there a way to include the populated Booking Form fields from a Group Meeting in the body of an Outlook Calendar event?

161
Sean Marlin
Community Manager
G
Glow23306New Community Member
asked in How Do I...?
PLN (Polish zloty) currency addition - stripe/paypal checkout

 I would like to inquire about the possibility of integrating other currency options into Calendly. From my perspective, the current limitation is quite restrictive. While I appreciate and enjoy using Calendly, the inability to transact in my own currency poses a challenge in tracking payments and confirming appointments.This limitation requires additional manual effort, whereas other platforms seamlessly handle currency transactions in my currency. I am curious why Calendly does not offer this feature?From the client's perspective, it adds another layer by redirecting them to an external site for payments and adds confusion.It would greatly enhance the user experience if currency integration could be included within Calendly. I offer this as a suggestion for consideration by the Calendly team.Unfortunately, I find myself exploring alternative programs due to this particular limitation, although I very much would prefer to stay with Calendly.

441
Sean Marlin
Community Manager
buntysomroy
buntysomroyNew Community Member
asked in How Do I...?
Feature request - prompt to update timezone when traveling to new locations just like google calendar

I’m an online business owner and I travel to many locations over the year. Google calendar asks me if i want to update my settings to match the timezone. Another forum i’m part of asks if i want to update my location. Can Calendly just ask me if i want to update my timezone as i travel? thank you

91
Sean Marlin
Community Manager
K
Katrien06268New Community Member
asked in How Do I...?
Manage product availability

Hello, I have a client that is looking for a solution for potential customers to book a product testing online. He has 20 products in 3 categories (7 products type A, 7 products type B and 6 products type C). Would it be possible to create an online form where people can request testing a product of type A and Calendly shows if yes/no there’s a product of type A available? I think it could work if you create 20 calendars, but I’m not sure if Calendly can work with categories. Many thanks in advance for your ideas!  Katrien 

341
Sean Marlin
Community Manager
J
John41708New Community Member
asked in How Do I...?
Can I poll availability for a single specific date and time?

Hi Community,I’m running a focus group on a specific (already confirmed) date and time. I would like to send invites to multiple e-mails (let’s say: 20) with the expectation that only some of the invitees can attend. I want to get a report of RSVPs with the associated names.It’s no different than sending an Outlook or Google Calendar invite, really. So why do I want to use Calendly? The focus group invites will be sent by multiple folks (each of us personally knows a different portion of the invitees) but we need centralized RSVP collection.Is this something Calendly can do? I’ve been reading and experimenting with Group invites with no success.Thanks!

1416
Sean Marlin
Community Manager
J
Jason55355Community Member
asked in How Do I...?
Global daily and weekly meeting limits

Hi Thank you for the recent update enabling meeting limitations per event (daily, weekly, monthly). We would really like to see an option to limit overall meetings globally as well. This is the last piece of the Calendly puzzle we really need to fully automate our online meeting bookings. Without this we are still manually managing calendars which is defeating much of the point of an online booking system. We are a Financial Advice business and we hold different types of meetings with our clients depending on the stage of the process we are in. Different meeting types require different levels of pre-work and we can accommodate only so may per day and per week of each type and overall across all meeting types. A review meeting for instance requires substantial pre-work and at most we can comfortably accommodate 2 of these per day and 5 per week. Whereas an initial meeting requires almost no pre-work and we could comfortably accommodate 3-4 per day and over 10 per week. However, given th

1591
Sean Marlin
Community Manager
C
Camila52501New Community Member
asked in How Do I...?
Tengo disponibilidad de 20 días y no me salen casi días disponibles en el mes (2

He configurado mi calendario para que este disponible de 8h a 14h todos los días laborables, una semana si otra no, he puesto disponibilidad tambien en las tardes. Sábados y domingo NO DISPONIBLES Y en el calendario (cada mes) me aparece disponible 1 viernes y un domingo No entiendo, me he visto todos los tutoriales y leido los temas relacionados y esto no lo solucionan. Ayuda por favor

1116
C
X
XeevXwmVangNew Community Member
asked in How Do I...?
How do I open 1 day for others to book for a specific time only?

Parent teacher conferences is coming up.  How do I open only a time slot for one day that will allow parents to see only that one day and the times allotted?

771
jillian
Community Manager
Z
Zyte UserNew Community Member
posted in How Do I...?
Calendly and HubSpot integration

Hi,We are trying to integrate Calendly into our website. We use HubSpot forms, however, after submission, it is not showing the calendar, only a thank you message from the HubSpot form.Some knowledge bases say that the option to show the "thank you" message needs to be removed from the HubSpot form, however, this is not possible. As you can see in the images below.Does anyone know how to make this work? 

941
T
Employee
G
G-SHCommunity Member
asked in How Do I...?
Sliding scale payments with Stripe Integration?

With integration with stripe, can clients submit payments along a sliding scale range versus a set payment? Also, how can we communicate directly with someone from calendly support?  Chat or email?  Thanks.

1843
jillian
Community Manager
G
Greg1234Community Member
asked in How Do I...?
Please create a recurring meeting

If there was ONE thing I’d love is a recurring calendly meeting so I can do it one and done. When You have clients that have regular meetings at the same time it’s so long to set up say 6 months of meetings! 

739454
H
M
Maria58726Community Member
asked in How Do I...?
Two Events - One Paid and One First Call: How to Sync Calendars?

Hi everyone!I have two events set up on Calendly: one for the initial discovery call, and the second where you can book me as a coach and make payment at the same time.My question is, how can I make these two calendars "talk" to each other? Since I’m just one person, I want to make sure there are no double bookings and everything stays organized.Any advice or tips would be greatly appreciated! 🙏Thank you in advance!Warmly, Maria

2969
jillian
Community Manager
P
Paul70823Community Member
asked in How Do I...?
Default for event location

When a client wants to meet with me by viewing my calendar, how can the default be via Teams? Right now they aren't assigning the location.

481
jillian
Community Manager
K
Katie44053New Community Member
asked in How Do I...?
Remove Google Calendar integration with Calendly

I have a free account and had just played around with using Calendly, as well as some other booking software.  I have deleted my connection with my Google calendar through my Calendly account, and all of the open slots are still showing on my Google calendar. I have also cancelled any availability through my account so there shouldn’t be anything to show on a calendar. I might want to use this in the future, but I find it really annoying that it shows all of my open slots from Calendly, basically filling all of my calendar indefinitely.  Being a small business that is just starting out, this is something I don’t rely on every day so I don’t want to see it there.

5544
K
O
Olivier67787Community Member
asked in How Do I...?
Workflow and One-off meeting - Is it possible to add a reminder for those one-off meeting ?

Hi.I’m new to Calendly. I thought that Workflows were working for EVERY meeting I had setup. However, I just found that ‘’One-off meeting’’ were not (sometime, I need to book a fast meeting with this ‘’One-off meeting option)... So, I can’t automate reminders for those type of meeting, which is a complete lost of time (we are using Calendly for that!).Is there a solution to my problem ? How can I automate/Is it possible to add reminders, for One-Off meetings ? Thanks in advance :)  Olivier

542
O
L
Liz60611Community Member
asked in How Do I...?
Date Range Question

Hi, To reduce surprises, I have my calendar set so that within the next three days, no bookings are available.  The choices for minimum notice period are days, hours, or minutes.  On the long end of the range, we can pick calendar days or business days… so is there a reason why I can’t pick 3 business days as a minimum notice period?  I don’t care if, on a Monday, someone books time for Thursday… but I do care very much if late on Friday afternoon, someone books for Monday and there’s prep work required.  Theoretically, I could move the notice period to 4 days to block Monday bookings on a Friday, but that isn’t great at the beginning of the next week.  Please consider updating the choice options.  Thank you. 

401
jillian
Community Manager
N
Nana36768Community Member
asked in How Do I...?
Emailed notification reminders

Is there a way to confirm that a notification reminder was sent by calendly to a specific meeting invitee?

111
jillian
Community Manager
N
nidhisCommunity Member
asked in How Do I...?
Conditional workflow trigger based on the options selected during scheduling a call

Hi, I would like to know if there’s a way to do conditional triggering of workflows.  For example, let’s say, with the schedule call link, our clients can schedule either a demo call or a troubleshooting call using a dropdown or a radio button. But the resources that we would like to send to the lead and the customer are different. So I would like to know if there’s a way to conditionally trigger different emails with the appropriate resource based on the option selected?

3091
jillian
Community Manager
D
Dresses24752Community Member
asked in How Do I...?
Availability per department - only one department can have appointments at the same time

Some time ago, I inquired about the possibility of creating a more suitable calendar for retail stores. To clarify the issue, I'll outline an example below: Wedding & Party Department – Number of fitting rooms and therefore fitting options: 6 Gala Department – Number of fitting rooms and therefore fitting options: 4 Mother of the Bride/Groom Department – Number of fitting rooms and therefore fitting options: 3 The current issue is that while I can open a calendar for each department, if a customer schedules a gala appointment at, for example, 10:00 AM, the system won't allow a mother of the bride or groom to book an appointment at the same time because your system assumes these are the same departments. I find this quite strange, and I imagine other businesses may face similar issues. Could you please look into this? I am otherwise very satisfied with Calendly and would prefer not to switch to another service, but this limitation is costing us revenue as we want each department to

502
D
G
Graeme42135New Community Member
asked in How Do I...?
Microsoft’s modern authentication methods.

 I got this from Microsoft through outlook and it doesn’t single out anything, can anyone confirm it doesn’t apply to Calendly? “What do you need to do?If you are receiving this email, you are currently using an email or calendar app that uses a less secure authentication method to connect to your Outlook.com email account. You will need to upgrade your third-party mail and calendar app to a version which supports modern authentication methods.”

982
G
L
LARP04378New Community Member
asked in How Do I...?
Stop choosing a meeting time so many hours in advance of the start time

Is there a way to stop people from picking a meeting when it’s so many hours within the start time of that meeting? For instance I don’t want people picking meetings that are within 48 hours of the start date/time. We’re a small shop and even though a time may be available, things may come up that prevent us from even seeing a notification that someone has scheduled a slot with too little notice..

272
L
R
Ramona67680New Community Member
asked in How Do I...?
How do I set the limit on max meetings per day across all events?

How do I set the limit on max meetings per day across all events? Here’s the situation. We are going into Budget season and need to have 1 person in several meeting types. However, that person should only have 1 meeting per day. Person 1 + Person 2 = 1 meetingPerson 1 + Person 3 = 1 meetingHow can I limit person 1 to one meeting per day? Currently, Calendly allows more than one meeting per day. This is due to the different event types set up for persons 2 and 3. In this example, Rebecca could have more than one meeting per day. I’ve read prior comments and I don’t know if this is possible. Do you have a suggested workaround? Any help you can give is greatly appreciated! 

4772
R
M
Mike66771Community Member
asked in How Do I...?
booking on unavailable time

Clients are able to book on my calendar for times that are already blocked.  All calendars appear to by synced.

301
jillian
Community Manager
H
Hemant75254Community Member
asked in How Do I...?
Email Verification Issue

I have Issue Like when someone schedule the meeting in calendly and type the email field be like : xyz@gmail.com or anything the meeting is booked by this also , and if someone genuinly wants to Book meeting at that time they cannot becuase of this ,So is there any way to verify email before confirming meeting in calendly .can you plz give some ways 

1271
Sean Marlin
Community Manager
Terms & ConditionsCookie Settings