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

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2702 Topics
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Savannah06740Community Member
asked in How Do I...?
Can I see which user scheduled an event on behalf of another user in Salesforce?

Hello! We use the Salesforce integration, and our team wants to track how many events are scheduled by our sales assistants on behalf of other sales reps. Is it possible for me to access that information through the integration? Ideally, I’d like for the Event record in SF to show the sales rep who hosted the event as the “Assigned To”/owner (which seems to be the default in the flow template), while being able to map the name of the assistant who actually scheduled the event to a custom field on the record. I see the “Event Primary Publisher” name and email fields on the CalendlyAction object, but it seems like that will always represent the host, whose calendar the assistant scheduled the event on, rather than the assistant’s information. Is there a field I’m overlooking on the CalendlyAction object? I’m open to creative workarounds too! 

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tcampb
Employee
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Brendan85860New Community Member
asked in How Do I...?
Buffer time

My events all have 15 minute buffers afterwards.  While Calendly recognizes the buffers, my Google Calendar does not.  Thus, coworkers looking at my calendar think I am free at that time.  Is there a way to have the buffer time added to the host’s calendars, while leaving it off the invitee’s calendars?

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JameyRaeCommunity Member
asked in How Do I...?
Creating a Group Event

I have been trying to create a group event for 1 day and 1 time slot.  I am having trouble figuring out how to do it.  I created the group event.  I put in available for 20 people.  Then I make a custom date of Friday May 17th at 11:00 to noon.  When I look at the LIVE PAGE.  It shows availability EVERY FRIDAY and it won’t start until May 24th.  I need help!What are the steps to create a time slot for 1 day and t time?JameyRae

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jillian
Community Manager
alisabartash
Employee
alisabartashEmployee
posted in How Do I...?
Ideas for using Calendly's new browser extension

Wondering how you can use Calendly’s new browser extension? Here are a few ideas to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books and you can keep client work moving forward. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a project deadline moves up or there’s a change in scope. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments fully prepared.If you’re interested in learning more, check out this blog post.Already using the new extension? Comment below and share how you’re using it!

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Employee
alisabartash
Employee
alisabartashEmployee
posted in How Do I...?
Work in financial services? Here are a few ways you can use Calendly's new browser extension

If you’re in financial services, there are many ways you can use Calendly’s new browser extension! Here are a few to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a client needs to make changes after a life event. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you can keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments ready to help clients reach their financial goals.If you’re interested in learning more, check out this blog post. Comment below and share how you’re using the new browser extension! 

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Employee
alisabartash
Employee
alisabartashEmployee
posted in How Do I...?
Ideas for Educators: Using Calendly's new browser extension

If you work in education and are wondering how you can use Calendly’s new browser extension, here are a few ideas to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a student meeting. That way, your next touchpoint is already in the books. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize student needs. Mark students as no-shows if they miss a meeting and reschedule it in one click from the Meetings tab. Review student details and see your meeting history in the Contacts tab so you show up to meetings fully prepared.If you’re interested in learning more, check out this blog post. Comment below and share how you’re using the new browser extension!

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Employee
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Avalon66112Community Member
asked in How Do I...?
Paid for 1 Year but plan hasn't been upgraded

I’ve renewed for 1 year of the standard plan, but my account has been downgraded to the free plan. When I go to the contact page it doesn’t work(no curser appears in the form) and live chat isn’t available.Who do I contact about this and how do I get in touch with them?Is there an email or phone number for billing or support?Thank you

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Kelsi
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Sheila65604Community Member
asked in How Do I...?
Round Robin Meeting and Multiple Google Calendars

Hello, new to Calendly! I'm interested in setting up a Round Robin Event Type for a booking page that draws availability from multiple hosts' Google calendars without restricting other members' availability. Essentially, I want to pool all hosts' availabilities, and when a client selects a time slot, the system selects an available founder who is free at that time. Not sure but it seems that it can only detect open hour slots in which ALL founders are available, rather than slots when just one founder is available. Is that true? I am currently on a Teams Plan Trial to test out this tool. 

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Kelsi
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FluxBody21Community Member
asked in How Do I...?
Allowing customers to book a timeslot within a booked event

Hey team,I run a mobile body composition scan business where gyms around the city book my service (through Calendly) to attend their gym for a 3 hour timeslot. I am trying to figure out a way that gym members can book a specific 10min timeslot within that 3 hours that I am there. I see that Calendly does not allow overlapping but am wondering if there is a way to work around this as I know a few other booking systems allow multiple calendars or locations or teams. I like Calendly and have been using it for a few years now so don’t want to have to transfer to a separate service.Kind regards,Ayden

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Kelsi
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BydallCommunity Member
asked in How Do I...?
Same person booking the same event twice

Hello, I’m generally very happy with calendly so far, it’s very seamless. As of recently I have tried to bring in new clients from the same group (1000+) by offering some free 30 minute sessions. What has happened instead is that people who previously booked a session, books again and takes up the spot from new clients. I have tried single use links but only one person was able to book  a session with 5 sessions was available. I have tried to write “only for new clients” or “only available if you haven’t had a 30 minutes session before” to little effect.So how do prevent/avoid the same clients booking over and over again? 

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Kelsi
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FiveSparrowsCommunity Member
asked in How Do I...?
Renaming 'Schedule Event' button

Is it possible to customise the text/name of the ‘Schedule Event’ button that customers see when they’re about to submit their booking? I’m using this for booking therapy appointments and ‘Schedule Event’ is a bit strange for them to click.

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Kelsi
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Cornelia31487Community Member
asked in How Do I...?
Discount codes and multiple module course

Hi, I am really desperate to be able to create discount codes for my clients, specially for online events. I read that I am not the only one needing this. Might make me move platforms actually.Any idea when that is possible?The other question I have is if you have an idea of how to deal with scheduling a course with multiple modules? I need people to sign up for the individual module though, but buying the whole course is a different price….. I need a bit more flexibility for this. Other platforms offer that.Obviously, there is a switching cost and I would really love to stay, but I need these features. 

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Kelsi
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HayenbCommunity Member
asked in How Do I...?
Integration with Outlook calendar

i synced my outlook calendar with my event hold on calendly for my guests to choose free slots available. If then i add more busy schedule on outlook, which some conflict with the slots on calendly, does the calendly link event i sent to my guest automatically delete those unavailable slots so that my guest can just see those available left?

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Kelsi
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CstoneCommunity Member
asked in How Do I...?
Upgrading 2 out of 3 users in an organisation OR separating accounts

We have an organization with 3 emails. We wish upgrade only 2 to a Standard plan. The Admin email does not require an upgrade. Can wedo this for just the 2 email addresses? OR can I remove the admin as the organiser so just the 2 upgradable emails remain OR  separate them all entirely to stand alone accounts? 

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Kelsi
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Brandon41008Community Member
asked in How Do I...?
Changing Host of a Scheduled meeting

Please can we make this possible! We need to ability to change the hosts of our confirmed events. We operate with 3 people on tech support, all in the same office. if someone can’t make it to their zoom meeting, we need to be able to switch the host without disturbing the reciepent with cancel/rebook information. 

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Kelsi
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AnitaCommunity Member
asked in How Do I...?
How to schedule multiple 1:1 meetings for several customers

How to schedule “first come - first served” meetings if I have several available time slots in calendar and I want to book 1:1 meetings with several persons. For example - I need to book 1:1 meetings with three students and I have seven free time slots in my calendar. Is it possible to send one link to all students and they make reservations on “first come - first serve” principle? 

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Kelsi
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SunorsonCommunity Member
asked in How Do I...?
minimum notice option for one-off meetings?

Hello. I'm wondering if there is an option for minimum notice for one-off meetings, similar to how this feature works on booking pages. I use one-off meetings pretty exclusively to have more control of my calendar and decide whether or not to entertain meetings. I would Calendly’s holds for one-off meetings automatically removed from my calendar if invitees don’t select scheduling options within a predetermined period of time. This proactively frees up calendar holds and helps avoid last minute meeting scheduling. If this feature is not currently available, I would like to suggest it for consideration.  

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Kelsi
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Taylor34257Community Member
asked in How Do I...?
Difficulties with event type redesign

Seems like you've been doing alot of work lately, always great. The product has, for me at least, gotten much harder to use.  I only ever see Calendly links in emails that are sent to me, and I only ever put 'book a meeting with me' links into emails I send. I used to be able to go to one URL (https://calendly.com/event_types/user/me), click a meeting length to copy it, and then tab back to gmail and paste it. Now.... I go to the same URL, often click the wrong button (now there are 2 for each meeting length), get confused for a second, then close that thing, click the right button, get a ugh... popup, THEN click the 'copy link' button, then close that, then tab back to gmail, and paste. Whew. That's 4-5 clicks, or, if I click the right button on the new product, still 2-3 clicks instead of ONE CLICK which I used to have. So your product, at least for how I use it, is at best 200% harder to use, but typically 400% harder to use.  Why have you done this? 

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Kelsi
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WebMasterLoganCountyTNRCommunity Member
asked in How Do I...?
appointment dates are showing on Google calendar on the day after the date set in Calendly

My morning dates/times appear correct on Google Calendar, but the evening dates/times are showing up on Google calendar on the day after the date set in Calendly.

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Kelsi
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Fayaz84367Community Member
asked in How Do I...?
Connect Paypal sandbox account

Hi, I was trying to test the payment process. I’ve already set up a sandbox Paypal Account and Credentials (both buyer and merchant).Does Calendly offer a way to integrate a Paypal sandbox mode ?Is there a way to test the payment process ? It would be a huge benefit if we were able to test the payment process. 

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Kelsi
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Glenloch2024Community Member
asked in How Do I...?
Sending whole team availability for 1-on-1 customer research

I’d like to send a link to customers that shows cumulative availability of everyone in my team. If, for example, the customer selects 10am, they’ll get a call with whoever happens to be free at that time (just one person, not all of us).Any help much appreciated.

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jillian
Community Manager
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Divina07868Community Member
asked in How Do I...?
Can Calendly Handle Dual Hosts for Seamless Event Scheduling?

I have a premium Calendly account, and my team and I are curious if it's possible to set up a Calendly invite where two Calendly accounts can manage a single event. For instance, if we book a demo for January 1, 2024 (2:00 PM) and it's already booked, the initial booking would be directed to Host 1's calendar.Subsequently, the same time and date would remain available for the next attendee, and if they book it, the reservation would be directed to Host 2's calendar. We're particularly interested in implementing this feature for scheduling demos with our clients. Is this functionality supported by Calendly?

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jillian
Community Manager
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Need AnswersCommunity Member
asked in How Do I...?
Russian Language Option?

I am trying to understand why Ukrainian is offered as an option and Russian is not. There are 6.5 times the Russian speakers than Ukrainian speakers in the world. It is a sister language. Can we please see development and use of Russian? Thank you

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jillian
Community Manager
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Chris85314Community Member
asked in How Do I...?
Zoom meeting name confidentiality issue

My calendly is linked to zoom so when a meeting’s booked it automatically schedules the call and sends the details out to the client.I prefer to use my personal meeting room so that the details are the same each time, however this then causes a confidentiality issue if I have back to back meetings because the zoom call that’s scheduled always contains the name of the person that booked the meeting. If I’m still on that call when the next client joins the waiting room, they will see the meeting name with the previous client’s name.The only workaround I can find right now is to change the zoom setting so that it doesn’t use my personal meeting room and therefore each meeting has a unique code etc. This works but isn’t ideal. Is there anyway to adjust the zoom integration with calendly so that it DOESN’T include the name of the person that booked the meeting in the zoom meeting name?

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readysetbrandonCommunity Member
asked in How Do I...?
setting up Collective Meeting Type in Managed Events to push out to other users

Is there a way to create a Collective Meeting Type within the Managed Events section in order to push those meetings out to other users within our organization?

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Kelsi
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