Skip to main content

Home
Community
Get Help. Give Help.
How Do I...?

How Do I...?

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

1,880 Topics
4,514 Replies

When you subscribe we will email you when there is a new topic in this category

1880 Topics

Recently active

Most replies Most views Newest first

InnerVisionWellnessCommunity Member

asked in How Do I...?

Pre-paid event cancelations/Stripe integration

If my client pre-pays for an event/appointment, if they cancel, does the Stripe integration refund their payment? If so, can I prevent this?

Boris02608Community Member

asked in How Do I...?

Buffer in calendar

I have created a calendar for specific days and hours. Tuesday and Wednesday from 10:00am to 05:00pm. Some people already booked but after each booked schedule, there is a 1 hour buffer, so these times are booked. Buffer before and after is not switched on. Any idea? Thanks.

ThatWomanCommunity Member

asked in How Do I...?

Is it possible to access the list of people / emails for people who have booked with me through Calendly?

Zach444Community Member

asked in How Do I...?

Client-Facing Page Design

Hello, Hoping someone can help me with this... My client-facing booking page displays my appointment options in a 4-box grid when I only have 3 options. I’m hoping I can adjust to include a single row with 3-columns as it appears for me as the admin user. I attached photos of the current and desired design. Thank you for taking the time to review this!

ShanaCommunity Member

asked in How Do I...?

Usage of Calendly

Can I use Calendly for tenants in a large building to book appointments for closet installation in their individual apartment's. The client should only be able to view the availability of one or two days and a separate client should view the availability on a different day.

Marion44610Community Member

asked in How Do I...?

Create an appointment myself for my clients

Hi all ! I use calendly for my solo-business : I’m a nutrition coach. People book an consultation with me. I would like sometimes to create myself an appointment for my clients: for example I’m on the phone with them, or during a meeting, and we talk about our next session. It’s not always convenient to tell them “have a look at my calendly and pick a date”. Sometimes I’d like to go ‘OK, I’ve set our next meeting, you’ll receive a confirmation email”And I would like to do so even on timeslots that are not officially available. The ones I keep for myself. How can I do something like that ? Thank you for your help !

IanMcGregorCommunity Member

asked in How Do I...?

How to append variables to an event title in Outlook?

When someone gos in and reserves a time slot on my Calendly page, what gets put on my Outlook calendar is only the Event Type Name, but nothing distinguishing the person or company who made the appt. So what I get is a calendar full of the exact same event name, like ‘Checkpoint - 15 minutes’, but there’s no way to identify who the meeting is with without manually opening each event. They are entering their info in all of the required fields in the appt request. It’s a PITA and kind of a deal breaker.Ideally I’d like to be able to put variables into the event title after an appt is made, but only emails seem to take variables in the workflows and it won’t let me create one that does it either.I spent several hours over the past week looking online for documentation and searching this forum but haven’t been able to find so much as a mention of the issue, so am I missing something? I just started using Calendly last week so I’m willing to except I may just not have figured it out. I’m

maslawfirmqatarCommunity Member

asked in How Do I...?

Weekend Cutomization

Hello All, I am having trouble customizing the weekends on the calendar. My weekends are Friday and Saturday, but the Calendar automatically picks Saturday and Sunday. How to change this please?

Heathcote42724Community Member

asked in How Do I...?

How do I stop clashes between calendars

Hello, I am on Calendly Professional.I want to make it so [link removed for privacy] doesn't book slots that clash with my [link removed for privacy]. People have been booking appointments on both Cals and I’ve had to reschedule them - not good! Ultimately, we will settle on only one link - but in the mean time, is there any way I can make it so that people cannot double-book the calendars? Ideally without having to log in through Gmail to synch the calendars, due to privacy reasons (but if that is the only option, that can be arranged). Many thanks! :)

Coach16052Community Member

asked in How Do I...?

Transfer Between Event Types

Hello, I have a event type for different coaches. If someone booked one Coach but now I need to move them under a different Coach, how can I reschedule across “event types”?

Crystal71232Community Member

asked in How Do I...?

Team member calendar coordination

Is it possible to have Calendly coordinate availability between three team members calendars?

Event38212Community Member

asked in How Do I...?

List our Alpacas as Hosts? :)

So we offer Hiking trips with Alpacas and would love to enable our users to book their favorite alpacas “personally”. All 11 animals always go on the trip in a group at a set date & time each week anyway, meaning the group of booking users would then escort the whole group of animals whatever the amount of users is. We have 11 Alpacas each with a name but without an email adress (We could set these up tho :))Is this even possible? What would be the fitting pricing model and event type for this kind of event?I havent found “multiple hosts & multiple guests” . CheersKarl

Hardware-Interviews64577Community Member

asked in How Do I...?

Anonymous host names

Once an event is booked by customers, is there a way to hide host names on the confirmation page? There are multiple hosts of an event and the user can book a meeting with any of the team member and their names should remain anonymous.

dkhdCommunity Member

asked in How Do I...?

How to set weekly calendar?

Hello! A new community member here.Can we set the rolling calendar just for this current week?The idea is they must book in the same week they want to meet. If they want to book for the upcoming weeks, they must wait for the first weekday in those weeks (even though the time slot will be the same).Thank you!

Smith85476Community Member

asked in How Do I...?

Maximum Allowed Events per Day

Hi there I now googled and watched many videos and I somehow can’t manage how to do it. We need to have the possibility for people to just choose a day and not a timeslot. So, for example - we can repair 5 Bikes per day (time slot is not relevant). So I just want to show on Monday there are 5 slots open. You only should be able to book a slot without any time, because you have to send in the product for us to deal with. Is there a possibility for that in some way? ThanksMike

Sarah44127Community Member

asked in How Do I...?

How do I create an embeddable CS Office Hours scheduler?

Hi! I’ve noticed a few CX orgs (monday.com, Asana, Salesforce) have started offering CS Office Hours on their help center pages (example). Can I create a similar solution using Calendly and embed an interactive scheduler in our Zendesk support center?

Assuritivity54385Community Member

asked in How Do I...?

How do I export my Event Settings to a CSV (or other)?

Hi, I have several Event Types but, even with the Troubleshooting, I have Buffers clashing somewhere...and it’s driving me nuts trying to find what is causing it. So I am thinking that it should be easy to export my Event Type settings to a CSV. A basic requirement for any system to check the config. But I can’t find any such Export functionality. Am I being dim? I have looked everywhere. It will be a right pain to go through these manually, logging them all myself.

NMPCommunity Member

asked in How Do I...?

Calendly Live Page not displaying

My live page for scheduling is totally blank. I also can’t fill in the box on the “submit a request” page. It’s the same issue whether I do it on Chrome or Microsoft Edge.

Perkins - People OpsCommunity Member

asked in How Do I...?

Group event with multiple dates and allow the participant to select the dates they want?

I work at Perkins School for the Blind. We are using Calendly for our events - we have found it to be accessible for all our users including those who use assistive technology, which is excellent. We have a yoga class that takes place every Thursday from 5-6 pm over a six week period. I would like to be able to ask particpants to select the dates they want to attend and have them registered for all those dates. What I can set up today is all the dates and then the user can only pick one date and if they want another date they need to register again, which does not work well. Any way to set up what I need?A related question but separate use case. If I have an event with a single group of registrants that runs on several days, is there a way to set it up so that they register and then get reminders on all the dates? Right now, once the first date passes, they don’t get reminders again. thanks!

TeeRoadEmployee

asked in How Do I...?

How can I make myself available but only on certain dates?

I need to have meetings on specific dates, not specific days of the week. Is there a way that I can do this?

KelsiCalPal Emeritus

asked in How Do I...?

I want to "pause" my Calendly subscription - can I do that?

I am going on an extended leave of absence from work and would prefer not to continue paying for Calendly while I am out, but, I don’t want to lose everything I’ve created. How do I pause my subscription rather than cancelling it so I can avoid having to start from scratch if I am gone for weeks or months? Thanks!

KelsiCalPal Emeritus

posted in How Do I...?

Customize Events Once and Share - How To!

Have you ever found yourself wanting to invite someone to book one of your existing Calendly events - say - an interview for a job posting you’ve had up for a few days, but also wishing that you could edit the availability, location, duration and/or other details of that event to meet the needs of this specific person? Maybe you can tell they are the perfect fit for this job you are trying to fill and the interview is more of a formality, but they’ve expressed they aren’t available during your normal set hours for that event type. Sure, you could use a One-Off Meeting, but that would mean creating the meeting from scratch and lacking an ability to include certain features, like the Workflows you’ve already set up for this event type! Great news - our Customize Once and Share feature allows you to meet this goal! 🤗⬇Check out the video below, where I go over how it all works: ⬇This feature lets you customize events for a specific invitee without needing to make an entirely new event typ

TeeRoadEmployee

asked in How Do I...?

I have multiple calendars, how many can I add to my account?

I would love to connect multiple calendars to my calendly account, can I do that?

Sam SEmployee

posted in How Do I...?

How can I connect new leads to the right team member, but only share one link?

Let me paint a picture for you— You and your team have each set up different event types and are ready to start scheduling, but realize that many of your prospects don’t actually know who they need to meet with before booking a meeting. Enter, Routing Forms. By using a Routing Form, you can easily share one link with your leads, have them answer some quick prequalifying questions—configured by you—and direct them to the appropriate person or place. Their form answers will feed into your routing logic to determine where they will be directed to next. Using booking routes, screening routes, and a fallback route option, you have total control over where your lead ends up. You could, for example, use a booking route to direct all leads located in New York to Sue Smith’s “30 Minute Discovery Call” event type.Or, a screening route to direct anyone looking to spend less than $1,000 on their annual marketing budget to a “Thank you for your inquiry” custom message.A fallback route can direct a

TeeRoadEmployee

asked in How Do I...?

Can I change my Login email?

I would like to change the email that I use to login with, how can I do that?

1
...
71
72
73
74
75
76

Page 74 / 76

Powered by Gainsight

Terms & Conditions Cookie Settings

Sign up

Already have an account? Login

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.

Employee Login Customer Login

Login to the community

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.

Employee Login Customer Login

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK