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How Do I...?

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  • 3,199 Topics
  • 7,774 Replies
3199 Topics
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SP88084Community Member
asked in How Do I...?
How can I have Calendly automatically add people to an invite?

When a Prospect books a new Intro meeting with me, I have to manually add 4 other people to the invite (Execs and Admins). These same four should be added to each invite automatically. How can this be done? 

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jillian
Community Manager
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SP88084Community Member
asked in How Do I...?
Change the default text on the Invite's Subject Line

The current default on any new invite is “My Name + the Full Name of the person booking the invite”. For example, some books a new appointment and they get an invite that has “My Name and Their Name”. I end up having to fix the Subject Line so it is more specific to the meeting. For example, I would change it to: “Google Meet: My Company Name + Their Name”. How can I change the default subject line and add a personalization field (i.e. “Their Name” which is what they entered in the form field when they booked the appointment).

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jillian
Community Manager
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Françoise31Community Member
asked in How Do I...?
can a prospect cancel an appointment?

can a prospect cancel an appointment? how?

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jillian
Community Manager
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Agam54187Community Member
asked in How Do I...?
Vacation rentals and hotels.

Why doesn’t calendly allow for booking accommodations? Users should be able to simply select one event per calendar day in contiguous blocks. I know a lot of other people are trying to solve that problem but it would be nice to get that feature. 

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Lena43436Community Member
asked in How Do I...?
Nothing is working any more...?

Hey there, I´m hosting a coaching program and for the one-on-one coachings I created with each coach their individual Calendly booking page so that the participants could book their sessions with them. But now there are coming up more and more problems I never experienced with Calendly so I was wondering if anyone have had the same issues lately or knows how to solve them. The main issues we had were:the Calendly site was or is currently offline and just shows “404 page currently not available” even when the coach logs in and tries to refresh the link when booked an appointment the coach received an confirmation mail that someone booked a session with them. The participants who booked the session didn't get any sort of confirmation mail or calendar invite or link for zoom / google meets etc. All they got was the confirmation on the Calendly website after booking. the coaches got a confirmation for a different time slot. e.g. the participant booked an appointment at 10pm and in the conf

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Sean Marlin
Community Manager
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HoutCuisineNew Community Member
asked in How Do I...?
Email about appointment

Hello, in what way do I ensure that after a scheduled appointment, I also receive an email with the appointment itself? And can this be done in the free version or do I need to purchase the paid version for this? Thanks in advance!

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Sean Marlin
Community Manager
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Sarah23425New Community Member
asked in How Do I...?
Time and date of cancellation?

Where can I find the time and date of a canceled meeting? In the event export, I can see the start/end time of the meeting, when it was created, if it was canceled (TRUE/FALSE), and who canceled it. Now, I am looking for a way to see the date and time of the canceled event. Where can I find this?

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Sean Marlin
Community Manager
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Trish46058Community Member
asked in How Do I...?
Feature Request: Apply Managed Events to One-Off Meetings

As a… Calendly AdminI would like… for users to be able to select pre-configured events when creating one-off meetingsSo I can... reduce the number of event types I have to create For example: Our SDRs book demo’s on behalf of sales reps. These demo invites need to include the SDR and have a consistent formatting. To minimize risk and manual entry for SDRs, I have to create a separate event type for each SDR * AE pairing. It’s tedious. If a third person needs to be added to an event, SDRs will need to edit the resulting google invite or create the demo meeting from scratch. Potential Alternative: Let users select an existing event type to act as a template. This would bring in the duration, location, event description, communication settings, etc. For 1 BILLION Bonus Points: It would be amazing if these one-off meetings could be launched from contact (HubSpot) records such that the prospect email, name, and company owner is auto-filled.

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Thomas03546New Community Member
posted in How Do I...?
Availability issues

I’ve marked myself as unavailable for a seires of days where I’ll be at meetings. Yet when the client gets the link to schedule an appointment those days still show up as available. How do we fix this? I’m not synced with any particular calendar. I just have them schedule and I get an email then enter into my calendar manually.  

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Kelsi
KennethBurke
Calendly Connector
KennethBurkeCalendly Connector
posted in How Do I...?
We use Calendly for... just about everything

We use Calendly across business development, customer success, marketing, hiring, and customer support. Pretty much anytime we need to schedule a time for any reason. We almost always have HubSpot and Zoom integrated to make things easier ongoing. Here’s how that plays out: Business Development: It starts with a routing form on our demo page. We ask for minimal information, then route the inbound prospect to the appropriate event (and accordingly the right rep) by company size. Reps will also share their individual Calendly links when pitching or responding to inbound leads (they typically keep 2 events on their personal links, for a 15-minute call and a 25-minute demo). Customer Success:  We offer free onboarding and training for everyone, so there’s some automated and personal outreach to all new customers, trying to get them onto on a group training. Then for larger accounts, we’ll work with them 1-on-1 to make sure all their employees/team/locations/etc. are setup as needed. Later

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Kelsi
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Clyde12332Community Member
asked in How Do I...?
Multiple language support for a single event type

HI, Is there a way for invitees to choose their preferred language for a single event type? We have customers that speak different languages and they need to make bookings using the same calendar.  How can this be achieved?

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Kelsi
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Mind-It60817New Community Member
asked in How Do I...?
Unable to see meeting notes of past meetings

Hi I am not able to see the meeting notes I had out for the past meetings  Where can I find them and ensure they are not lost ever

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Kelsi
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CarolinaBMBCommunity Member
asked in How Do I...?
Can I split rescheduling and cancellation?

Hello,Do rescheduling and cancellation links always go together or can I somehow add only cancellation? I’m offering a service for which I want people to be able to cancel, but I do not want to give them the possibility to book another date.Thank you

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Kelsi
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Volker38548Community Member
asked in How Do I...?
Follow up appointments

I am working in psychological counseling. Is it possible to schedule - for example - five followup appointments in one event?

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Kelsi
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Allison52421Community Member
asked in How Do I...?
Calendar Invitation Format

How do you create a better-looking calendar invitation? When I add the privacy statement, signature and such the format and spacing is awful. What can I do to make it look professional? 

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Kelsi
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Expat58765Community Member
asked in How Do I...?
How to avoid overlapping events?

From which setting can I merge my different event types into one calender. For example if an hour is booked on event 1, it should be unavailable on event 2. Is this an automated setting or do I have to do it manually? I use standard plan.

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Kelsi
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ADHS68366Community Member
asked in How Do I...?
Wie lassen sich doppelte Anmeldungen vermeiden?

Gerade bei längerfristigen Veranstaltungen, aber inzwischen auch bei Meetings der selben Woche, kommt es vor, dass sich Leute doppelt anmelden, weil sie vergessen haben, dass sie sich schon angemeldet hatten.Muss oder kann ich da etwas einstellen, dass bei einer Anmeldung zum selben Termin, die Person automatisch eine Meldung sieht?Liebe Grüße, Apoll Netz

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Kelsi
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AlAl31077Community Member
asked in How Do I...?
Invites without invitee email address

My appointments are getting set and into my calendar, however they don't include the invitee email address so they’re missing the events. I can add it in if I notice. However this should be automated. What do I need to do?  I guess its a setting I need to change?hanksAl

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Kelsi
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Morgan82151Community Member
asked in How Do I...?
Calendly Double Booking Issue

We are having an issue where a single event type booked only in calendly is allowing multiple people to sign up for the same time slot.  The emails we received notifying of someone booking were over 10 hours apart.  The bookings are both through calendly same event same time slot two different clients. This has happened multiple times this week and has never occurred before.

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Kelsi
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Marianna34083New Community Member
asked in How Do I...?
see all my availability for all event types?

Hi - I have 4-8+ event types that are used the most; almost all of them have custom hours. What I’ve found is that since my availability tends to be all over the map in calendly, I’d like to streamline when I’m available for calls, and do an audit on when I have the most calls, most productive calls, etc.  So. I’d like to see all of my availability in a spreadsheet without having to open each event, copy-paste info, then repeat, etc. I want to compare all availability to then streamline it. Any suggestions of how I can do this easily? Thanks!

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Kelsi
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Elite06025New Community Member
posted in How Do I...?
Cancel one invitee from group meeting instead of entire event

I just spent two days attempting to cancel a single invitee via an HTTP request and FINALLY got it to work! I just want to make a post so that others know it’s possible. There is another post that now makes sense because it is similar to what they explained.I was creating a make automation so that if a user isn’t paying the subscription it auto cancels the event but only for the single invitee and not cancelling the entire event for everyone. HTTP make a request modulePUT https://calendly.com/api/booking/cancellations/UUIDUUID (CUSTOM VARIABLE NAME) = cancellation url - the https://calendly.com/cancellations so just the /string of numbers&letters RAW body typeContent type = JSON(application/json)Request content = { "cancel_reason": "WHATEVER REASON" }

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Kelsi
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Sampa14475Community Member
asked in How Do I...?
Customize Calendly Page?

how to customise my calendly page

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Kelsi
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Ged56783Community Member
asked in How Do I...?
Paypal Integration

HiI’ve connected the business Paypal account to Calendly and I’ve set up group Round Robin meetings that allow us to take payment for these meeting fine.My problem seems to be when I have set these meetings up also for individual staff members as one-to-one meetings it’s asking me to connect to Paypal and takes me to integrations where I see that Paypal is already connected.Do you know what's going on here? Why can’t I attach the existing company Paypal account to staff for one-to-one meetings?Thanks

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Kelsi
travismurdock
Calendly Connector
travismurdockCalendly Connector
posted in How Do I...?
Secret sales weapon - Include Calendly in every email

I’ve used Calendly for several years, but once I added it to every email, I saw something magic happen - prospects, friends and customers booked my time without me reaching out to them. For example, an old co-worker may want to re-connect. They find my Calendly in an old email or on LinkedIn and just book a meeting. Also, prospects who find me through a client wonderfully appear on my calendar ready to learn about my services. Calendly seems to be working for me while I’m sleeping. Executives are especially thankful when they can just book and forget. So much of their time is spent arranging meetings. Giving them a link and letting them know that they can book me anytime really allows us to spend more time together.  Some fear that an open calendar invites randos to book my time. That has never happened. I include a pre-meeting question in my Calendly that invites the person to tell me what we are meeting about. If I didn’t feel like it was worth the time, I’d just kindly reply and can

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travismurdock
Calendly Connector
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Chris DaouCommunity Member
asked in How Do I...?
Branding Issues

Is there no way to have the company logo appear for all users in my organization from the no reply email? (Without them having the users set it as their profile picture)

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Kelsi
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