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How Do I...?

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1992 Topics

KelsiCalPal Emeritus

posted in How Do I...?

Tips and Best Practices: Workflows!

Users on our Standard, Teams and Enterprise plans gain full access to Workflows - and Workflows are THE BEST! Say goodbye to wondering if your invitees will remember they booked a meeting with you a month in advance - you can remind them (via SMS and/or email)! Are you hoping to send a followup “thank you” email to everyone that paid to meet with you and learn about training their puppies? You can do that with Workflows! Want to send additional resources to invitees that booked with you and sat through a webinar teaching them how to take control of their financial futures? You can do that, too! Currently, you may be using multiple applications or manually copying and pasting event and invitee information between Calendly and another application to get these kind of tasks done. Not anymore with, Workflows!Watch the video I created, below, that gets into the nitty gritty details of setting up and using Workflows.Phew - you got through the video! Now you should feel confident setting up y

KelsiCalPal Emeritus

asked in How Do I...?

How do I set up my first event type?

I am new to Calendly and unsure of how to move forward setting up my first event type. I’d like to create an event where multiple clients can meet with me in a single time slot. Help!

MayOEmployee

asked in How Do I...?

Customer showed up at an old zoom link

I created a meeting with a customer, but had to update the Zoom link. They ended up showing up at the old link that I replaced. Can you help me understand how to fix this?

jillianCommunity Manager

asked in How Do I...?

Wrong Availability on My Calendar

Why isn’t my availability showing correctly on my Calendly page? There are times that shouldn’t be available and times that should be, and things look wrong.

KelsiCalPal Emeritus

asked in How Do I...?

I am interested in setting up an event type with multiple hosts. Can I do this?

I am interested in setting up an event type that allows multiple team members to meet with invitees. Help!

benryCommunity Member

asked in How Do I...?

Missing Calendly invites

I have a lot of people booking appointments via Calendly but have been running into issues with folks not getting the invitations or emails from Calendly and thus missing the appointment. I’ve since setup reminder emails to keep them informed, but also understand there may be some Google related stuff happening that’s causing this. How can I rectify it?

KelsiCalPal Emeritus

asked in How Do I...?

Can I track clicks to and engagement on my scheduling page/s?

I read something about Calendly Tracking and Google Analytics, but it’s all pretty confusing. I would like to track clicks and engagement. Help!

jillianCommunity Manager

asked in How Do I...?

Accidentally Deleted Event Type - Help!

I just accidentally deleted my event type and therefore the scheduling link for this event. How do I get it back?

KelsiCalPal Emeritus

asked in How Do I...?

I am getting an "action required" error when attempting to send MS Teams links with booking confirmations. Why is this happening?

I have integrated with MS Teams and set MS Teams as the event type location in my one-on-one, group and collective event types. However, there is no MS Teams video conferencing link included in my booking confirmations to invitees, and under the “scheduled events” tab I see the below “action required” error when clicking “details” on a booking. How do I fix this?

jillianCommunity Manager

asked in How Do I...?

How does Calendly work?

How does Calendly work, and what specific features does it offer to streamline scheduling processes for individuals and businesses?

jillianCommunity Manager

asked in How Do I...?

Embed Not Displaying Correctly

My Calendly embed isn’t displaying the way I think it should be on my website. What are some things I should check?

KelsiCalPal Emeritus

asked in How Do I...?

I have integrated with Zoom, but Zoom links are not included in my event type confirmations/invitations. How can I make this happen?

I have integrated with Zoom in Calendly, but when an invitee books with me via my Calendly booking page, there is no Zoom link included in the booking confirmation. Help!

melisafEmployee

posted in How Do I...?

I’m hosting a 3 hour event that starts at 9am but on my booking page, I see multiple times. I only want 9am to show. How can I edit this?

Great question! For this, you’ll want to adjust your start time increments to equal the duration of your event in order for 9am to be the only time available to book. To do this, from your Home page, select your event type. Once in the event type settings, expand the “When can people book this event” section. In this section, you can scroll down until you see “Additional rules for your availability”. After expanding this section, you’ll see the ‘Start time Increments’ section where you can adjust this for your event. Since there isn’t an option for 3 hours from the dropdown, you can select custom and then enter 3 hours. Once you have made this change, select ‘save and close’. If you navigate to your booking page, you will only see 9am as a bookable time slot. For any future events that are multiple hours, you can adjust the start time increments again to match the duration of the event.

Sam SEmployee

asked in How Do I...?

How can I let clients select from different hosts on a single landing page?

I want to set up my Calendly where different events are hosted by different users, but I want all of the events to be accessible for clients to pick from on one page.

Justin.BEmployee

asked in How Do I...?

Why can't I book two different events at the same time?

I manage a Calendly account for my team of four people (myself included). Whenever someone books, I manually assign them the booking in our Calendar. So say someone books our 30 minute meeting at 9 am, it wont let someone book our 60 minute Zoom at 9 am. Is there a setting I can change to make it so we can book different events at the same time? If they are different events then we should be allowed to do that.

TeeRoadEmployee

asked in How Do I...?

Can I have my client information automatically populate on a Google Sheet?

I was wondering if there is a way that I can have all my client information populate into a separate document. Preferably a Google Sheet or something like that.

TeeRoadEmployee

asked in How Do I...?

I need multiple location options on my event. How can I do this?

I need to be available for my clients on Zoom and Google Meet. Is there a way for me to have my clients have the option of whether they choose Zoom or Google Meet?

jillianCommunity Manager

asked in How Do I...?

Does Calendly offer different scheduling options (e.g., one-on-one meetings, group events)?

As a business owner, I often conduct both one-on-one meetings and group events. How can I leverage Calendly to offer these distinct scheduling options and manage them efficiently?

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