Skip to main content

How Do I...?

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

  • 3,202 Topics
  • 7,787 Replies
3202 Topics
G
GateCityBikeCoopCommunity Member
asked in How Do I...?
Contacts list is missing some contacts

Our Contacts list shows many, but not all, of the people who have made appointments. Why are some missing? The incomplete data makes the feature unusable.

983
Kelsi
A
Aji48707Community Member
asked in How Do I...?
how to make calendly have a height according to the content displayed on mobile

I plan to make calendly have a height according to the content displayed, so users don't have to scroll on their calendly embeds.

27563
Kelsi
G
GateCityBikeCoopCommunity Member
asked in How Do I...?
Request: want to mark a contact as a previous no-show

If a Contact has ever been a no-show, I would like to see that in the contact details. We are operating a non-profit which has about 40% no-shows. As we grapple with this problem, it would be helpful to screen no-show people, especially those who are habitual. Thanks.

181
Kelsi
G
GateCityBikeCoopCommunity Member
posted in How Do I...?
Print Scheduled Events

How can I print scheduled events? I have asked previously and been shut down with the response that this is not a Calendly question, that it depends on device, printer settings, whatever.  Again, I ask, how can I print Calendly Scheduled Events? Please try it and tell me ANY device, browser, printer settings that will work. I have not been successful with anything.Google how to make a webpage printer-friendly.

2401
Kelsi
G
GateCityBikeCoopCommunity Member
asked in How Do I...?
Contacts list filter does not reset

There doesn’t seem to be a way to reset the filter on the Contacts tab.When I filter the contacts list, I see the filtered results. Fine so far. Now I want to filter on a different name. I delete the old text, but the list does not refresh. When I enter the new name, the results do not appear. The workaround is to click on a different tab, then come back to Contacts to get a fresh list.

161
Kelsi
T
Todd21580Community Member
asked in How Do I...?
adding a required attendee to all meetings

We have an existing round robin (2 possible hosts) set up for a specific event type.  We have one intern in the office which we want to include on all meetings with the 2 hosts.  Are we able to automatically add the intern as a co-host when the meeting is scheduled?

861
Kelsi
D
DLSU_jenCommunity Member
asked in How Do I...?
Extend booked date up to 7 days

Can I extend the booking up to 7 days/1 week? For example, if my client selected June 13, I will not be available until June 20. Then, my Calendly availability will open again by June 21. Is this possible?

121
Kelsi
M
MM170Community Member
asked in How Do I...?
Import Client List

Is there a way to import a client list?  I am switching to Calendly from another scheduling app & I would like to import my client contact info.  Do I have to enter the info one client at a time?

4323
Kelsi
C
Catherine84165Community Member
asked in How Do I...?
Advanced customisation of email notifications

I’m currently looking at the email notifications we send to our customers when they book an appointment with us via Calendly.  We want to take these to the next level by adding things like call-to-action buttons and bespoke headers and footers with our branding however I can’t seem to find out if this is even possible, let alone how to do it.  has anyone achieved this before and if so do you have any advice on where to get started?

1563
Kelsi
B
BuyCo41741Community Member
asked in How Do I...?
Google meet - display of the organizer name weird

Hello, I noticed that the organizer name in the Google meet invite is now a kind of code, instead of the name set in Calendly. It was not the case previously.Do you know why?

3671
Kelsi
T
thetutortrainerCommunity Member
asked in How Do I...?
Pre-Populating Booking Form Fields Using Answers from Routing Form

If you are looking to capture some of the same information on the routing form as the booking form, limiting the overhead for prospective clients is important. For example, we would like the email address field on both the routing form and the booking form. That way, if a user fills out the routing form, but fails to book, we still have a communication method for following up with them. That said, for someone that does book, it is annoying to have to put in their email to the booking form again when they just supplied it in the routing form step before.Does anyone else have this need? Have others been able to accomplish this need with third-party tools in the meantime?I sought to comment on the following post with a similar use case (stating that it is not currently supported functionality), but the discussion is unfortunately closed. 

2213
Kelsi
P
Peter50177Community Member
asked in How Do I...?
Two Accounts Running Simultaneously?

Is it possible to have two different Calendly accounts runnning simultaneously that book appointments on the same Google calendar?

821
Kelsi
M
MichaelPCommunity Member
asked in How Do I...?
multi-company/domain integration

Is it possible to have a joint calendly, which would be shared between organizations. The scenario is as follows: Company A has sales team members and Company B has engineers. The goals is to have a joint calendar between Company A and B. Is it possible?

2581
Kelsi
K
Kaley WhiteCommunity Member
posted in How Do I...?
Feature request: Attachments in email notifications

I’d like to include attachments in email reminders and follow-ups.

611
Kelsi
S
SugarFactoryNew Community Member
asked in How Do I...?
Can I give reason why a appointment was cancelled in the automated mail?

Can I give reason why a appointment was cancelled in the automated mail?We are large event venue, and we often can viewing request from events that are to small, which we unfortunately can not accommodate. So we have to cancel these appointments. But to not be rude we want to give them reason. Can we automate this in a variable that host fills in?

2781
Kelsi
A
AmeliaRCommunity Member
asked in How Do I...?
Edit a Meeting Poll - Remove Votes

Hello, I made a poll and sent this out to two collogues to test, I now want todelete these two as voters delete their responses send out the poll per usualWhat are my steps to complete 1. and 2.?If I need to make a new poll, what are the steps to duplicate the date selected to a fresh poll?Related, at what point will polling “close”?

6082
A
B
Beh12017Community Member
asked in How Do I...?
Calendly - Salesforce integration issue

I have integrated Calendly with our Salesforce, currently we are testing to make sure it fits our needs. However, new meetings are not creating any leads or contacts on Salesforce. Can you please let us know if we are missing anything?

791
Kelsi
W
wendyh825Community Member
asked in How Do I...?
Invalid phone number

I had booked a phone call with MiracleBox today @ 3pm ct.  I never got call.  I tried to schedule a new call and completed form & entered payment information.  It said my phone number was invalid so it wouldn’t let me proceed to pay.  Do all phone numbers have to be registered to Belgium company?  Does that appy to me?  How do I fix this?  I have received confirmation on the new call coming up, but it won’t let me pay.Please help as I have been trying to get customer support from Miracle Box for 2 years now.Wendyh825

752
W
R
rajkdashCommunity Member
asked in How Do I...?
How to guarantee paid event slots

I have a paid Calendly account, collecting payments for various events with Stripe. I need a way of ensuring that one or more Group events’ slots are always scheduled even if no one has purchased a seat.E.g., is there anyway to lock a group event’s slots even if no one signs up? I want the event to run, with a Zoom session scheduled -- even with zero bookings.Someone asked a similar question here []But the answers were insufficient. The requirement seems simple enough. I’ll describe the situation in greater detail with an example approximating my situation. I have multiple paid Group event types with 20-50 attendees max per slot, 1-4 slots per week - all held over Zoom. I need to ensure these slots (maybe 20 per week total across all Group types).I also have multiple paid 1-on-1 types of lower priority that are from 8am to 10pm daily. Those function fine, but I don’t want one of these clients being able to book when a Group event should be on.I don’t care if a Group event has zero book

615
R
Rebecca from Calendly Events
Employee
Rebecca from Calendly EventsEmployee
posted in How Do I...?
Join the Party: Calendly is Going to Forrester CX

Hey everyone! Rebecca with Calendly Events here Calendly is sponsoring the Forrester CX Summit, and we're thrilled to connect with you there. This is an amazing opportunity to explore how our automated scheduling can transform your customer success strategies. Let’s dive in: Join Our Session: How Docusign Accelerates Customer Value with AutomationMark your calendars for June 19 at 12:30 p.m. CT. Docusign’s Senior Customer Onboarding Program Manager, Brad Thomas, and our Head of Customer Success, Joel Knight, will be taking the stage to share how automation has revolutionized their customer success approach. Need a reminder? We’ve got you covered. 🔥 Session Highlights:Accelerated Value: Learn how Docusign’s approach to automation resulted in customers seeing value three to five days faster. Increased Efficiency: Discover how they achieved a 20% increase in the internal team’s billable utilization. Comprehensive Customer Journey: From onboarding to renewals, every phase of the meeting e

651
Kelsi
T
Think24603Community Member
asked in How Do I...?
Limit number of booking per invitee a month

I would like to know, if there is a way where I can limit the number of reservations an invitee can book per calendar month ?Thanks

6091
Kelsi
A
Annah22384Community Member
asked in How Do I...?
Set minimum invitee per group event

I need to make an event that requires exactly two people to sign up per time slot. When one person books, they get an email confirming that they signed up but stating that they will get a final confirmation or cancelation of the event no later than 48h in advance. If 2 people sign up, they both get a final confirmation that the event is booked. If only one person is signed up 48h before the event, that person will get a cancelation email giving them the option to pick another time. How can I do this?

771
Kelsi
A
Anthony40672Community Member
asked in How Do I...?
Is customization for multiday bookings possible?

I’d like for my clients to book me for between 1 and 14 days. I don’t know if it’s possible to customize things to facilitate this. Or if there are any hacks or work arounds if not.

223
Kelsi
B
Becca50788New Community Member
asked in How Do I...?
Calendly x Systeme.io

Hi -When somebody signs up for one of my events in Calendly, how can their first name, last name and email enter automatically be added into the Systeme.io contacts?Thanks.

1101
Kelsi
D
DavidSRGCommunity Member
asked in How Do I...?
Seeking Insights on Driving Prospects to Calendly for Paragon SPM Bookings

Hello Calendly Community,I’m reaching out to gather your expert advice on driving more prospects to book through Calendly for Paragon SPM, our innovative SaaS solution designed to automate the design, tracking, calculation, plan management, and reporting of sales compensation. As we launch this cutting-edge tool, we aim to streamline the complex processes of sales compensation management and provide unparalleled efficiency and accuracy for our clients.Could you kindly share strategies or best practices that have successfully driven traffic and increased bookings via Calendly for your services? Specifically, we are interested in effective marketing channels, promotional tactics, and any integration tips that have proven to enhance user engagement and conversion rates. Your insights and experiences would be immensely valuable to us as we strive to reach and serve our target audience more effectively.Thank you in advance for your support!#salescompensationBest regards,David JohnstonParago

631
Kelsi
Terms & ConditionsCookie Settings