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How Do I...?

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

  • 2,543 Topics
  • 6,079 Replies
2544 Topics
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SandraJayneCommunity Member
asked in How Do I...?
Reviewing weekly and daily appts.

Does Calendly allow for the event host to look at one week at a time or even on a daily basis to make changes to his appoint time availability? 

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Kelsi
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Carlos83411Community Member
asked in How Do I...?
How to fix this bug

Any time I go to write a email on work flow or even with one of my events as a “email reminder”.I have a bug where the letters you use to put brackets like this for example (Your First Name) are in the middle of my screen so it limits me to writing a email remind or even on workflow. I paid for the plan and it still doing this bug. imagine your trying to write your “email reminds” and the letters are in the middle of the screen. How do you fix this ASAP?thanks 

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Kelsi
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Miriam46402Community Member
asked in How Do I...?
integrating ScheduleOnce and Calendly

i use ScheduleOnce for a sales company and Calendly for my own work how do i integrate these?

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Kelsi
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Ginger08225Community Member
asked in How Do I...?
change host for meeting already scheduled

Hi, we have a webinar “group” event with one host selected. He is unable to cover a timeslot. We are using a shared zoom account. If he forwards the meeting to me in Outlook, will this be sufficient? I’m just worried about being able to log in when I’m not the original host. In calendly, I don’t see a feature to update the host for a meeting already scheduled. Thanks for your help!

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Kelsi
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Lysa01252New Community Member
asked in How Do I...?
traduction en français (French translation)

Comment faire pour que Calendly apparaisse bien en français pour mes utilisateurs ??? Mon calendly est bien configuré en français mais il apparait en anglais pour les gens qui veulent réserver mes prestations… 

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Kelsi
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SandraJayneCommunity Member
asked in How Do I...?
Outlook Calendar distinguishing how clients make appts.

Is there a way to set a specific color for appts. booked via Calendly vs. others appts. inputted manually into Outlook Calendar? We would like to have the ability to distinguish to 

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FinKlar03108Community Member
asked in How Do I...?
Online meeting

Hello together, is there a possibility to offer our customers just one day in the week for online meeting? The problem is we have different types of meetings and when the customers choose one of these he/she has the possibility to choose between online or face to face.  But only for Wednesday we like to offer only online meetings. So what can I do to enclose this? Maybe somebody has a solution for me? :-)

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Robert81654Community Member
asked in How Do I...?
Can Calendly create customizable event templates with editable language fields?

Currently, Calendly offers a limited selection of language fields for Event types, which might not always be regionally appropriate. For instance, the distinction between Spanish (Vosotros - Spain Spanish) and (Spanish Nosotros - Spoken in the Americas) reflects regional variations rather than correctness. Expanding the options or allowing an open language field within event types could enhance accessibility for organizers and their audience, ensuring a more suitable event workflow. Thank you for considering this suggestion.

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mcMitchellCommunity Member
asked in How Do I...?
How do I Connect a shared inbox calendar (Microsoft Office 365)?

Hello Calendly community, I have a situation that I assume others ran into.  In my organization that uses Microsoft 365. Within the organization I lead a center with several part-time employees. All the employees have their own MS-365 log-in. But we all use the same calendar and inbox to communicate with our clients and schedule meetings. To access the shared inbox/calendar, users first log into the organization using their unique log in credentials. (Microsoft 365 redirects to the Organization’s log in page, and then it redirects back to 365). After logging in, the user clicks on “open another inbox”. I want to used the calendar associated with the shared inbox with Calendly.  However, when connecting a 365 calendar, Calendly directs me to the Organization’s login page that requires the individuals credentials.  Is there any other way I can connect this calendar?

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Sam S
Employee
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Daniel AugustinCommunity Member
asked in How Do I...?
Im Kalender wird nicht alles richtig angezeigt (Not everything is displayed correctly in the calendar)

Hallo, bei meinem Kalender zeigt es mir am Mittwoch den Namen HEIRATEN an. Das bedeutet wenn jemand bei uns einen Termin buchen möchte über den Link wird immer der Mittwoch unter dem Begriff HEIRATEN angezeigt. Kann mir da jemand helfen wie ich das auf Mittwoch umstelle. Vielen Dank vorab & Grüße Daniel

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Sam S
Employee
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The Digital PicnicCommunity Member
asked in How Do I...?
Payment options - Afterpay and coupons

Hi I’m looking after our team’s calendly which is used to book coaching sessions I was wondering since it uses stripe is it possible to accept afterpay since we’re approved for it and use it on the other products on our site.  Can you set up coupons to discount with?  Is it only stripe or paypal, can you have both options at once running?  

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Sam S
Employee
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Hypno62490Community Member
asked in How Do I...?
diffusion calendrier (Adding Calendly to your Website)

je viens de créer mon compte pour proposer un calendrier avec mes dispos à mes clientscomment fait-on pour diffuser le calendrier sur mon site internet ?merci 

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Sam S
Employee
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Amanda26568New Community Member
asked in How Do I...?
I need to Round Robin Group Sessions (1:many), not 1:1s

Hi. My colleagues all host group training sessions at different hours. We need one scheduling link where we can round robin group sessions with multiple registrants. Is this possible? 

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Sam S
Employee
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Linda61744Community Member
asked in How Do I...?
Send all appointments to client

Has some one got a hack or script to automatically send a list of all appointments to a client?

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Albert35215New Community Member
asked in How Do I...?
Text messaging

I have text messaging activated in workflows. Unfortunately due to the amount of appointments, I have used all the allocation two weeks before the end of the month. Since the text messages have not being delivered my engagement has plummeted. After talking to the help desk, the only way to purchase additional texts (which I don't mind doing) is to purchase additional seats, which is cost prohibitive. Is there a work-around for this issue?

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jillian
Community Manager
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Caroline50808Community Member
asked in How Do I...?
How can I schedule a client for reoccurring appointments i.e every week?

How can I schedule a client for reoccurring appointments i.e every week?

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mcrksmanCommunity Member
asked in How Do I...?
Confirmation email spacing out each line

Did a search but surprisingly couldn’t find any existing topics on this. In the email confirmation body, text entered on a new line is automatically spaced 1 line width apart from the previous line. For example, this:becomes this:Is there any way to have lines not spaced out? I notice even in this forum box if I press enter it automatically adds 1 line width between. Why would they limit it like this?

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jillian
Community Manager
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Holly75866New Community Member
posted in How Do I...?
Request for max events for per week feature

My wishlist for 2024: Maximum number of meetings for the weekI would LOVE to have the ability to do the following:Maximum number of meetings in a week for a certain event type Maximum number of total meetings for the weekWithout this, I can’t send a scheduling link to multiple clients all at once. I can send a link to one client, but need to wait til they schedule to send out a link to another client.Does anyone have a workaround? Thank you!

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Carl83341New Community Member
asked in How Do I...?
Showing unavailable on calendar but you can still schedule appts.

I’ve gone into availability to show myself as unavailable and the Calendly calendar shows unavailable.  However, people can still schedule appointments on the days that are showing as unavailable.  How do I fix this

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jillian
Community Manager
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Scheduling55641New Community Member
posted in How Do I...?
Bring back the 'Copy Link' button when 'Let this link expire after the first booking' is enabled

In the old UI you used to be able to select  'Let this link expire after the first booking' and then select the ‘Copy’ button and the link would copy. However, under the new UI when you enable the  'Let this link expire after the first booking' the ‘Copy Link’ button is replaced with a refresh icon. The makes users have to manually copy the link. Please bring back the functionality of a ‘Copy’ button for single use links. Single Use Link toggle is disabled. ‘Copy Link’ button is visibleSingle Use Link toggle is enabled. ‘Copy Link’ button disappears and is replaced by ‘Refresh’ 

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jillian
Community Manager
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Bill08002Community Member
asked in How Do I...?
This calendar still unavailable all the time , ask to log in by owner

Hi There,We have used calendly for a week , it works well but this week that starts have some problems.1. when we go to the appointment link , there are 2 warning show : a. If you are the owner of this account, you can log in to find out more  b. It looks like there is an issue with your Google Calendar: ---@email.com. Please visit the Calendar Connections page to resolve. 2. After we make the appointment , the most of them show in google calendar but some of them not show in google calendar.Yesterday , I chatted the Contact Support , they suggested me re-calendar Sync bydeleting google account and add it again so I have been doing when we have these problems.it still work and not work like that.the Contact Support team told me , they will find out the solution and contact us but now nothing.

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jillian
Community Manager
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KadeeCommunity Member
asked in How Do I...?
applying multiple schedules to one event category

Hello, I have two one-on-one event categories to offer to students. Let’s call them events X and Y. Some days I can offer students the choice of scheduling X or Y, other days, I am only available for X. To capture this variability, I’d like to have two Schedules: Schedule A, where only X events are available; another Schedule B with X or Y events available. The issue I’m having is that it seems like I can only assign each event type to one Schedule at a time. Once X events are linked w Schedule A, I can’t link them to Schedule B without them being removed from Schedule A. Is there a way around this? 

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jillian
Community Manager
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jlathropCommunity Member
asked in How Do I...?
Consistent Zoom Credentials for recurring Managed Events

Is it possible to assign a consistent Zoom Meeting ID and Password to a recurring Managed (Team) Event?  

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Sean77706New Community Member
asked in How Do I...?
Pre-populating Custom Invitee Form fields through Routing Form

I am using a routing form to help our SDRs pick the correct round robin event link for the prospect they are speaking with. The issue I am running into is that most of the fields for the routing form are pre-filled in the URL by our CRM to keep errors and SDR time to a minimum. The issue I am having is that I have a custom field in the Routing form for Company Name and in the Invitee form as well. I need it in the invitee form but there does not appear to be a way to pre-fill that through the Routing form. It automatically does Name and Email but not custom field mapping. I am already successfully pre-populating the routing form and I can successfully pre-populate the invitee form but not when it sits behind a routing form.Is there a way, I am missing, to do this?

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Christina38157Community Member
asked in How Do I...?
How do I share one booking link for the whole organization?

I am trying to figure out if this is even possible on Calendly. I have tried reaching out via their Contact Us Chat, but cannot get a live agent. I am in charge of trying to set up and create an online booking link for our organization. We have multiple locations, therefore multiple users. What we want is ONE single booking link we can put on our main website, and when a customer clicks that, they can then select either the user (based on location) or the location they want to schedule at and then proceed with selecting the appointment type and scheduling. I created managed events and assigned then to a person to test, but I do not see anywhere on the admin side to copy and use a booking link to the managed events? Is this even an option on Calendly? If not, then it is not what we are looking for.

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Sam S
Employee
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