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

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2988 Topics
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Felicia50471Community Member
posted in How Do I...?
need to be able to access long links, the short links will not send through our ats SMS system.

need to be able to access long links, the short links will not send through our ats SMS system. 

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jillian
Community Manager
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Heather83563Community Member
asked in How Do I...?
Need to delay billing

Resolved

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jillian
Community Manager
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Kim43615Community Member
posted in How Do I...?
Limited Access for Collective Meetings

I am also looking for a solution to adding hosts to a collective meeting that are not part of my company.  I don’t mind paying to add them to my Calendly account, even if they are already Calendly users with their own account, but what I do mind is how much access they have to our entire account. For context, our non-employee hosts are authors of the programs we sell on our platform; they are not technically part of our company, but they do need to help train subscribers to use their programs. A combo training team would ideally include someone from our company and the author (who is not part of our company). Since these authors are not part of the company, they should not:See the list of contacts from meetings they’ve helped to host (to prevent them from directly emailing those subscribers) See a list of other users in the account (which include our staff emails and other author emails) Be able to create their own meetings See the Contacts, Workflows, Integrations & apps, Routing

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Douglas04538Community Member
asked in How Do I...?
Poll Link Notification

Hello. There are multiple times that we are scheduling meetings for our clients that contains multiple people. When we do the poll meeting links and send to our clients, why arent we getting a notification back that they responded. Is there a way to be notified that the invitees have responded or do we have to remember to go back to check each time we send out a scheduling poll? 

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jillian
Community Manager
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Harry72673Community Member
asked in How Do I...?
How do I prevent double booking meeting rooms?

We work at an organisation with with 3 financial advisors. Our office only has 2 meeting rooms. We also hold meetings online on Teams.I was wondering how we could set up our account so that clients can’t book an in person meeting with the 3rd advisor if the other 2 already have them booked in to meeting rooms.Following this, in the event that the meeting rooms are taken, we would need to keep online meetings as an option.Any help would be appreciated!

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jillian
Community Manager
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Brandon81886Community Member
asked in How Do I...?
How do I get ride of this tab thing in chrome?

How do I get rid of this little tab thing in Chrome? It just showed up for the first time today. I don’t see a way to turn it off in the extension. Absolutely do not want this thing hovering over every single page. I’ve clicked the X and it just keeps coming back.  

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LMSCommunity Member
asked in How Do I...?
Can't find the meeting notes on the past meeting excel

I use to add meeting notes to past events. where can I find them? is there a way to include them in the exported excel file of the past events?

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jillian
Community Manager
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DanaCommunity Member
asked in How Do I...?
Showing availability without allowing bookings

I want to make an event that shows my availability, but doesn't allow bookings. I've been looking, but there doesn't seem to be a function like that.If there's not, I'd also appreciate an alternative on this problem.

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Invoicing02354New Community Member
asked in How Do I...?
Date Range - Calendar Days Into the Future

We recently switched from MS Bookings to Calendly and love it so far.  We are using it to help us manage appointments at our warehouse and only allow our partners to book 7 calendar days into the future.  With MS booking all of the appointments became available at midnight for 7 days into the future.  We didn’t necessarily like that but we are also getting feedback from our partners that it can be challenging with Calendly because the appointments open up as the time happens.  For example the appointment for 4/23 at 8am opens up at 8am today (4/16) and so forth.  They would prefer that they all open up at one time like 6:30am on 4/16 for all the appointments on 4/23.  Is that possible?

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jillian
Community Manager
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HemiChaeliNew Community Member
asked in How Do I...?
Zoho CRM integration

Hi,Could you let me know if a Zoho CRM integration is coming to Calendly?

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hilaryyeg
Employee
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Shawn72360Community Member
asked in How Do I...?
People responding to reminder txt

People are replying to the Calendly reminder txt, but I do not get those, where are those going and how can it be routing to me? People are responding to those to reschedule or send info and never get it.

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jillian
Community Manager
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Deborah84788Community Member
asked in How Do I...?
I'm only able to set up a buffer for one day. How to I apply the same buffer to my whole schedule?

Hi - I was able to apply a buffer to only ONE day on my calendar but I want the same one hour increment to appear as unavailable after EACH appointment slot.  Can someone please help? 

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jillian
Community Manager
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Molly15858Community Member
asked in How Do I...?
Group Meetings Invites question

I asked this during the office hours session, but didn’t get answered.  Is there a way?   Molly Neville12:08 PMI have a question on invites sent....on the one on ones, the event goes straight to the invitees calendar, perfect! On the Group Meetings however, they have to add it manually to their calendar/download it which creates confusion...it also sometimes warns them that it could be an unsafe attachment which scares them. Is there a way so the Group invites work the same way as the one on ones?Sent to Q&A

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Sarah51483New Community Member
asked in How Do I...?
Show Time-Range on Booking Page

I am trying to schedule a 1-day event (photo shoot) with an AM session that runs 9-12 and a PM session that runs 1-4, with 30 spots per session. I was able to create my event and the time-blocks show on my calendar, but on the booking page, the clickable options are 9:00 and 1:00. I’m afraid this might confuse my clients as they might not realize that the 9:00 option actually goes until 12:00. Is there a way to show time-ranges on the booking page? Ideally, the booking page would have: 9:00-12:00 (30 spots available)1:00-4:00 (30 spots available)  

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Derek50861Community Member
asked in How Do I...?
Calendy forms missing Opt-in verbiage

I am a real estate broker and use a very large CRM. In trying to get my number properly registered with them, they make sure that everything on your website meets the FCC requirements and the Calendly form that is embedded into my website they say is missing that opt-in language. Has anyone else encountered this and/or knows of any way to add verbiage to the form to make it compliant? Thank you. 

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MidwestgardengalCommunity Member
asked in How Do I...?
Send a document to a customer upon booking?

I do yard and garden consultations. After booking, I send my clients a Word document questionnaire to prepare for their visit. Option 1 - Is there a way to create this questionnaire in Calendy and have it sent automatically. If so could they also add attachments (diagram of their yard, pics, etc.)? This would save me a ton of time. Option 2 - could a Word doc (the questionnaire) be automatically sent to them with their scheduled appointment confirmation? The customer would then complete it email it back to me as they do today. It would take out the manual process of me emailing the doc to them.  Thanks. 

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jillian
Community Manager
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HYCCommunity Member
asked in How Do I...?
Is it possible client choose phone, online or in-person meeting?

Hello, Is it possible to set up an appointment so the client can choose between joining via phone, online or in-person? Basically, setting multiple locations. (zoom, phone, etc..)

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jillian
Community Manager
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BoneyFidoLizCommunity Member
asked in How Do I...?
how was a client able to create an event in a time slot that isn't available?

I have set up my availability, but yet a new client was able to book a time that isn’t in my availability. How was this possible?!Thanks in advance,Liz

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jillian
Community Manager
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Francis47388Community Member
asked in How Do I...?
Ajout d'adjoint virtuel

Bonjour, Est-ce qu'il est possible d'ajouter un lien a un type d'évènement pour qu'un adjoint virtuelle s'ajoute automatiquement à la rencontre? Ex: si je veux que Fireflies soit invité à un certain type de rencontre.

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jillian
Community Manager
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Tess64510Community Member
asked in How Do I...?
All scheduled events have the same login url in Teams

I run a range of events throughout the month, and have just noticed that all my events - regardless of the type or nature of the event/meeting - are all creating the same login URL in Teams. This is a bit of a safety/security risk for us, as it means our closed confidential meetings can be accessed by anyone who has attended another meeting. Is there a setting to change this so every event has a unique/different login url? 

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jillian
Community Manager
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SuziBuCommunity Member
asked in How Do I...?
Time limit for cancellations

Hi. I have my settings so that there has to be a 24-hour window between the time a client makes a booking and their actual meeting with me. I assumed that they would not be able to cancel/reschedule in that 24 hour period either, but that does not seem to be the case (as it was with my previous booking system) My cancellation policy is a 24-hour policy, so I do not want them to think it’s OK for them to cancel at such short notice. Is this something that is going to be rectified?  Thanks.

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jillian
Community Manager
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StorytellingLizCommunity Member
asked in How Do I...?
Only send specific Dates/Times for event types - keep event type workflows?

Hi Calendly team - maybe this is more of a product request - but also a question. I am a coach and I am sensitive about my calendar because it can be a puzzle to fit all my clients in.So I like to offer my clients specific dates/time options for our sessions. I generally give them 2 options, reserve those times on my calendar, then they book using calendly..  I LOVE the Calendly integration with gmail - it has saved me a lot of time finding times to offer to my clients, reserving that time on my calendar, and sharing the booking link with them. (I used to do all of this manually and it was a drag.) Right now - I can ONLY do this with a one-off meeting, meaning I have to manually set all the details of the meeting (time, name, booking questions) for each time I schedule a client. I also can’t use any of the workflows like reminder texts/emails.  QUESTION: is there a way to only offer select time options in an event type? Vs offering full days showing any availability in those days? (EX:

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jillian
Community Manager
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ilovelawCommunity Member
asked in How Do I...?
Inline Embed Advanced Options

Hello,I will be offering online notary services and users will be able to schedule their appointment directly on my website. Here is the current set up (not live yet):Choose service Calendly calendar Upload documents Add on services Contact Information CheckoutI don’t like the current set up as when the user completes the No. 2  - Calendly calendar, they must complete their names and email (which is already at part 5 - Contact Information), and then  they must confirm “Schedule Event” - then immediately states “ You are scheduled” without having completed part 4 (Add on services) to 6 (Checkout). Are there any advanced options to make sure the “You are scheduled” is  ONLY confirmed after checkout - I have created checkboxes at the end of the checkout where the user must agree to our terms and use and privacy policy, but with the current set up the user will be confused and stop at No. 2 - without having completed the other important steps.  I have enclosed screenshots for ease of refer

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Brett42233Community Member
asked in How Do I...?
Change the billing email address

I am wanting our accounts department to receive invoices – how can one change the billing email address – doesn't seem to be an option.

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jillian
Community Manager
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prkspeaksCommunity Member
asked in How Do I...?
Single Use Link Option Hidden in iPhone?

I noticed that Calendly has recently changed the easy to access links in Calendly which showed below the event name in the iOS app and have now buried it under a menu. While it seems okay for regular copying (NOT OKAY FOR ME) but might be considered okay for others that they need 2 extra clicks to get their sharable link, it is 4 extra clicks for single use links. My business requires me to copy a single use link and share it on WhatsApp or email. This has become a pain with the new UX. Why would Calendly induce so much pain into the life of iOS users? I don’t see any benefit of the new design. Can anyone tell me what they are thinking and why they changed this?

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jillian
Community Manager
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