Skip to main content

How Do I...?

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

  • 2,895 Topics
  • 6,998 Replies
2897 Topics
T
Twan46082Community Member
asked in How Do I...?
Maximum Invitee Limit

I have to setup a small meeting conference with several participants, depending on my availability. For instance I can meet at 10.00 with 3 guests, at 10.30 with 4 and at 11.00 wilth only two. Is it possible to set this up. I did seethe time options, but how and where do I enter the maximum number of participants for each time?

22131
Kelsi
N
Nova83053Community Member
asked in How Do I...?
Registering for Multiple People

We are hoping to use Calendly for scheduling our candle pouring workshops in our retail store. More often than not, a couple signs up for two spots together or one friend registers for the group attending. From what I gather, there is no solution to this right now. Is there a plan to implement a feature like that, that would allow people to register for multiple attendees at a time and have the quantity subtract from our available limit?

3913
Kelsi
Harold81878
Harold81878New Community Member
asked in How Do I...?
Issue with Calendar Invitations

Calendar invitations are being sent from my email address, but Calendly is using its own smtp server.  Since I have SPF records in my DNS, the recipient’s server is rejecting every calendar notification, since it doesn’t come from Microsoft’s servers.  There does not appear to be a way to fix this.

5795
Kelsi
J
John77774Community Member
asked in How Do I...?
Creating appointments with an independent contractor

I have an independent contractor who provide a consultation service for my clients. I have a standard account, she has one of her own for her separate business. Her Calendly is connected to her calendars for her business and personal obligations.  I want her to be able to schedule meetings for my clients, taking into account her various availabilities.My schedule is not relevant, only hers and the client.What is the best way to accomplish this? Thanks,John Mekrut

1143
Kelsi
D
Dharris GPWCommunity Member
asked in How Do I...?
Send a pre meeting checklist

I want to include a checklist of topics (form) for a client to review prior to the meeting. The goal is to remind the client about the range of topics we can provide advice on and for us to understand what might influence their life now and in the near term. I would then get this information sent to me ahead of the meeting. Ideally it would go out with the reminder email 24 hours prior to the meeting.  Other than linking them to a third party fillable form I don’t see how it can be done within Calendly.  Is there a solution I am missing?  

1133
Kelsi
D
DanSCommunity Member
asked in How Do I...?
One-off meeting name not being used as title for calendar event, why???

In the documentation for one-off meetings there is this note,“Note: The name of this meeting will not appear in the title of the calendar event that is created for this event. E.g. if you name this meeting “Quick Chat” that name will not appear on the calendar event. What will appear on the calendar event is [Invitee Name] and [Host Name]. The meeting name will be shown in the body of the invitation.”Can someone from Calendly explain to me why the calendar invite is set to “[Invitee Name] and [Host Name]” and not the event title?I do not understand why this is “hard wired” this way as it is a horrible experience for my customers when I try to use this.At minimum, could there not be an option that we can select whether we want the event title or this “[Invitee Name] and [Host Name]” to be the title for the calendar invite?This seems very strange that the name of the meeting is not used as the title of the calendar invite.  Are these not the same thing?Please help me understand.  Honestl

136116
Kelsi
K
Kara00563Community Member
asked in How Do I...?
Event Booked Time Zone is different on the confirmation email.

I have booked a couple of appointments for myself, with a different email address than my account, in order to test out some changes I have made to my events. In this, the time zone I am in and used for my booking is central time, but the confirmation email and booking time in the email is changed to Eastern. I have had 3 no shows from my last 3 appointments and I suspect this is why. How do I fix this? 

17681
Kelsi
Y
yaelCommunity Member
asked in How Do I...?
 I can't connect calendly to whatsapp

I'm trying to connect calendly to whatsapp business, I succeeded, but the client doesn't receive a message, only me. How can this be fixed?More precisely, I succeed but in one direction. I would like my client to schedule meetings with me, not only will I receive WhatsApp but my client will too 

7181
Kelsi
L
Le72570Community Member
asked in How Do I...?
Problems with Availability

Hi everyone, I’m having a problem with Calendly scheduling. I connect it with my personal email, then schedule the event from 8:00. However, when the event shows, it keeps stating that the start time is 9:30. How can I make my call start from 8:00? 

1601
Kelsi
N
Nsequence77858Community Member
asked in How Do I...?
Can we count some events as "more than one" towards the max daily limit for bookings?

Hi i am working as part of a pretty large business considering using Calendly to coordinate meetings with our clients. The issue i run into is that we do many different kinds of meetings with Dentists to discuss surgical cases and how many we can plan for is based un how many arches (upper and lower teeth) we are designing for. A doctor may only do the upper teeth while the other may do both upper and lower the upper only counts as one for our daily design capacity but the upper and lower is two. As such our limit isn't the number of meetings but the combination of kinds of meetings. with a 10 limit we can do anywhere from 5-10 meetings in a day while still maxing out our capacity. Is there a way to track this or are we outta luck?

463
Kelsi
S
Scott73332Community Member
asked in How Do I...?
Allow invitee to choose who they book with?

We would like to have one link for both of our coaches whereas the recipient can pick the coach they want to schedule with versus two separate links. How do we do this? Along these lines how would we have a master link for different meeting topics (i.e., compliance, business coaching, PIP meetings, etc.) and are wondering how we can do that. Any and all help much appreciated!

4312
S
P
PRI65347Community Member
asked in How Do I...?
Change Calendly organization owner without the owner being present?

The “owner” on our account is no longer with the company and admins don’t have permission in the system to remove her. How do we do that?

1121
Kelsi
F
FieldSchedCommunity Member
asked in How Do I...?
Workflow for multiple contractors in multiple geographies

Would like to understand how Calendly can support this scenario, and where we’d likely need to integrate other tools?  Ideas and alternative approaches welcome!We use independent contractors in several states to provide services to clients at specific physical locations in that state.   In some states, we have multiple contractors that serve a single area.   We’d like each contractor to enter their availability into Calendly.    We’d then like each customer to be able to select the correct Calendly booking form for their geography. Is there an easy way to do this in Calendly or do we need a third-party tool? For example, we could set up an online form where they pick their geo, and the form logic routes them to the correct Calendly booking form.   Ideally, they’d see all contractors available for their geography in a single booking form.   We’d also like to be able to show that geo-specific calendar on our website as information-only - not a booking form.   The initial appointment woul

2939
Kelsi
D
Dipl-Psych18586Community Member
asked in How Do I...?
Are previous bookings in Calendly also displayed in Google Calendar?

Hello, I have connected my Google calendar.  A new test booking is displayed. What do I have to do so that all previous bookings in Calendly are also displayed in Google Calendar? Thank you

2062
D
L
LeeCommunity Member
asked in How Do I...?
Calendar Connection Not Showing Scheduled Meeting

Having issues with appointment scheduled not displaying on my calendar. 

16421
Kelsi
T
Teodora68377Community Member
asked in How Do I...?
Calendly book different timezone

I currently live in the US PT and here is 8am. The daylight saving time changed this month, and 9am became 8am. Someone who lives in Europe booked a call with me at 8am my time last month, before the time changed. Let’s say when they booked the call it was 5pm their time and 8am my time.Now with the time changed 8am my time is 4pm their time. In my calendar it still shows the call is at 8am, but no one has joined the call. But if for the other person it shows 5pm, that’s going to be 9am my time. How does Calendly treat these scenarios?

23011
Kelsi
A
Adel86832Community Member
asked in How Do I...?
Issue with connectivity to Office 365

Hello,I'm an IT technician, I'm reaching out regarding a ticket we received from a client experiencing issues with Calendly. When attempting to view his bookings, he encounters an error (attached).The client utilizes his Office 365 account calendar.Here's what I've tried so far:Removing and re-adding his calendar using the Office 365 calendar. Ensuring his Office suite is up to date. Temporarily removing the Exchange Plan 2 license for an hour and then re-adding it to reprovision the mail services on his account. Testing different browsers, including incognito mode. Troubleshooting the availability.Any advice would be greatly appreciated.Thank you.

20084
Kelsi
J
JJ34383New Community Member
asked in How Do I...?
How do I hold a paid group on MY calendar without paying?

I would like people to pay to register for various group event courses. With “poll” events, Calendly gives me the ability to hold multiple spaces open on my calendar so that no one schedules during that time. I’d like to do the same with paid events. Once someone pays, it will be held, but in the meantime I’m worried someone else will book for those slots. I can do this with free group events simply by registering myself as one of the attendees. But I can’t figure out how to do this with paid events without paying myself.So for example: I create a paid class. Clients can pay to book that class anytime. But there might be 2-3 times I definitely want to hold it (whether or not anyone pays) so that I can do recordings. I want to lock those 2-3 times on my calendar but still allow people to book the event type whenver they’re willing to.I hope what I’m trying to do makes sense and that you can help me do it Thanks so much! 

1665
Kelsi
W
Employee
willow.arthurEmployee
published in How Do I...?
Customize Calendly to Reflect Your Company's Branding

 Customizing Calendly to reflect your company’s branding is an amazing way to provide your clients and invitees a consistent experience! What you can do as a user:As a user, you can add your company’s branding to your booking page and remove Calendly branding from your booking page, confirmation emails, and notification emails! See the video below for the before-and-after of your booking page!Add Logo and Remove Calendly Branding - Watch Video Add your company logo to your booking pageHow-to: Log into calendly.com Select your avatar icon in the top-right corner of your home page Select “Branding” from the drop-down menu Select “Upload image” under the Logo box and choose your logo from your computer Always click “Save”  Remove Calendly branding from your booking pageHow-to:   Log into calendly.com  Select your avatar in the top-right corner of your home page Select “Branding” from the drop-down menu Toggle the button to the right of “Use Calendly branding” Always click

101531
Kelsi
M
maxim88073Community Member
asked in How Do I...?
Recurring meetings

I was looking for an option to create recurring meetings with users. For example, I would like to schedule weekly meetings with someone at the same time for the next 6 months. Is it possible to do so in Calendly?

26952
Kelsi
H
Hope24178Community Member
asked in How Do I...?
Booking availability isn't reflecting in my booking link

I am unable to receive bookings on the weekend even though I have changed my dates and times so that I am available on Saturday, however this is now reflecting in my link…. Please help 

9203
Kelsi
B
Braden70003Community Member
asked in How Do I...?
Can't apply license

Hi @jillian, your initial answer to this question is informative to my scenario as well.  Thank you for the detailed insight!I have a free Calendly account using my work email.  Since creating that, I discovered that we have a managed account within the company.  The admin allocated a license to my email account, but I am not able to apply that license within my Calendly account.  Is there an easy method to transition individual accounts into the managed account?

543
Kelsi
B
Betsy-mamgCommunity Member
asked in How Do I...?
List of upcoming scheduled events for users in

I am the admin for 3 advisors - is there a way to see a list of their upcoming meetings in Calendly so I know when to call clients and remind them of their appointments?

1761
Kelsi
M
Molly22308Community Member
asked in How Do I...?
"Location" Variable

The “Location” variable, when used in reminder emails etc., actually inserts the word “Location: “  How can I make it so that it only inserts ONLY the input data? Right now, the text for my confirmation/reminder emails shows up as:I will call you at Location: +1 234 567 8901 on {date} at {time}. What I want is for it to show up as:I will call you at +1 234 567 8901 on {date} at {time}. Please help!

1611
M
J
Jayson23313Community Member
asked in How Do I...?
Ensuring confidentiality in the waiting room

I am an Executive Coach and clients use Calendly to book Zoom sessions with me. I started running into the challenge with back-to-back meetings where clients in the Zoom waiting room are seeing the name of the previous client [see attached photo].The Topic of the Zoom meeting is being pulled from Calendly as "Name" + "Event Type" So I wanted to see if there was a way I could somehow change this to protect client confidentiality.There doesn’t appear to be a solution in Zoom and Calendly Tech support was not helpful.It seems like there is no way to create unique Zoom IDs for each booking either.  I am sure other coaches and therapists are using Calendly as the scheduling backbone and this issue creates major client confidentiality challengesThe only solutions I have found thus far are: 1) ideally, end the meeting before the next client lands in the waiting room ; 2) to go into Zoom and manually edit Meeting Topics for the coming week. Would love other ways to troubleshoot this… 

1704
J
Terms & ConditionsCookie Settings