How Do I...?

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?

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?

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. 

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

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?

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

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?

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”?

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?

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

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

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

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

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?

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.

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.

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

I have an event  set up for one on one  bookings at 30 mins intervals. i did this because at the time of setting up I had one person to complete the booking however now I have 2 so I would like to open the calendar so I have availability however because its a live event I want it to sync with the bookings already received. How would I got about this?

Hello:We are using a group round robin Calendly event for our customer’s to select the best time for them for onboarding calls.There will be 5 onboarders in this group.We want each onboarded to have a maximum of 4 calls per day.How can we set this up?From what I read “Daily Limits” will pertain to the event type and not the individual.Thank you on advance for recommendations!  

Hey Team, Ive set up work flows with booking & reminder text (and email) messages. I then added a *required phone number Box (question) below the name and email box’s.I thought this was the correct procedure for each client to automatically receive a booking text. But… when I scrolled down the page I noticed another phone entry box called ‘Text message phone number’ (not a requirement) that I can't remove due to the workflows.Obviously, I can't use both of these, so what's the correct procedure for a client to receive a guaranteed booking text? Many Thanks

Outlook has this amazing feature where you can start meetings 5 mins late. So meetings are like 1:35 - 2pm instead of 1:30-2pm. I wish Calendly had this feature!See screenshot 

Question/IssuesI am attempting to schedule interviews with different people with multiple people (not always the same) directly from my schedule poll, but once I book the first meeting, it closes the entire poll, and I can no longer book directly from the poll results. I need to schedule 8 separate interviews with all/most of our team that completed the poll.  So I have a schedule poll completed with 6 of our team members.  I want to book meetings with different people of the one (active) schedule poll.  Anyone know how can I do that without having the pool closed at the first booking?  Also, is there NO way to actually contact support with a paid subscription?  I tried the horrible “CAL” and waited 30 minutes for a response from “Product support expert” which never came.  As a new customer, am I missing something or is wasting time with a truly horrible BOT the only paid support option?

Hi, I would like to use Calendly to offer city tours. I offer three different tours.Tour 1: 10:00 - 13:00Tour 2: 9:00 - 13:00Tour 3: 17:00 - 21:00However, the tours are not always on the same days, my offering is changing according to several factors (other projects, weather etc.).For example, I would like to offer Tour 1 in the calendar next Friday, Tour 2 on Saturday and Tour 3 on Monday, but then only Tour 1 on Wednesday the following week.I have found the option of creating individual dates, but these don’t appear in the calendar, they just can be used as an invite link.However, I want customers to be able to see when which tours are taking place in the widget that I embed on my site.Is that possible?Thanks a lot for any hints on this topic.

Hi all. My question is in regards to the booking confirmation display shown for Collective event types. In this specific example, I am wanting to schedule a follow-up booking page with myself and 2 other users. The settings are currently set so availability reflects independent user settings and select ‘hosts will always attend’ option. The description also notes the 3 individuals the client can expect to be in attendance.Upon choosing a date and inputting booking information, 3 issues we’re experiencing:Confirmation display is only showing the meeting with one host (myself) and not 3 hosts in attendance, like we want. The topic and email subject is “X meeting name with [my name] + 2 others on X date” This is lesser of an issue as the email subject might be too long! Confirmation display page and email shows the attendees of the event as being one host (myself) and not multiple hosts on meeting. The calendar integration settings, like for google Calendar, do not include all hosts as “

Calendly is not reading busy events on my Outlook and Google calendars.I have followed the instructions in the article, “What to do when you're available but should be busy.” Thus, I have confirmed that my calendars are within my Calendar Sync page. I also have confirmed that the events in my calendars are assigned with a busy status. But, Calendly still is not reading the busy events in my calendars. I clicked on the link to “reach out to our support team”, but that page does not allow me to enter any information. What can be done to fix this problem? Thanking you in advance for helping me resolve my problem of Calendly not reading busy events on my calendars.