Skip to main content

How Do I...?

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

  • 2,716 Topics
  • 6,529 Replies
2718 Topics
S
SadEdjoCommunity Member
asked in How Do I...?
Privateemail.com (Namecheap) integration

I am using namecheap’s privateemail.com email service for my domain.Has anybody been successful in integrated their privateemail calendar with calendly and, if so, how?

3461
Kelsi
L
LaserontourCommunity Member
asked in How Do I...?
Charging or pay cash on the day

Is there an option on calendy where you can charge or not charge for a particular appointment some of my clients have allready paid up front for a course and others are pay as you go. How do I incorporate this to calendy.  Is it just as simple as creating two events 1 charged and 1 not and send clients invite to a free one or charged

2871
Kelsi
G
Gail87186New Community Member
asked in How Do I...?
How do I remove googlemeet from my calendly

I have googlemeet and zoom linked on calendly and cant seem to get rid off the googlemeet

1371
Kelsi
N
Nehi00347Community Member
asked in How Do I...?
Salesforce and Calendy Integration

Hi All,I have successfully installed Calendly in my Sandbox and also activated the flows. I have also activated the sync. But i am not able to see the CalendlyLink on my user record .Does anyone have any idea ? How to get this link on my user Record?Thanks 

1841
Kelsi
W
With32068Community Member
asked in How Do I...?
Booking Appointments Simultaneously

We are a jewelry company. We have 2 different event types: Physical Consultations & Virtual Consultations (already live). We have 2 staffs handling both.Questions:1) How to add schedule for each agent separately, map them to the 2 events and book appointments as per their availability?2) For time slots when both agents are available, we'd like to accept 2 appointments for each time slot. Will the system crosscheck agents availability across both forms and determine accordingly whom to assign the appointment? 

2391
Kelsi
H
Henry04221New Community Member
asked in How Do I...?
Change the "Add to Calendar" account without deleting existing appointments

We would like to change the google account that the calendar events are added to. For example, the currently scheduled events show up on the calendar of account1@gmail.com. If I change it to use the calendar of account2@gmail.com, are the currently schedule events deleted? I am hoping it will keep the current events showing up on account1@gmail.com calendar, and schedule all new events on the account2@gmail.com calendar. Then we watch both accounts for a while and just gradually switch to the new account. 

801
Kelsi
N
neworkflowCommunity Member
asked in How Do I...?
Reminder email confirmation button

Hello,is there any way to move the confirmation button in the reminder email up in the email body?Unfortunately, it sticks to the bottom of the email, why I had to include some instructions, but still people seem to miss it. I would like to place it right up on top of the email body. Thanks Pierre  

232
N
P
Patrick50456Community Member
asked in How Do I...?
45 min appointment slots and blocking lunch breaks and holidays

Hi, I am just starting to explore, but cannot see if 45 min slots are at all possible? Furthermore I can not see how to block my lunch hours or days at which I am not in the office? 

3941
Kelsi
K
Kitty68404Community Member
asked in How Do I...?
Multiple Physical Locations

Is there a way to set up a bank of appointments with different physical locations? For example, on Tuesdays, we meet at Location 1 at 8 am, on Wednesdays, Location 2 at 9 am and Fridays, Location 3 at 10 am. 

5741
Kelsi
C
caitlinetteCommunity Member
asked in How Do I...?
How is a cancellation policy reinforced?

On each of my event types I can manually type in a cancellation policy, but is this actually enforced by Calendly? Or is it just a courtesy notice that if someone cancels within x amount of time, I will not refund them on Stripe? I assume all handling of refunds (or lack of) must be done manually by me? 

4141
Kelsi
R
Rhonda71608Community Member
asked in How Do I...?
Confirmation email

My Confirmation emails contains details of other meetings that have scheduled for that day - how do I stop that from filtering through?

4389
Kelsi
V
Victoria56221Community Member
asked in How Do I...?
Workflows - post-session email

Under the workflows option - I want to create a post-session thank you email for after the session in order to start obtaining some reviews. How do I work around "no shows" to the sessions - in order for them not to receive a post-session email?

1841
jillian
Community Manager
M
Mitzi60260Community Member
asked in How Do I...?
Availability when a custom override calendar schedule is set

If you create a custom calendar that overrides your current calendar schedule and you send the calendar out with the specific times you’re allowing to override your calendar, if someone books during one of those times, will it remove that time slot availability from others? 

461
jillian
Community Manager
T
Taxes20417Community Member
asked in How Do I...?
Need Desktop Outlook Plug-in - get help webpage is a big white screen

I read through the thread of another user trying to obtain this plugin - so fine, I understand why you want to distribute only as needed - well, I assure you that I need it.  When I first setup Calendly I had Google Workspace hosting my email domain - calendar integration worked just fine - but now I am going to start hosting my own domain using Icewarp.  I have already made the switch for email.  But when I went to change my calendar integration, that is when I learned that Calendly does not support activesync, IMAP or POP.  For now I have switched the calendar integration to my regular gmail account and I access it with Outlook, but that is not optimal because it is read-only.  I have reached out to Icewarp support to see if they have any suggestions - but for now, the only solution I see is to use the plugin - unless you have some other suggestion.I tried to reach you through the contact us link - but all I get is a big white screen.  So, not much help there.

624
T
S
Shayanmz12Community Member
asked in How Do I...?
Rescheduling event after it has passed?

Can an invitee reschedule an event using the rescheduling link after it’s done?

2843
Kelsi
H
Hugo10247Community Member
asked in How Do I...?
executive (team) coach

I’m an executive coach who works with individuals and teams and would love to find out if can Calendly show in my google calendar which options have been given to others by email option scheduling  which they didn’t take yet (like notion calendar does) and take away the option as soon it is taken by someone? I would like to see in my calendar which options are offered to others - even if they are not taken yet -  so I don’t carelessly overbook them but I also want to offer the same options to different people and give the first one to respond the benefit whilst taking this option away for others.  I want to give my assistant access to give out options on my behalf via her own email. Is that possible with calendly?I would also like to give out multiple options to coaches and teams to schedule 4-8 sesssions over a time period ahead and have them limited so they can and should schedule a minimum and maximum amount of meetings. Preferably I would also like to have the rule that certain mee

1131
Kelsi
J
Jonas LyngholmCommunity Member
asked in How Do I...?
Missing translation (danish)

How can we have the translations made to danish?I understand it’s not a native language at the moment in Calendly, but we can help to get it there.Let us know so we can proceed on using your platform fully - at the moment it’s a strange mix og danish and english words because we type in as much as we can in danish..

811
Kelsi
A
AdrianneIntegrityTravelCommunity Member
asked in How Do I...?
Shared link for client requests

I am an agency owner and then have an employee whom I’d like us to have one shared calendly link for clients to coordinate client and potential client appointments.  Our office assistant helps manage our schedule and fills in appts when we have people call in to the office to schedule so I’d like her to have access/schedule management as well.  I’d like to create a link that shows our shared availability but not allow clients to necessarily choose who they work with because I’d like to vet with my employee who should take the request depending on our current work load.  Is there a way to have both of our availability in a client facing calendar system but then on the back end, we’re seeing when clients are requesting appts and I/we decide who gets “assigned” the actual appointment?  Is this possible?  Or other suggestions?  If not, if a client requests one of us, and due to our client load, the other has more capacity to take the appointment, can we reassign the client meeting to the o

1141
Kelsi
S
Steady455Community Member
asked in How Do I...?
Teams not getting populated

Scheduled meetings are not getting populated in my Teams calendar, even though a Teams meeting link is issued

7413
Kelsi
B
BudgetsanssepriverNew Community Member
posted in How Do I...?
My Calendly Events are not Displayed on my Connected Google Calendar

Hello,URGENTmy professional calendar https://calendly.com/budgetsanssepriver/60minvip? is no longer displayed on my Calendly account associated with my gmailhow to get it back please

1831
Kelsi
G
GalenCommunity Member
asked in How Do I...?
Notify for every Routing Form response

Hi folks,I’ve just added a Calendly Routing Form to our commercial web site. Love it so far… except that I need to notify my sales team every time a form is submitted -- even if an event isn’t booked.In our Routing Form we ask: “What’s on your mind?” and the radio button choices are “I’d like to schedule a demo”, “Please contact me via email” and “Please call me”.  When the second two are chosen, I’ve configured the routing so the user just sees a message of “thanks we’ll be in touch”. i need to notify my sales team so we can be in touch!I don’t see any actions in Routing or in the Event to email a team.Thanks in advance,g

7773
Kelsi
M
Michi04148Community Member
asked in How Do I...?
Customer to receive my zoom link intead of Calendly link

I am new to Calendly and I set up payment as required for my clients before scheduling.  They can choose any day to schedule to make payment, but I want to be the one to send them my specific zoom link.  I don’t want them to recieve the calendly web conference link which I see under booking page options-there is automatically a calendly event link aleady there.  I did choose location as zoom, but I want to make sure a calendly web call link is not sent.So my two questions are #1- if my client picks any day on my calendar for the purpose of payment and confirmation that they want to join, after payment does Calendly send them the generated calendar invite link?  I prefer not bc I prefer to send them my own zoom link directly for this particular event i have.  And #2-i would like to require recuring payment. Is there a short cut with Calendly or do I program through PayPal which is what I linked to my Calendly? Thank you in advance and apologies if talking circles, I am new to this :)….

4843
Kelsi
A
Ami78411Community Member
posted in How Do I...?
One-off meetings

If I create a one-off meeting with a few time options and don’t put placeholders in my calendar, what if a different meeting gets scheduled during one of the times in the meantime? Does it make that specific one-off time option unavailable for the person booking or does it get double-booked?

2895
Kelsi
H
HEILRAUMIRISCommunity Member
asked in How Do I...?
Automatic Message when appointment is booked

Hey guys!How can I get an automatic message lets say on my iphone when somebody has booked an appointment with me? Thanx for your precious help

3375
Kelsi
M
MarcusCommunity Member
asked in How Do I...?
Zoom type not set correctly

Zoom events are being setup with no password. Which then means Zoom’s stupid security kicks in and the waiting room is activated requiring me to pay attention to the waiting room and allow people in. Zoom has recently disabled the option to turn this off. So, if a zoom invite does not include the password, waiting room is mandatory. When I make a zoom invite myself, a password is naturally added. When calendly makes an invite, there is no password included.

1573
Kelsi
Terms & ConditionsCookie Settings