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How Do I...?

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

  • 3,074 Topics
  • 7,428 Replies
3076 Topics
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Ann60546Community Member
asked in How Do I...?
Adding a Second User to book meetings separately with their own Zoom.

I see no way to add my new user and her Zoom, but I am still sifting through the Tips. Do I have to cancel this new user and create an entirely new account? If so, what’s the best way to toggle back and forth to check all events? Support team uses the individual user links to help schedule overlapping events.

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Kelsi
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Tristan50221Community Member
asked in How Do I...?
Teams meeting error - no-one can start the meeting

Has anyone experienced the issue when a Teams meeting won’t start when booked through Calendly? For both me and the client, we have the message ‘someone will let you in when the meeting starts’ but neither have ability to start the Teams meeting or admit from the lobby.

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Kelsi
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The01660New Community Member
asked in How Do I...?
Integration with Salesforce which is disconnected every day

Hello,May I Have your best advice please ? I have 5 account calendly which are all connected to my admin account Salesforce.Everyday there is 1 account which is disconnected from salesforce and I need to reconnected manually this account… It’s not possible for me to check everyday the connexion between Calendly and Salesforce. Do you have an advice for me please ? Thank

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Kelsi
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OnPoint38103Community Member
asked in How Do I...?
Meeting not showing up on invitee's Outlook calendar

We are currently testing the Calendly feature with Outlook. We created a scheduling desk calendar that is being used with Calendly. I sent a test invite to myself. I received the invitation email; however, the meeting has not been placed on my calendar. I know there are no restrictions, as we have received Calendly invites from outside, which are showing up on our calendars.

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Kelsi
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adrianniarouleyCommunity Member
asked in How Do I...?
Is there a way to prevent invited users from making new events?

I want my invited users to only be able to view and edit events that are set up for them advance—not to be able to create new events from scratch. Is there a way to turn those permissions off?

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Kelsi
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Sara35241Community Member
posted in How Do I...?
More admin permissions

I would LOVE, as the company IT support/operations manager, to be able to set individual users’ links, add their Zoom link and set their availability through the admin area instead of having to log in as that user. My company owners & senior staff have their admin or me handle things like this and it would be so much better and safer to be able to manage this from the admin side. Any other things you’d like to be able to do as an admin?

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Kelsi
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misch_MISCH72765Community Member
asked in How Do I...?
Can I create the scheduling event in 2 different languages to match my multilingual website?

Does anyone know if it is possible to have the scheduling event in two different languages?Example:I have one in EN that is linked to EN version of my business website I need on in CZ to suit Czech speaking customers linked to CZ version of my business websiteThe point is that it would be pointless to link EN form to Czech website that would mean a bounce rate for those who do not speak english. You’d think in 2024 this would be more straightforward but it is not. I dont see this feature anywhere.Anyone can help?ThanksM.

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Kelsi
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RepisasDonMaxiCommunity Member
asked in How Do I...?
Location-Based Scheduling

Dear Calendly Team,I hope this message finds you well. I've been using Calendly for scheduling appointments, and I find it incredibly efficient. However, I have a feature request that I believe would greatly enhance the platform's functionality.I often schedule appointments with clients who are located in different areas, and it would be incredibly helpful if Calendly could incorporate a location-based scheduling feature. Specifically, I envision a function where before offering available time slots, the client would be prompted to enter their address. Based on this address, Calendly would then offer available time slots tailored to their location.For example, depending on the client's city or zip code, Calendly could suggest different days or times for appointments. This would streamline the scheduling process and ensure that appointments are conveniently scheduled for both parties.I believe this feature would greatly benefit Calendly users who work with clients in various locations,

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Kelsi
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Brian52655Community Member
asked in How Do I...?
Personalization in Calendly with Pardot forms

Hello everyone,Question: How to Display Country-Specific Call-to-Action Messages on English Forms?I'm setting up an English form in Calendly and would like to tailor the call-to-action messages based on the prospect's selected country. Specifically, I want the form to display different messages for prospects from the United Kingdom and the United States. Both versions of the form are in English, but the country selection should trigger the respective CTA.Has anyone implemented a similar feature? How can you ensure that Calendly dynamically adjusts the messaging based on the country selection on the form? I'm also using Pardot for this process, so any tips on integrating these platforms to streamline this functionality would be greatly appreciated!Thanks in advance for your insights!

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Kelsi
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Juice71288Community Member
asked in How Do I...?
Calendar invitations are not an option for me?

My invites are being sent via email, and unless the recipient opens an attachment (with a warning message) the acceptances don’t appear in their calendar.  I watched a video where there was an option to change to calendar invite rather than email invite, but that option is unavailable to me.  Can you help please?  We are getting missed appointments.

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Kelsi
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HillascentsCommunity Member
asked in How Do I...?
Recurring events

Hi.I’ve just joined Calendly and have managed to create a couple of one events successfully.I now want to create an event that happens once a month for the rest of the year. Is there a way of doing this or am I best cloning one event and adjusting dates accordingly. Many thanks for your help

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Kelsi
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Jenny76845Community Member
asked in How Do I...?
Is there a way to limit each person/email to one slot per day?

For example: a Professor with Office Hours. 3 hour window. Nine, 20 minute slots. How do we prevent one student from taking up all 6 slots for that day?I have upwards of 100 students vying for 27 slots every week.Creating 9 individual events and sending 9 individual links for each day is not going to work.

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Caroline26406Community Member
posted in How Do I...?
Override "Busy" Events on Outlook Calendar

I’d like to be able to over-ride my Outlook calendar’s availability. EG sometimes I’ll block time off for a client until they or I get round to adding it on Calendly, so that time will look busy but I know it’s not. I used to use Acuity and it did let you do this

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Vijay40866Community Member
asked in How Do I...?
Desire new feature of gmail notification by calendy

Dear,I hope this message finds you well. I am writing to express a suggestion regarding the integration between Gmail and Calendy. As an avid user of both platforms, I believe there is an opportunity to enhance the user experience by introducing a new type of Gmail notification on Calendy.Currently, Calendy provides notifications for upcoming events and meetings, which is incredibly useful for managing schedules and staying organized. However, I have noticed that there is a gap when it comes to integrating email communication with calendar events effectively.My suggestion is to implement a feature that allows users to receive notifications on Calendy based on specific criteria within their Gmail messages. For example, users could set up notifications for emails containing keywords related to upcoming meetings, deadlines, or important discussions. This would streamline the process of managing emails and calendar events, ensuring that users never miss important information.I believe that

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jillian
Community Manager
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Tina03617Community Member
asked in How Do I...?
no mail after booking

Hello everyone, Unfortunately, my customer does not receive a confirmation or appointment invitation after booking. I receive the information undeliverable. I tried with 3 email addresses. please help me. 

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jillian
Community Manager
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AS10482Community Member
asked in How Do I...?
Shared Event Types in Team Page

Is it possible to add an existing shared event type (in this case, a Round Robin) to a team page?

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jillian
Community Manager
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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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