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How Do I...?

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

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  • 6,512 Replies
2706 Topics
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Lynnea13044Community Member
asked in How Do I...?
putting hour-long breaks between meetings

I’m getting up to 5 appointments per day (from 10-6).  How can I limit the appointments to 3 per day and put 1 hour-long breaks between appointments?

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Kelsi
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Antonio14384Community Member
posted in How Do I...?
booking form

Is it possible to delete the email field in the form?

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Kelsi
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jamiemortonCommunity Member
asked in How Do I...?
Apple Mail embed link

Hi, i am struggling to create a simple “click here” graphic to link in my applemail. The copy links in the program are not what i had hoped for. Anyone else had this issue? I have limited tech skills, therefore i am hoping for a simple solution?

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Kelsi
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GillesCommunity Member
asked in How Do I...?
I updated my URL - how do I ensure invitees are redirected from the old URL?

I recently changed the url of our Calendly link from intro to discovery-call. How can I make sure that the old link redirects to the new link, so people with the old link will still get to the scheduling page?

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Kelsi
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Ginny17710Community Member
asked in How Do I...?
New computer

Have a new computer. how do I redirect calendly to the calendar on my new computer?

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Kelsi
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Ashley04021New Community Member
asked in How Do I...?
How do I add more guests to a event already scheduled?

I had a customer schedule a 30 min meeting with me, he asked to have 6 more people added to the meeting. He gave me their emails. I just don’t know where to add them. I’d like to add the 6 additional guest myself. Let me know the best way to invite these additional guest to the scheduled meeting. Thanks!

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Kelsi
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Rob22163Community Member
asked in How Do I...?
Text aanpassen

Mijn vraag is; hoe verwijder of pas ik de tekst aan boven de roze bulletpoints. In de oude versie kon je dit schrijven nu in de updates kan ik er niet meer bij. Het zou fijn zijn als ik hier een antwoord op zou krijgen.

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Kelsi
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Clinica MenorcaCommunity Member
asked in How Do I...?
Integración de Calendly con Salesforce

Buenas tardes,He conseguido realizar la integración de Calendly con Salesforce pero no encuentro la forma de vincular los campos. Parece ser que esto se realiza a través de unos flujos que ya vienen preestablecidos pero no los encuentro.Necesito que al crear un evento en Calendly:1.- Compruebe si esa persona ya existe en Salesforce. Si NO existe crearla como Candidato (Lead)2.- Crear un evento en el Calendario de Salesforce con los datos del evento de Calendly.Quedo a la espera de su ayuda.Un saludo.

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SaraThackCommunity Member
posted in How Do I...?
Only allow each person to book once?

Hi! Does anyone have a workaround for this situation? We use Calendly to book “Health Checks” for our customers on our software, but we only want each customer to be able to use that link once - we don’t want them to come back and use it again in a week or two. Is there a way to only allow a user to use the link once based on their email address?

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Kelsi
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Malik20384Community Member
asked in How Do I...?
Different Calendars for Different Event Types

Hello,I have two different Event Types.  For one event, I want Calendly to check for conflicts on only my calendar.  For the other Event Type, I want Calendly to check for conflicts on both my calendar and my engineer’s calendar.Currently, this Calendar sync setting is only under the Profile settings and applies to all Event Types.As a sales person, I set up meetings for just myself or technical meetings for myself and my engineer.  However, I have to only choose one unless there is a workaround.Thank you

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Kelsi
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Noah11632Community Member
asked in How Do I...?
"Calendly Error" on booking page but help status says all systems are operational

My team has a shared calednly link that our customers can schedule through. And right now whenever someone clicks on the scheduling link, instead of taking to the booking page it pulls up an error page with the headline “Calendly Error: Apologies for the inconvenience….” it then has a link that refers to the status page (calendlystatus.com) but it says that all systems are operational. All the other scheduling calendars for our team are working fine and even calendars that are clones of this one are working fine. I’ve attached a picture of the error page, does anyone know why this is happening or how we can fix it?  

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Kelsi
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Callie38318Community Member
asked in How Do I...?
Changing sender email address

Is there a way to change the 'sender’ email address? I've changed the login email address to my new updated domain based email but bookings are still being confirmed from my original gmail account. 

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Kelsi
Sam S
Employee
Sam SEmployee
posted in How Do I...?
Outlook Plug-In vs. Office 365/Outlook.com. Which one is for me?

If you’re an Office 365 or Outlook.com user looking at your Calendar Connections page, you might be thinking, “Ok, I see two options that both say Outlook… and I use Outlook… but which do I pick?”  Well, I’m here to help you find out!  For a bit of background, The majority of Calendly's calendar options (Google, Office 365/Outlook.com, Exchange) are web-based – meaning you are able to access your calendar data from anywhere, on any device by logging in via your browser.We designed the Plug-In for our users who's desktop Outlook calendars do not sync to a web-based Office 365 calendar and therefore are unable to use the web-based connection.  In order to see if you can use the web-based connection, as it would be preferred when possible, you’ll want to:1. Open a private/incognito window in your browser and navigate here. (https://outlook.office.com/calendar)2. Attempt to sign inIf you can sign in and view your calendar with all of your calendar events, then you will want to connect your

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Tuuli35138Community Member
asked in How Do I...?
I have paid account in Calendly but but I cannot mark priority meetings. How? Why?

 

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BambiimilkCommunity Member
asked in How Do I...?
Multiple events on same day

Hi,  I have one event for which people could access at différents price (some participant have to pay full price and others get a cheaper price). Since it’s impossible to add a reduction code field with stripe payement, I thought I could create multiple events for the same date and attribute specific price for each specific event created. But, one participant already registered (at full participation rate) and now the date is not available anymore for other event with reduced participation rate.  My question is: Is there any possibility to have several events booked for the same date and time? Or is there any solution to have the possibility to register with a reduction code with Stripe integration on Calendly?  In advance, thank you soooo much for you help since I’m going crazy with this 😅

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Jahnavi38815Community Member
asked in How Do I...?
Overlap event slot - Book the same slot multiple times

 Can you please assist me with the solution on how to create a calendly slot to overlap the time booking?Please provide me with the details on how to book calendly event so that same slot will be available in the calendly so they can book for same slot twice or multiple timesFor example: We want people to continue to see the time slot 9 to 10, even if someone has booked that time slot for a particular day. It is something like overlapping the event time which should be available to book the same slot multiple times 

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Kelsi
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Jacqui85354Community Member
asked in How Do I...?
Account holder Vs Company User

Hi,I have a small company with 4 staff that need calendly.We have all been set up with different accounts unfortunately.I understand I can invite each of them onto my account as users, but do I get a refund when I cancel/deactivate their individual calendly accounts? 

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Kelsi
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J.63732Community Member
asked in How Do I...?
Google Meet using Outlook Calendar

Has anyone been able to use Google Meet but without using Google Calendar?  Our company uses Office 365 Outlook for email.  We don’t want to use Google calendar but love how easy Google Meet is to use.  You don’t have to click but one button and you are in the meeting. With Teams and everything else, you have to enter a password and a code and it takes 5 minutes to get into the meeting!!! Google Meet is awesomely easy to use …. but you have to use a Google Calendar.  Are there any workarounds out there? 

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Kelsi
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Toradex70328Community Member
asked in How Do I...?
Adding speaker doesn't send any confirmation email

It was not the case earlier.Facing this issue from past two days - trying to add speaker to the Calendly account - however the speaker is never getting a Confirmation email to activate their account. The speaker has been part of Calendly earlier.What could be causing this?

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Kelsi
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Erin35751Community Member
asked in How Do I...?
How do I transition my availability to a new schedule starting on a future date?

My clients book with me three months in advance. I need to adopt a new schedule starting four months from now. How can I get that schedule set up without disrupting my existing schedule, and without having to use the availability override feature for all future appointments? TIA

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Kelsi
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East64582Community Member
asked in How Do I...?
Zapier & Routing Integration

Is there any possible way for a Zap to be trigger as an outcome from a routing form? I’ve tried setting it up with webhooks but it’s way too confusing, beyond the point of simplicity that I would like to see with the Zapier integration. Specifically I’d like to use it to ensure that people who get “declined” by our application form don’t receive any follow up emails asking why they didn’t apply. 

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Kelsi
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Ray37317Community Member
asked in How Do I...?
Calendy Integration with Microsoft Teams Virtual Meetings

I know this is stupid, but when a client selects a Teams meeting option, Calendy sends out a teams link to me and the client.  When it’s meeting time, we both clink on the link from calendy, but we both wait for the admin to let us in-silly, since I’m the admin of the meeting.  Is there a system default to let Calendy know that I’m the admin of the meeting.  My work around is to have all clients abandon the Calendy teams meeting and I send them a fresh teams meeting link.Thanks,

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BeckyDavisCommunity Member
asked in How Do I...?
Additional Zoom account

I’m interested in connecting more than one Zoom account with my Calendly page. Is this possible?If not and I switch accounts (my employer started an account just for me), what happens to the meetings on my calendar that are attached to the first Zoom account?I need to switch to the new Zoom account, but am unsure how to safely do so.

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Kelsi
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Taina24045Community Member
posted in How Do I...?
Maximum Number of Bookings Per Host (Round Robin)

We are using a round robin event that is live on our website and landing pages for consultation bookings.Each host has sets their own availability and the event has a cap on the total number of bookings per day however some hosts are being over scheduled.Please ad a feature so that each host can set their own individual daily limits.Thank you.

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Kelsi
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Christina28233Community Member
asked in How Do I...?
Round Robin Scheduling Question - Help neeeded

With a Round Robin Scheduling approach, When using booking link, how do I know which team member calendar I am booking on (while booking the event) vs after the event is booked?

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Kelsi
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