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How Do I...?

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

  • 2,893 Topics
  • 6,994 Replies
2895 Topics
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Mark54123Community Member
asked in How Do I...?
How to setup up block bookings on calendly

Hello - new calendly user hereI am a freelance counsellor and I offer a 12 week package of treatment meetings for my clients. Is there a way that I can set this up on Calendly, where the customer will be restricted to book one meeting per week over the 12 weeks they have paid for?As an example, my clients pays for a 12 week course, they will then be able to choose which day of the week they would like their meeting to take place within a 12 week time rangeRegardsMark

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Kelsi
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Namdar88060Community Member
asked in How Do I...?
location limitations

Hello,We are a teaching institute and we have 2 classes and 6 teachers and 2 event types( online and in person) but we have a limitation for in person classes due to having only 2 classes and they cannot be booked at the same time. is there a way that we could make this limitations so that when the in person classes are completely booked students are forced to only attend online classes for example by connecting every teacher to the institute calender and applying this limitations in the admins account? thank you in advance 

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Kelsi
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Toby62284Community Member
asked in How Do I...?
Integrating Calendly for Efficient Appointment Scheduling in Banking Services

Hello Calendly Community,I'm setting up banking services for companies in Dubai and am considering using Calendly to streamline appointment scheduling for account openings and consultations. What are some best practices for integrating Calendly into the banking sector to enhance customer experience and operational efficiency? Are there any specific features or customization options in Calendly that are particularly useful for managing appointments in a banking context?Looking forward to your insights and experiences!

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Kelsi
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TomM-InfCommunity Member
posted in How Do I...?
Change title of a meeting internally, but not on booking page?

Hi, sorry to jump onto this thread, but is there a way to change the title of meetings internally, but not on the meeting booking page?We have 3x events setup, embedded on our site in different places. But we have to title them all the same because the title appears on the event booking page and invites and we use standard copy across each.How do I set an internal name for the event (Eg. “Calendly - Book-a-Demo UK” to identify which page the booking has come from, that works across the Hubspot integration? 

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Kelsi
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Crimson76108Community Member
asked in How Do I...?
Events set with correct settings but sms arent being sent

i am looking at workflow and its confirmed messages are being sent to invitee, but it’s not. My husband (host) is receiving sms’s but when i test to ensure it’s all working and put in my own number as the invitee, it doesnt send to the invitee. Please help asap! 

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Kelsi
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Tyrone66827Community Member
asked in How Do I...?
how to add a phone number to initial invitation

how do I add a phone number to my initial invitation?

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Kelsi
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QBS80456New Community Member
asked in How Do I...?
Invited user showing as 'pending' even though they have accepted the invitation

Hi guys, I’m having an issue with adding a user to our calendly team. I sent them an invite and they’ve accepted it, and they can even schedule basic appointments. However, as their status is ‘pending’ I can’t configure their appointments in the same way.Is there any particular reason that the invitee is still showing as ‘pending’ and is there anything I can do to fix it? Thanks!Ciarán

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pullucaCommunity Member
asked in How Do I...?
Is there a way to automatically embed Calendly availability blocks (date specific hours) as a meeting placeholder event in Outlook with time booked as “available”?

Is there a way to automatically embed Calendly availability blocks (date specific hours) as a meeting placeholder event in Outlook with time booked as “available”. I would like to see in my outlook the fixed availability block available on my Calendly before they are booked as meetings.  for instance: I would like to appear in Outlook as:The the outlook “Calendly” events are now created manually and show time as “available.” so that they do not conflict with Calendly. Thansk a lot

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Vanja73405Community Member
asked in How Do I...?
Group booking won't recognise me as host

Hi, Every time I try to run an event via the Group Event in Calendly it won’t let me start the ZOOM meeting. I have had this problem numerous times and have tried to fix it on the ZOOM end of things. I do have only the free ZOOM account but a paid Calendly account, but that shouldn’t be the problem. The problem is that when I log in it just says “We’re letting the host know you’re waiting”, but I’m the host! It will not let me start the meeting. This is really frustrating and I don’t know how to fix it. Anyone who knows a way out of this? Thanks so much for your help.

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Kelsi
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Emily07824Community Member
asked in How Do I...?
Advanced Workflow Settings

Hey community, I’m integrating a 30 day thank you/follow-up reminder for my tattoo clientele following their tattoo appointment. Easy enough.  I’d like to create a rule preventing this email from being sent to clients who have upcoming appointments.  EX: Doug and Sally both get tattooed. Both receive an email 1 hour after their appointment ends with their aftercare instructions. Doug’s tattoo is finished. He receives a thank you/follow-up email from workflows 30 days later. Sally however is in-session, meaning we have additional appointments coming up over the next few months until her piece is complete. I do not want Sally to get emails 30 days after every session for the next few months.  How can I add “IF client’s appointment ended 30 days ago, AND they have no upcoming appointment, THEN send follow up” as a rule or stipulation? Thanks, Emily 

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Kelsi
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Florian40788Community Member
asked in How Do I...?
How to make paypal only optional and let customers also pay cash after booking?

When i use paypal as add on, the customer has to pay via paypal and has no chance to book an event without paypal.  Is there a possibility for the customer to decide on his own if he uses paypal or cash ? thanks for the help

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Kelsi
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AnaisCommunity Member
asked in How Do I...?
"None of your event types are active" when it seems activated

Hi !  I set up my event and when I click on the link leading to my Calendly agenda, it says that none of my event types are active, although it’s active on the Calendly side. I can’t find the reason for the problem…Do you have any any what could be wrong ? Thanks, Anaïs  

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Kelsi
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Anthony88621Community Member
asked in How Do I...?
reconfirmation button - What does it do?

If I click the check box marked “include reconfirmation button” at the end of a thank you email, what does it do?If they don’t click the button, does the appointment not get set?What happens?

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jgintorontoCommunity Member
asked in How Do I...?
Is there a way to charge a no show fee or cancelation fee

Is there a way to charge a no-show fee or a cancellation fee I understand that I could take a deposit but in the follow-up emails there's no option to limit the rescheduling it just says cancel and reschedule.I am wondering if anyone has found a workaround.

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Kelsi
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Paul26588Community Member
asked in How Do I...?
I can't reschedule to a time earlier than 8:30am (my time)

I’m trying to reschedule a meeting in someone else’s calendar to an earlier time. (7am my time)My Calendly says I’m only available from 8:30am, so I can’t reschedule to 7am. I’m not even sure where it’s getting this information from.Is there a way to bypass this feature and reschedule for 7am?Thanks for your help  

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jillian
Community Manager
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Atme_dich_frei_JürgenCommunity Member
asked in How Do I...?
ZOOMevent with 2 different prices

i will create a zoomevent with 2 different prices - how can i do this? 

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jillian
Community Manager
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Mikhaila42813New Community Member
asked in How Do I...?
How to transfer upcoming meetings

Hello. We have 4 users in our Calendly team. One of these users is leaving the company, but has 49 upcoming meetings scheduled on her Calendly. Is there a simple way to transfer these to another user? Thanks, Mikhaila

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jillian
Community Manager
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Brent34715Community Member
asked in How Do I...?
a calendar independent of my google calendar

Create a calendar for other agents to schedule open houses on a calendar independent of my working calendar

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jillian
Community Manager
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briannagorskicoachingCommunity Member
asked in How Do I...?
Payment Error

My Calendly meeting was successfuly scheduled but my stripe payment didn’t go through after my free trial ended. I signed up for a subscription, should I receive that payment now that everything is fine?

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jillian
Community Manager
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Eric60324Community Member
asked in How Do I...?
Accès au compte en cas de décès

Bonjour,j’aimerais savoir s’il y a un moyen d’accéder à un compte d’un collègue qui décède subitement afin de pouvoir désactiver ses événements et au besoin, faire les suivis nécessaires avec les rendez-vous prévus.Merci à l’avance pour votre aide et pour vos conseils.

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jillian
Community Manager
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William50587Community Member
asked in How Do I...?
Group event for registration

Can I create/use a group event (with a specific date/time) to allow people to register for the group event so that their contact info (name, email and mobile) is captured for follow up?

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jillian
Community Manager
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KhaledNew Community Member
asked in How Do I...?
Email notifications to multiple email addresses

We have multiple users on our calendly account and we only need 1 event for booking. how can i add more email addresses to be receiving the notification the host email address is receiving once a booking has been made?

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jillian
Community Manager
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TarunNew Community Member
asked in How Do I...?
How Do I Double Book Time Slots On Calendly?

We get alot of no-shows for events that have been booked by prospects. We want to be able to have 2 bookings at the same time, does anyone know how i can do that?

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jillian
Community Manager
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HiBonjourCommunity Member
asked in How Do I...?
MEETING POLL - How can my entire team vote?

I created a 'Meeting poll' event for my team of 6 people, but after only 2 people voted, the event was closed. The other 4 people couldn't vote, and a meeting was also scheduled with one of the voted times. Did I set up the meeting poll incorrectly? How can I ensure that everyone on the team votes before closing? Tks for your attention 

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jillian
Community Manager
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CAPITAL44561Community Member
asked in How Do I...?
Custom booking times

We use Calendly for authors to reserve a space in our bookstore to hold their event. Can Calendly allow them to indicate how long they want to reserve that space for? I have our settings for 30-min intervals, but I’m not aware if that allows someone to reserve for longer (or select a time range). Possible?

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jillian
Community Manager
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