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How Do I...?

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

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2723 Topics
baileyperezthompson
Employee
baileyperezthompsonEmployee
posted in How Do I...?
A Simple Guide to Calendar Connection

When customers first enter Calendly, one of their first questions is, “How does Calendly know what times I am available?” The answer lies in connected calendars! But how does a user, admin, or owner connect their calendar? Often, admins and owners can find difficulty pushing some of their users across the finish line to connect their calendar because they don’t know where to go. This is why I have put together a simple navigation guide (with videos included) of the different areas across Calendly where a user can connect their calendar. Please note: Some of these instructions may vary or appear differently in your system compared to those of other users. Below are the following areas of Calendly where you can connect your calendar as a user:Set up steps- When you are first setting up Calendly, you may have automatically set up your calendar connection. To check this, please refer to the next two bullet points below. Availability- Using the dropdown menu in the upper right-hand corner o

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baileyperezthompson
Employee
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Bodyworks78613Community Member
asked in How Do I...?
Book for invitee text reminder

I noticed a difference between using the app vs the website when rebooking for my clients. I tend to use the app, but when I go to past events and click the option to book a new appointment for my client, it doesn't carry over their phone number for text reminders. If instead I use the website, the number carries over automatically. Can this be fixed on the app side so I don't have to switch between app and website? 

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Kelsi
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Dylan31850Community Member
asked in How Do I...?
How do I change how my scheduled appointments show up in my calendar?

How do I change how my scheduled appointments show up in my calendar?Right now they are showing up as; [event name] with [invitee name]orCancelled: [event name] with [invitee name] But Id much rather them show up as;[Invitee name] [invitee phone number]

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Kelsi
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Brian18300Community Member
asked in How Do I...?
How to allow booking of specific time slots?

I only want clients to book meetings at specific times (10:15am, 11am, 1:15pm, etc.) instead of any time between 10am-6pm.  I use another calendar scheduling software called TimeTrade and it allows me to pick specific time slots that can be booked which allows for customization.  How do I do replicate this in Calendly?

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Kelsi
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Elizabeth53457Community Member
asked in How Do I...?
Showing available times by week not month

Hi,Is it possible to change the way that available times appear so that people see a week at a time, or a list of my upcoming available times, rather than a month?

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Kelsi
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fishtailCommunity Member
asked in How Do I...?
is there a caldav option for sync?

is there a caldav option for sync?

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Kelsi
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East64582Community Member
asked in How Do I...?
External Team Member or Host?

It looks like the features exist within Calendly to easily do this already with team members, but my situation involves an ‘external’ host.  I’d like to have an event type where two specific hosts must be present, one is within our organization/team and the other is an external person who has their own Calendly/business already.  So I want people to be able to book calls based on when our schedules overlap and have availability, but I don’t think I can add this person as a member of our team/Calendly account specifically. How could I best make this work? 😊

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Kelsi
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Marsala85046Community Member
asked in How Do I...?
Discount code to reduce price of event

I love Calendly but the failure to allow customers to use a discount code is becoming a deal-breaker. Cloning the event is not a solution because there are too many automations relying on the event and it’s  extremely painful to duplicate everything multiple times based on the different discount codes. Unless this is a feature that is offered soon, I may have to switch to another calendaring system such as Acuity that allows for a discount code.

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Kelsi
S
SShereCommunity Member
asked in How Do I...?
Booking Notification Settings

Hello,I would like to not receive a booking notification email after someone has booked a time. For instance, I just created an event that over 1500 people will be picking a day and time and I do not want to receive an email every time a spot is picked. What can I do?

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Kelsi
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TueborCommunity Member
asked in How Do I...?
Date override for multiple schedules

I really appreciate the ability to customize schedules for different event types (lunch meetings vs. meeting meetings), and setting days you’re not available is great. It would be great to be able to set a date override for multiple schedules at once.  IE - when I say I’m gone on Thanksgiving, not having to make that notation twice for my “Working Hours” schedule as well as my “Lunch Meeting” schedule. Is this possible? Edit: I know I can dictate availability with my calendar account. Just wondered if overrides were possible on multiple schedules.

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Kelsi
M
MendimKCommunity Member
asked in How Do I...?
NEW Calendly Design - How to change event link ?

first ill have to say i really dont like the new design - how to change the event link afterwards when i cloned an event ? lets say i have “appointment A” then i clone it and name it “appointment b”i’ve managed to do that with ease but it still shows the event link from a and i cant find the option to rename it ???man, i wish you would revert to the previous state - looked way better, cleaner and easier to use.

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undeniablyrob
Employee
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HoneymoonCMNew Community Member
asked in How Do I...?
Easily schedule multiple meetings with a client

I’m working with a midwifery practice that would like to more easily schedule multiple meetings with clients. Whether its a workaround or a feature I’m not familiar with, I’m curious how others are handling recurring, or multiple meetings scheduling with their clients!

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jillian
Community Manager
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tacoma-npCommunity Member
asked in How Do I...?
How to create a multi-session event (like a 6-week class)?

Am trying to schedule a multi-session training. I can create availability, but they are not linked (i.e. can be booked separately) rather than as one booking.  Appreciate any help or insight!

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jillian
Community Manager
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MasterCoach23Community Member
asked in How Do I...?
How to prevent the same person/email from booking multiple appointments for the same event?

Hello all,I couldn’t find an option to prevent the same person/email from booking multiple appointments.Is there such a feature? or a practical workaround?Thanks!

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jillian
Community Manager
Alex13536
Alex13536Community Member
asked in How Do I...?
Remove Booking Page Checkbox: "I'd like to subscribe to future emails"

Hi, can anyone tell me how to get rid of this checkbox? I can’t find it anywhere on the form settings. It’s only recently appeared after dashboard UI was updated.Thanks!  

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jillian
Community Manager
K
Karlijn_YCommunity Member
asked in How Do I...?
Stripe integration IDEAL

I have enabled IDEAL as a payment method via stripe, but in Calendly, when I want to make an appointment, I only see the option to pay by card. I also cannot find how/where to change this to an IDEAL payment. How can I set IDEAL to be the Calendly payment method? Thanks for your help.

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jillian
Community Manager
L
Liesl32075Community Member
asked in How Do I...?
No Show report

I need to see a report of my no-shows?I’m looking for more detailed reporting  

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L
L
Lunik2Community Member
asked in How Do I...?
dashboard

there seems to be a new dashboard. we only see the "old" dashboard. no navigation on the left in the sidebar.

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jillian
Community Manager
B
Brian51133Community Member
asked in How Do I...?
How to print all booked invitee names in reminder text / email

Hi, We have a reminder workflow that fires 15 minutes before an event begins. It shoots an SMS to both the host and the Invitee.  Our current set up is that we have two slots for every meeting time available ( 15 mins / 30 mins ) but we have a problem in the reminder messages that are sent to the host, the SMS simply says ‘multiple invitees’ instead of the invitee’s names regardless of the number of slots booked.  (Refer to the attached current workflow message)  Here’s our ideal work flow :→ If there is only one slot booked then it should print the name of the only invitee available.→ If both slots are booked then it should print the names of both available invitees.  Can you help us figure out how to implement this solution. Thanks in advance P.S : A screenshot of the SMS is attached and a screenshot of our workflow is attached to your reference.  SMS  Event Workflow. 

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Kelsi
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Imran77Community Member
asked in How Do I...?
Availability issues - free when I should be busy

I marked my schedule as ‘busy’ during 8:00 am - 5:00 pm in my personal google calendar, and it normally works fine… But, today, on my Calendly booking page, it is only showing 8:00 am - 10:00 am as busy and then 5:00 pm - 7:00 pm as busy… Troubleshoot says that the times shown as busy are due to the ‘busy’ status market in personal calendar, but Troubleshoot is not giving any reason for the middle hours of the day not blocked as these are shown as available...

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Kelsi
J
Jiri11566Community Member
asked in How Do I...?
How do I manage the availability of my team?

Hi all, We are looking for a functionality in Calendly to monitor the availability of a group on a specific date of a scheduled event. Concretely, We have 10 days with 40 timeslots and 10 users, and we want to continuously monitor (1) which slots are booked, (2) which slots are available with granular view on user/event type / group Does anyone know if this functionality exists in calendly and if not what are alternatives to export each users calendar incl. per day the timeslots available and timeslots booked? Thanks Jiri

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Kelsi
E
Ezra15606Community Member
asked in How Do I...?
Description gets erased

Every time I want to type any description in the Description box it gets automatically erased. It's a bug for sure. Can anybody help or fix this bug?  Thank you

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Kelsi
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Levi_NewcastleCommunity Member
asked in How Do I...?
The way a profile photo appears when sharing Calendly links on social media

Hi.  When I share my Calendly links via social media, the tiny profile pic of me (which works well in the Calendly website) appears pretty big in the share image.  This always puts me off sharing my link via DMs and posts, because the large photo of myself looks a little on the narcissistic side! I don’t suppose there is a trick to change how large the photo appears in shared links on social media, or a way to toggle this off as a share image (but keep it as a profile pic when people are using Calendly)? I assume the only way is to change or delete the photo from my profile so it doesn’t appear anywhere?  Is that right?I’ve attached a screenshot showing how the link appears now.  *slight shudder of embarrassment at how big the photo is*   

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Kelsi
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Dr.10867Community Member
asked in How Do I...?
Availability not working?

Hi. I was thinking of using Calendly for my office and tried the free version.However, people have been setting up appointments outside of my set availability. Anyone else experience this? I tried the troubleshooting but no cigar!

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Kelsi
T
Employee
TeeRoadEmployee
asked in How Do I...?
How Can I add Calendly events to my Google Calendar?

I want all of the events that are made through my calendly link to be added to my Google Calendar, how can I do that?

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Kelsi
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