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Is there a way to create a daily summary report?

  • May 13, 2024
  • 1 reply
  • 76 views

We use Calendly for appointments made by external users and use our Outlook calendar to see events. 

It would be helpful to send a list of events including the person’s name and company to our front desk person who greets the visitors when they arrive. 

 

Is there anyway to do this?

Thanks!

Best answer by Kelsi

Hey there, @FMA60146 - great question!

There is no direct way in Calendly (using native tools) to do this, no.

However, you might be able to get creative using our integration with Zapier. 

Perhaps you could set up a Zap for all newly created events that then goes to a spreadsheet, for example. Print the spreadsheet each day with that day’s bookings and go from there!

Check out more about our Zapier integration, here, and see what you might be able to set up. Keep in mind that you can also use Zapier to set up additional third-party integrations of many kinds. Good luck! 

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1 reply

Kelsi
  • CalPal Emeritus
  • Answer
  • May 14, 2024

Hey there, @FMA60146 - great question!

There is no direct way in Calendly (using native tools) to do this, no.

However, you might be able to get creative using our integration with Zapier. 

Perhaps you could set up a Zap for all newly created events that then goes to a spreadsheet, for example. Print the spreadsheet each day with that day’s bookings and go from there!

Check out more about our Zapier integration, here, and see what you might be able to set up. Keep in mind that you can also use Zapier to set up additional third-party integrations of many kinds. Good luck!