What's New @ Calendly?

 Your Integrations & apps page has a new look 🤩 – here’s what’s new and how it can help you and your team. The directory now has two tabs (Discover & Manage). On the Discover tab, you can see all of Calendly’s native integrations and easily filter by category or search for the tools you use. Admins: Did you know we have a number of admin-managed integrations that you can implement on behalf of your entire team (including Zoom)? Look for the Admin badge to see which integrations must be connected by an account admin or owner.You’ll also see a Connected badge on integrations that you have already installed. The new search bar will help you easily find what you’re looking for, and now also shares many of our partner-built integrations that you might not have previously known about (there are a lot!) We see many requests for integrations that already exist, and we hope this helps you find all the integrations you’re looking for.  ⭐Pro Tip: You can always check our website to see a frequently-updated collection of Calendly integrations, both built by Calendly and built by other companies. If you still don’t see what you’re looking for, let us know here or in the comments of this post.   In the Manage tab, you’ll see all the apps that you’ve connected, or that your admin connected on your behalf. New: If any of your connected integrations become disconnected, you’ll also see an error notification 🚨so you can quickly reconnect and keep your workflows running smoothly.  Learn more about Calendly integrations: Integrations & Apps - Help Center  How Calendly integrates with all the Microsoft and Google Suite tools you use Check out our integrations playlist on Youtube See what other Calendly users are asking about integrations | Community

This article is a deeper dive on some of the changes we’ve made to our Event Type Editor. This is part of a broader suite of feature changes to your Calendly experience. User feedback was that folks were having trouble visualizing how individual Calendly settings were working together to define availability. It can get confusing when you have both a set schedule as well as different free/busy rules in specific event types all interacting. This redesign is aimed to make Calendly both faster to use and more intuitive. For more on all the changes, check out this article - Availability and Events SimplifiedAlso, be sure to check out our help center article for more details - Easier Scheduling with Calendly’s Updates! Let’s take a look at how Event Type editing has been simplified. Previously you were directed to a new screen to edit your Event Types. Now, your editor will pop out as a “rail” on the right hand side of your screen. The Event Type Editor is a tool used to create and update event types, allowing you to customize your meeting settings, set availability, and configure automated notifications. Your default Schedule can be applied here. You also have the option to customize your hours for those hours for your Event Type and apply them to other Event Types. You will have both the option to look at your event schedule as a list or in a calendar view.  Level One For your new event, level one is where you will outline the:  Title Duration Location Date Range Schedule    Once completed you can either preview your booking page or click “more options” for level two.   Level Two Level two is dedicated to editing other details including:  Description Limits & Buffers Free/Busy Rules Booking Page Options Invitee Forms Payments  Notifications and Workflows Confirmation Page  These sections can all be expanded by clicking the carrot next to each section title  

This article is a deeper dive on some of the changes we’ve made to how you manage your Availability in Calendly. This is part of a broader suite of feature changes to your Calendly experience. User feedback was that folks were having trouble visualizing how individual Calendly settings were working together to define availability. It can get confusing when you have both a set schedule as well as different free/busy rules in specific event types all interacting. This redesign is aimed to make Calendly both faster to use and more intuitive. For more on all the changes, check out this article - Availability and Events SimplifiedAlso, be sure to check out our help center article for more details - Easier Scheduling with Calendly’s Updates! Let’s take a look at how some screens have changed. Your availability in Calendly is the combination of your set schedule, holidays, and busy times from your connected calendar(s). You can manage all of these settings on the Availability page. Before your Default Schedule and Holidays lived under Availability while your Connected Calendars were accessed via your account menu. Now everything lives in three tabs under Availability.(Help Center Article) Default ScheduleYour Default Schedule can alternate between a list view and a calendar viewThis is where you will also see date specific hours  You will also see which Event Types this schedule is applied to via dropdown Schedule Views Default Schedule List View Default Schedule Calendar View  Global Holidays can be quickly turned on and updated based on your country  Free/Busy RulesFree/Busy rules (Book Over Meetings) can be updated at the Event Type editor in “Scheduling Settings.” It is a powerful tool to allow you to double book yourself when necessary.  You can click into a specific host to create rules to book over events on their calendar You can type in the name of specific meetings that you wish to book over and offer as additional times to meet  BuffersYou will now see buffers reflected on your external calendar if a meeting is scheduled that has an associated buffer.You will be able to delete a buffer from their calendar or from within Calendly.  In order to edit a buffer, they will need to do that from Calendly. Modifications made only apply to the specific instance of the buffer and not the event type series. You will now see buffers reflected in meetings scheduled within Calendly  Buffers are reflected on your external calendar Buffers are reflected in meetings scheduled within Calendly 

Not seeing this update? All accounts will receive this improvement by early 2025. At a baseline, you want it to be easy for people to schedule with you. It’s why you use Calendly! But did you know invitees often need a choice of location options? Consider: 💡  A prospect’s company only allows Microsoft Teams for video conferencing. 💡  A customer lives outside the city, and doesn’t want to commute to your office. 💡  A candidate is out of town and needs to do a virtual vs. an in-person interview. 💡  A student wants to do their tutoring session in the library close to their dorm. 💡  A client likes to chat face to face, and prefers meeting at a local coffee shop.  How do you accommodate these needs? In all of these cases, only offering a single location could be the difference between someone booking with you or not.  Good news: You can now add multiple location options to One-on-One and Collective Event Types! Start meetings off right by giving people a choice of meeting locations so they can pick the place that’s convenient and comfortable for them. Common options include offering: Zoom OR Teams, a virtual call OR meeting in your office…the list goes on! You can also add location options to Round Robin Events with at least one always-attending co-host.   Offering multiple locations helps you: Improve the meeting experience: Show you care by giving customers a choice of locations.  Reduce no-shows and late arrivals: People arrive on time when they choose the meeting spot. Simplify your meeting types: You only need to send someone one link to provide location options. Add location options to an existing Collective Event, or check out this help center article for step-by-step instructions What location options do you offer invitees? Tell us below! 🙂 

We’ve been working hard to simplify your experience using Calendly. Where before, related features were spread across multiple areas, we’ve now consolidated them into a more seamless workflow. This article is intended to give you a simple description of the suite of changes in one place. If you want more detailed information for any of these feature changes, be sure to check out our Help Center articles. Many users were having trouble visualizing how individual Calendly settings were working together to define availability. It can get confusing when you have set schedules as well as different free/busy rules in specific event types all interacting. This redesign is aimed to make Calendly both faster to use and more intuitive. Be sure to check out our help center article for more details - Easier Scheduling with Calendly’s Updates! Availability FeaturesWe’ve improved your availability management bringing features spread disparately across Calendly into one simple to use screen. Your availability in Calendly is the combination of your set schedule, holidays, and busy times from your connected calendar(s). You can manage all of these settings on the Availability page. (Help Center Article) Availability ManagementDefault Schedule  List View - This view includes your weekly schedule as well as date specific hours Calendar View - You can also toggle this schedule to a calendar view Global Holidays - You can toggle on and off what holidays you are taking as well and change available holiday based on Country Calendar Settings - Your connected calendars that Calendly uses to determine your availabilityFree/Busy Rules (Book Over Meetings)This lives at the Event Type level in “Scheduling Settings.” It is a powerful tool to allow you to double book yourself when necessary.Buffer managementAs always, Buffers are optional. If you choose to use them they are now visible on both your external calendar and in your Meetings Tab. You can delete them either directly from you calendar or from within Calendly. Modifying buffers happens from within Calendly and can also be disabled from the calendar settings page.Daily Meetings are now called Max MeetingsDaily Meetings are now called Max Meetings. For specific event types, you can control how often you can be scheduled by setting daily, weekly, and/or monthly limits. Event Type Simplification FeaturesWe’ve improved Event Type creation and management. Your Event Type Editor has moved. Instead of directing you to a new screen it will now pop out as a “rail” on the right hand side of your screen. The Event Type Editor is a tool used to create and update event types, allowing you to customize your meeting settings, set availability, and configure automated notifications.(Help Center Article) Two levels to Event Type creation Level One is where you will outline the Title, Duration, Location, Date Range, and Schedule for your new event. Once completed you can either preview your booking page or click “more options” for level two.  Level Two is where you can edit all the details of your new Event Type including: Description, Limits & Buffers, Free/Busy Rules, Booking Page Options, Invitee Forms, Payments, Notifications and Workflows, and Confirmation Page. These sections can all be expanded by clicking the carrot next to each section title. Your default Schedule can be applied here. You also have the option to customize your hours for those hours for your Event Type and apply them to other Event Types. You will have both the option to look at your event schedule as a list or in a calendar view.  

For a meeting to go off without a hitch, you may need to involve teammates or external stakeholders who won’t be in the meeting itself. These non-attendees often have an important role in making your meeting successful, from preparation to follow-up. For example: A teammate helps you create an agenda or presentation before a meeting An executive assistant works to get a meeting rescheduled or fill the time slot A contractor has post-meeting tasks like sending documents out to be signed Or, you might need to send a message to someone outside your organization to keep them informed on meeting updates. For example, a realtor selling a home needs to remind the homeowners of an upcoming showing so they tidy up and leave before the prospective buyers arrive. BeforeIn order to keep stakeholders in-the-know on your meetings, you had to manually forward an email or CC someone in. ​​​​​ NowYou can use Workflows to automatically send meeting update emails to non-attendees so they have all of the context they need to get next steps going and support successful meetings!  As always, Workflows are fully customizable so you can include instructions, details, and more in the body of the email so the recipient knows what’s needed. Set up a Workflow to send at the right time for your specific processes — these emails don’t need to be dependent on the emails you as a host receive! Get started fast with new Workflows templates, but you can also create a custom Workflow to send an email to someone else.  Try the Reminder template Try the Follow-Up template Try the Cancellation Notification template  Check out the help center article for step-by-step instructions.  ⭐Pro Tip: Integrate your Gmail or Outlook with Workflows so emails send from, and reply to, your email address. This makes your email more recognizable and trusted in your invitees inbox! Learn more about Workflows: Calendly Workflows: Automate communications before and after every meeting How to reduce no-shows with Calendly meeting reminders How to turn a Reminder Basic Notification into a Reminder Workflow (and why you should!) | Community NEW for admins: Managed Workflows — standardize and scale your team’s full meeting experience | Community Workflows overview – Help Center

Name Change! Scheduled Events is now Meetings, Event Limits are Max Meetings, and Working Hours are now Meeting hours. We know, we know, keep changing things. But not to worry all the functionality is still there. For the sake of your sanity, please be aware that: "Working Hours" has changed to Meeting hours This can be found under Availability in Account Settings Here is a Help Center article all about the new location → Availability overview (Beta) “Scheduled Events” is now Meetings "Event Limits" are now called Max meetings This setting is housed within Scheduling settings for specific event types  So what gives?!Why change things up when the previous names were perfectly fine? To be honest some of our naming conventions weren't perfectly fine. Schedules and Event Limits are a little broad and caused some friction for new users. We notice this when people chat with our support team that the names of certain features caused assumptions which slowed down people learning how to use Calendly. We strive to be specific and understandable in our communication. These name changes are a part of that commitment.

So you might have noticed your homepage has changed. When you go to update your Event Type, you no longer navigate to a new screen but instead a new right rail side bar houses all those settings. What you need to knowLet's jump right into the TL;DR. You Event Editor is now housed on a sidebar on the right side of your screen. Everything that previously took you to a new screen, when editing your Event Type, is now on that right rail. Let's look at where all your features are now and a few language changes. Where is everything Duration, Location, Availability, and Host settings live at the top level of your Event Editor Selecting "More Options," at the bottom, will display additional settings including Booking Link, Description, Limits and Buffers, Free/Busy Rules, Invitee Form, Payment integrations, Notifications, and the event's Confirmation Page. A few name changes "Schedules" has changed to Meeting hours "Event Limits" are now called Max meetings “Scheduled Events” is now Meetings  So why? Why do you keep changing things???! Good question and we feel your pain! This new editor means that you can update your event all from your homepage. The goal of Calendly is to manage your meetings as efficiently as possible. This change is both faster and relieves eye strain from jumping between pages. If you want to read more check out this Help Center article, below, with a detailed description of all changes.Event type editor overview (Beta)

There’s almost nothing we love more than getting to archive some complex workaround in favor of announcing a new feature that just makes things easier. Calendly is thrilled to announce our latest integration feature that will make handling meeting no-shows easier for everyone. The new no-show trigger for Zapier allows you to automate follow-up processes for those unfortunate times when invitees miss their scheduled meetings. Whether you want to automate follow-up emails, updating a CRM, sending an invoice for missing the meeting, or whatever other combinations you can come up with from the 6000+ apps Zapier has automations for, it’s here and ready to go. Who Can Use This? The Zapier integration is available on all of our paid plans. Utilizing advanced Zapier workflows with multi-steps, paths, high volume Zaps, and other features require a paid Zapier plan as well. What does the No-Show Trigger do?The no-show trigger for Zapier activates whenever an invitee does not attend a scheduled meeting and you mark them as a no-show. This allows you to set up automated workflows, or “Zaps,” that respond to marked no-shows in real-time, saving precious time and ensuring no tasks or follow-up fall through the cracks. Automate Your No-Show ResponsesThere are many ways you can utilize the new Calendly no-show trigger to keep your workflows running smoothly. Here are a few ideas to get started:1. Update CRM RecordsEnsure your CRM is always up to date by automatically logging no-show information. Create a Zap that updates a contact’s record in your CRM with the no-show details, so your team can follow up accordingly and keep accurate attendance records.2. Email No-Show InviteesStay on top of communication and reduce the redundant work. Set up an automated email to be sent to no-show invitees immediately with options to reschedule or next steps.3. Notify Team MembersKeep your team in the loop by using the no-show trigger to send notifications via Slack, Microsoft Teams, or email. This ensures everyone is aware of the missed meeting and can follow up as needed.4. Record KeepingAutomatically log no-show instances in a Google Sheet or other database. This helps you keep track of patterns and identify any recurring issues that may need to be addressed, such as adjusting meeting reminders or communication strategies.5. Send SMS Follow-upsFor a more immediate touch, set up your Zap to send an SMS follow-up to no-show invitees. This text can include a link to reschedule the meeting, making it convenient for the invitee to commit to a new time. How to Get StartedReady to set up your no-show automation? Here’s a step-by-step guide to get you up and running:Log in to your Zapier account and click “Create”. Choose Calendly as your trigger app and select the new "Invitee No-Show Created" trigger event. Connect your Calendly account. Set up your action app(s) based on what you want to happen when a no-show occurs (e.g., update CRM, send an email, notify a team). Test your Zap and turn it on. We’re excited to see how you use this new feature to enhance your scheduling processes and would love to hear what workflows you build. As always, if you have any questions or need assistance, don't hesitate to reach out to our support team. Happy scheduling!

At Calendly, we spend a lot of time collaborating on Slack. If your organization is anything like ours, you know how valuable it is to get key updates directly to your messaging tool – whether it’s Slack or Microsoft Teams.So, we’re excited to have recently rolled out new apps that send automatic notifications to Slack or Microsoft Teams when Calendly meetings are booked, rescheduled, or canceled. No more toggling to your calendar and email to get updates on your schedule! 🙌I’m guessing these users will be pretty excited… ⬇“I live in Teams… this will save me time flipping between programs, so I can more effectively perform my role.”“Getting Slack messages when an event is scheduled means we don’t have to keep checking our calendars.”  Yes, we already let them know. Connecting Calendly to your Slack or Microsoft Teams can only make your life easier. Here’s everything you need to get started in no time.  Slack Add the Calendly app from Slack app directory Learn more about the app Help center Microsoft Teams Add the Calendly app from Microsoft AppSource Learn more about the app Help center  Have ideas for ways these apps can be more helpful? Use a different chat app? Let us know in the comments. Happy scheduling! 

In March, we shared news that Calendly Collective was entering a “what’s next?” phase while we thought wildly, creatively, and ambitiously about the future of customer advocacy here at Calendly.Today, we’ve got some exciting news to share on what’s next.While researching other customer advocacy programs, gathering perspectives from advocates like you, and looking at Calendly’s needs, we kept noticing a recurring theme of wanting “more opportunities to have a meaningful impact or experience.” The individuals we talked to want to provide impactful feedback, have first access to new features, learn and innovate, build meaningful relationships, and more.The short overview is we’re closing down Calendly Collective and standing up a new advocacy program called Calendly Connectors. What’s new and different?While Calendly Collective had elements of a successful customer advocacy program, it was working double-time to be all things to all people. Calendly Connectors will be purpose-built, focusing on the needs of our customer advocates and aligning perfectly with what Calendly needs, too.Calendly Connectors will be an exclusive, cohort-based recognition program with unique opportunities and acclaim. We’ll celebrate your accomplishments with exclusive surprises and perks, access you can’t get anywhere else, and more. So what now?As you’ve likely noticed, activity is slowing down on Calendly Collective. We’ll formally shut down Calendly Collective on June 21, 2024, so be sure to redeem any rewards before then. Rewards not redeemed by then will be forfeited.Calendly Connectors will officially launch with our first cohort of 25 Connectors in mid-June, and we’d love for you to be a part of it. If you want to learn more about the program or nominate yourself for the first cohort, click here. Applications close on May 31, 2024.Thank you for being a part of Calendly Collective. We look forward to seeing many of you in the next chapter of customer advocacy at Calendly!

Do you ever get the low battery warning on your mouse or trackpad and a fleeting thought of “I just charged it. Again already?” floats through your head? It really shouldn’t be a surprise seeing as we toggle between different apps and websites 1,200 times a day. If you then add in how many clicks you need to make on each website or application, it’s truly a wonder our peripheral devices can make it as long as they do!Needless to say, we’re on board with nearly anything that helps cut down the “toggle tax” which is a big reason why we love browser extensions. But we especially love the Calendly browser extension. Why? We’re so glad you asked. (You were going to ask, right? Right.) Book Meetings Live on a CallIt’s fair to say we’ve all had that awkward moment of “Is next Tuesday at 2pm good? Yeah? Cool” and then realizing you were going to send over your Calendly anyways because it makes booking easier and workflows are life. But now you’re like “But we know the date and time!” which puts you in a bit of a situation. To Calendly link or not to Calendly link?But fear not… anymore. Our new and improved extension can help you skip the scheduling link and book that meeting in real time. Less awkwardness, more efficiency. And best of all? The meeting stays connected to all your glorious automations, including locations, reminders, and notifications.Learn more about scheduling in real time here.   Book Over Blocked Off TimeBut wait. WAIT! There’s more! Have you ever had that moment of “I actually can meet next Tuesday at 12 during my lunch block”. But you really just don’t want to go do the whole remove the block > send the link > someone nabs the open block thing? We get it. When you’re scheduling in real time, you (not to be confused with everyone else) now have the ability to schedule outside available hours, book over internal work blocks, and override rules like minimum scheduling notice - all from the full calendar view.Learn more about booking over meetings here. Keep Track of ContactsWe’re not too proud to admit that sometimes it’ll be about 90 seconds before a meeting when we realize “I have no idea who I’m meeting with and if I’ve met with them before” Queue panicked inbox searching. Did I do this earlier today? Yep.A new feature we’re entirely too excited about is the Contacts tab. This fancy little tab serves a few purposes ranging from saving you in that panicky 90 seconds pre-meeting to facilitating future meetings.If you’re preparing for a meeting, head on over to the Contacts tab and click on the name of the person you’re meeting with. This quick foray lets you see who you’re meeting with, skim contact details, and check out your scheduling history. Goodbye inbox searching!If you’re looking to grab a new chunk of time or plan ahead, Contacts also makes booking time so very easy. Book a new meeting right from your contact’s page from any of your available event types.Learn more about Contacts here.  Want to learn more about the extension and all the cool things it does? Head on over the Calendly Blog to read more.Don’t have the extension yet? Calendly’s extension is free for all users, and it’s available on Chrome, Edge, and Firefox.

Behind every organization that uses Calendly to schedule as a team is at least one account admin who’s taking care of things behind the scenes. We tip our hat to account admins — they’re in charge of inviting users, creating time-saving event templates and routing logic, and keeping up with meeting analytics to help their team schedule even more efficiently.One piece of feedback that kept bubbling up was that while account admins love our Zoom integration, their teammates were sometimes forgetting to set up their Zoom account. This means some teammates weren’t able to automatically generate Zoom links and details for their scheduled meetings, and admins needed to keep reminding them to set up their Zoom integration — not ideal all around.We’re excited to share that admins on Teams and Enterprise plans can now set up Zoom on behalf of their organization so all teammates instantly have access to their favorite video conferencing tool!Admins can connect Zoom for their organization to: Check off an onboarding step: Make it easy to start scheduling when Zoom’s already connected.  Solve for missing integrations: Give existing users who haven’t connected Zoom instant access.  Set it and forget it: Add Zoom once and future teammates get the integration, no action neededWatch Jacob show you how to set up Zoom for your organization in under 2 minutes, or check out the help center article for step-by-step instructions.  Want more? We have more admin-managed integrations in the works. Stay tuned!

Hey there! Rebecca with Calendly Events here 😃 If you’re packing your bags for the SHRM Talent Conference & Expo, we’re right there with you. This event is like the Super Bowl for folks in recruiting and HR – a place where folks gather to talk shop, share tips and tricks, and find out about the latest and greatest in snagging top talent. So, What’s the SHRM Talent Conference All About?For the uninitiated, SHRM Talent is the go-to spot for anyone who’s anyone in recruiting. It’s where the brightest minds in talent acquisition converge to discuss everything from sourcing strategies to the latest in tech tools that make hiring a breeze. Picture keynotes, workshops, and networking with people who get the challenges and triumphs of recruiting just like you do.At SHRM Talent, we at Calendly are on a mission. We’re here to show you how our simple, yet powerful scheduling tool can seriously up your recruiting game. Think less time juggling emails to book interviews and more time connecting with those standout candidates. See you there? If you’re hitting up SHRM Talent, let’s make plans to connect! Let us know you’re going by setting up some time to meet with our crew 1:1, IRL.We are hosting demos to show you how to:Sync Calendly to your ATS so it automatically updates candidate records when an interview is booked, rescheduled, or canceled. Quickly build candidate pipeline by distributing the workload evenly among your team for high-volume scheduling and speed up time-to-hire. Stay in your workflow while scheduling by leveraging browser extensions to easily add interview times to email, integrate with LinkedIn, and more. Maybe next year?Can't join us at SHRM Talent this time around but thinking it could be your scene in the future? Go ahead and give this post a thumbs up. We're cooking up some ideas to bring our power-users along for the ride on future adventures, but we're curious if that's something you'd be into. Your ‘like’ is your vote - let us know you're interested! And hey, if you’ve got some cool stories or insights on how scheduling automation has changed the game for your hiring, drop us a line in the Calendly Community forum. Your feedback is gold, helping us keep our tool top-notch for recruiters everywhere.  🥂 Cheers,Rebecca

We've got some exciting news to share that you won't want to miss — meet our fresh, new release notes page where you can find our monthly product newsletter from our very own Head of Product Marketing, Jeff, and get the lowdown on all the new features we're rolling out each month. Now, you can easily find those updates even if you’ve missed the latest newsletter just by clicking this link or accessing it from the community sidebar. Check out the highlights from our latest release:➡️ Instant schedule HubSpot contacts with assigned owners: With our Routing solution, you can now “look up” data in your HubSpot CRM to instantly match and schedule customers based on the assigned account owner! These lead routing enhancements with HubSpot is an (account) match made in heaven. ➡️ Customer Testimonials: Don't just take our word for it. Olina Karagianni, RevOps Manager at Toggl, shares her experience: "It took me only seven minutes to set up Calendly’s HubSpot LookUp. Seven minutes that saved us hours of manual reassignments and fixing reports. For us, it’s not just about conversions; it’s also about saving valuable time for our team while providing excellent customer experience."➡️ New Integrations Alert: We're thrilled to announce two new partnerships with tools you love — Loom and Grammarly! With Loom’s new Calendly integration, your viewers can set up a meeting with you while — or right after — watching your Loom video of you presenting.As part of Grammarly “app actions,” our integration allows you to stay focused and reduce context switching by using AI writing assistance to pull up and share your Calendly availability wherever you’re writing. 🚀 And that's not all! We've got more exciting updates and announcements on the horizon, so stay tuned. Thanks for being a part of our growing community!🔗 Full Product Release Notes for March 2024  

Hiya friends! Sam here feeling lucky that the days have been getting longer and warmer. ☀️ Let’s get up to speed on this month’s Calend-news. Admin Managed Event Type Editor - RedesignedAdmin managed event types just got a make-over! While the admin managed event type editor previously followed the legacy editor style, we’ve updated it to more closely follow the current editor style. Settings are now configured in the current editor format, with Event details, Hosts and invitees, Scheduling settings, Booking page options, and Communications. Loving the uniformity here now! The formatting is now consistent with the event type editors of non-admin managed event types.  💡 Note: Unlike the non-admin managed event type editor, the admin managed event type editor doesn’t have a booking page preview. Depending on your permissions settings, you may be able to view a booking page preview in the event type editor from an assigned user’s event types page.  Little bit of background since admin managed event types may be an unfamiliar topic— Admin managed events are reusable event types that organization admins can edit, *lock/sync, update, and assign to users to help standardize meetings. They also provide admins more control over your organization’s scheduling experience.For more information on admin managed event types, feel free to take a look here. *users on our Teams plan and higher are able to lock and sync fields in admin managed event types. To learn about the features in each plan, feel free to check out our pricing page! Routing with HubSpot LookupNow available for Teams and Enterprise users, routing with HubSpot lookup lets you instantly match and schedule HubSpot contacts with their assigned account owner—directly from your “Contacts Sales” forms.For routing with HubSpot lookup, select Use HubSpot lookup when configuring your routing logic. While every HubSpot instance is unique, we recommend users new to HubSpot routing use the configuration steps provided in this Help Center article when getting started. 💡 Did you know? You can add HubSpot lookup logic to a Calendly-native, HubSpot, Marketo, or Pardot routing form.   🎉 That’s it for this month! We post these fun run-downs every month to help you stay in the know with all things new to Calendly, so check back in a few weeks to keep up-to-date with all things Calend-news 📰  - Sam

If you use HubSpot and Calendly routing forms, we’ve got some exciting news for you. How exciting? Like literally-most-requested-update-to-Calendly-Routing exciting. Chances are if you’re in sales, RevOps, or customer success, you’re intrigued already.Instead of building suspense (we’re not patient either; just give us the surprise!), let’s just get right into it. Here it is: Calendly has added HubSpot CRM account matching to our Routing solution! Now when a known HubSpot contact fills out your “Contact Sales” routing forms, they can be matched and scheduled instantly with their assigned account owner. This eliminates follow up delays and manual reassignment on the back end, and delivers an undoubtedly better experience - for you and your customers. Best of all? It works with HubSpot, Marketo, Pardot, or Calendly Routing forms. Here’s what Calendly customer Olina Karagianni, RevOps Manager at Toggl had to say about it: “I track my time with Toggl Track, and it took me only seven minutes to set up Calendly’s HubSpot lookup. Seven minutes that saved us hours of doing manual reassignments and fixing reports. For us, it’s not just about conversions; it’s also about saving valuable time for our team while providing excellent customer experience. Now it’s the right rep, right away.”  Ready to learn more? Here are some helpful links to check out.Set up routing with HubSpot lookup Routing with HubSpot lookup FAQs Getting started with Routing Forms    Happy Routing! 

👋🏻 Hey there, Calendly Community! Nothing excites me more than getting to tell you all about new features that will make your scheduling experience within Calendly easier, faster and more efficient - and that’s exactly what I am writing today, to do! What’s the new feature? Well, something that will make your meeting-life objectively better, of course! ➡ Enter > Contacts! ❓Who can use this feature? Users on all Calendly plans - free or paid - can utilize this feature. Woo hoo! What is the Contacts feature,  you ask? I am so happy to explain! Contacts make it easy to see who you're meeting with, review notes and scheduling history, and book follow-up engagements directly from Calendly. With contacts functionality, you have the capability to:Create a contact Edit a contact Schedule a contact Share availability via email from within Calendly (paid feature) Review contact specific scheduled events Favorite a contactHead over to our Help Center to read more in-depth about each step of the process, here. 💭Note: the Contacts feature is currently available in Calendly’s web application. We heard your feedback regarding wanting to see Contacts in our iOS and Android mobile apps, and the developer team on this feature is excitedly working on that release now! This article will be updated to reflect the feature’s mobile app availability when that day comes. Now that we’ve outlined what the feature is, how does it work? When should you use it? Why would you want to? I’m so glad you asked. 😉 Let’s go over an example!💡Use Case ExampleYou are a busy recruiter that has been working to find a specific candidate the perfect job with their dream company, but things just haven’t quite fallen into place yet - bummer! However, you have finally, through all of your diligent searching, found a job for this candidate that is absolutely the right fit.  You’ve met with the candidate several times already - and you have them favorited in your Calendly Contacts for that reason! All you have to do now is select the candidate in your list of contacts, opt to share your availability with them, and then send an email out prompting them to book a meeting with you. What’s even better? You can customize that email right from within the Contacts functionality - telling them exactly what you want to meet about so that they can prepare and get excited, too!See below for an outline of the “email” process that this feature offers!To share availability (and edit the email that is sent):  Navigate to your Contacts tab.   Select Share availability next to the contact you are looking to reach out to.   Select the event you want your invitee to schedule with you. Select Next.   For users who have integrated Gmail for workflows or Outlook for workflows: Choose which email address you would like to be used to send an email.   (Optional) Edit your email content.   (Optional) Select the checkbox next to Include cancellation policy to include your event cancellation policy.   Select Send Email. Phew - isn’t that awesome? 👏 I think so, too!💥Update to the Contacts Feature: restore a deleted contact! Navigate to your Contacts tab within Calendly Within the contact search bar, type in the name of the previously deleted contact Select the to the right of that contact Select Restore to add that contact back to your contacts list💭Note: this article was amended Tue Apr 23 @ 4:55pm EST to add new info - “restore a deleted contact” Now that you have a basic understanding of Contacts, you should be able to head to your Calendly account and get started! Implement the feature in whichever way works best for you - and tell us about how it goes!  Happy Scheduling, Calendly Community! 

Happy Leap Year Day, CalPals! With the second month of 2024 under our belts, I’m here to share another round of Product Updates! While we’re still working on some exciting things for you in beta, I have a couple of quick Calend-news items to share with you.  New Terms of UseIf you’re a solo user or an organization owner/admin, you may have noticed an email in your inbox recently about some updates we’re making to our Terms of Use. These new terms will go into effect on March 8, 2024, and the prior version of our Terms of Service will apply until then.  Why Are We Updating Our Terms of Use? Essentially, we think y’all deserve the best. We’re refocusing our Terms of Use to provide an easier self-service experience that will improve transparency and clarity, and limit legalese. What We’re Updating:Start at our brand new Legal Homepage - your one-stop-shop for all things Legal and Compliance. Consider this your roadmap to determining how to navigate the relevant links/terms in clear language and in one place, holistically.   From there, you should be able to easily navigate which additional terms and policies may apply to you and your Authorized Users (if any).   We’ve added or updated certain terms, including requirements around customer obligations when using Calendly, Calendly’s SMS functionality, our AI features, and more specific terms on confidentiality, use of customer data, and indemnification obligations.   We’ve updated our Acceptable Use Policy - which applies to all Customers, Authorized Users, Invitees and Website Visitors - to clarify the types of activities that are permitted and prohibited when accessing/using Calendly’s Services and/or Websites.   We’ve also updated our Privacy Notice to provide more information on how we collect and use personal information in connection with our business practices and new products and features.Have questions about the updates to our Terms of Use? Feel free to reach out any time! Sending Workflows From a No-Reply AddressThis one is pretty self explanatory– while Workflows were previously only able to be sent from notifications@calendly.com or a connected Gmail or Outlook email account, we’ve just updated them to be able to send from no-reply@calendly.com. This means that if you have an event type that uses our no-reply email address with email confirmations, you can now set your Workflow to match the event type notifications, allowing for notification uniformity and preventing potential invitee confusion.  🎉 That’s it for this month! We post these fun run-downs every month to help you stay in the know with all things new to Calendly, so check back in a few weeks to keep up-to-date with all things Calend-news 📰  - Sam

*Blink* …and that’s a wrap on January! Time is flying by and we’re somehow already one month into 2024. There have been an incredible 24,000 users who visited us in Community just this past month and we look forward to continuing to help y’all meet your scheduling goals in the coming months! What a great start to the year 🎊 In other exciting news for admins using Managed Events, we just rolled out a stellar new feature that makes the management process of Managed Events even better 😎 Event Type Permissions for Managed EventsWe’re now able to provide View or Edit access to other users when using Managed Event Types!To use this new feature, you can simply click the settings gear of an assigned Managed Event Type from the home page of an assigned host. You can then click “Edit permissions”, as shown in the screenshot below to provide other users View or Edit access for Managed Event Types. This is a feature I see a ton of value in for admins who are big fans of Managed Event Types, so I’m super excited for y’all! If you’re not familiar with Managed Event Types, feel free to take a look at this Help Center article for more information on them.  Alrighty, short and sweet! While not a dense month for new roll-outs, we’ve had our heads down working hard on a lot of really cool new things for you. Keep an eye out; we’re cooking 🧑‍🍳  - Sam  

Happy New Year from your Calendly Community!  Call me crazy, but this time of year always has me reflecting more than any other. Here are some of the questions I like to ask myself when taking my personal annual inventory:What was I doing this time last year?  What are some things that surprised me this year?  What has changed?  What stayed the same?In the spirit of reflecting, here’s a quick rundown of what we were up to in December as we launch into 2024… 🚀 12 Days of CalendlyKelsi and I got to embody little helper elves this past month by putting together 12 festive articles on topics we feel are incredibly helpful for all Calendly users, individuals and teams alike.Helpful topics like:What are different event types? Creating events in a Team Page Adding Calendly to Your Website Helpful Integrations …and more!Feel free to check it out here! Microsoft Dynamics 365 and Power AutomateUsers on our Enterprise plan can now integrate with Microsoft Dynamics 365 via Power Automate. In addition to automatically adding (or updating) scheduled meeting information in your records, the integration can:Sync leads in real time: When a Calendly meeting is booked, a lead is created with up-to-date contact information. If the lead already exists in Dynamics 365, the record is updated with Calendly’s most recent information. Get insight into leads’ activities: View upcoming and past meetings on a lead’s Timeline. If a meeting is rescheduled or canceled, the appointment also is updated or canceled in Dynamics 365. Enable dynamic sales and marketing automations: Always include the right team member’s availability or scheduling page in email campaigns and lead nurture flows. Store user-specific Calendly links in your Dynamics 365 user profile, so you don’t have to manually add them to each email. Capture form responses: If you use Calendly forms to capture lead information, all submissions are added to Dynamics 365 records, too.For more information on the Microsoft Dynamics and Power Automate integration, feel free to click here. Not an Enterprise user? For more information on our Enterprise plan, see here. Host Pools - Improved Collective and Round Robin Event TypesThis is a feature that I know I’ve been long awaiting, and am so thrilled to finally be able to offer to our Teams and Enterprise users! Host pools for Collective and Round Robin event types allow you to create multi-person events with a mix of “host(s) that will always attend” and a “rotating pool” of other hosts.For more info on how to use host pools for your Collective and Round Robin event types, take a look at this Community article I put together! 🥂 🍾 Cheers to another year of simplifying scheduling! Let us know— what would you like to see from us next?  - Sam 

New UI, lets get fresh!Heading into this holiday season and heading into a new year, we’ve rolled out a new look for Calendly! With a new streamlined user interface and some cool new features, we’re so excited to share our make-over with the world 💄 SidebarYour new navigation home base, the sidebar is where you’ll go for the most regularly used tools in Calendly. This part is fairly self-explanatory, but here’s what it’s all about.  Event Type Editor With In-Editor PreviewBy far my favorite part of the new design is the addition of the event type editor’s booking page preview.While previously, you had to leave your event type settings page to check your work, you now have a view of your booking page while making your configurations to see how each setting affects your booking page in real-time. For a quick (~6:30) overview of the new event type editor, take a look at this video walkthrough! HolidaysWe’ve got your work/life balance in mind here at Calendly, and it’s never been easier to make sure your time is your own. With the new Holidays feature, you can set your holiday preferences with just a few clicks and enjoy your well earned rest! Calendar SyncYour calendar connections are easier to access than ever before. Simply click your account dropdown in the top right corner of your account and select ‘Calendar Sync’, as shown in the screenshot below: Need Help Finding Something?We’re happy to help you locate any of your settings! Please feel free to reply to this post and we we can help direct you 😊 We’re Hyped!In other news, Calendly was named a Sample Vendor in Everyday AI and Appointment Scheduling in the 2023 Hype Cycle™ for Digital Workplace Applications report! 🎉For some background, each year Gartner® identifies innovative technologies that provide organizations with significant benefits in the digital workplace. Calendly is proud to have made the list! To read the full report, take a look here. Cheers to another month of smooth scheduling and warm wished to all our Cal Pals for the holiday season to come! ...pssst… keep an eye out for some super special festive community content coming your way this month! ☃️

We’re stoked to have another month under our belts here in the Calendly Community, and with another month comes another Product Update. If you’re new here… Welcome! 🎊 Our Product Update is a monthly crier where we update you on some of what we’ve been up to here at Calendly. With Spooky Season coming to a close, let’s talk about some scary cool things that happened this month 🎃 AI is Coming Soon… AI is changing the productivity game, and we’d like to invite you to join our waitlist and become one of the first to know when AI comes to Calendly.Our vision for AI and Calendly will allow us to go beyond correlating activity with success, and to focus on the quality of productivity. The goal is for AI not to replace, but to enable and enhance human relationships. For more information on how AI is transforming what we think about productivity, feel free to check out this Blog post.      We're Stoked to announce that we are now an official partner with Gong Engage! With the Gong browser integration, you add the power of Calendly to your sales platform. By enabling this integration from your browser extension, a Calendly button is added to Gong’s email compose window. Instead of navigating across applications, you can easily access your events and share your availability while writing an email!NOTE: You need to have access to Gong Engage and a Calendly browser extension downloaded to enable this integration. For more information about Gong Engage, click here. Forrester study: Calendly provided a 318% ROIWe commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study evaluating the costs and benefits of Calendly. The report paints a picture of the kind of financial impact a company can expect to see with Calendly— namely, an ROI of 318%. To read more and download the study, feel free to check out this Blog post.  Notable Quotable:"Prior to using Calendly, employees in customer-facing and recruiting departments spent considerable amounts of time scheduling external meetings. This limited their ability to focus on customer interactions and other strategic work. … Back-and-forth scheduling emails made for poor customer and employee experiences.After the investment in Calendly, the interviewees’ organizations observed improved productivity and better customer and employee experiences. Key results from the investment included an increased customer renewal rate, shorter recruiting cycle, and increased external meeting booking efficiency."– The Total Economic Impact™ Of Calendly: Cost Savings And Business Benefits Enabled By Calendly We’re so excited for all of this and more to come 👀. Let us know— what would you like to see from us next?  

Alright, so if you’re in sales (which would make sense if you’re in here 👋) - solid chance you know of Gong. If not, it’s a very cool SaaS product that captures customer interactions and the delivers insights - data! but like actionable data! - at scale. And what do we do with data? We make smart decisions based on data instead of opinions.Back in June, Gong announced Gong Engage which is best summed up from their press release: “Gong Engage serves as a single solution to streamline sales engagement for revenue teams by delivering AI-based sales guidance from the first touchpoint with a prospect to deal close. Engage helps teams create and accelerate pipeline by delivering increased productivity with AI-driven automation and guidance, high-quality outreach to engage entire accounts, and a single sales engagement solution to streamline revenue workflows. Gong’s proprietary AI delivers three times more accuracy than off-the-shelf AI models.”Data? AI? Together? Magic.And today we’ve got our own news to add to this mix to just take it a notch even more magical - especially for our sales oriented users. Today we’re introducing Calendly for Gong Engage.This feature is available for all plans and all users and the tl;dr directly from our Help Center article: “With the Gong browser integration, you add the power of Calendly to your sales platform. By enabling this integration from your browser extension, a Calendly button is added to Gong’s email compose window. Instead of navigating across applications, you can easily access your events and share your availability while writing an email.”And y’all… do you know what that means? No application or context switching. We might be in love.For more information, check out:Calendly for Gong Engage (Help Center Article)Calendly + Gong: Sales and scheduling automation at your fingertips (Calendly Blog Article)Gong Engage (Gong Product) 

Well, looks like this is the first ever Calendly Community Product Update. Cue a weird sense of excitement and nerves.And while this all (*points to literally everything*) is a work in progress with dust still flying around wildly, we’re excited to get this little community of ours off the ground and into the hands of our users. One of the things we’re looking forward to doing is giving you - yeah! you! - a regular round up of all things Calendly.Ready? Let’s go. New & Improved Microsoft Outlook Add-InOur Microsoft Outlook add-in has been available for awhile now and it was time for some well-deserved upgrades. With our new & improved Outlook add-in, you can:⭐ Search, star, and access all of your Event Types (that's right — all of 'em!)📆 Quickly add time slots to emails for scan-and-click booking🔗 Share your scheduling links🕒 Create meeting polls to easily find the best time for everyone🤝 Create one-off meetings Enhancements to Lead RoutingY’all appear to love Calendly Routing and uh, WE DO TOO. Which is perfect because that love has manifested in our most requested updates to routing going live. So what’s new?1️⃣ PARDOT (Salesforce Marketing Cloud)Route and schedule qualified leads from the Pardot marketing forms on your website2️⃣ SALESFORCEUse Salesforce intelligence to filter assigned sales reps by any field — deal stage, territory, etc.3️⃣ MARKETOAccess meeting event data in Adobe Marketo to track campaign performance and automate email retargeting campaignsSee it in action here: https://calnd.ly/44AIiat Personal Analytics DashboardsEver find yourself thinking “I wonder how many meetings I’m scheduling. And when? Any trends?” Well, now you can know all the things with our new personal analytics dashboards. This pleases your friendly neighborhood data nerd. 1️⃣ View your popular meeting times, top event types, and more2️⃣ See what’s going well and where to make adjustmentsIf you're on a multi-user plan, access your personal analytics by going to  Account --> Analytics. There is definitely more good stuff coming your way. What do you want to see Calendly tackle next?