Professional Services User Group

This forum is for individuals in the realm of professional services. Discussions in this forum focus on maximizing client relationships and service excellence while tackling client consultations, project milestones, and collaboration.

  • 9 Topics
  • 13 Replies

9 Topics

P
prkspeaksCommunity Member
asked in Professional Services User Group

Single Use Link Option Hidden in iPhone?

I noticed that Calendly has recently changed the easy to access links in Calendly which showed below the event name in the iOS app and have now buried it under a menu. While it seems okay for regular copying (NOT OKAY FOR ME) but might be considered okay for others that they need 2 extra clicks to get their sharable link, it is 4 extra clicks for single use links. My business requires me to copy a single use link and share it on WhatsApp or email. This has become a pain with the new UX. Why would Calendly induce so much pain into the life of iOS users? I don’t see any benefit of the new design. Can anyone tell me what they are thinking and why they changed this?

1
jillian
Community Manager
22 days ago
M
Mark81165Community Member
asked in Professional Services User Group

Physical group bookings

can you adjust Calendly more suitable for physical events. Individual is ok, however group bookings like events and workshops it does align.missing a few things to make it good.Is this something that can be done? or an extension added? 

1
jillian
Community Manager
23 days ago
E
Eve StoyanCommunity Member
asked in Professional Services User Group

No availability shown erroneously - appears correct after troubleshooting

Hi, my availability was wiped out without me having changed anything at all (or logged into Calendly) through Tuesday to Friday last week.  Once I logged in and troubleshooted, it appeared correctly. After this it was no longer synching to my calendars. Upon checking I noticed that now individual calendar types could be linked in my iCloud calendar (not available before).  What has been changed? Was there an update? Is this likely to happen again and if so can you send warning before updates (not to miss any dates when availability is falsely removed)? 

1
jillian
Community Manager
23 days ago
L
LuciusCommunity Member
posted in Professional Services User Group

[feature request] Change default phone zone code in the Contacts Page

Hello, I haven’t seen any option to change the default zone code in front of the phone number field when adding a new contact. It would be great. I am in france and the default phone number is set to +1 and i would like it to be +33 without having to change it each time i add a contact.

3
jillian
Community Manager
29 days ago
M
Michael 9305Community Member
posted in Professional Services User Group

Calendly Meldung: "Serverfehler" keine Änderung kann gespeichert werden

Ich bin neu bei Calendly und melde mich über mein Microsoft Konto an. Nach erfolgter Anmeldung kann ich keine Änderung im Account speichern.  Kein Profilbild einfügen, keine Zeiten ändern et.c.Bei jedem Schritt erhalte ich die Calendly Meldung:  ” Serverfehler. Bitte versuchen Sie es erneut.” Ich verwende die neuesten Browserversionen und habe es mit Chrome, Firefox und Edge versucht. Der Support von Calendly hilft nicht wirklich weiter. Kennt jemand dieses Thema?

1
Kelsi at Calendly
Community Manager
1 month ago
R
Roger68076Community Member
asked in Professional Services User Group

Different Calendar to sync online and offline events

Is there a way to use different calendars to check availability for Online (Zoom) or Offline meetings?  Because my offline calendar is for a shared room where also other teachers/coaches book time in. So it is time where the practice room is booked and this is only for offline coach sessions. The online ZOom’s, I want to have synced with my own calendar.  Is this possible? 

1
Kelsi at Calendly
Community Manager
2 months ago
H
Hugo41701Community Member
asked in Professional Services User Group

PayPal payment invoice

Hi,When clients book a meeting they pay via PayPal. As of now, I have to put in an exact amount. I would like for my clients to receive an invoice or receipt of what they paid for after they have booked and paid. Example:Consulting fee $100Taxes $5Transfer fee $3.8 Total $108.80Is it possible for my clients to receive an invoice or a receipt like this after they booked and paid?Thank you.

1
Kelsi at Calendly
Community Manager
2 months ago
B
Bénédicte84261Community Member
asked in Professional Services User Group

how to reimburse a client ?

Hello, A client has cancelled her appointment but has been charged by stripe. Is she reimbursed automatically or do I have something to do ?Thanks

1
jillian
Community Manager
2 months ago
Todd75416
Todd75416Community Member
posted in Professional Services User Group

How many event types do you use?

I’m a longtime Calendly user and absolutely could not get along without using meeting types to set up calls with prospects, customers, partners and colleagues. While I sometimes set up special meeting series for a specific client, especially if I’m engaged in any interviews with their customers, I have a few fallback meetings that I use all the time.These are my 30 and 60 minute sessions. I have a series of invite questions that I use for these and have them both captured as a macro using the app TextExpander on the Mac so that I can easily drop them into a chat or social media direct message.Lately, I’ve expanded my meeting types to specialized sessions for parters or other non-business functions.I’m curious what others use? 

3
Todd75416
7 months ago
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