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.

  • 18 Topics
  • 29 Replies

18 Topics

A
Alyse87606Community Member
asked in Professional Services User Group

Round Robin Event w/Choice of Locations

When scheduling meetings with one host, there is an option to offer multiple locations. Is that possible for a round robin event? We would like invitees to have the choice of scheduling a meeting with one of us either in-person at our site or over Zoom. Thanks!

1
Sean Marlin
Community Manager
1 day ago
A
Anne02440Community Member
asked in Professional Services User Group

How to capture Booked payments event to GA4?

I need help!The GA4 measurement ID was integrated to Calendly - based on this https://help.calendly.com/hc/en-us/articles/360001575393-Calendly-Google-Analytics#calendly-google-analytics-0-0Scenario of booking: after the details are filled-in, there is the price included. Then payment details will be entered, then user will click the “Schedule Event” button.If this is the event for the successful booking “invitee_meeting_scheduled”, what is the event looked like in GA4 for the successful booking with payment? Will the purchase event automatically be captured in GA4 for the successfully booked with payment?I need your insights. Thank you!​​​​​

1
jillian
Community Manager
2 days ago
C
Chris DaouNew Community Member
asked in Professional Services User Group

Branding Issues

Is there no way to have the company logo appear for all users in my organization from the no reply email? (Without them having the users set it as their profile picture)

3
Kelsi at Calendly
Employee
10 days ago
G
Gestalt43383Community Member
asked in Professional Services User Group

Payment collection on booking page

I want to be able to delete the icon and price under the address in my view booking page but I cannot. what can I do?

4
Kelsi at Calendly
Employee
11 days ago
M
MarthCleaningCommunity Member
posted in Professional Services User Group

repeating events

Please add the ability for calendly to add repeating events.  Maybe something that searched your calendar for time availability in a repeating scenario like google offers daily, weekly, monthly, custom.   if say there was a scenario that there wasn’t availability for that same time maybe pop up an exception report with dates that could not be scheduled and alternates that you can quick select for fixing or skip for now.  

2
jillian
Community Manager
14 days ago
P
Podcast65884Community Member
asked in Professional Services User Group

Best Practices for Integrating Calendly on a Website?

Hi everyone,I'm looking to integrate Calendly into our company's website hillsdot.com . What are the best practices for embedding Calendly on a site to ensure a seamless user experience? Are there specific tools or techniques that work particularly well for customization and integration? Any advice or examples would be greatly appreciated!

1
Kelsi at Calendly
Employee
18 days ago
M
matt8902Community Member
asked in Professional Services User Group

Communication customization for Ad-Hoc Meetings

I’d like a way to customize the communications for ad hoc meeting types, specifically the calendar event title.Much like a users’ ability to modify the communication initiated from a Calendly event (with specific event-types), I would like to be able to do more to customize how ad hoc events’ communications are distributed. I find myself using the ad-hoc meeting feature more than my event-types, and this would lead to less confusion on my scheduled meetings with clients/prospective-clients. I’ve scanned the forums here and I know it’s well defined as not possible, and was hoping this forum post could be used as a recommendation/idea-board item.Potentially a place in the user settings where you could modify the ad hoc meeting distribution options, or more options when executing the ad hoc event. Thanks, really enjoy the product!

1
Kelsi at Calendly
Employee
1 month ago
A
Adrianne16328Community Member
asked in Professional Services User Group

Calendly for Administrators of teams - more work needed to be done

On the whole, Calendly is set up for individuals. Managers of teams face a whole raft of issues that are hard to resolve..examples: Paypal / Stripe - all need to be set up on an individual basis instead of at a company level, that poses Authorisation issues, or a large admin task to get each team member taking money in to one single Stripe accountZapier - again this authorises on a per user basis, instead of a per team basis, meaning thbat effective integrations into other systems is overly difficult.  Example updating a CRM with all new customers has to be done on a per user basis, as opposed to a per account basis.Workflows / communications - Again - these are per user, not per team - the option of setting things up per team would be much easierEvent types - Being able to template things so that we can assign one event type to multiple team members, whilst accounting for differential pricing would take a ton of administrative work out of setting things up We have just spent a month w

1
jillian
Community Manager
1 month ago
alisabartash
Employee
alisabartashEmployee
posted in Professional Services User Group

How professional services firms are improving client satisfaction and increasing productivity

Work in the professional services industry? Then you’re in good company. Calendly has seen a surge in professional services firms across the industry using Calendly to deliver best-in-class services and boost efficiency.  Check out our recent press release and give our new blog post a read to see how firms such as Credera, Leadership Circle, GeographicFarm, and more are using Calendly and which features they love most.  Comment below to let us know how you’re using Calendly to grow your business

2
alisabartash
Employee
1 month 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
B
1 month ago
alisabartash
Employee
alisabartashEmployee
posted in Professional Services User Group

Ideas for using Calendly's new browser extension

Wondering how you can use Calendly’s new browser extension? Here are a few ideas to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books and you can keep client work moving forward. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a project deadline moves up or there’s a change in scope. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments fully prepared.If you’re interested in learning more, check out this blog post.Already using the new extension? Comment below and share how you’re using it!

1
D
Employee
2 months ago
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
3 months 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
3 months 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
3 months 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
Employee
4 months 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
Employee
4 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
5 months ago
Todd75416
Calendly Connector
Todd75416Calendly Connector
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
Calendly Connector
10 months ago
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