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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.

  • 28 Topics
  • 45 Replies
28 Topics
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TimJrdCommunity Member
asked in Professional Services User Group
Feature Requests: Admin Managed Availability or Availability API Endpoint

Feature Request: Admin Access to Set User’s AvailabilityI’m looking to centrally manage my team’s availability. As is, only users can set their own availability, but for my organization's use-case, this would be much better if we could centrally manage this. Cal.com has a version of this that let’s you impersonate your team members to achieve setting properties that can only be updated by the user (ie, not accessible via the admin).  Feature Request: API Endpoint to Set AvailabilityThe ability to manage availability of team member’s through an API endpoint. This would mean that we could collect availability within our our application and then programmatically configure their Calendly availability.  

182
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6 days ago
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Jenny81278Community Member
asked in Professional Services User Group
Taking off reschedule option

I am having an issue with lots of clients rescheduling last minute due to the reschedule option on calendly meeting confirmation email. How can I turn this off?

222
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26 days ago
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Jason36241Community Member
asked in Professional Services User Group
Multiple Calendars Sync but make booking with a specific calendar

I have 4 calendars across different businesses.  I can sync all 4 calendars from an availability standpoint but I want to have a specific booking link for each different calendar i.e. I want to have a calendar link in my email for @acmeinc that will see availability in all my calendars but if someone books time with me it will be in the @acmeinc calendar. Similarly my @ABCINC email calendar link will also see availability over all my calendars but if they use that link it will book into the @ABCINC calendar. I cannot see that this is possible on Calendly without paying for 4 subscriptions (which is a silly workaround IMO) 

122
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28 days ago
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Jose32731Community Member
asked in Professional Services User Group
Free Option

How many people can use the calendar to set up an appointment on the free version  

71
Sean Marlin
Community Manager
1 month ago
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Reginald01027New Community Member
asked in Professional Services User Group
Okay, I put my payment information but I do not want. That payment information anymore how do I remove that payment information? The card, how do I remove it?

 I put my payment information but I do not want. That payment information anymore how do I remove that payment information? The card, how do I remove it?

181
jillian
Community Manager
1 month ago
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ExpatsiBrettCommunity Member
posted in Professional Services User Group
Enabling coupon codes is urgent

I’ve seen people ask about offering coupon codes and this workaround. I feel like this is unfeasible.Coupon codes can have rules about expiration dates, number of uses per person, number of uses overall, etc. They’re also easy to communicate and can work across my Stripe products and be managed in one place.I don’t feel it’s reasonable to make multiple versions of all of my events and try to keep people from only using the links once, etc. I also want to offer different discounts to many segmented groups, and I can’t do that unless I make more dupes, etc.Is there any way to escalate this feature? I think I could sell so many more of my consultations if I could use a coupon code.

112
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1 month ago
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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!

972
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1 month ago
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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!​​​​​

972
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2 months ago
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Shahraiz33Community Member
posted in Professional Services User Group
How Do You Use Calendly for Team Scheduling?

Hi everyone,I’ve been using Calendly to help schedule meetings for my team, and I wanted to share what’s been working for us. I’m also curious to know how you all use Calendly for your teams.Here are a few things that have been helpful for us: Different Event Types: We set up different types of events for various meetings (like team chats or project updates) to keep things organized. Buffer Times: We add extra time between meetings to avoid back-to-back schedules and give everyone a short break. Team Scheduling Page: We use the team scheduling feature to see when everyone is free, which helps us find common times for group meetings. Automated Reminders: We turned on automatic reminders to cut down on missed meetings and last-minute cancellations. Integrations: Connecting Calendly with our calendar and other tools has made our scheduling smoother. I’d love to hear how you use Calendly and any tips you have to make scheduling easier.Looking forward to your ideas!

210
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2 months ago
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Zixflow83875New Community Member
posted in Professional Services User Group
Sending WhatsApp messages for reminders and event details

WhatsApp is a major communication channel in India, the Middle East, Southeast Asia, and South America.We schedule many meetings and want to send WhatsApp reminders to attendees to ensure maximum turnout. Currently, we use Zixflow via Make to send these messages, but there is no direct integration yet. We have requested the Calendly team to integrate with Zixflow, which is a straightforward WhatsApp platform.If you think this integration would benefit your workflow, please request it to calendly team, Here is the link to vote for it.

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2 months ago
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Leslie1380Community Member
asked in Professional Services User Group
Adding Travel Time into Calendly

Hello Calendly Team,I started using this service during the pandemic when all of my client meetings were online. Now that I am back on the road, I don’t want to give up on Calendly! I see about 75 clients throughout my territory, they vary from 5 minutes apart to 4 hours apart. If there were a way to add a unique buffer time before and after a meeting based on clients locations I would be unstoppable. The way I could see this working is, when a client clicks on the scheduling link they are prompted to enter their address OR I could create a contact that included their address for future bookings. Then based on my most previous meeting location that day they are shown booking options based on meeting length and travel length. Hoping this feature can be added in the future!

451
jillian
Community Manager
3 months ago
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LynetteFloweringLotusCommunity Member
asked in Professional Services User Group
Booking appointments without payment for in person option

Hi There, Is it possible when clients are booking, they must pay if the session is online but if in person they can pay after the session?

481
Sean Marlin
Community Manager
3 months ago
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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)

843
Kelsi
4 months ago
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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?

294
Kelsi
4 months ago
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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.  

502
jillian
Community Manager
4 months ago
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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!

4231
Kelsi
4 months ago
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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!

411
Kelsi
5 months ago
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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

611
jillian
Community Manager
5 months 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

602
alisabartash
Employee
5 months ago
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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.

3223
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5 months 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!

651
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Employee
6 months ago
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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?

401
jillian
Community Manager
7 months ago
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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? 

511
jillian
Community Manager
7 months ago
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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)? 

381
jillian
Community Manager
7 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?

1671
Kelsi
8 months ago
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