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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
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? 

2141
Kelsi
8 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

6631
jillian
Community Manager
9 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? 

3243
Todd75416
Calendly Connector
1 year ago
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