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brutherford
Employee
brutherfordEmployee
published in Featured Tips + Tricks

Help Us! What would you call this Workflows template and action?

Calendly is exploring adding a new action and template to the Workflows feature. This new “do this” action and template would allow you to automate sending meeting update emails to someone who isn't the host or invitee to help them stay in the loop on your meeting status.   Here are a few examples of where this feature will be helpful:- A manager may want visibility into when someone on their team has a meeting cancellation- An Executive Assistant needs to know when their boss books a new meeting so they can help them prep- A Recruiting Coordinator wants to know when an interview they booked on behalf of a hiring manager gets rescheduled incase they need to adjust subsequent interviews We have two questions for you.Please respond to the first question in the comments section. For the second question please select from the choices below. Question for comments section: What would you call this action? Please pick one. Send email to someone else Send email to non-attendee Can you think of

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brutherford
Employee
12 hours ago
G
Gg66832Community Member
asked in How Do I...?

client phone number prior to this update july 2024

hello,i’ve used calendly daily for the last 4+ years. i really like it, until now. i was able to roll with udates and changes, however, the fact that i can no longer click on phone numbers to directly call or text clients has my workflow totally upended. i often need to directly communicate with clients quickly and this communication is critical to what i do. is there a workaround for collecting phone numbers that are still linkable / clickable?  on another note, the new GUI format for viewing booked appointments seems totally upside down to me. the client entered info is the most important to me and you’ve pushed it to the bottom of the page , and made the font smaller. the meeting location and host info is absolutely the least important to me, as i’m the host , and those types of details stay pretty constant for me. the customer info is what most important for me to view easily. in other words, i really miss how appointment details appear to me from all other previous versions of cal

5
jillian
Community Manager
15 hours ago
E
Ed40478New Community Member
asked in How Do I...?

Calendly branding not turning off

When I choose the option to turn off the Calendly branding it is not working and leaving the Calendly branding on the scheduling and booking pages. Any thoughts out there? Thank you!

4
D
17 hours ago
Sean Marlin
Community Manager
Sean MarlinCommunity Manager
published in Featured Tips + Tricks

Getting the Most Out Of Your Free Calendly Plan

Calendly is a powerful tool that seems to get more features by the month, but even a basic single Event Type can take you far. In this article we will explore how to get the most out of your free plan. If you are reading this, you might be an unaffiliated individual that has Calendly for personal use, a small business with a single type of service, someone at a larger organization that uses your plan for internal meetings, or anyone else that only needs a single meeting type. While we think our billable plans pay for themselves and then some, we still want everyone to get the most out of whatever plan they are on.  The Event TypeMaybe you are just getting started. If you generally offer 30 minutes for a meeting, you can keep the description of your event vague and send this link to anyone who would like to meet with you. But you might want to consider customizing your event name to better reflect you or your services. Open your available hours so people can find time between your other

70
Sean Marlin
Community Manager
18 hours ago
C
Carlos012156Community Member
asked in How Do I...?

Future availability beyond 3 months

My clients need to be able to see my calendar more than three months out. How can I change settings to allow this?

2
C
18 hours ago
E
Eva82345Community Member
asked in How Do I...?

Multiple Pages One Company One Google Calender with subcalender - how to?

English:It's about colleagues from department 1 being able to see what appointments have been booked in department 2. And the other way round too. So that a consultant can always switch between the stores. The background is that we have two stores in one building. One is a goldsmith's, the other a specialist wedding ring store. It would be very nice for us if we could book appointments on both websites and save them in two different calendars in one Google Calendar account. So that all colleagues can immediately see what has been booked and where.Is that possible? Without having to start a second account? German:Es geht darum das Kollegen aus Abteilung 1 sehen können was in Abteilung 2 an Terminen gebucht wurde. Und das ganze auch anders herum. So das immer ein Fachberater zwischen den Läden wechseln kann. Hintergrund ist das wir zwei Ladengeschäfte in einem Gebäude haben. Eines ist eine Goldschmiede, der andere ein Trauringfachgeschäft. Es wäre für uns sehr schön wenn wir Termine auf

1
jillian
Community Manager
19 hours ago
W
WernerKCommunity Member
asked in How Do I...?

adding mobilenumber to events creates via contacts

Hi I’m using the contacts-section within calendly to schedule new meetings with my clients. This is very helpful, because it’s very fast. Especially I can change the duration of the planned meeting during this process.But there is a big disadvantage: I can’t enter a mobile number for the text reminders (SMS). So the client only get email notification.Is there a way to use the contact section for scheduling new events AND sending text reminders via SMS (as it is possible when I book a new meeting within the planned meeting section). thanks for your support werner

0
W
19 hours ago
Y
yhy_Community Member
asked in API + Webhook Help

Content-Security-Policy: calendly requires unsafe capabilities

Hi,We’re setting up the calendly integration but are surprised to see that it doesn’t work without greatly relaxing the Content-Security-Policy in use in our app: in order to work, calendly requires the ‘unsafe-inline' and ‘unsafe-eval’ on both the script-src and style-src fetch directives. This is making us more exposed to CSRF and XSS attacks.So my question is: are you aware of this, and are you planning to update your JS code?Thanks

1
V
19 hours ago
M
Marsha42205Community Member
asked in How Do I...?

How do I make an event with invitees only

I am trying to make an event that is closed to my invited friends only.  It has an eye with a line through it.  

1
jillian
Community Manager
20 hours ago
Podcaster70
Podcaster70Community Member
asked in How Do I...?

Location default

I need help. Every time I schedule a meeting my calendly is using the same location link for every interview or recording i do. I have to ask the interviewee to leave and resend a new link. I get this for every interviewee. the code at the end cannot be the same. I dont know if its a calendly issue or streamyard issue.

1
jillian
Community Manager
20 hours ago
M
MonaB75Community Member
asked in How Do I...?

Is it possible to make my primary link a single-use link?

Hello! I have a questions and I’m hoping that the Calendly Community may be able to offer some guidance. I have an event set up for interviews, and I use the primary link to send out to candidates so they can book time with me. I would like to have it set up so that, once a candidate uses that link, they can’t use it again. I know that users can generate a single-use link, but I have to do that individually for each candidate, and I’d prefer to keep this process as automated as possible!Is it possible to set up my event in such a way? I hope this makes sense!Thanks for any advice you can offer!

1
Sean Marlin
Community Manager
1 day ago
M
Matt03436Community Member
asked in How Do I...?

Emails Sent via a Booked Meeting

We use calendly to book our demos for our product and for the most part it works great however the emails that come out of it are very hard to understand. I am able to modify the calendar invitation emailBut we get another email that is prefixed with New Event: that we can’t seem to control the contents of.And we also can not get the post meeting email to sendAny good doc on this or tricks?

3
Sean Marlin
Community Manager
1 day ago
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
I
Iris58835Community Member
asked in How Do I...?

PayPal Integration Error

Hello,  I am unable to connect PayPal with my Calendly. Every time I try I get the message that my account needs to be verified. PayPal says it is verified and that it is a Calendly issue. Please help. I have been trying to do this for about 2 weeks already. I been in contact with PayPal and nothing can’t be done\.  

1
jillian
Community Manager
1 day ago
Todd75416
Calendly Connector
Todd75416Calendly Connector
asked in How do YOU use Calendly?

I use Calendly to support my independent consulting business

I’m a longtime user of Calendly and my use cases for it have expanded considerably over the years. In this Loom video, I go over my most used Event Type, the Intro Meeting, which covers a lot of different situations by which have first conversations with prospects and professional connections.What I didn’t share in the video is how I have the link for the meeting very close at hand. I have it saved as a macro on my Mac using the Text Expander app, which allows me to add it to any exchange with a simple text string.

1
jillian
Community Manager
1 day ago
Sam S
Community Manager
Sam SCommunity Manager
published in How Do I...?

Adding Additional Guests to Booked Meetings

Cheerio CalPals!I’ve come across a frequently asked question in my support conversations recently that inspired me to make a little how-to on a workaround I recommend on the regular that answers the question– How can I add additional meeting attendees to existing booked one-on-one meetings?  While yes, adding your guests directly to the calendar event in your external calendar is a perfectly good solution to loop additional guests to your meetings, there are a couple of drawbacks to this method:Guests added in this way will not be included in any Calendly reminders or Workflows. They are kicked from the meeting if it happens to be rescheduled. This isn’t ideal, so I wanted to drop a super helpful workaround I’ve found for this that allows you to add guests to one-on-one meetings within the Calendly loop. Problem: At this time, Calendly does not offer a function to “Add Guests” to an existing booked meeting directly from the Scheduled Events page.  Solution: Using the “Reschedule” funct

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jillian
Community Manager
1 day ago
J
Joanne78878Community Member
asked in How Do I...?

instagram book now button

Why doesn’t calendly partner with Instagram so we can use their Book Now button? I’m thinking of going elsewhere since all other major calendar services are listed and not insta!

7
Follow The Dopamine
1 day ago
R
Rafa22840Community Member
posted in How Do I...?

This spanish translation reduces conversion

This spanish translation reduces conversion:“Los detalles de la conferencia web se proporcionan en la confirmación.”Could you please improve it or hide? It is unnecessary and it reduces trust and conversion.Thank you! Rafa

4
R
2 days ago
G
George50818New Community Member
asked in Teachers + Education User Group

NEED more ability to move events to other Teams or Members.

NEED more ability to move events to other Teams or Members. I read the guides. But somehow missed where we could not MOVE events between teams or team members. This is a MUST. Also, NEED the ability to over-ride availability for a specific event, such as a checkmark that says “ignore availability and always show as available for this event.”

1
Sean Marlin
Community Manager
2 days ago
M
mrflibCommunity Member
asked in How Do I...?

Feature suggestion: Over-ride availability toggle when employee reschedules / schedules an event

Sometimes we are happy or need to meet with a customer outside our standard hours. I believe we can schedule a one-off event for these, but a quicker way to manage this would be an “override availabilty” button during the scheduling or rescheduling from an employee login. This ensures all of the correct information is gathered and presented, as these normal events have had a lot of time in to setting them up. Example in point, for an event type we have no availability this evening. However, we need to move a customer from next week and they can come in tonight. We can’t reschedule them to tonight without changing the availability of the host. We are happy to see them tonight, as we are rescheduling them. If there were a button for us to over-ride availability and book any time, that would be helpful. This would leave all other events untouched, and would only override for this one-off booking. It would also keep all of the details of the event correct. Example crappy photoshop. I can’t

3
M
2 days ago
C
Christophe23057Community Member
asked in How Do I...?

Modification du lieu apres reservation

Bonsoir Je m’aperçois que les modification après RDV sont très limité je me trompe (impossible de changer le lieux, le service voir même l’heure)  Je profite pour une autre question : sur mon agenda clous lorsqu’il y a une annulation celle-ci s’affiche dans l’agenda et reste. Y a t il une fonction pour qu’elle disparaisse ou faut le faire manuellement  Cdlt

1
Sean Marlin
Community Manager
2 days ago
L
LexANew Community Member
asked in How Do I...?

Check in for meeting

Can I check someone in for a meeting that they booked in person? I see there is a feature for “no show” but I would like to know if the person actually showed up for their meeting and at what time. Would be great to be able to check them out as well as they leave. If they were not checked in I would like the booking to be marked as no show.

1
Sean Marlin
Community Manager
2 days ago
C
Christophe23057Community Member
asked in How Do I...?

Bloquer des plages horaires

BonjourJe ne sais pas si c’est possible je m’explique. J’ai configurer 5 séances jour sur une plage horaire de 9h-13h / 14h-19H . si par exemple j’ai déjà 2 RDV le matin (10h et 11H) je souhaite bloquer 9h et 12H. Idem pour l’après midi si j’ai déjà 18h et 16h en RDV je voudrais bloquer 14h et 19h par exemple. C’est pour vraiment optimiser mes rdv et de ne pas avoir trop d’attente  Merci

2
C
2 days ago
N
Nicole77215Community Member
asked in How Do I...?

I can not change the link for my round robing meeting

Hello. In all my other event types I am able to customize a simple link for my clients and prospects to use but on the round robing one the option Event Link usually available in the section Options of the Reservation Page is not there. Is there a solution for that?

1
jillian
Community Manager
2 days ago
KeriBurns
Calendly Connector
KeriBurnsCalendly Connector
posted in How do YOU use Calendly?

Using Calendly to Manage Teams

I work for an education trust for a healthcare organization and we serve over 70,000 clients across multiple regions so we have a large team of career development and academic success professionals that meet with our clients. We officially made the transition to Calendly from another calendaring system about 4 months ago and the first thing that we excited to set up were the different teams within our organization, a feature we didn’t have with the last system. Using the managed events feature has been a game changer for us and allows our leadership to ensure that all of our staff are providing the same type of services. 

1
jillian
Community Manager
2 days ago
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