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SMB + Entrepreneurs User Group

This space is built for small businesses and entrepreneurs who rely on Calendly to enhance operations and client interactions. Discussions include using Calendly for appointment scheduling, client meetings, and business growth.

  • 17 Topics
  • 38 Replies
17 Topics
jillian
Community Manager
jillianCommunity Manager
posted in SMB + Entrepreneurs User Group
Check out the Solopreneurs + Calendly Learning Hub!

So you’ve done it – you’re turning your million dollar idea into a business and diving into the world of entrepreneurship. Whether your idea is destined to become a massive enterprise someday or always be the best small business around, solopreneurs have tons of decisions to make once you decide to take the plunge.We’ve got a TON of great and helpful nuggets of knowledge all around Calendly - on our Help Center, webinars, here, and more - and we’ve curated them especially for you. Learn a bit about getting started with Calendly, integrations available to make you money and save you time, and all sorts of business wisdom from Calendly and others!Check it out here: https://community.calendly.com/p/smb-solopreneur Got any resources you think we should add? Please share them in the comments below! 

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jillian
Community Manager
1 year ago
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Sarah TCommunity Member
asked in SMB + Entrepreneurs User Group
Feature request: Improved customisation to email notifications (embed images / add attachments)

Although Calendly has been a game changer in terms of improving scheduling, we are unable to maximise it’s full potential due to the lack of customisation available in the notification/workflow emails. For us to be able to eliminate having to send follow up emails manually, we REALLY need to be able to embed images in the email body and attach documents to these communications. And also just from a branding perspective, I’d love to be able to add our proper email signatures (with our logo) as well. Any chance this feature is on the horizon?

632
Mike32813
1 hour ago
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Haixia23138Community Member
asked in SMB + Entrepreneurs User Group
Availability Setting and Syncing

My Calendly account is correctly synced with my Google calendar. So if there is an event on Google calendar, it’d show unavailable in the Calendly booking page. However, I did set up availability slots separately on Calendly, e.g., even if I don't have anything on my Google calendar, I want to set Friday as “unavailable” for meetings on my Calendly account.  It looks like the slots I set on Calendly are overridden by my Google Calendar and all Fridays show as available despite my setting.  Is this standard? Is there a workaround or do I have to block it on Google Calendar? Thanks.   

234
H
22 days ago
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AlinaCommunity Member
asked in SMB + Entrepreneurs User Group
reminder text to invitee

When will calendly send the reminder text to a person that I manually entered a meeting in for? I have entered meetings in for tomorrow and set up workflow to text them one day before. However, it looks like no one has be sent a reminder text .

121
Sean Marlin
Community Manager
29 days ago
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James14885Community Member
asked in SMB + Entrepreneurs User Group
Preventing rescheduling of events once booked

Hi, I’m booking a series of market research interviews. Once they have booked a time, I don’t want participants to be able to reschedule their invitation by themselves. How can I remove this capability?  Cheers! 

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L
1 month ago
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SheWillBuildCommunity Member
posted in SMB + Entrepreneurs User Group
Availability Updates

I’ve cruised with the product updates for 5 years now, never commenting when I’ve been bummed by one. Overall, I love Calendly and it makes my business great. I’ve adjusted with any updates. But wow - Super, super disappointed in the Availability updates. The user experience is far worse than it was before. It used to be much easier to navigate and change groups at once in a larger screen. I’d love to see the Product team allow for the old experience OR the new one. Having an accessible and visible quick Availability tab on the main page (like it was) instead of only on every single event page would be great. It could remain it’s own separate experience as well as being added to individual events. As someone who schedules 40 calls a week of different types and 2 different lengths, it’s a mess to go into each type and make sure it’s accurate when major travel and schedule changes are occuring for many days or weeks. An absolute huge time suck, which is was not at all before. This is a m

132
C
1 month ago
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Marc-André27811Community Member
asked in SMB + Entrepreneurs User Group
Using Calendly to send automatic emails - but without meetings?

We’ll be doing many tradeshows this fall, and as our call-to-action, we’d like to offer attendees the choice to either simply received more info on our company and offers via email, and/or also book a meeting with us. Thus, I’d like to use Calendly to have a “landing page” offering the person to opt for receving an email, but without the obligation of also setting up a meeting. It this possible? If not, what would you suggest? Thanks so much! Marc

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Kerbisverse
Calendly Connector
2 months ago
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Jaime50603New Community Member
asked in SMB + Entrepreneurs User Group
Group of meetings cancelled

I just received a number of cancellation notices from meetings I had on May 28, 2024.  Our Outlook automatically gets archived regularly and it looks like my calendar has been archived through that date (05/28/2024).  I’m wondering if that’s the reason for the cancellations?  What’s odd is I’ve never received these cancellation notices before even though I’ve been using the software for 18 months.

232
J
2 months ago
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DorothySNSDCommunity Member
asked in SMB + Entrepreneurs User Group
Times still not open when there are no appointments listed

I am using the scheduler to open up times on a specific date in the future . E.g., I need times open until 9 pm yet even after I update my preferences, the last slot available is 5 pm.

171
Sean Marlin
Community Manager
3 months ago
clint
Employee
clintEmployee
posted in SMB + Entrepreneurs User Group
Masterclass - The Art of Cold to Closed

If you haven’t registered for our 3-part Webinar Series “The Art of Cold to Closed” with Morgan J. Ingram, there’s still time! Register at the link below to catch the final entry in the series tomorrow at 1 PM EST. In our final session with Morgan, he’ll explore strategies to move deals forward faster. Learn how to leverage AI and automation to speed up your sales process, identify which deals you should continue working, and keep the relationship thriving between meetings.https://calendly.com/masterclass-cold-to-closed 

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Todd75416
Calendly Connector
4 months ago
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DavidSRGNew Community Member
asked in SMB + Entrepreneurs User Group
Seeking Insights on Driving Prospects to Calendly for Paragon SPM Bookings

Hello Calendly Community,I’m reaching out to gather your expert advice on driving more prospects to book through Calendly for Paragon SPM, our innovative SaaS solution designed to automate the design, tracking, calculation, plan management, and reporting of sales compensation. As we launch this cutting-edge tool, we aim to streamline the complex processes of sales compensation management and provide unparalleled efficiency and accuracy for our clients.Could you kindly share strategies or best practices that have successfully driven traffic and increased bookings via Calendly for your services? Specifically, we are interested in effective marketing channels, promotional tactics, and any integration tips that have proven to enhance user engagement and conversion rates. Your insights and experiences would be immensely valuable to us as we strive to reach and serve our target audience more effectively.Thank you in advance for your support!#salescompensationBest regards,David JohnstonParago

551
Kelsi
5 months ago
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ErenSunayDaysCommunity Member
posted in SMB + Entrepreneurs User Group
Omar Mayar Deserves a Promotion

Calendly’s talented Data scientist, Omar Mayar, has played an instrumental role in thrusting my business to the next level with his help regarding my issues with the Calendly widget integration into my website. I feel like I owe him royalties at this point but in the meantime, Calendly should consider him for a next-level promotion with a considerable wage increase.Thank you Omar Mayar for all your help and the invaluable work you provide through your role at Calendly. 

371
jillian
Community Manager
6 months ago
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BoneyFidoLizCommunity Member
asked in SMB + Entrepreneurs User Group
how was a client able to create an event in a time slot that isn't available?

I have set up my availability, but yet a new client was able to book a time that isn’t in my availability. How was this possible?!Thanks in advance,Liz

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jillian
Community Manager
6 months ago
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Shashikant67388Community Member
asked in SMB + Entrepreneurs User Group
Rolling availability schedule

I want to open up availability 48 hours in advance. How can this be accomplished?

1551
jillian
Community Manager
6 months ago
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LuciusCommunity Member
posted in SMB + Entrepreneurs User Group
Calendar week view request

Calendar week view requestHello there, i think a very important feature is missing in Calendly: it is not possible to have a simple view of the planned evenst of the week without having to sync it with another calendar service.I would like to be able to see all my planned events for the coming week or event month. It’s not very easy and enjoyable to look at a simple list of all events.

1342
L
7 months ago
jillian
Community Manager
jillianCommunity Manager
posted in SMB + Entrepreneurs User Group
How do you use Calendly's features as a SMB or solo entrepreneur?

How do you utilize Calendly's features to efficiently manage appointments and bookings for your small business or solo venture? Spill the beans, the tea… or really just the details if you please.

2267
Kerbisverse
Calendly Connector
10 months ago
jillian
Community Manager
jillianCommunity Manager
posted in SMB + Entrepreneurs User Group
Payment Integration?

Have you used Calendly's payment integration for your business? How has it impacted your booking process and revenue stream? Give us some goals and inspo!

1752
ericakuhl
1 year ago
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