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OverviewYou can now set meeting limits at both the account level and the event type level to control how many meetings can be booked per day, week, or month. The account-level limit applies across all event types, while the event-type limit applies only to that specific event. When any limit is reached, your availability is automatically updated to prevent additional bookings. Step-by-Step GuideOpen Availability settings. Add account-level meeting limits: Select Advanced Settings, then add a daily, weekly, or monthly limit to cap bookings across all event types. These serve as your t

Scenario / QuestionWhy isn’t HubSpot assigning contact ownership when leads book through Calendly routing with HubSpot forms, and how can I set ownership automatically? OverviewWhen you use Calendly’s standard HubSpot integration, HubSpot will create a new contact if one doesn’t exist and won’t change the owner on existing contacts. If the contact already exists, HubSpot logs the meeting activity without changing the contact’s details or owner.With HubSpot forms + Calendly Routing, HubSpot creates the contact at form submission, (before the booking) so by the time the Calendly booking occurs, the contact is “existing.” Per HubSpot behavior in our integration, existing contacts are not reassigned; meeting activity is logged, but

Scenario / QuestionI’m seeing “Action Required” warning for my events using Microsoft Teams as the location.  OverviewThere are a couple of reasons why this error might appear, some of the more frequent causes are:Stale/invalid Teams authorization or integration disconnected Microsoft 365 subscription does not include Teams Microsoft Teams admin/app permission policies block third‑party apps Step-by-StepConfirm the error: Attempt to connect your Outlook ca

Scenario / QuestionHow can I track conversions from Google Ads for Calendly, including Routing Form survey starts, survey completions, and scheduled meetings?OverviewCalendly does not have a native integration with Google Ads. You can track conversions by using UTM parameters and measuring them in Google Analytics, or by using a third-party integration via Zapier. You can also link GA4 to Google Ads and import conversions to report them in Google Ads.Step-by-StepAdd UTM parameters to your Calendly links: Append parameters such as utm_source,

OverviewYou can use Calendly to schedule webinars by creating a Group event. This allows multiple invitees to register for a single date and time. Calendly supports integration with video providers like Zoom and Google Meet, but note that the native Zoom integration creates Zoom Meetings, not Zoom Webinars. If you require a webinar-style experience, you can use a custom webinar link as the event location or convert the generated Zoom meeting to a Zoom Webinar after booking. Step-by-Step InstructionsCreate a Group Event From your Event Types, create a new Group event so multiple invitees can book the same session.

Scenario / QuestionI’m embedding Calendly in a custom web app and need help with three things: styling the widget to match my brand, ensuring it resizes well on smaller screens, and listening for events (like when someone schedules) so I can run custom code. OverviewColor Customization: You can customize embed colors via URL parameters, but broader CSS (like fonts) isn’t supported. Responsiveness: Use the built-in auto-resize behavior by enabling the resize option on inline embeds. Event Listening: Subscribe to postMessage events th

OverviewCalendly’s browser extensions for Chrome, Firefox, Microsoft Edge, and Safari let you schedule faster by managing meetings, event types, and contacts from your browser toolbar. You can install the extension from Integrations & Apps, then use it across any tab to create meetings, share availability, and manage contacts without opening the web app. Step-by-Step InstructionsInstall the extension: In Calendly, go to Integrations & Apps and download the Calendly browser extension for your browser (Chrome, Firefox, Microsoft Edge, or Safari). Complete your browser’s setup:

OverviewCalendly allows you to enable overlapping bookings by adding meeting exceptions within an event type’s Free/Busy rules. This feature requires a connected calendar that is set to be checked for conflicts. Exceptions are based on matching event titles found on your connected calendar.Step-by-Step InstructionsConnect and Verify Calendar Sync Go to your Calendar Sync page. Ensure at least one calendar is connected and checked for conflicts. This is required for overlapping meetings to work. Open Your Event Type Settings Edit the event you want to allow ove

Scenario/QuestionHow do I remove the Powered By Calendly banner on my routing form and booking pages? OverviewYou can remove the Powered by Calendly banner if you’re on a paid plan by turning off Calendly branding in your Branding settings. The steps differ for single-user accounts, organization users, and organization owners. Embeds may require a code parameter change. The banner appears on booking pages and routing forms, plus the confirmation page email field and the invitee email, when branding is enabled. Step-by-Step InstructionsConfirm Your Plan Ensure you’re on a paid plan; free plans cannot remove Calendly branding.    Single-User Accounts — Turn Off Branding Navigate to your Branding page: Open your Calendly account settings and go to Branding.

Scenario / QuestionHow do I change how a booked event appears on my connected calendar so it shows the invitee’s name instead of the generic event name? OverviewYou can control how a booking appears on your connected calendar by editing the event type’s calendar invitation title or email confirmation subject to include variables like the invitee’s name. This customization requires a paid plan (Standard or higher).  Step-by-StepOpen the event type you want to change: Go to the event type where bookings are not showing the invitee’s name on your calendar. Select More Options, the

Scenario / QuestionHow do I use hidden fields with Calendly to pass data (like UTM parameters) between forms, embeds, and routing? OverviewCalendly allows you to pass hidden data using UTM parameters. By appending UTM parameters to your scheduling URL or embed, you can associate this data with booked events for routing and tracking purposes. Calendly does not support arbitrary custom parameters; only standard UTM fields are supported. Step-by-Step GuideDecide What Data to Pass Choose which UTM parameters to use: utm_source, utm_medium,

OverviewYou can create host-specific event types on a Team Page so invitees pick their preferred person before selecting a time. Create one Collective event type per host (or use Round Robin on Teams or higher), then share the Team Page link so invitees can choose a host and book. Team Pages are available on Standard and above, and setup requires an owner, admin, group admin, or team manager. Step-by-Step InstructionsConfirm permissions: Make sure you’re an owner, admin, group admin, or team manager. Prepare your team: Owners, admins, and group admins should create a Team Page and add each host as a team member. Optionally, veri

Scenario / QuestionI can’t see or use the Calendly chat in the Help Center. How do I fix chat access issues? OverviewYes, you can usually restore access to the Calendly chatbot by enabling Functional Cookies, using a supported browser in a non-incognito window, and disabling interfering extensions. If chat opens but errors, refresh, clear cache, or try another browser; if it disconnects, check your connection and try again. In a pinch, you can also email support@calendly.com. Step-by-Step SolutionsEnable Functional Cookies in Calendly Go to Account Settings > Cookie Settings. Turn on

Scenario / QuestionHow can I limit my availability so invitees can only book with me within the next two months, instead of far into the future? OverviewYou can restrict how far in advance people can book by setting a date range on each event type. In Scheduling settings, choose a specific number of days into the future (for example, 60 days) or set an explicit date range window. This prevents invitees from scheduling 5 months out. Step-by-StepOpen your event type: From your Calendly dashboard, select the event type you want to edit. Go to Availability:

OverviewIf you haven’t received your Calendly email invitation or confirmation, first identify whether you’re the host or the invitee, then check the appropriate inbox and settings. Hosts receive booking confirmations from notifications@calendly.com to the email used for their Calendly login and should also see events in Scheduled Events and on their connected calendar. Invitee notifications depend on the host’s settings; if you’re an invitee, contact the host if you can’t find the email. Step-by-Step GuideDetermine Your Role Are you the host (the person with the Calendly account) or the invitee (the person who booked with a host)?

Scenario / QuestionI want to block off specific times so people cannot book with me, but only for certain event types (not all). How can I do this without placing holds on my external calendar? OverviewYes, you can block off time on specific event types by using date-specific hours within that event type’s schedule. This lets you make yourself unavailable for only that event, without changing your global availability or adding blocks to your external calendar. Step-by-Step InstructionsOpen the Event Type Go to the event type where you want to limit your availability. Go to Schedule Settings Select the event’s schedule or availability

Scenario / QuestionMy booking page doesn’t show availability (e.g., Monday at 2pm) even though I’ve updated my hours to include weekends. How do I fix this? OverviewAvailability can be blocked by multiple settings: external calendar events, your active schedule, or event-level scheduling settings. Use the Troubleshooting availability tool on your scheduling page first—it identifies the exact reason time slots are unavailable and points you to the fix. Then verify your calendar conflicts, schedule selection, and event settings. Step-by-StepRun the Troubleshooting availability tool: Open your scheduling page and us

OverviewCalendly automatically includes a Zoom link when Zoom is set as the event location; there’s no way to disable that while keeping Zoom selected. To control what link invitees receive, you can set the event location to Custom or by setting your Zoom settings to send a custom link. Step-by-Step InstructionsChange Event Location from Zoom to Custom: Open your event type and go to Location. Select Custom and add a note in the field: “You will receive the Zoom lin

OverviewYou can’t add guests to a booked 1:1 directly from the Calendly meeting after it’s scheduled. Add them either to the calendar event itself (Google/Outlook) or reschedule the existing Calendly meeting to the same time and add guests during rescheduling so they receive Calendly communications. Guests added only in your external calendar will not receive Calendly reminders or follow-ups. Step-by-Step InstructionsQuick one-off: Add guests in your external calendar Open the existing calendar event (Google Calendar, Outlook, etc.). Add the additional email addresses as event guests. This sends them a calendar invite from your calendar system, but not Calendly reminders. Recommended to keep Calendly communications: Reschedule to same time and add guests Open your Calendly Meetings page and select the meeting. Ch

OverviewWhen you clone a Calendly event, the new event’s URL will automatically include “-clone” at the end of the original event name. You can update this URL to your preferred text by editing the event’s Booking Page Options. Step-by-Step InstructionsOpen the Cloned Event Go to your event in Calendly and select the cloned event you want to update. Go to Booking Page Options In the event editor, select More Options, then Booking Page Options, then choose Event Link

OverviewThis article outlines how to change the sender email address that invitees see on Calendly notifications. Calendly uses two types of notifications, each with its own method for setting the sender or reply-to address. Types of NotificationsEmail Confirmations: Sent from notifications@calendly.com with your Calendly login email as the reply-to address. Calendar Invitations: Sent from your connected calendar using the “Add to calendar” email specified on your Calendar Connection page. Step

OverviewYou can use a shared mailbox calendar with Calendly, but you must first add the shared calendar to your own Microsoft 365 account so it appears in your calendar list. Calendly can only see calendars that are added to the connected Microsoft 365 account; opening the mailbox via “Open another mailbox” does not expose its calendar to Calendly. Step-by-Step InstructionsAdd the shared calendar to your Microsoft 365 account: In Outlook or Outlook on the web, add the shared mailbox calendar so it appears alongside your calendars in your account. (Ensure you have Delegate/Can Edit permissions) Connect Microsoft 365 to Calendly:

Scenario / QuestionI’m setting up event types and see “Communications” in settings. What’s the difference between Calendar Invitations and Email Confirmations, who can use them, and how do I switch between them?OverviewCalendly can notify invitees using either Calendar Invitations (sent from your connected calendar) or Email Confirmations (sent by Calendly with an .ics attachment). Both options are available on all plans; paid plans add customization and reminders. Some connections and event types force Email Confirmations due to compatibility and privacy rules. Step-by-Step Open your event type: Go to the specific event type you want to update in Calendly.   Select More Options at the bottom of the event type editor  

Scenario / QuestionHow can I integrate two calendars (WORK and PERSONAL) that live under the same Google account so Calendly checks both for availability and conflicts? OverviewYes, you can have Calendly check multiple sub-calendars under a single connected Google account for conflicts. The key is to edit the Check for conflicts settings in Calendar sync and select all sub-calendars you want Calendly to read as busy. Step-by-Step InstructionsOpen your Availability page In Calendly, click your avatar, then select Calendar settings. Under Calendar to che

OverviewYou can create a single-use link from any existing event type in Calendly to share one-time availability. The link expires after one successful booking, so it can’t be reused or forwarded to schedule additional meetings.Step-by-Step InstructionsGo to the Scheduling page: Open Calendly and navigate to Scheduling for your event types. (Optional) Switch user or team: Open the My Calendly dropdown to select another user or team before creating the link. Choose your event type: Find the event type to share and hover over it to revea