Introducing the new Calendly, built to handle all of the work around meetings.
2 articles
Create opportunities manually or auto-generate them from Calendly bookings. Configure automations for specific event types, assign target stages and link contacts, and disable automations anytime.
Learn to track and manage sales opportunities: edit details, drag cards between stages, mark Complete to finish work, and permanently delete unwanted opportunities.
Learn how to connect your calendar to Calendly for better scheduling. Sync meetings, prevent double-booking, and coordinate team availability easily. The article outlines compatible calendars, connection options, and tips for seamless integration.
Here’s how to connect your calendar to Calendly so your availability stays in sync and avoids double bookings:
Once connected, Calendly checks your calendar for busy times and adds new meetings to it. If you connect more than one calendar, choose one as your main calendar for bookings.
Discover how to seamlessly embed Calendly on your website with options like inline, pop-up text, and pop-up widget. Explore tailored instructions for various website providers and learn about advanced customization features for developers.
Calendly offers three embed options:
Learn how to seamlessly add Calendly to your website with step-by-step instructions. Discover options for embedding, customizing appearance, and integrating with various website providers to enhance user scheduling experiences directly on your site.
To add Calendly to your website:
Learn how to troubleshoot unavailable times in Calendly using the Troubleshoot Tool. Discover how to identify time-blocking issues, understand troubleshoot codes, and make necessary adjustments to ensure invitees can schedule with you correctly.
To troubleshoot unavailable times that should be available:
Learn how to connect your Google Calendar to Calendly to streamline scheduling, prevent double bookings, and automate meeting management. Customize settings for availability checks, event additions, and real-time syncing for an efficient calendar ...
To set up your Google Calendar:
Discover how to fine-tune your Calendly availability settings by adjusting time increments, limiting bookings, preventing last-minute appointments, locking time zones, and hiding events. Optimize your scheduling efficiency and manage your time eff...
Here's how to fine-tune your availability:
When you’re done, select Save changes. Then check your booking page to make sure it looks right.
Learn how to connect your Office 365 or Outlook.com calendar to Calendly for seamless scheduling. Manage availability, prevent double bookings, and customize how Calendly interacts with your calendar to optimize your scheduling experience.
To set up your Office 365 or Outlook.com calendar:
Learn how to effectively use buffer times in Calendly to enhance meeting prep and reduce stress. Customize buffer settings for each event type, manage visibility on your calendar, and ensure smooth scheduling without overlaps.
Here’s how to add time before or after meetings using buffers:
Your buffer changes will apply to new bookings and help prevent back-to-back meetings.
Learn how to seamlessly embed Calendly on your WordPress site with this step-by-step guide. Discover methods for both WordPress.com and WordPress.org users, including inline embeds and pop-ups to enhance booking capabilities.
Here's how to add your Calendly scheduler to a WordPress site:
If your plan doesn't support HTML embeds, you can add a link to your Calendly scheduling page instead.
Learn how to set meeting limits in Calendly to prevent overbooking and manage your availability effectively. Control bookings per specific event or across all events, ensuring you maintain time for other priorities while managing your schedule.
Here's how to set up meeting limits:
The next time someone books this Event Type, Calendly will enforce the limits you set.