Thank for this tutorial! I'm new new to this whole process, but I appreciate you showing your advanced workflows and have saved it for when I integrate the other systems later. Again, thank you!
Thanks for showing your workflow, Paul. I am a big fan of Calendly, Zoom, Zapier, and Google Calendar as you. And I am interested in your approach, making mine even better. Thanks again.
Thanks for the video. Please if I got a link and schedule for an interview with a recruiter. On the interview day what am I suppose to do to be able to do the interview via calendly. Please is urgent.Thank you
Thanks for this tutorial, Paul! Started using Calendly purely for "no shows". Works perfectly so far except missing an option for loyal clientele who pay weekly for a month plan with me ($50./week for $200. total) with PayPal. Interesting that there's only one field for payment amount rather than a link integration. Would I just add text in Payment Terms: "*If you wish to pay with payment plan please complete booking at this link:" ??? You lost me at Zapier.
Ah I see. For recurring payments it may be better to use a different system and then send a Calendly link to book once they have set up their weekly payment.
Hello Sarah! I developed a Calendly-like tool specifically for coaches and consultants. This includes the membership feature and integrates many of the tools without the need for something like Zapier. It's very lightweight and flexible. Would you like to give it a try?
Do you have another video that shows the calendar view? they don't have a demo on their website. This app could be the answer to my issue of a cross-platform user with 3 different calendars
@@minor-co to see my private activities form all my other calendars? Isn't it another feature of Calendly as well as letting customers book your services on your website?
Hi Paul! This is great! Do you know if there is an option for tracking returning customers? For example you have a customer who returns to your free consultation after they have already booked a consultation?
Good question. But no, I don't think this is possible I'm afraid. Although you could try and use Zapier to log bookings on a Google Sheet to track return bookings.
Hey! I developed a scheduling tool which combines Calendly's features with those of a simple CRM and tracker. You build a list of customers and appointments in your app. Would you like to give it a try?
Hi, just wondering if you can advise if you can set up a package in Calendly as an event. E.g. I want to offer a 3mth package. So I can set up an event with the price which they book their first session on and pay. However, how do they book the next two appointments which would be at no charge. Hoping you can help as I have contacted Calendly with no luck.
That isn't really possible I'm afraid. The best you can do is you could have one paid event type that they use to make the initial payment. But to book the following events without paying, they'd need to use a new event type link (which you could automatically send via the confirmation email).
@@minor-co thank you so very much for taking the time to reply. I have been back and forward with Calendly help team, but their responses just don't cover my questions. The other problem I had was that if one of our team had other personal events they used outside of work, they would appear on our website when be embedded the code. So I don't think Calendly is going to be our solution. I am now looking at a Wordpress plug-in like Bookly to see if that gives us what we need. Your tutorials are great.
@@minor-co Thank you. We did think that, but if we hide their personal ones on our end it hides them on their end so they can't use them. We've worked out the only way is to set up another Calendly account using another email address they have and just use that for their bookings through our business. Calendly is great, but some things just don't work. E.g. You can't set up workflows for teams.
@@julieg2087 Hello Julie, we've developed a calendly-like tool completely focused on coaches. So we're prioritizing some of these features you mention. It'd be amazing to get your feedback on our platform. Would you be open to set up a call so we can understand what you're looking for and see if there's a fit with what we've built?
Is there a way to integrate Typeform to my Calendly? I’ve been looking everywhere and can’t really find it but seems like you know what you’re talking about! Haha Anything helps!
So what do you mean? The Typeform would redirect to Calendly when it's filled in? If you can contact me here, I can see if I can help: paulminors.com/contact/
Hi Paul, is there a way to accept and deny bookings without cancelling them. As in keep them pending until I accept them. I want my calendly links to go on my social media profile but I need to know who's booking before the booking is confirmed
I don't think so I'm afraid. It may be better to create a new inquiry form which people fill in. Then if you approve the inquiry, direct them to book a call.
@@vidaactivesport Hello! I developed a Calendly-like tool specifically for coaches and consultants and we actually have this feature available. People send "requests" to book and they only get booked once you confirm them. You can also reject them which send them a link to reschedule with a predetermined copy. Would you like to give it a try?
Hi Paul. Your videos are awesome! I was wondering if you had any view on Accuity Scheduling versus Calendly. I have a Squarespace site, hence me thinking Accuity might be a good option, but the interface of Calendly is much nicer. Love to hear your thoughts if you have time! take it easy :-)
Hi Melissa, thanks! Sorry, I've never actually used Accuity I'm afraid so don't really know how it compares. I've been using Calendly for so long as I really like the interface and it's easy to use.
Hey Paul! How are you? You might recognize me as the podcast manager in CanInnovate :-) I have one question; I'm relatively new to calendly (I don't really use it) but do have a video showing how to Calendly and Convertkit integration works? I mean, integrating the two is easy but how to really make it work.
Paul! - You've been a fan for a while. We'd love your permission to use a snippet from this video for a compilation we're creating of real user videos. Your tutorial here is just amazing. Would that be alright with you? Hope you're safe and well.
I give German courses and I would like a booking to contain a package of appointments, for example, 32 appointments, that can be booked by several people. Does Calendly have such a function? There must also be a minimum number of participants, Give at least 5 bookings so that the lessons take place at all. e.g. 5 participants that the class takes place and a maximum of 10 participants. Thank you in advance for your help.
Hm, to be honest, I'm not sure that Calendly is the best fit for this type of booking. You can set up group bookings with max attendees i.e. allow max 10 people for a slot. Would this work?
Hello DaF, we've developed a Calendly-like tool completely focused on coaches, tutors and consultants. So we're prioritizing some of these features you mention. It'd be amazing to get your feedback on our platform. Would you be open to set up a call so we can understand what you're looking for and see if there's a fit with what we've built?
If you'd like to sign up to Calendly, please consider using my affiliate link: calendly.grsm.io/loosld5c210q
This was an incredible tutorial. I now have Calendly set up for my consulting business. Thanks a lot!
You're welcome Sarah, glad I could help
Thank you Paul! I've started using Calendly for the first time in my virtual practice and your very helpful video got me up and running in no time!
Great to hear. Glad I could help.
Thank for this tutorial! I'm new new to this whole process, but I appreciate you showing your advanced workflows and have saved it for when I integrate the other systems later. Again, thank you!
Thanks Tracie, glad you found this useful.
Thanks for showing your workflow, Paul. I am a big fan of Calendly, Zoom, Zapier, and Google Calendar as you.
And I am interested in your approach, making mine even better. Thanks again.
You're welcome Roman. All great tools and they work together really well.
Fantastic flow! Blown away completely.
Thanks, glad I could help Abhishek!
Thank you Paul. Your video was a big help with setting-up Calendly.
Thanks, glad I could help!
Great tutorial, very engaging! Thanks Paul! Do you have a tutorial for Koalendar?
Thanks Eric. So, I don't I'm afraid.
Thank you for your insight - clear and concise
Thanks, I'm glad you like the videos.
Thanks for the video. Please if I got a link and schedule for an interview with a recruiter. On the interview day what am I suppose to do to be able to do the interview via calendly. Please is urgent.Thank you
It depends what has been put in the location settings in Calendly. You can integrate Zoom (or similar) which means you can click this link to join.
Does calendly send you a 1099 or some sort of tax forms for the year?
I don't think so.
Thanks for this tutorial, Paul! Started using Calendly purely for "no shows". Works perfectly so far except missing an option for loyal clientele who pay weekly for a month plan with me ($50./week for $200. total) with PayPal. Interesting that there's only one field for payment amount rather than a link integration. Would I just add text in Payment Terms: "*If you wish to pay with payment plan please complete booking at this link:" ???
You lost me at Zapier.
Ah I see. For recurring payments it may be better to use a different system and then send a Calendly link to book once they have set up their weekly payment.
Hello Sarah! I developed a Calendly-like tool specifically for coaches and consultants. This includes the membership feature and integrates many of the tools without the need for something like Zapier. It's very lightweight and flexible. Would you like to give it a try?
Very helpful, thanks!!!
Thanks!
Do you have another video that shows the calendar view? they don't have a demo on their website. This app could be the answer to my issue of a cross-platform user with 3 different calendars
I don't have a video on this I'm afraid. What exactly do you mean by the 'calendar view'?
@@minor-co to see my private activities form all my other calendars? Isn't it another feature of Calendly as well as letting customers book your services on your website?
Thank you. Very informative.
You're welcome 😀
Excellent insights , thank you!
Thanks!
Can you do group schedule like example for classes or tutoring?
Yes, it supports group bookings so you can have multiple people book the same time slot.
Hi Paul! This is great! Do you know if there is an option for tracking returning customers? For example you have a customer who returns to your free consultation after they have already booked a consultation?
Good question. But no, I don't think this is possible I'm afraid. Although you could try and use Zapier to log bookings on a Google Sheet to track return bookings.
Hey! I developed a scheduling tool which combines Calendly's features with those of a simple CRM and tracker. You build a list of customers and appointments in your app. Would you like to give it a try?
Thank you this was useful, I just started with Calendly! Very clear explanation. Do you use a VA? Just asking because I’m looking for one.
Thanks! Yes, I do 😀 She's great!
Well Done. Thx a Ton 4 the Post.
You're welcome 😀
Hi, just wondering if you can advise if you can set up a package in Calendly as an event. E.g. I want to offer a 3mth package. So I can set up an event with the price which they book their first session on and pay. However, how do they book the next two appointments which would be at no charge. Hoping you can help as I have contacted Calendly with no luck.
That isn't really possible I'm afraid. The best you can do is you could have one paid event type that they use to make the initial payment. But to book the following events without paying, they'd need to use a new event type link (which you could automatically send via the confirmation email).
@@minor-co thank you so very much for taking the time to reply. I have been back and forward with Calendly help team, but their responses just don't cover my questions. The other problem I had was that if one of our team had other personal events they used outside of work, they would appear on our website when be embedded the code. So I don't think Calendly is going to be our solution. I am now looking at a Wordpress plug-in like Bookly to see if that gives us what we need. Your tutorials are great.
You can set event types to be hidden. So your team could hide their personal ones so these can't be viewed.
@@minor-co Thank you. We did think that, but if we hide their personal ones on our end it hides them on their end so they can't use them. We've worked out the only way is to set up another Calendly account using another email address they have and just use that for their bookings through our business. Calendly is great, but some things just don't work. E.g. You can't set up workflows for teams.
@@julieg2087 Hello Julie, we've developed a calendly-like tool completely focused on coaches. So we're prioritizing some of these features you mention. It'd be amazing to get your feedback on our platform. Would you be open to set up a call so we can understand what you're looking for and see if there's a fit with what we've built?
Can you charge a penalty fee for cancellations or no shows?n
You can't automatically charge them. But I do charge people to rebook using a different event type if they miss their first call.
Fantastic flow Paul! How do you set that all up? I'd love to do something similar.
Perhaps just copy my settings into your own account as you go through the video 😀
Thanks so much for the tutorial! I have a question, can you create like a pack of hours with Calendly?
There is an adhoc scheduler so you can send someone a bunch of options rather than just general available hours.
Hola Alvaro! Justo desarrollé una herramienta tipo Calendly en donde puedes vender paquetes de horas. Te interesaria echarle un ojo?
Is there a way to integrate Typeform to my Calendly? I’ve been looking everywhere and can’t really find it but seems like you know what you’re talking about! Haha Anything helps!
So what do you mean? The Typeform would redirect to Calendly when it's filled in? If you can contact me here, I can see if I can help: paulminors.com/contact/
Hello! I built a tool that combines Calendly and Typeform features in a very seamless way. Would you like to give it a try?
Hi Paul, is there a way to accept and deny bookings without cancelling them. As in keep them pending until I accept them. I want my calendly links to go on my social media profile but I need to know who's booking before the booking is confirmed
I don't think so I'm afraid. It may be better to create a new inquiry form which people fill in. Then if you approve the inquiry, direct them to book a call.
@@minor-co Thanks, Paul. This sounds like a good idea. Any idea or recommendations on the best way to do this?
@@vidaactivesport Hello! I developed a Calendly-like tool specifically for coaches and consultants and we actually have this feature available. People send "requests" to book and they only get booked once you confirm them. You can also reject them which send them a link to reschedule with a predetermined copy. Would you like to give it a try?
@@cortesvictorh id like to have a look
@@vidaactivesport I'm DMing you over Instagram :)
Hi Paul. Your videos are awesome! I was wondering if you had any view on Accuity Scheduling versus Calendly. I have a Squarespace site, hence me thinking Accuity might be a good option, but the interface of Calendly is much nicer. Love to hear your thoughts if you have time! take it easy :-)
Hi Melissa, thanks! Sorry, I've never actually used Accuity I'm afraid so don't really know how it compares. I've been using Calendly for so long as I really like the interface and it's easy to use.
@@minor-co Thank you!
Thanks sir! Gave me some ideas.
You're welcome 😀
Hey Paul! How are you? You might recognize me as the podcast manager in CanInnovate :-) I have one question; I'm relatively new to calendly (I don't really use it) but do have a video showing how to Calendly and Convertkit integration works? I mean, integrating the two is easy but how to really make it work.
Thanks for reaching out. I'm sorry I don't have a video on Calendly and ConvertKit at this time but thank you for the suggestion.
@@minor-co no worries Paul. I found out that for that to work, We need to go through calendly, Zapier then convertkit. :)
So much value, thank you
Thanks 😀
thank you, this has been really helpful
Thanks Sophie!
Thanks Paul. Do you still use Calendly and what other planner do you use?
Absolutely, I love Calendly and connect with Google Calendar.
This was very useful, thank you!
Thanks Thomas, glad I could help
Thanks!
You're welcome 😀
Paul! - You've been a fan for a while.
We'd love your permission to use a snippet from this video for a compilation we're creating of real user videos. Your tutorial here is just amazing.
Would that be alright with you?
Hope you're safe and well.
Yes, that would be fine. Thanks for checking. Can you please email me and let me know when it's ready?
@@minor-co Absolutely, we can.
Chat soon, Paul.
And thank you.
@@Calendly Thank you for taking note of Paul's efforts!
Wow! Great content. Thank you so much. I'll try to figure it out. :-)
Thanks, glad I could help!
Is calendly free to use?
Yes but you are limited on the number of event types you can create on the free account.
I give German courses and I would like a booking to contain a package of appointments, for example, 32 appointments, that can be booked by several people. Does Calendly have such a function? There must also be a minimum number of participants, Give at least 5 bookings so that the lessons take place at all.
e.g. 5 participants that the class takes place and a maximum of 10 participants. Thank you in advance for your help.
Hm, to be honest, I'm not sure that Calendly is the best fit for this type of booking. You can set up group bookings with max attendees i.e. allow max 10 people for a slot. Would this work?
Hello DaF, we've developed a Calendly-like tool completely focused on coaches, tutors and consultants. So we're prioritizing some of these features you mention. It'd be amazing to get your feedback on our platform. Would you be open to set up a call so we can understand what you're looking for and see if there's a fit with what we've built?