Published by Calendly - June 23, 2017

Introducing seamless rescheduling and improved team management

Everything we do is with our users in mind to eliminate scheduling as a frustration and free up time for the activities that matter most to your business.

This week, we’re excited to announce three new Calendly features to help you better connect with your invitees and manage your team!

1) Reschedule with invitees, straight from your dashboard

We’ve made rescheduling more powerful and effortless with a new option that allows you to reschedule events right from the dashboard, eliminating the former two-step process of canceling and scheduling a new event to ensure your invitee has the best possible experience.

2) Reassign round robin events for team members

The new reassignment process gives you the option to send invitees back through round robin pooling for quick rescheduling or keep them assigned to the original team member. Since you can now own this process for your team, it saves time for team members while improving organizational efficiency, too.

You can reassign another team member to a scheduled round robin event by rescheduling it on your dashboard. Find the event and click “Reschedule” then, “Choose team member.”

Learn more.

3) More efficient team management for owners and admins

Enjoy the newly redesigned event types page that allows owners and admins to create and manage event types for all users within their organization.

Here are just a couple of examples of how this may help streamline workflows for you and your team:

  • You’re onboarding a new team member. You can set them up with the event types you love and know will make sense for them in their role.
  • Your users have busy schedules and are constantly on the go. You can manage their event types for them while they’re out of the office to make sure your invitees always have the best experience.

Add new event types for your users.

Edit or update existing event types for you users.

Learn more.

Stay tuned!

We’ll have new, exciting updates in the upcoming months, but feel free to reach out to us at support@calendly.com with any questions in the meantime.

  • LeAnn Reyes

    This looks great! Thank you!

    • Calendly

      We’re so glad you find it helpful, LeAnn!

  • Tom Diersch

    Interesting changes. Not using it for teams looks like 2 and 3 don’t apply to me. Not sure how the reschedule workflow looks. Perhaps some more detail?

    • Calendly

      We’d be happy to share some more information! Please email support@calendly.com so we can get you the details you need.

  • Jeff Nelson

    How can you set calander so appointment must be booked 48 hrs out. So I don’t wake up in the morning and have unplanned appointments

  • Travis Eubanks

    This looks great and all buttttt… how about adding a redirect option after submitting a scheduled appointment? I mean I had to recently switch from Calendly to another calendar scheduling software and I’m even paying for it all because it’s able to do redirects. In my eyes and from the other forums posts ive seen this seems to be a HUGE feature that is absent in your software.

    The moment you add that feature myself and I’m sure a ton more people will switch back to Calendly…(if the other guys havnt won my business in full by then)

    • Calendly

      Hey Travis – you’re totally right, automatic redirects are a popular request, and if you haven’t already added it on our idea base, we’d love it if you would do so and leave a comment about how it will help you schedule more meetings! That page goes straight to the ears of our product team, who is collecting feedback like yours in planning this feature: https://help.calendly.com/hc/en-us/community/posts/222630067-Redirect-to-custom-page-after-booking

      In the meantime, we do have the ability to add a custom URL to your confirmation page that your invitees can click and be taken to your desired next webpage. Learn more here: https://help.calendly.com/hc/en-us/articles/226767207-Add-a-link-to-the-confirmation-page

      While we know this doesn’t solve your immediate need, we hope this information is helpful and that we’ll see you back onboard and scheduling meetings with Calendly when we better meet your needs!

      • Karen Meneghin

        He gave you useful feedback — have product teams read this blog instead of treating this as a dead letter inbox

  • thisIsHowIroll

    Kudos on making improvements! But….I was really hoping the improvement was on the group scheduling (Doodle poll) feature. I would think this is high on the list of improvements to make, but it’s getting no love on your community boards and no update here. Please make this happen!.

  • JHow

    Your description of the rescheduling tool is that it “allows *you* to reschedule events” (emphasis mine); can invitees reschedule their own appointment as well? (The rest of the blog seems to make a clear distinction between us and our invitees, so I’m not reading it as a generic “you”.) It’s more often that they’re the one wanting a change, not me.

    • Calendly

      The update was to made to make rescheduling easier for our users through their Calendly dashboard, however invitees can still easily reschedule through the confirmation email they receive or directly from their calendar event. We agree! It is very important for the invitee to be able to reschedule a meeting and that is why we offer the ability to do so.

      If you have other specific questions on invitee rescheduling capabilities, please feel free to email support@calendly.com – we are happy to help!

  • Nikki Palevsky

    Would like to be able to set standing appointments so I don’t need to keep doing the same thing week after week

    • Calendly

      Hi Nikki – we’re happy to help! If you would like to book the same invitee every week, our suggestion would be to do so from your calendar. Once they book with you, visit the event in your calendar, make sure they are a participant in the event and set it to recurring. Just be sure you’re available at that time every week. If the event is marked as ‘busy,’ Calendly will know you are unavailable during those times.

      In the meantime, if you’d prefer to do everything through Calendly so that your invitee receives all of your notifications, you could either have them book with you every week OR you can do it yourself. Just visit the same scheduling link you would share with your invitee, and fill out the booking flow for them.

      We hope this helps and feel free to reach out to support@calendly.com if you have any other questions!

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