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Cancelling an event

appName: Calendly

appCategory: Business

appTagline: Schedule meetings with ease

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenElements: Accordion Button

screenPatterns: Cancel Confirmation

screenPatterns:
Cancel
Confirmation
Other Content

pageType: Application Application Application

screenKeywords:
Cancel Event

Test

hello

10:30am - 11:00am
Please confirm that you would like to cancel this
event. A cancellation email will also go out to the
invitee.
Add an optional message.
4

Report this event
|@ Home Availability Integrations  Help ~ J ) Account +
Event Types Scheduled Events Workflows Routing Forms
Displaying 2 of 2 Events
Upcoming Pending Past  Date Range~ ft Filter Export
Monday, February 27, 2023
. 00— 00 hete ) Details
EventtypeTFest
Canceled by Jane Smith: No reason provided.
Tuesday, February 28, 2023
. 11:00am - 11:30am 10of 6 Invitees ) Details
Event type Team sync
You've reached the end of the list
|Upcoming Pending Past  Date Range~ ft Filter Export
Tuesday, February 21, 2023
. 11:00am - 11:30am Jane's friend w Details
Event type For tutorial
EMAIL /'
janefriend@test.com
@ Cancel
LOCATION
7 Edit Event Type This is a Google Meet web conference. Join now
%t Filter by Event Type INVITEE TIME ZONE
Singapore Standard Time
C Schedule Invitee
Again Add meeting notes
R Report this event (only the host will see these)
created February 19, 2023
Tuesday, February 28, 2023
. 11:00am - 11:30am 10of 6 Invitees ) Details
Event type Team sync
You've reached the end of the list


Share Your Link

screenKeywords: Share Your Link


Creating a personal access token

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hotspotType: Keyboard Input

screenElements: Banner Dialog Banner Icon

screenPatterns:
Misc
Add & Create
Misc
Misc
Misc
Add & Create

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
@ Home Availability Integrations  Help ~ J Account ~
Your personal access tokens
Revoke or generate tokens below. You can generate up to 10 tokens.
Please be aware that personal access tokens you create as an admin will grant access to Calendly data for everyone in your
organization.
Name Created on Last Accessed Action
internal tool Feb 19, 2023 Never Revoke
OAuth
Build a public application any Calendly user can connect to. Get started here
Power your processes with data and automation
<>
Improve your internal processes and put your data to work with Calendly’s Developer Tools. To get started, explore
|Before you begin

Please be aware that personal access tokens you
create as an admin will grant access to Calendly
data for everyone in your organization.
|Create your personal access
token

Copy your token and use it to connect your application
right away. You won’t be able to access it again.
|Create your personal access
token

Copy your token and use it to connect your application
right away. You won’t be able to access it again.
|How would you like to get started?
: =0
Personal access tokens OAuth
Access Calendly data for your Build a public application any
organization's private or Calendly user can connect to.
internal application.
Get a token now Get started here
Power your processes with data and automation
Improve your internal processes and put your data to work with Calendly’s Developer Tools. To get started, explore
=S
our API.
Functionality for your V1 API Key will phase out by June 30, 2023. You will not be able to generate a new API Key
after this date. Learn more about this change here.
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Add events to your Send automated emails Track engagement with
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|Create your personal access
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Choose a name for this token

Add a name
Tip: choose a unique and memorable name, such as your
application name.
|@ Home Availability Integrations  Help ~ J ) Account -
How would you like to get started?
3 ]
@*"
Personal access tokens OAuth
Access Calendly data for your Build a public application any
organization's private or Calendly user can connect to.
internal application.
Get a token now Get started here
Power your processes with data and automation
<>
Improve your internal processes and put your data to work with Calendly’s Developer Tools. To get started, explore
=S
our API.
Functionality for your V1 API Key will phase out by June 30, 2023. You will not be able to generate a new API Key
after this date. Learn more about this change here.
|Create your personal access
token
Choose a name for this token

internal tool
Tip: choose a unique and memorable name, such as your
application name.


Logging out

pageType: Marketing

pagePatterns:
Landing Page
Hero Section

screenElements:
Logo
Top Navigation Bar
Button
Text Field

screenKeywords:
@ English v
@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
. Let’s find a time to connect! & 1
s h I I i calendly.com/yourname
Wednesday, August 18
Calendly is your scheduling automation platform o
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Analytics

hotspotType: Hover

screenElements:
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screenPatterns: Dashboard Charts

screenElements:
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screenPatterns: Dashboard Charts Dashboard Charts

screenKeywords:
@ Home Availability Integrations  Help ~ . Account ~
Ana|ytics w  Admin-restricted view Give feedback (]
) Last30days v T Filters v ¥ Customize Export

EVENT DATA
Created events Completed events Rescheduled events Canceled events ()
+8 (new) +3 (new) +0 (no change) +2 (new)
vs prior 30 days vs prior 30 days vs prior 30 days vs prior 30 days
Completed events trend ® 22 Jan—20 Feb Avg event duration ® 22 Jan—20 Feb
4 @ 36
£ 5
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Popular events © 22 Jan—20 Feb Popular days of the week @ 22 Jan-20 Feb
5
Event name Events
24
One-off meeting 3 23
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>
£ 2
@1
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Mon Tue Wed Thu Fri Sat Sun
|@ Home Availability Integrations  Help ~ ‘ Account ~
Ana|ytics w  Admin-restricted view Give feedback (]
) Last30days v T Filters v ¥ Customize Export

EVENT DATA
Created events Completed events Rescheduled events Canceled events ()
+8 (new) +3 (new) +0 (no change) +2 (new)
vs prior 30 days vs prior 30 days vs prior 30 days vs prior 30 days
Completed events trend ® 22 Jan—-20 Feb Avg event duration ©® 22 Jan—-20 Feb
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USER DATA
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o -
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Event Volume
No data available
Users with the least events 22 Jan-20 Feb
o -
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Event Volume


Chatting with support

screenKeywords:
@ Home Availability Integrations  Help « J Account ~
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O Filter
Jane Smith
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A L A
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A A
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30 mins, One-on-One 30 mins, One-on-One
View booking page View booking page
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My Calendly v
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1'm having trouble with my availability 30 mins, One-on-One
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|@ Home Availability Integrations  Help ~ J Account ~
Event Types Scheduled Events Workflows Routing Forms
O Filter
Jane Smith
+ New Event T
J calendly.com/jane-smith-mobbin o
A L A
B~ L 2 Lo 2
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30 mins, One-on-One 30 mins, One-on-One 30 mins, Group
View booking page View booking page View booking page
A A
B~ L 2
For tutorial 30 Minute Meeting
30 mins, One-on-One 30 mins, One-on-One
View booking page View booking page


Switching to Globe view

appName: Google Maps

appCategory: Maps & Navigation

appTagline: Explore and navigate your world

companyStage: Public & Mature

screenElements: Tile Checkbox

hotspotType: Pan

screenElements: Popover Tile Checkbox Tooltip

screenPatterns: Misc Select

pageType: Application Application Application Application Application Application Application

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Booking a calendar event

screenPatterns: Select Calendar

screenElements:
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screenElements:
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About

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pageType: Marketing Marketing Marketing Marketing Marketing Marketing

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@ English v
@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
Helping millions schedule better
From smalll businesses to Fortune 100 companies, millions of people
around the world rely on Calendly to close deals, land candidates,
build relationships, and grow their business—faster.
Users worldwide Companies use Countries with Partner integrations
Calendly monthly active
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Calendly is so much more than a scheduling platform, we're a team of customer-
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Tope Awotona founded Calendly in 2013 through sheer % » &
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expand operations. "

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Creating a new routing form

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screenKeywords:
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Creating a workflow

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screenKeywords:
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Event Types Scheduled Events Workflows Routing Forms
On March 6, 2023 your trial period expires and you’ll be downgraded to a Basic free subscription. Upgrade your subscription to
keep workflows and other features from your trial period.
Name Applies to When this happens Do this
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Send text to host ‘
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Jane Smith
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On March 6, 2023 your trial period expires and you’ll be downgraded to a Basic free subscription. Upgrade your subscription to

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reminders to invitees reminders

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|@ Home Availability Integrations  Help ~ J Account ~
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Email reminder to host Email reminder to invitee Send thank you email
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Resetting password

screenPatterns:
Forgot Password
Forgot Password
Forgot Password

pageType: Application Application Application Application Application

screenKeywords:
Reset your password
Please enter your new password (at least 8
characters).
Password strength: Excellent.
. ____________________________________________________________________________J]
|@ Please check your jane.smith.mobbin@gmail.com inbox for a reset password link.
Welcome back, jane.smith.mobbin@gmail.com!
(This is not me.)
Enter your password.
| forgot my password. Please send me a recovery email.
Don't have an account? Sign up.
English v
|Reset your password
Please enter your new password (at least 8
characters).
« Use a few words, avoid common phrases
« No need for symbols, digits, or uppercase letters
Repeat password
|@ Home Availability Integrations  Help ~ ‘ Account ~
@ Your password was changed successfully. You are now signed in.
Event Types Scheduled Events Workflows Routing Forms
O Filter
J Smith
calendly.com/jane-smith-mobbin
A A A
O - 24 O - O -
1-1 Test 1-1w/ John
30 mins, One-on-One 30 mins, One-on-One 30 mins, One-on-One
View booking page View booking page View booking page
A A A
O - 24 O - O -
Team sync For tutorial 30 Minute Meeting
30 mins, Group 30 mins, One-on-One 30 mins, One-on-One
View booking page View booking page View booking page
|Welcome back, jane.smith.mobbin@gmail.com!
(This is not me.)
Enter your password.
password
| forgot my password. Please send me a recovery email.
Don't have an account? Sign up.
English v


Customising dashboard

screenElements:
Grid List
Button
Card

screenPatterns: Dashboard Charts Edit

screenKeywords:
@ Home Availability Integrations  Help ~ . Account ~
Ana |yt|Cs w  Admin-restricted view Give feedback (]
) Last30days v T Filters v ¥ Customize Export
EVENT DATA
Created events Completed events
+8 (new) +3 (new)
vs prior 30 days vs prior 30 days
USER DATA
Users with the most events © 22 Jan-20 Feb Users with no events ® 22 Jan-20 Feb
0 1 2 3 4 5
Event Volume
No data available
Users with the least events 22 Jan-20 Feb
0 4 5 a2 n 3
|@ Home Availability Integrations  Help ~ . Account ~
Ana|ytics w  Admin-restricted view Give feedback (]
) Last30days v T Filters v ¥ Customize Export

EVENT DATA
Created events Completed events Rescheduled events Canceled events ()
+8 (new) +3 (new) +0 (no change) +2 (new)
vs prior 30 days vs prior 30 days vs prior 30 days vs prior 30 days
Completed events trend ® 22 Jan—20 Feb Avg event duration ® 22 Jan—20 Feb
4 @ 36
£ 5
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Event name Events
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Mon Tue Wed Thu Fri Sat Sun
|Customize your dashboard ®

EVENT DATA

Created events
The number of events created by invitees in your selected time range.

Completed events
The number of events that were set to take place in your selected time range. An
event is marked as completed if it was NOT canceled.

Rescheduled events
The total number of rescheduled events in your selected time range.

Canceled events
The total number of canceled events in your selected time range.

Completed events trend
The trend for events that were set to take place in your selected time range. An event
is marked as completed if it was NOT canceled.

Avg event duration
Shows the average duration of events that were scheduled to occur in your selected
time range.

Popular events
Shows the top 10 events scheduled to occur in your selected time range. Events with
the same name are counted together.

Popular days of the week
Shows the most popular days for events that were scheduled to occur in your
selected time range.

Reset to default e
|Customize your dashboard ®
EVENT DATA
Created events
The number of events created by invitees in your selected time range.
Completed events
The number of events that were set to take place in your selected time range. An
event is marked as completed if it was NOT canceled.
Rescheduled events
The total number of rescheduled events in your selected time range.
Canceled events
The total number of canceled events in your selected time range.
Completed events trend
The trend for events that were set to take place in your selected time range. An event
is marked as completed if it was NOT canceled.
Avg event duration
Shows the average duration of events that were scheduled to occur in your selected
time range.
Popular events
Shows the top 10 events scheduled to occur in your selected time range. Events with
the same name are counted together.
Popular days of the week
Shows the most popular days for events that were scheduled to occur in your
selected time range.
Reset to default e


See a review

screenPatterns:
Reviews & Ratings
Reviews & Ratings

pageType: Application Application

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Creating a group event

screenElements:
Card
Stacked List

screenElements:
Date Picker
Radio Button

screenElements: Toast Card Badge

screenElements:
Select
Text Field
Text Field
Dropdown Menu
Icon
Tooltip
Date Picker
Card
Stacked List
Date Picker
Radio Button
Text Field
Text Field
Tile
Color Picker
Toast
Card
Badge
Dialog
Text Field

screenPatterns:
Edit
Edit
Add & Create
Edit
Add & Create
Add & Create
Acknowledgement & Success
Edit
Add & Create

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
@ Home Availability Integrations  Help ~ J Account ~
Add GrOUp Event Type 7 view live page Share
£33 Settings v
. What event is this?
Cancel
Team sync, No location given
Event name * ©
Team sync
Location ©®
| Add a location ~ |
9 In-person meeting
Set an address or place
\ Phone call
Inbound or outbound calls
a Google Meet
Web conference
Q Zoom
Web conference
* Microsoft Teams
Web conference
Eventlink* ©
calendly.com/jane-smith-mobbin/
team-sync
|@ Home Availability Integrations  Help ~ J Account ~
Add GrOUp Event Type 7 view live page Share
£33 Settings v
@ What event is this? @
Cancel
Team sync, @ In-person meeting
Eventname* ©
Team sync
Location ©
° Team Office Edit X
Description/Instructions ©
B I U EE 9 OO0
Write a summary and any details your invitee should
know about the event.
Event link* ©
calendly.com/jane-smith-mobbin/
team-sync
|Edit Location
9 In-person meeting v
Team Office
Conference Room 1-B
4
|Edit Location
9 In-person meeting v
Team Office

+ Include additional information
|@ Home Availability Integrations  Help ~ J Account ~
Event Types Scheduled Events Workflows Routing Forms Event type
— Create a new template for your
regularly scheduled events.
£ Filter One-off meeting
Invite someone to pick a time to
| Jane Smith meet with you.
calendly.com/jane-smith-mobbin i=  Meeting poll
Schedule a group meeting after
A A offering times for a Vote_
Lo 2 £~
For tutorial 30 Minute Meeting
30 mins, One-on-One 30 mins, One-on-One
View booking page View booking page
|@ Home Availability Integrations  Help ~ J ) Account +
Create New Event Type
One-on-One
28 One host with one invitee >
Good for: coffee chats, 1:1 interviews, etc.
Group
228828  Onehost with group of invitees >
Good for: webinars, online classes, etc.
Collective
00 50 h -
aaa o More than one host with one invitee >
Good for: panel interviews, group sales calls, etc.
. Round Robin
2~
(.;98 One rotating host with one invitee >
-
Good for: distributing incoming sales leads
More ways to meet
One-off meeting Meeting poll
Invite someone to pick a time with Let your group of invitees vote on a
you without creating an Event Type. time that works for everyone.
|AV -
‘ What event is this?
Cancel
Team sync, Q In-person meeting
Eventname* ©
Team sync
Location ©
9 Team Office Edit X
Description/Instructions ©
B I U = s . . . .
Use this optional field to provide a
We will review actio description of your event. The circled
. . text in the screen shot below is the
give project updates| o
event description.
team.
Select a Date & Time
There will also be ti October 2019
upcoming events/wg e an Mov e we T
Discovery Call
[ i
We want to learn more about you! This 15 7 8 o
Event link * @ minute call gives you time to et us know about
your needs to see f our product s right for you w s o6
calendly.com/jane-smit} n 2 2 3
28 29 30
team-sync
® Eastern Time - US & Canada (
Max invitees in a spot * {
Display remaining spots on booking page
Event color* @
|Date range Set a range of dates when you can accept
meetings.
Invitees can schedule...
60 calendar days v into the future
© Within a date range
< Feb 2023 Mar 2023 >
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat
29 30 31 1 2 3 4 26 27 28 1 2 3 4
5 6 7 8 9 10 N 5|16 |7 |8 |9 |%| Define how long your event will be. It can be as
2 13 14 15 16 17 18 12 13 14 15 16 17 18 . long as 12 hours.
19 21 22 23 24 25 19 20 21 22 23 24 25
26 27 28 1 2 3 4 26 27 28 29 30 31 1
5 6 7 8 9 10 1 234678
went type? Select one of your schedules or define custom
hours specific to this type of event.
Cancel @
Which schedule do you want to use?
* Working hours v
® Eastern Time - US & Canada
WEEKLY HOURS DATE OVERRIDES
SUN Unavailable To override your hours on specific dates,
update your schedule under Availability
MON 10:'00am — 6:00pm
|Date range Set a range of dates when you can accept
meetings.
Invitees can schedule... @ SAVED
o 60 calendar days v into the future
Within a date range
Indefinitely into the future
Duration Define how long your event will be. It can be as
long as 12 hours.
30 min v
How do you want to offer your availability for this event type? Select one of your schedules or define custom
hours specific to this type of event.
Use an existing schedule Set custom hours
Which schedule do you want to use?
* Working hours v
® Eastern Time - US & Canada
WEEKLY HOURS DATE OVERRIDES
SUN Unavailable To override your hours on specific dates,
update your schedule under Availability
MON 10:00am — 6:00pm
|update your schedule under Availability
MON 10:00am — 6:00pm
TUE 10:00am — 6:00pm
WED 10:00am — 6:00pm
THU 10:00am — 6:00pm
FRI 10:00am — 6:00pm
SAT Unavailable
Want to add time before or after your events? Give yourself some buffer time to prepare for or
wrap up from booked Calendly events.
Before event
15 min e Team sync
| -
After event
15 min v
Additional rules for your availability >
Cancel @
|Edit Location
9 In-person meeting v
Team Office
Z
|Create New Event Type
One-on-One
28 One host with one invitee >
Good for: coffee chats, 1:1 interviews, etc.
Group
228828  Onehost with group of invitees >
Good for: webinars, online classes, etc.
Collective
00 50 h -
aaa o More than one host with one invitee >
Good for: panel interviews, group sales calls, etc.
. Round Robin
2~
(./:98 One rotating host with one invitee >
-
Good for: distributing incoming sales leads
More ways to meet
One-off meeting Meeting poll
Invite someone to pick a time with Let your group of invitees vote on a
you without creating an Event Type. time that works for everyone.
Create Create
|Date range Set a range of dates when you can accept
meetings.
Invitees can schedule...
60 calendar days v into the future
© Within a date range
< Feb 2023 Mar 2023 >
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thu Fri Sat
29 30 31 1 2 3 4 26 27 28 1 2 3 4
5 6 7 8 9 10 N 5 6 7 8 9 10 1 Define how long your event will be. It can be as
2 13 14 15 16 17 18 2 13 14 15 16 17 18 . long as 12 hours.
19 20 21 22 23 24 25 19 20 21 22 23 24 25
26 27 28 1 2 3 4 26 27 28 29 30 31 1
5 6 7 8 9 10 N 2 3 4 5 6 7 8
went type? Select one of your schedules or define custom
hours specific to this type of event.
Cancel Apply
Which schedule do you want to use?
* Working hours v
® Eastern Time - US & Canada
WEEKLY HOURS DATE OVERRIDES
SUN Unavailable To override your hours on specific dates,
update your schedule under Availability
MON 10:'00am — 6:00pm
|AV -
. What event is this?
Cancel
Team sync, @ In-person meeting
Event name * ©
Team sync
Location ©®
9 Team Office Edit X
Description/Instructions ©
BIU =& © O©aQ
We will review action items from the previous meeting,
give project updates, and discuss current priorities as a
team.
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upcoming events/work.
Eventlink* ©
calendly.com/jane-smith-mobbin/
team-sync
Max invitees in a spot* @
Display remaining spots on booking page
Event color* ©
a0 2 O 20 B . . . A
|Date range Set a range of dates when you can accept
meetings.
Invitees can schedule...
60 calendar days v into the future
O Wwithin a date range | Feb 20 — Apr 5, 2023
Indefinitely into the future
Duration Define how long your event will be. It can be as
long as 12 hours.
30 min v
How do you want to offer your availability for this event type? Select one of your schedules or define custom
hours specific to this type of event.
Use an existing schedule Set custom hours
Which schedule do you want to use?
* Working hours v
® Eastern Time - US & Canada
WEEKLY HOURS DATE OVERRIDES
SUN Unavailable To override your hours on specific dates,
update your schedule under Availability
MON 10:'00am — 6:00pm
|Location ©®
9 Team Office Edit X
Description/Instructions ©
BIU =& © O©aQ
We will review action items from the previous meeting,
give project updates, and discuss current priorities as a
team.
There will also be time for open discussions and review
upcoming events/work.
Eventlink* ©
calendly.com/jane-smith-mobbin/
team-sync
Max invitees in a spot* @
6
Display remaining spots on booking page
Event color* ©
Violet
Cancel @
|@ Home Availability Integrations  Help ~ J ) Account +
@ SAVED
Edit Group Event Type 7 view live page
Last edited February 19, 2023. £33 Settings v
. What event is this?
Team sync, @ In-person meeting
When can people book this event? . R
E] peop A We recommend that you lock the time zone of this Event Type.
30 min, Feb 20 - Apr 5, 2023
Additional Options
& Invitee Questions
Name, Email + 1 question
' Workflows
Set up automations around your events, such as email and text notifications, thank you emails, etc.
] Notifications and Cancellation Policy
Email Confirmations, No Reminders
(3> Confirmation Page
Calendly confirmation page, no active links
B Collect Payments
no payment method
|Edit Location
9 In-person meeting v
+ Include additional information
|@ Home Availability Integrations  Help ~ @ Account ~
Add GrOUp Event Type 7 view live page Share
23 Settings v
. What event is this? @
Cancel
No location given
Eventname* ©
Location ©
Add a location v
Description/Instructions ©
B I U EE 9 OO0
Write a summary and any details your invitee should
know about the event.
Event link* ©
calendly.com/jane-smith-mobbin/
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Add GrOUp Event Type 7 view live page Share
23 Settings v
. What event is this? @
Cancel
Team sync, No location given
Eventname* ©
Location ©
Add a location v
Description/Instructions ©
B I U EE 9 OO0
Write a summary and any details your invitee should
know about the event.
Event link* ©
calendly.com/jane-smith-mobbin/