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Editing an action

appName: Calendly

appCategory: Business

appTagline: Schedule meetings with ease

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenElements:
Dialog
Text Field

hotspotType: Keyboard Input

screenElements:
Tooltip
Dialog
Text Field

screenKeywords:
Edit: Email to invitee
What email address should this email be sent from?

@ notifications@calendly.com v
To send from Gmail or Outlook, connect in Integrations (7. Refresh this page once
you connect.

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| Thank you ~ \

Custom

Additional resources

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Reconfirmation

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Thank you

Thanks for attending Event Name .

Don't hesitate to reach out if you have any feedback or questions.

Thanks,

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Include reconfirmation button @
Include cancel and reschedule links @
Include cancellation policy ©
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|What email address should this email be sent from?

@ notifications@calendly.com v
To send from Gmail or Outlook, connect in Integrations (7. Refresh this page once
you connect.

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Custom v
Subject
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Let me know how Event Name went!
Body

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Hi Invitee First Name ,

Thanks for attending Event Name . If you have a few minutes, I'd

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of our meeting.

Don't hesitate to reach out if you have any feedback or questions.

Best,

Event Organizer Name
Include reconfirmation button @
Include cancel and reschedule links @
Include cancellation policy ©
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|To send from Gmail or Outlook, connect in Integrations (. Refresh this page once
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Subject
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Body
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Best,
Event Organizer Name
A Replace placeholder links with at least one of your own.
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Include cancel and reschedule links @
Include cancellation policy ©
Cancel @
|Edit: Email to invitee
What email address should this email be sent from?

@ notifications@calendly.com v
To send from Gmail or Outlook, connect in Integrations (7. Refresh this page once
you connect.

Choose a template
Thank you v
Subject
H QG ~+ Variables
Thanks for your time!
Body

B I U =i © O G +Variables

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Don't hesitate to reach out if you have any feedback or questions.

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Include cancel and reschedule links @
Include cancellation policy ©
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|@ Home Availability Integrations  Help ~ J ) Account +
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< Back
Jane Smith
Workflow nhame Which event types will this apply to?
Send thank you email 1Selected v
When this happens
30 minutes after event ends Edit
Do this
<0 Send email to invitee Edit W
Add action 1/5 actions added
®


Blog post

pageType: Marketing

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pagePatterns:
Blog Post
Newsletter Section

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pagePatterns:
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pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
@ English v
@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In Sign up free
Plans change. Your family memiber has the flu, so your in-office consult goes virtual. Or your
Table of Contents client's traveling and asks for a 9 a.m. meeting Bangladesh time — which is your EST bedtime.
Why you need the option to . . .
Customize Once and Share No worries. With our latest free feature, Customize Once and Share, you can make changes to
one-off meeting invites from wherever you work including Calendly.com, our mobile apps,
How to quickly make a one-off change browser extensions, and Qutlook add-in. To use Customize Once and Share, just select an
existing 1:1 Event Type, choose your customizations, and share that single-use link — all without
Updates to make your life easier . o .
affecting your pre-existing meetings, templates, and workflows.
Subscribe to the newsletter
First name
X
Customize once and share
Modify the details or available hours of this event type
before sharing it with someone
Last name ¢
olivia@mycompany.com
m
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a m And, speaking of our Outlook add-in, we've updated the integration so you also can easily view
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Table of Contents with other tools in your workflow. Whether you're a Teams, Enterprise, or individual customer,
Calendly continues to launch scheduling_ options to make your life easier — regardless of where
Why you need the option to your office is.
Customize Once and Share
How to quickly make a one-off change Customize Once and Share is a continuation of that work. As of today, it's available to everyone
who uses Calendly — even on the Basic Plan, which is always free.
Updates to make your life easier
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. 1
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olivio@mycompany.com
Share ‘
Amulya Uppala
a m Amulya Uppala is a Manager of Product Marketing at Calendly.
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New scheduling flexibility How to choose between 5 questions with Calendly’'s new
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Home / Blog / Using Calendly
USING CALENDLY
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ew scheduling ‘;\
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° oge _‘;N A L s
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READ TIME: 3 MINUTES
‘ Amulya Uppala
Feb. 13, 2023
Plans change. Your family memiber has the flu, so your in-office consult goes virtual. Or your
Table of Contents client’s traveling and asks for a 9 a.m. meeting Bangladesh time — which is your EST bedtime.
Why you need the option to . . .
Customize Once and Share No worries. With our latest free feature, Customize Once and Share, you can make changes to
one-off meeting invites from wherever you work including Calendly.com, our mobile apps,
How to quickly make a one-off change browser extensions, and Outlook add-in. To use Customize Once and Share, just select an
exictinad 11 Fvent Tvbe choose voluir clistomizations and share that sinale-tise link — all without
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Scheduled Events

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Event Types Scheduled Events Workflows Routing Forms
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EVENT NAME CREATED
Meeting poll February 19, 2023 ) Details
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1-1 w/ Julian February 19, 2023 ) Details
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© February 25,2023 - 2:00pm - 2:30pm
2 votes
Adam Smith, julian

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1-1 w/ Julian February 19, 2023 ) Details
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Tuesday, February 21, 2023
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Tuesday, February 28, 2023
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INTRODUCING ANALYTICS
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Solutions

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Connecting an integration

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Stripe Information
Save time and reduce no-shows:
« Automatically collect full or partial payments at the time
an event is scheduled.
« Allow your clients to pay with debit or credit card.
Requirements
« A Stripe account that supports live charges — create an
account with Stripe +
« A Professional Calendly subscription
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Adding profile picture

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Upload & Download
Media Editor

screenElements: Avatar Avatar Toast

screenPatterns:
Settings & Preferences
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Acknowledgement & Success

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Account Settings
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Creating a new group

screenPatterns:
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Customer stories

screenElements:
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screenElements:
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pagePatterns:
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Testimonials & Customer Stories Page

pageType: Marketing Marketing Marketing Marketing

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Downloading whitepaper

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pagePatterns: Misc Misc

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Consumers rely on deliveries more than ever before and they expect these Download now
deliveries to be fast, reliable and low cost. This means last mile fleet
operators have to work harder to create better customer experiences and First Name
improve their operations. Jane
Elevating the last mile delivery journey experience means addressing many
classic customer pain points like speed and convenience. But it also Last Name
presents more novel challenges, such as the subtle friction points that Doe
emerge when entering an address, and keeping a customer informed in real
time as traffic conditions change.
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|Consumers rely on deliveries more than ever before and they expect these Download now
deliveries to be fast, reliable and low cost. This means last mile fleet
operators have to work harder to create better customer experiences and First Name
improve their operations.
Elevating the last mile delivery journey experience means addressing many
classic customer pain points like speed and convenience. But it also Last Name
presents more novel challenges, such as the subtle friction points that
emerge when entering an address, and keeping a customer informed in real
time as traffic conditions change.
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any time.
|time as traffic conditions change. i .
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In this whitepaper, you'll learn about: jdoe.mobbin@gmail.com
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Yes, sign me up to receive communications
from Google Maps Platform and Google Cloud.
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with Google's privacy policy. You may opt out at
any time.
|9 Google Maps Platform
Maximize fleet performance \v‘
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Thank you!
You'll receive an email with the whitepaper shortly.
Explore Last Mile Fleet Solution to learn more about how Google can help you keep your operation running at its best. Or, to start reading your
complimentary whitepaper, click the link below:
NEXT STEPS
© Keeping Drivers Empowered and On-Track Throughout the Last Mile
© Optimizing Fleets Across the Last Mile Experience
|time as traffic conditions change. . .
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Your information will be used in accordance
with Google's privacy policy. You may opt out at
any time.
|9 Google Maps Platform Why Google Products v Solutions v Pricing Resources v Contact sales
Get $200 usage monthly for no charge. See pricing_details. X
Whitepapers
Explore insights, challenges, and solutions driving change across industries.
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performance from order
to delivery 9 - 9
Google can help optimize performance across every stage of the
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Availability

screenPatterns:
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pageType: Application Application Application

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|February 2023 < >
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SUN MON TUE WED THU FRI SAT
29 30 Ca 31 Ca 1 Ca 2 Ca 3 CJ 4
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10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm
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10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm
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10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm
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|@ Home Availability Integrations  Help ~ J ) Account +
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5 6 Ca 7 Ca 8 Ca 9 Cl 10 CJ 1
10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm 10:00am — 6:00pm


Home

screenElements:
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screenElements:
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Event Types Scheduled Events Workflows Routing Forms
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Tuesday, February 28, 2023
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Tuesday, February 21, 2023
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Tuesday, February 28, 2023
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Event type Team sync
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Event Types Scheduled Events Workflows Routing Forms
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Workflows

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@ Home Availability Integrations  Help ~ J Account ~
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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

keep workflows and other features from your trial period.

. (]

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Earth (unless you use the Google Maps/Google Earth APIs in accordance with their terms of service);

b. copy the content (unless you are otherwise permitted to do so by the Using Google Maps, Google Earth, and Street View
permissions page or applicable intellectual property law, including "fair use");

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e. use any part of Google Maps/Google Earth with other people's products or services for or in connection with real-time
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content, you may find that actual conditions differ from the map results and content, so exercise your independent judgment and use
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Earth is subject to Google’s Terms of Service, including the license in the section called “Permission to use your content”. If you are a
resident of France, the Google Search Additional Terms of Service apply to such content which is made publicly available on Google
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Google About Google Privacy Terms
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|Google Maps Google Maps/Google Earth Additional Terms of Service
Last Modified: July, 2022
Help Center
To use Google Maps/Google Earth, you must accept (1) the Google Terms of Service, and (2) these Google Maps/Google Earth Additional
Geo Permissions Terms of Service (the “Maps/Earth Additional Terms”). The Maps/Earth Additional Terms incorporate by reference the Legal Notices for
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Please read each of these documents carefully. Together, these documents are known as the “Terms”. They establish what you can expect
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If you use the merchant-only features in Google Maps to manage your Business Profile then the Google Business Profile Terms at
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Although it's not a part of these Terms, we encourage you to read our Privacy Policy to better understand how you can update, manage,
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For more details about specific things that you're permitted to do with Google Maps/Google Earth, please see the Using Google
Maps, Google Earth, and Street View permissions page.
2. Prohibited Conduct. Your compliance with this Section 2 is a condition of your license to use Google Maps/Google Earth. When
using Google Maps/Google Earth, you may not (or allow those acting on your behalf to):
a. redistribute or sell any part of Google Maps/Google Earth or create a new product or service based on Google Maps/Google
Earth (unless you use the Google Maps/Google Earth APIs in accordance with their terms of service);
b. copy the content (unless you are otherwise permitted to do so by the Using Google Maps, Google Earth, and Street View
permissions page or applicable intellectual property law, including "fair use");
c. mass download or create bulk feeds of the content (or let anyone else do so);
d. use Google Maps/Google Earth to create or augment any other mapping-related dataset (including a mapping or navigation
dataset, business listings database, mailing list, or telemarketing list) for use in a service that is a substitute for, or a
substantially similar service to, Google Maps/Google Earth; or
e. use any part of Google Maps/Google Earth with other people's products or services for or in connection with real-time
navigation or autonomous vehicle control, except through a specific Google-provided feature such as Android Auto.
3. Actual Conditions; Assumption of Risk. When you use Google Maps/Google Earth's map data, traffic, directions, and other


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