Copying times

screenElements:
Tooltip
Popover
Checkbox
Stacked List

screenPatterns:
Other Action
Other Action
Other Content

screenKeywords:
Eg VWOIKING NOours = BEXCIUSIVE lours T NGV SLhicauic
Exclusive Hours &
ACTIVE ON TIME ZONE
0 Event Types v Eastern Time - US & Canada v = Listview &4 Calendar view
Set your weekly hours Add date overrides

) Add dates when your availability changes

SUN Unavailable + ﬂ from your weekly hours
MON 8:00pm - | 1:00pm 0] 4+ &
TUE 8:00pm - | 1:00pm 0] 4+ &
WED 8:00pm - | 1:00pm 0] 4+ &
THU 8:00pm - | 1:00pm 0] 4+ &
FRI 8:00pm - | 1:00pm 0] 4+ &

SAT Unavailable ﬂ

Changes saved
|Working hours &
* default schedule
ACTIVE ON TIME ZONE
5 Event Types v Eastern Time - US & Canada v = Listview &4 Calendar view
Set your weekly hours Add date overrides
) Add dates when your availability changes
SUN Unavailable + ﬂ from your weekly hours
Copy times for monday

MON 10:00am | - | 6:00pm 0] 4+ @
TUE 10:00am | - | 6:00pm 0] 4+ @
WED 10:00am | - | 6:00pm 0] 4+ @
THU 10:00am | - | 6:00pm 0] 4+ @
FRI 10:00am | - | 6:00pm 0] 4+ @

SAT Unavailable —|— (w1
|Eg VWOIKING NOours = BEXCIUSIVE lours T NGV SLhicauic
Exclusive Hours &
ACTIVE ON TIME ZONE
0 Event Types v Eastern Time - US & Canada v = Listview &4 Calendar view
Set your weekly hours Add date overrides

Add dates when your availability changes
SUN i
Unavailable + ﬂ from your weekly hours
MON 8:00pm |- 11:00pm 0] 4+ @
COPY TIMES TO...
TUE 10:00am | - 6:00pm 0] -+ Sunday
Monday
Tuesday
WED 10:00am | - | 6:00pm 0] +
Wednesday
Thursday
THU 10:00am | - | 6:00pm 0] +  Friday
Saturday
SAT Unavailable —|— (w1
|Eg VWOIKING NOours = BEXCIUSIVE lours T INCEW SLHCUUIS
Exclusive Hours &
ACTIVE ON TIME ZONE
0 Event Types v Eastern Time - US & Canada v = Listview &4 Calendar view
Set your weekly hours Add date overrides

Add dates when your availability changes
SUN i
Unavailable + ﬂ from your weekly hours
MON 8:00pm |- 11:00pm 0] 4+ @
COPY TIMES TO...
TUE 10:00am | - | 6:00pm 0] -+ sunday
Monday
Tuesday
WED 10:00am | - | 6:00pm 0] +
Wednesday
Thursday
THU 10:00am | - | 6:00pm 0] +  Friday
Saturday
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SAT Unavailable —|— (w1
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SCHEDULE
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ACTIVE ON TIME ZONE
0 Event Types v Eastern Time - US & Canada v = Listview &4 Calendar view
Set your weekly hours Add date overrides
) Add dates when your availability changes
SUN Unavailable + ﬂ from your weekly hours
MON 10:00am | - | 6:00pm 0] 4+ @
TUE 10:00am | - | 6:00pm 0] 4+ @
WED 10:00am | - | 6:00pm 0] 4+ @
THU 10:00am | - | 6:00pm 0] 4+ @
FRI 10:00am | - | 6:00pm 0] 4+ @


Adding routing logic

appName: Calendly

appCategory: Business

appTagline: Schedule meetings with ease

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Application

hotspotType: Click

screenElements:
Text Field
Dialog

screenPatterns:
Add & Create
Add & Create
Add & Create

pageType: Application Application Application Application Application Application

screenKeywords:
Add a route
IF What is the size of your company v
GO TO Select result type v
Cancel @
|Add a route
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0200 employees -
GO TO Select result type v
Cancel @
|@ Home Availability Integrations  Help ~ J ) Account +
@ Changes saved
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@© INTAKE FORM —— @ ROUTING LOGIC
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IN ALL OTHER CASES ROUTE TO :
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|IF What is the size of your company v
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|@ Home Availability Integrations  Help ~ J Account ~
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Thank you for your interest


Deleting Maps activity

appName: Google Maps

appCategory: Maps & Navigation

appTagline: Explore and navigate your world

companyStage: Public & Mature

screenElements:
Stacked List
Divider

screenElements:
Stacked List
Divider
Dropdown Menu

screenPatterns: Notifications Delete

pageType: Application Application Application Application

screenKeywords:
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Filtering customer stories

pageType: Marketing

screenElements: Checkbox Popover

screenElements: Chip Checkbox Popover

screenPatterns:
Filter & Sort
Filter & Sort

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
°
Browse all case studies
Use the filters below to explore the stories most relevant to your own use case!
Use case v Industry v Team size v Feature v
Customer Service X Education X
X Criteria L ClickUp Cl|ASSANTE
Criteria Corp ramped CSMs 75% How ClickUp Maximized Its How CI Assante Wealth
faster with Calendly Customer Outreach Efforts with Management achieved 323% ROI
Calendly with Calendly
READ TIME: 4 MINUTES
Critieria corp's CS team adopted READ TIME: 7 MINUTES READ TIME: 4 MINUTES
Calendly to simplify customer With Calendly, ClickUp's Customer Now CI Assante's clients are happier,
interactions, speed up customer... Advocacy team streamlined and financial advisors can focus their
|@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
°
Browse all case studies
Use the filters below to explore the stories most relevant to your own use case!
Use case ~ Industry v Team size v Feature v
Customer Service
)
Marketing O
Multiple Teams O
V . . >
X Criteria Recriting 0 ke
Sales O
Criteria Corp ramped CSMs 75% How ClickUp Maximized Its How CI Assante Wealth
faster with Calendly Customer Outreach Efforts with Management achieved 323% ROI
Calendly with Calendly
READ TIME: 4 MINUTES
Critieria corp's CS team adopted READ TIME: 7 MINUTES READ TIME: 4 MINUTES
Calendly to simplify customer With Calendly, ClickUp's Customer Now CI Assante's clients are happier,
interactions, speed up customer... Advocacy team streamlined and financial advisors can focus their
|@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
°
Browse all case studies
Use the filters below to explore the stories most relevant to your own use case!
Use case v Industry v Team size v Feature v
£ Criteri ~ Cli
X Criteria L ClickUp ¢ CHURCHILL
Criteria Corp ramped CSMs 75% How ClickUp Maximized Its How Calendly delivered 1,037%
faster with Calendly Customer Outreach Efforts with ROI for Churchill Mortgage
Calendly
READ TIME: 4 MINUTES READ TIME: 7 MINUTES
Critieria corp's CS team adopted READ TIME: 7 MINUTES With Calendly, Churchill Mortgage
Calendly to simplify customer With Calendly, ClickUp's Customer developed a user-friendly digital
interactions, speed up customer... Advocacy team streamlined experience that let customers instantl...
communications with customers,...
Read now > Read now > Read now >
|@ Colendlg Product Solutions v Teams & Companies Pricing Resources v Log In
°
Browse all case studies
Use the filters below to explore the stories most relevant to your own use case!
‘ Use case ~ \ Industry v Team size v Feature v

Customer Service O

Education O

Marketing O
X Criteria ¢\ CHURCHILL

Multiple Teams 0O ' MORTGAGE

Recruiting O

Sales O
Criteria Corp ramped CSMs 75% How ClickUp Maximized Its How Calendly delivered 1,037%
faster with Calendly Customer Outreach Efforts with ROI for Churchill Mortgage

Calendly
READ TIME: 4 MINUTES READ TIME: 7 MINUTES
Critieria corp's CS team adopted READ TIME: 7 MINUTES With Calendly, Churchill Mortgage
Calendly to simplify customer With Calendly, ClickUp's Customer developed a user-friendly digital
interactions, speed up customer... Advocacy team streamlined experience that let customers instantl...
communications with customers,...

Read now > Read now -> Read now >


Zooming on Maps

hotspotType: Hover

hotspotType: Slide

screenElements:
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screenPatterns: Map Edit

pageType: Application Application Application Application Application

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Calendar Connections

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Calendar Connections
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Google
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jane.smith.mobbin@gmail.com
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Organisation Settings

hotspotType: Scroll Vertically

screenPatterns:
Settings & Preferences
Settings & Preferences
Settings & Preferences

screenKeywords:
@ Home Availability Integrations  Help ~ ‘ Account ~
Organization Settings
Shared event types Delete information from your organization
Single sign-on When anyone in your organization schedules an event with an invitee, information about the event
Workflows and everyone part of it is saved in Calendly. If you need to delete this information from Calendly and
i its vendors for compliance reasons, you can do so without contacting support.
Data deletion
Once you delete information, you won't be able to recover it
Invitee data will be deleted 7 days from the date you make the request.
Delete information for specific invitees
Enter an invitee’s email to delete all of their personally identifiable information from your organization
and integrations. During the data deletion process, Calendly removes the deleted invitee from their
spot on group events and cancels both pending and upcoming events with them.
Delete information within a period of time
Choose a date range to delete all information from scheduled events within that period of time.
|@ Home Availability Integrations  Help ~ ‘ Account ~
Organization Settings
Shared event types Shared event types
Single sign-on Shared event types allow members of your organization to create
Workflows Round Robin and Co-hosted event types.
Data deletion

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&
|@ Home Availability Integrations  Help ~ ‘ Account ~
Organization Settings
Shared event types Workflows
Single sign-on Workflows automate tasks surrounding your events. You can determine which members of your
Workflows organization can create and manage workflows. Learn more about workflows.
Data deletion .

Who can create, edit and delete workflows?

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@
|@ Home Availability Integrations  Help ~ ‘ Account ~

Organization Settings

Shared event types

Single sign-on Single sign-on

Workflows Single sign-on (SSO) offers a simple and secure way for users to access Calendly. With SSO enabled,

Data deletion users can log in to Calendly with their corporate credentials. From a security standpoint, this
eliminates weak password use, reduces the need to remember passwords, and provides more
control.
Calendly supports SAML SSO. To learn more about SAML and how to set it up, visit our help center.
|Invitee data will be deleted /7 days Irom the date you make the request.
Delete information for specific invitees
Enter an invitee’s email to delete all of their personally identifiable information from your organization
and integrations. During the data deletion process, Calendly removes the deleted invitee from their
spot on group events and cancels both pending and upcoming events with them.
Delete information within a period of time
Choose a date range to delete all information from scheduled events within that period of time.
Select a date range
Data deletion history
Request Date ~ Requested by [ Status
Delete your account
You can delete your account in your account settings.


Adding to Calendar

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hotspotType: Keyboard Input

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Name { Group admin Member [ Calendar connected
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J jane2.mobbin.test@gmail.com No Yes February 20, 2023 February 20, 2023 :
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Reporting an event

screenElements: Accordion Button

screenPatterns:
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Select

screenElements: Dialog Accordion Button Dialog Checkbox

screenPatterns:
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screenKeywords:
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reported

Thank you! Your report helps us learn more about
how to prevent unwanted bookings.
|@ 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
Tuesday, February 21, 2023
. M Qe s Jamels-friend ) Details
EventtypeFortuterial
Canceled by Jane Smith: No reason provided.
Tuesday, February 28, 2023
. 11:00am - 11:30am 10of 6 Invitees ) Details
Event type Team sync
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Tuesday, February 21, 2023
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Tuesday, February 28, 2023
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Event type Team sync
You've reached the end of the list
|Why are you reporting this?
Your invitees will not see this information
| don't know this person »
| know this person but don't want to meet »
This person is spamming me »
This person is harassing me »
It's something else »
|< Want to add anything else?
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| know this person but don't want to meet
Is there anything else we should know? Optional
Z

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When you report an event, we will cancel and remove it from your
scheduled events.
|< Want to add anything else?
Your invitees will not see this information
Reason for report
| know this person but don't want to meet
Is there anything else we should know? Optional
Z

How do invitees access your Calendly link? Optional

A website

An ad campaign

An email campaign

An email signature

A link shared by myself
When you report an event, we will cancel and remove it from your
scheduled events.


Help Center

screenElements:
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pagePatterns:
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pageType: Marketing Marketing Marketing

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' Schedule with video conferencing [ Embed options overview
8 Automate tasks with Workflows ' Using Calendly for Chrome
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start scheduling from availability to event types and Android mobile apps
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LEARN CONNECT
Customer Stories About Developers
See how teams around the world are upping their Learn about our mission, commitment to our Explore our documentation to create powered
game with Calendly. customers, and leadership team. apps with Calendly.
Resource Center Blog Contact Us
Explore our library of e-books, webinars, customer Discover the latest Calendly product and Get in touch and let us know how we can help.
stories, tutorials, and more. company news.
Partners

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Seamless connections to your favorite calendars, Learn how to use Calendly to get maximum value directly to your platform.
tools, and apps. for your organization.

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Voting on a meeting poll

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Landing page

pagePatterns:
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pagePatterns:
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pagePatterns:
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Footer Section
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pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

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Sales Revenue Operations

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Creating a new schedule

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screenPatterns:
Other Content
Acknowledgement & Success
Add & Create
Other Content

screenKeywords:
@ Home Availability Integrations  Help ~ J ) Account +
Set your availability
Choose a schedule below to edit or create a new one that you can apply to your event types
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February 2023 < >
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SUN MON TUE WED THU FRI SAT
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5 6 Ca 7 Ca 8 Ca 9 Cl 10 CJ 1
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|@ Home Availability Integrations  Help ~ J ) Account +
Set your availability
Choose a schedule below to edit or create a new one that you can apply to your event types
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5 6 Ca 7 Ca 8 Ca 9 Ca 10 CJ 1
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Changes saved
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Visit our help center to learn more about how to use Groups in your organization
|@ Home Availability Integrations  Help ~ ‘ Account ~
Admin Management 1/1seats occupied
All people Groups Managed events m Activity log
Start building your organization
Invite users to unlock unique team scheduling features starting as low as $12 per user/mo.
What can | do as a team?
s Round Robin Scheduling I | Access Powerful Management Tools
N * Automatically assign meetings based on Get new and existing users up to speed
- what makes the most sense for your 00 and engaged with event type templates
team’s goals — whether by availability, to make sure everyone’s set up for
priority or equity. efficient scheduling, all managed
through one centralized billing solution.
Watch Video
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|@ Home Availability Integrations  Help ~ . Account ~
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Quickly review and audit account activity
Available on Calendly Enterprise plans, Activity log lets you track: E— C—— —
« Attempts at logging in —
« Connections to integrations
« Updates to user profiles —
« Changes to organizational settings
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Learn more about Activity log (] —
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|@ Home Availability Integrations  Help ~ ‘ Account ~
Admin Management 2/2 seats occupied
All people Groups Managed events m Activity log
Managed events
Create, control, and distribute event types in bulk to members of your Calendly organization. Learn more about managed events (=4
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Managed events are one-on-one and group event types that admins create and assign to members of your organization to
standardize scheduling for your company.