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Using Schedly's Feedback Tool Effectively

Last updated on Jul 07, 2026

Overview

Schedly offers a Feedback Tool designed to streamline the process of gathering, analyzing, and implementing feedback from users and stakeholders. This tool is integral for businesses aiming to optimize their scheduling workflows and enhance overall user satisfaction through informed changes.

Prerequisites

Ensure you have an Admin role in Schedly, as only admins can activate and configure the feedback tool. You'll also need access to the Insights feature to view and analyze feedback data.

Step-by-Step Instructions

Activating the Feedback Tool in Schedly

  1. Log in to your Schedly dashboard by navigating to the main login page. Use your preferred sign-in method: email/password, SAML/OIDC, or click on Sign in with magic link.
  2. Once logged in, click Settings in the main navigation menu.
  3. Navigate to Feedback Settings.
  4. Toggle the Activate Feedback Tool switch to 'On'.
  5. Choose the methods for collecting feedback such as in-app surveys or after-event emails.
  6. Click the blue Save button to apply these changes.

Analyzing and Interpreting Feedback

  1. Access the Insights section from the main navigation menu.
  2. Click on Feedback under the Insights area to view aggregated data.
  3. Use the filter options to sort feedback by date, event type, or team.
  4. Identify common themes and areas for improvement by reviewing the ratings and comments.
  5. Export insights data by clicking Export and selecting your preferred format (CSV or PDF).

Implementing Changes Based on Feedback

  1. Go to Schedly Services and click on Event Types.
  2. Review the event types mentioned in the feedback, and click Edit next to the relevant event.
  3. Make necessary changes such as adjusting the Duration or increasing the Number of Seats.
  4. Check the Requires Confirmation box if feedback suggests adding this feature.
  5. After editing, click Save to apply updates.

Key Details & Limits

  • Feedback Collection Methods: In-app surveys, post-event emails.
  • User Roles: Only Admin users can activate and manage feedback settings.
  • Data Formats: Feedback can be exported as CSV or PDF.

Frequently Asked Questions

  1. How often is feedback data updated?
    • Feedback data is updated in real-time.
  2. Can I view feedback for a specific event type?
    • Yes, use the filter options in the Feedback section under Insights.
  3. What should I do if I don’t see any feedback?
    • Ensure the Feedback Tool is activated and set to collect responses via surveys or emails.
  4. How can I hide negative feedback from public view?
    • Feedback is only viewable in the admin dashboard and is not public.
  5. Can I adjust the format of post-event feedback emails?
    • Currently, formatting options for emails are limited to the default templates.

Troubleshooting

  • Feedback Tool Not Activating: Ensure your admin role is correctly set. Check under Settings > Organizations > [Your Organization Name] > Members.
  • Unable to Export Feedback: Confirm that your browser allows pop-ups, as export functions may open a new tab.
  • No Feedback Being Collected: Verify that collection methods are selected and surveys have been enabled.

Related Topics

  • Configuring Event Types: Learn to create and manage different event types.
  • Understanding Insights: Discover how to leverage Schedly's analytics for better decision-making.
  • Managing Teams in Schedly: A guide to setting up and managing team collaboration.
  • Using Magic Links for Login: Explore passwordless login options with Schedly.