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Erik Wetzel
By Erik Wetzel
• 43 articles

Configuring Passwordless Login with Magic Link

Overview Schedly offers Magic Link as a convenient passwordless login method, enhancing security and user experience. With Magic Link, users receive a unique login link via email, removing the need for traditional passwords while maintaining robust security. This feature is especially beneficial for those who prefer time-efficient, secure access to their accounts without the hassle of remembering passwords. Prerequisites - Ensure you have an active email address associated with your Schedly account. - Ability to access your email for receiving the Magic Link. Step-by-Step Instructions Enabling Magic Link for Account Access 1. Navigate to the main Schedly login page. 2. Locate the login options and select Sign in with magic link. 3. Enter your registered email address. 4. Click on the Send Link button. Magic Link Option Sending and Receiving a Magic Link 5. After clicking Send Link, check your email inbox for an email from Schedly. 6. Open the email and click on the Login to Schedly link provided. 7. You will be automatically logged into your Schedly account. Key Details & Limits - Magic Link is available across all Schedly pricing plans. - Ensure your email system allows emails from Schedly to avoid missing the Magic Link. - The Magic Link is valid for 15 minutes from the time it is sent. - No limit on the number of times you can request a Magic Link. Frequently Asked Questions 1. What is Magic Link and how does it work? - Magic Link is a passwordless login method that sends a secure link to your email, which you can use to access Schedly without entering a password. 2. What happens if I don't receive my Magic Link email? - Ensure emails from Schedly are not blocked by your email provider and check your spam or junk folder. 3. Can I still use a password if I prefer? - Yes, traditional password-based login and SSO options like SAML/OIDC are still available. 4. Is Magic Link secure? - Yes, Magic Link uses email verification to securely authenticate users without the need for a password. 5. Why didn't my Magic Link work? - Magic Links are only valid for 15 minutes. If expired, request a new one from the login page. Troubleshooting - I can't find my Magic Link email: Double-check your spam/junk folders and ensure your email address is correct. Add Schedly to your safe senders list. - Magic Link expired: If you didn't use the link within 15 minutes, you will need to request a new one by selecting Sign in with magic link again. - Error message when clicking link: Ensure your browser is updated and you are using the same device and browser where the Magic Link was requested. Related Topics - Using Two-Factor Authentication (2FA): Enhance your account security with an additional authentication layer. - Managing Account Settings: Learn how to update your email and other account details in Schedly. - Setting Up SAML/OIDC for Single Sign-On: Configure SSO for seamless access to Schedly. - Viewing and Exporting Insights: Access and utilize your event and appointment data effectively.

Last updated on Jun 23, 2026

Managing Duplicate Event Types in Schedly

Overview Managing event types in Schedly is a critical task for maintaining an efficient scheduling system. Duplicate event types can clutter your system, cause confusion, and result in inefficiencies. This guide helps administrators streamline event management by identifying and merging duplicates while preserving important data. Prerequisites - Admin role: Only admins can access necessary settings and perform event type modifications. - Pro Plan or above: Access to comprehensive team management and insights is needed for best results. Step-by-Step Instructions Identifying Duplicate Event Types 1. Access Event Types: Navigate to "Schedly Services" and click on "Event Types." 2. Review List: Scan through the list of event types to spot potential duplicates based on similar names or descriptors. 3. Filter Options: Use the search or filter options to focus on specific criteria that could indicate duplicates (e.g., similar durations or seat numbers). 4. Check Details: Click on each suspected duplicate to compare details like duration, seats, and descriptions. Merging Event Data Successfully 1. Select Duplicates: Identify all versions of the duplicate event type you wish to merge. 2. Consolidate Details: Decide on the unified event type name, description, and any variable details (e.g., duration and seats). 3. Edit Primary Event Type: Click on the primary event type in "Event Types" that you want to keep, then update its details to include the best of the duplicate data. 4. Transfer Bookings & Data: Manually note or export booking data from secondary event types, and import these into the primary one if possible. 5. Remove Duplicates: Go back to "Event Types," select duplicate versions, and choose "Archive" or "Delete" to avoid future confusion. Merge Event Data Data Verification Post-Merging 1. Review Unified Event Type: Go back to the primary event type and ensure all relevant details have been accurately updated. 2. Check Bookings: Confirm that the bookings from duplicate event types are reflected under the merged type. 3. Test New Bookings: Book a test appointment to verify the event type operates correctly after merging. Key Details & Limits - Role Requirements: Only admins can create or modify event types. - Maximum Duration: Event durations range from 15 to 120 minutes. - Team Member Limits: Basic: 10 members, Pro: 50 members, Enterprise: Unlimited. - Plan Requirements: Essential for Pro Plan or higher for extended features. Frequently Asked Questions 1. How can I ensure no data is lost when merging event types? - Always note or export data from the duplicate event types before merging. 2. What happens to bookings after merging event types? - Ensure all bookings are transferred to the surviving event type manually if necessary. 3. Why can’t members merge event types as I can? - Only admins have the permission level necessary to modify or merge event types. 4. Can I undo a merge of event types? - Once an event type is deleted, it can’t be automatically reverted. 5. How do I prevent duplicate event types? - Use clear naming conventions and regularly review event types. Troubleshooting - Duplicate Event Types Not Listed? Ensure you have appropriate filter criteria applied in the "Event Types" section. - Bookings Missing After Merge: Double-check export/import actions for completeness. - Errors Saving Merged Event: Ensure all fields are correctly filled out, including duration and seats. Related Topics - Creating New Event Types in Schedly: Guide on setting up event types from scratch. - Understanding Event Bookings in Schedly: How to manage and optimize event bookings. - Insights Feature Overview: Leveraging insights for better event management.

Last updated on Jun 23, 2026

Advanced Analytics: Utilizing Schedly Insights Fully

Overview Schedly's advanced analytics tools, integrated within the Insights feature, are designed to provide comprehensive data on your bookings and events. Business administrators can use these tools to gain valuable insights, customize dashboards for tailored views, interpret key metrics, export data for in-depth analysis, and seamlessly integrate these insights into strategic business decisions. Prerequisites Ensure you are an Admin on a Pro Plan or higher to access and export insights. You should have an understanding of your business objectives to interpret analytics effectively. Step-by-Step Instructions Accessing Advanced Analytics 1. Log in to your Schedly account and ensure you're on the Admin dashboard. 2. Click on the "Insights" button in the main navigation menu. Customizing Dashboard Analytics 1. On the Insights page, click "Customize" at the top right to modify reports and widgets. 2. Select the metrics you want to include, such as total bookings, average event duration, or customer demographics. 3. Drag and drop widgets to arrange them according to your preferences. 4. Click the blue "Save" button to apply changes. Your dashboard now reflects the customized data. Interpreting Key Booking Metrics 1. Look at "Total Bookings" to evaluate overall engagement. 2. Use "Booking Trends Over Time" to identify seasonality and peak times. 3. Review "Canceled vs Confirmed Appointments" to measure reliability and adjust strategies. 4. Examine "Customer Retention Rates" to understand repeat client behavior. Exporting Data for Further Analysis 1. On the Insights page, click the "Export" button. 2. Choose your preferred format (CSV or PDF). 3. Select the data range you need for export. 4. Click "Download" to receive your data. Integrating Insights into Business Strategies 1. Use insights to identify key growth opportunities, such as high-demand services or underperforming event types. 2. Develop marketing strategies based on customer demographics data. 3. Adjust team schedules and resource allocation according to booking trends. Key Details & Limits - Insights Access: Available only on the Pro Plan and above. - Export Formats: Supports CSV and PDF formats. - Data Update Frequency: Real-time insights. - User Roles Required: Admin access is necessary to view and export insights. Frequently Asked Questions 1. Can members access the insights dashboard? - No, only Admins have access to this feature. 2. How often is the insights data updated? - The insights data is updated in real-time. 3. What export formats are available for insights? - You can export insights in CSV and PDF formats. 4. Can I customize which metrics are shown on my dashboard? - Yes, you can customize your dashboard by selecting specific metrics. 5. How do I interpret the customer retention rate metric? - This metric shows the percentage of clients who return for additional services, indicating client satisfaction and loyalty. Troubleshooting - Error downloading exported data: Ensure you have a stable internet connection and sufficient storage space for the download. - Metrics not updating: Refresh your browser or log out and back into Schedly to resolve data synchronization issues. Related Topics - Event Types Management: Learn how to configure and optimize your event types for better integration with insights. - Service Booking Optimization: Strategies for maximizing your service booking potential. - Team Collaboration Tools in Schedly: Explore how to enhance teamwork and efficiency through Schedly's collaborative features. - Marketing with Schedly Data: Discover how to leverage analytics data to boost your marketing efforts.

Last updated on Jun 23, 2026

Setting Up Team Collaboration and Task Assignments in Schedly

Overview Schedly's team collaboration features allow businesses to streamline task assignments and manage team schedules effectively. By leveraging functionalities such as task creation, team scheduling, and role management, organizations can ensure optimal teamwork and productivity. Prerequisites - Ensure you are subscribed to at least the Pro Plan to access team management features. - You must have Admin privileges to create teams, assign tasks, and manage permissions. Step-by-Step Instructions Creating and Assigning Tasks 1. Navigate to Schedly Services in the main navigation menu. 2. Click on Teams to view your team overview. 3. Select a team by clicking on its name. 4. To create a task, click the New Task button. 5. Enter the task details, including title and due date. 6. Assign the task by selecting a team member from the dropdown. 7. Click the blue Save button to finalize the task assignment. 8. To view tasks, click the Task List tab within the team page. Viewing and Managing Team Schedules 1. Go to Schedly Services and click Teams. 2. Select your team. 3. Click the Schedule tab to view the current team schedule. 4. Adjust the schedule by dragging and dropping events within the calendar view. 5. Save changes by clicking the Update Schedule button. Adding and Removing Team Members 1. Go to Settings then Organizations. 2. Select your organization name and click Members. 3. To add a member, click Add Member and fill out the required information. 4. To remove a member, find their name in the list and click Remove. Optimizing Team Workflows 1. Organize tasks by priority within the Task List. 2. Use color-coding to identify task categories quickly. 3. Regularly review team schedules and adjust as needed to prevent overlaps and maximize resource allocation. 4. Leverage the Insights feature to monitor team performance metrics and adapt strategies accordingly. Setting Team Roles and Permissions 1. Navigate to Settings > Organizations > Members. 2. Click the Role dropdown next to a member’s name. 3. Select the desired role (Admin, Member, Guest) based on required access levels. 4. Changes are saved automatically once a new role is selected. Key Details & Limits - Pro Plan allows up to 50 team members; Enterprise Plan offers unlimited. - Team schedules can be edited by Admins only. - Task deadlines are mandatory for new tasks. - Schedly updates all changes in real-time, ensuring instant reflection across user views. Frequently Asked Questions 1. How do I view all tasks assigned to a member? - Use the Task List filter option to sort tasks by member name. 2. Can I schedule tasks to repeat automatically? - Currently, Schedly does not support automated task repetition. Tasks must be re-entered manually. 3. How can team members view their specific schedules? - Members can log into Schedly and navigate to the Teams section to view their schedules. 4. What happens when a team member is removed? - All tasks assigned to the removed member will be unassigned but retained in the task list for reassignment. 5. How do I change my subscription plan from Pro to Enterprise? - Contact the sales team directly through your Schedly account to discuss customization and upgrade to an Enterprise Plan. Troubleshooting Unable to Add Team Member: Ensure you haven't reached the plan limit for team members. Upgrade to a higher plan if necessary. Task Not Saving: Verify all required fields, such as task name and due date, are filled out. Schedule Not Updating: Refresh the page to ensure changes have rendered; ensure you have admin privileges. Related Topics - Creating Event Types: Learn how to configure different types of bookable events within Schedly. - Understanding User Roles and Permissions: Deep dive into the different roles within Schedly, their capabilities, and restrictions. - Mastering Insights for Better Team Performance: Use Schedly’s Insights feature to assess and improve team operations.

Last updated on Jun 23, 2026

Managing Multiple Organizations in Schedly

Overview In Schedly, managing multiple organizations within a single account enables you to handle different teams, roles, and settings seamlessly. Whether you're an Admin overseeing various companies or a Member participating across diverse groups, understanding how to navigate between organizations significantly enhances your scheduling efficiency and flexibility. Prerequisites - Admin Role Required: To perform most of these tasks, you must have Admin access within each organization. - Pro Plan or Enterprise Plan: These functionalities are only available with the Pro Plan or higher. Step-by-Step Instructions Adding and Switching Between Organizations 1. Log into your Schedly account. 2. Navigate to Settings: Click on Settings on your main dashboard. 3. Select Organizations: Go to Settings > Organizations. 4. Add a New Organization: - Click the Add Organization button. - Enter the Organization Name in the pop-up dialog. - Click the Save button. 5. Switching Organizations: - Click on your current organization name in the top navigation bar. - Select the organization you wish to switch to from the dropdown menu. - The interface refreshes to reflect the selected organization’s data. Assigning Roles Within Each Organization 1. Go to Members: Navigate to Settings > Organizations > [Your Organization Name] > Members. 2. Assign Roles: - Click the Role dropdown next to a member's name. - Choose between Admin, Member, or Guest. Setting Up Unique Organization-Specific Settings 1. Navigate to Organization Settings: Accessed via Settings > Organizations > [Your Organization Name]. 2. Adjust Settings: - Modify specific settings like booking preferences, custom branding, and notification rules. - Save changes by clicking the Save Settings button. Managing Integrations for Different Organizations 1. Access Integrations: Go to Settings > Organizations > [Your Organization Name] > Integrations. 2. Set Up Integrations: - Click Add Integration. - Select the required integration type (e.g., SAML/OIDC for SSO). - Follow the setup steps according to your selected integration’s guidelines. 3. Manage Existing Integrations: - View, edit, or remove integrations directly from the integration settings page. Key Details & Limits - Pro Plan or Higher Required: Multiple organizations and associated features require at least a Pro Plan. - Unlimited Organizations: You can create and manage an unlimited number of organizations. - Role Limitations: Only Admins can manage roles and settings. Frequently Asked Questions 1. How do I know which organization I am in? - Check the organization name next to your account name in the top navigation bar. 2. Can I limit the visibility of event types to certain organizations? - Yes, ensure event types are configured within the specific organization settings under "Hidden" if needed. 3. What happens if I remove a member from an organization? - They lose access to all events, bookings, and insights specific to that organization. 4. Do integrations work across all organizations? - Integrations must be individually set up for each organization; they do not automatically apply globally. 5. Can I have different billing information for each organization? - Yes, set up unique billing preferences under the organization’s billing settings. Troubleshooting Organization Not Switching: Ensure you select a new organization correctly by waiting for the confirmation message after selection. Role Not Updating: Double-check permissions, and if the 'Change Role' option isn't available, confirm your Admin access. Integration Issues: Re-verify integration settings, ensure correct credentials are used, and reference integration documentation specific to Schedly. Related Topics - Configuring Event Types in Schedly: Learn to set up and customize event types effectively. - Understanding User Roles and Access in Schedly: Detailed guide on user permissions and access levels. - Integrating Schedly with Third-Party Tools: Step-by-step guide to connect external tools with Schedly for enhanced productivity.

Last updated on Jun 23, 2026

Implementing and Customizing Magic Links for Secure Team Logins

Overview Magic Links in Schedly provide a secure, passwordless login method, enhancing both security and ease of access for team members. Instead of traditional passwords, users receive an email containing a link that logs them into Schedly directly. This feature is particularly beneficial for teams aiming to streamline their login process while maintaining robust security measures. Prerequisites - You must be an Admin with access to manage your team's login settings. - The Magic Link feature must be enabled for your organization. This is available on all Schedly plans. Step-by-Step Instructions Setting Up Magic Links for Team Members 1. Navigate to the main Schedly login page and access your dashboard. 2. Go to Settings > Organizations and click on your organization's name. 3. Under the Members tab, ensure all team emails are verified. 4. Click on Authentication at the top of the page. 5. In the Login Methods section, enable Magic Link by checking the box. 6. Click the Save button to apply changes. Customizing Magic Link Emails 1. From the dashboard, go to Settings > Email Templates. 2. Select Magic Link Email from the list. 3. Customize the subject and body of the email using the available placeholders such as {username} and {organization_name}. 4. Click the blue Save button to update the template. Customize Email Template Managing Magic Link Expiration and Security Settings 1. Access the Authentication settings via Settings > Security. 2. Find Magic Link Expiry under the Security Options section. 3. Set the desired expiration duration (default is 10 minutes). 4. Adjust security settings to restrict IP range if necessary by specifying allowed IP addresses. 5. Press Save to confirm and apply your new settings. Key Details & Limits - Magic Links expire by default in 10 minutes but can be customized within the Authentication settings. - Customization of emails allows placeholders for personalization. - Supported on all pricing plans with no additional cost. - Ensure the team's email addresses are correct to avoid failed deliveries. Frequently Asked Questions 1. What happens if a user doesn't receive the Magic Link email? - Ensure their email address is entered correctly and check their spam/junk folder. Verify that their email provider isn't blocking Schedly emails. 2. Can I disable Magic Links once they're set up? - Yes, you can navigate to Settings > Authentication and uncheck the Magic Link option. 3. Is the customization of Magic Link emails mandatory? - No, but it's recommended for branding consistency and better user engagement. 4. What should I do if the Magic Link has expired? - Request a new Magic Link from the login page. 5. Can I track who uses Magic Links to log in? - Yes, you can view login activity under Settings > Security Logs. Troubleshooting - Not Receiving Magic Link Email: Double-check the email address and ensure that users check their junk or spam folders. Set up an email filter to allow emails from Schedly. - Magic Link Not Working: Ensure that the link is clicked within the expiration time. If the time has elapsed, a new Magic Link must be requested. Related Topics - Enhancing Security with Two-Factor Authentication: Learn how to add another layer of security using two-factor authentication. - Managing Teams in Schedly: A guide to adding and managing team members effectively. - Integrating SAML/OIDC for SSO: Step-by-step instructions for setting up Single Sign-On in Schedly.

Last updated on Jun 23, 2026

Advanced Workshop Configurations in Schedly

Overview Schedly's advanced workshop configuration allows organizers to create workshops with varied session types, manage participant limits, and integrate with external tools. By utilizing Schedly’s API and developer tools, organizers can enhance functionality and monitor attendance. These features are designed for users needing granular control over scheduling activities, aiming to provide a tailored workshop experience. Prerequisites - Access to Schedly’s Pro or Enterprise plan for full feature availability. - Basic knowledge of Schedly UI components, such as event types and seat limits. - Admin permissions if configuring organization-wide settings. Step-by-Step Instructions Configuring Multiple Session Types 1. Navigate to the Schedly Services section in your dashboard. 2. Select Event Types from the list. 3. Click the New button to start creating a new session. 4. Enter the session name and description. 5. Specify the duration between 15 and 120 minutes using the Duration field. 6. If applicable, set the number of seats available in the Seats field. 7. Indicate if confirmation is required by checking the Requires Confirmation box. 8. Click Save to finalize the session setup. Setting Participant Limits for Each Session 1. Under the Event Types menu, select an existing event or session to edit. 2. Click on the Seats field and enter the maximum participant number. 3. Ensure the changes by clicking the Save button. Integrating with External Tools 1. Go to Settings, then select Integrations. 2. Choose the appropriate integration option, such as SAML/OIDC for authentication. 3. Follow on-screen instructions to complete the integration setup. Monitoring and Managing Workshop Attendance 1. Click the Insights button in the main navigation menu. 2. Filter sessions by date, type, or other metrics to view attendance reports. 3. Use the insights to track real-time attendance data. Using Insights to Improve Future Workshops 1. Access Insights via the main navigation. 2. Analyze detailed reports on past workshop performance — including attendance and participant feedback. 3. Export insights by clicking Export, choosing CSV or PDF for offline analysis. Workshop Insights Key Details & Limits - Duration: Sessions must be between 15 to 120 minutes. - Seats: Define participant limits; essential for managing numbers efficiently. - Integrations: Requires Enterprise plan for custom API access. - Export Formats: Insights can be exported as CSV or PDF. Frequently Asked Questions 1. Can I change the session capacity after it's created? - Yes, navigate to the session settings and adjust the Seats field. 2. How do I ensure a session is hidden from public view? - Check the Hidden box during event creation to make it invisible. 3. What if I need to verify participant identities in workshops? - Use SAML/OIDC integration for secure, authenticated access. 4. Is it possible to have sessions without participant limits? - Yes, leave the Seats field blank for unlimited entries. 5. How frequently is attendance data updated? - Attendance data is updated in real-time on the Insights page. Troubleshooting - Workshop not saving correctly: Ensure all fields are filled out and click Save. - Participants not getting confirmation emails: Check your email settings and ensure Schedly is not blocked. Related Topics - How to Use Schedly API for Event Automation: Learn to automate event management tasks using Schedly's API. - Detailed Guide to Workshop Insights: Understand how to leverage Schedly's insights for better decision-making. - Integrating Schedly with External Authentication Systems: Setup guide for SAML and OIDC.

Last updated on Jun 23, 2026

Unlocking Business Potential with Schedly Insights

Overview Schedly Insights is a powerful tool designed to provide in-depth analytics and historical data on your scheduling activities. With Insights, business owners and managers can make informed decisions by understanding booking trends, comparing performance across different teams and event types, and identifying opportunities for strategic improvements. The Insights feature is integrated seamlessly into your Schedly dashboard, making it accessible and easy to use. Prerequisites To access Schedly Insights, ensure you have a Pro Plan or Enterprise Plan subscription. Admins have full access to view and export insights. Step-by-Step Instructions Accessing the Insights Dashboard 1. Log In to Schedly: Navigate to your Schedly login page. Enter your email and password or use options such as SAML/OIDC or magic link for secure access. Successful login redirects you to your Dashboard. 2. Navigate to Insights: Click on the Insights button located in the main navigation menu. This opens the Insights dashboard where you can start analyzing your data. Interpreting Key Metrics and Trends 1. View General Overview: Upon opening the Insights dashboard, you will find the overview section displaying metrics such as total bookings and cancellations. 2. Analyze Trends: Use the date selector to filter data by specific time frames and observe booking trends and patterns. 3. Key Metrics: Pay attention to important metrics including booking conversion rate, average attendance, and booking lead time. Comparing Performance Across Teams and Event Types 1. Filter by Teams: Within the Insights dashboard, use the Filter option to drill down by specific teams to assess their scheduling efficiency. 2. Compare Event Types: Utilize the event filtering feature to compare metrics between different event types to understand which events perform best. Utilizing Insights for Strategic Improvements 1. Identify Patterns: Use insights to identify booking patterns or times when demand is high, allowing you to allocate resources optimally. 2. Set Measurable Goals: Based on insights, set realistic goals for team performance and event improvement. 3. Plan Adjustments: Adjust event offerings and team schedules based on data trends to enhance overall service efficiency. Exporting Insights for Better Reporting 1. Export Data: On the Insights page, click the Export button and select your preferred format—either CSV or PDF. 2. Share Reports: Use exported data for reporting to stakeholders or more detailed analysis using external tools. Schedly Insights Dashboard Key Details & Limits - Available Plans: Insights feature is available on the Pro and Enterprise Plans. - Update Frequency: Insights data updates in real-time, ensuring timely data availability. - Supported Export Formats: CSV and PDF. - Role Access: Admins have full access to view and export insights. Frequently Asked Questions 1. What is the booking conversion rate? - It’s a metric showing the percentage of bookings made compared to inquiries received. 2. How can I improve low attendance rates? - Analyze time trends and event types with low attendance to adjust offerings or scheduling. 3. Can I see insights for past months? - Yes, use the date selector to view historical data across different periods. 4. How do I focus insights on a single event type? - Use the event type filter on the Insights dashboard to refine metrics to specific events. 5. What if the export button does not work? - Ensure you have the correct permissions or reload the page to reset the export function. Troubleshooting - Insights Page Not Loading: Ensure your internet connection is stable, and try refreshing the page or clearing your browser cache. - Incorrect Metrics Displayed: Double-check the filters applied in Insights to make sure they align with the data you expect to see. Related Topics - Creating Effective Event Types: Learn how to set up event types that maximize bookings. - Team Management in Schedly: Discover best practices for managing teams within the platform. - Optimizing Event Schedules: Tips for enhancing your event timing and schedules. - Using Schedly for Appointment Scheduling: Explore how to efficiently use Schedly for scheduling appointments.

Last updated on Jun 23, 2026

Optimizing Team Performance with Schedly Collaboration Tools

Overview Schedly's collaboration tools empower teams to efficiently manage tasks and enhance productivity. By effectively organizing teams for different projects, assigning roles, tracking schedules, using shared insights, and setting up workflows, teams can improve decision-making and performance. These features are essential for businesses looking to optimize team collaboration and achieve operational excellence. Prerequisites To fully utilize the team collaboration features, ensure your organization is on the Pro Plan or higher, granting access to team management and insights. Step-by-Step Instructions Organizing Teams for Projects 1. Navigate to "Schedly Services" in the main navigation menu. 2. Click on Teams to view existing teams or create a new one. 3. Click Add Team and enter the team name and details related to the project. 4. Click the blue Save button to create the team. 5. Add members to the new team by selecting it and clicking Add Member. 6. Assign specific roles using the Role dropdown within the team details. Assigning Roles and Tracking Team Schedules 1. Go to Settings > Organizations > [Your Organization Name] > Members. 2. Locate the member you want to assign a role to and click the Role dropdown. 3. Select the appropriate role for each team member, e.g., Admin or Member. 4. For tracking schedules, instruct team members to view from the Teams section under "Schedly Services." Using Shared Insights for Team Decisions 1. Click on Insights in the main navigation menu to access booking insights. 2. Use the available filter options to focus on relevant data for the project. 3. Share insights with the team to inform decisions by clicking Export and choosing CSV or PDF format. 4. Discuss insights in team meetings organized under specific event types. Setting Up Collaborative Workflows 1. Access "Schedly Services" and click on Event Types to manage workflow-related events. 2. Click New to create an event type for team meetings or project milestones. 3. Enter relevant event details, including duration and participant settings. 4. Select Requires confirmation to approve meeting requests if needed. 5. Save workflows by clicking the blue Save button. Analyzing Team Performance Metrics 1. Visit Insights to review team performance metrics. 2. Analyze metrics, such as booking frequency and attendance rates, which are updated in real-time. 3. Identify trends and team productivity patterns to address any potential issues. 4. Regularly export insights to document progress and areas for improvement. Key Details & Limits - Pro Plan and Higher Required: Team management features require the Pro Plan ($25/month) or Enterprise Plan with custom pricing. - Team Member Limits: The Pro Plan supports up to 50 team members, while the Enterprise Plan allows unlimited members. - Real-Time Insights: Data updates in real-time, ensuring the latest performance metrics are available. - Export Formats: Insights can be exported in both CSV and PDF formats. Frequently Asked Questions 1. How do I change a team member's role? - Go to "Members," click the "Role" dropdown next to the member's name, and select a new role. 2. How do I ensure a meeting requires confirmation? - Check the "Requires confirmation" box when creating or editing an event type. 3. Are insights available to all team members? - Insights are accessible to Admins by default. Members can view shared insights as exported by Admins. 4. Can I have multiple teams within a project? - Yes, there is no limit to the number of teams you can create within a project. 5. Where can I find exported insights? - After export, insights are available for download in your browser's download folder. Troubleshooting - Role Assignment Not Reflecting: Ensure that you have the necessary Admin permissions before attempting to change roles. - Insights Not Loading: Verify your internet connection and refresh the page. If the problem persists, clear your browser cache. Related Topics - Scheduling Efficient Team Meetings with Schedly: Learn how to use Schedly's scheduling features to plan effective meetings. - Understanding Schedly Insights: A deeper dive into how to leverage insights for strategic decision-making. - Maximizing Event Types for Business Wins: Discover how to utilize event types for enhanced business operations.

Last updated on Jun 23, 2026

Exploring Advanced API Features in Schedly

Overview Schedly's API & Developer Tools empower developers to integrate and automate scheduling tasks with custom applications, enhancing functionality and productivity. By utilizing these advanced features, users can create bespoke solutions that fit specific business needs, from event management to secure user authentication. Prerequisites - Basic knowledge of API usage and concepts. - Ensure your Schedly user role allows API access if using organization-level features. - Consult Schedly's pricing page for plan-specific API access and features. Step-by-Step Instructions Accessing and Authenticating Schedly API 1. Log in to Schedly: Navigate to Schedly's login page and use your chosen method, such as SAML/OIDC or magic link, for secure access. 2. Visit Developer Tools: Click on the Schedly Services menu in the main navigation and select API & Developer Tools. 3. Generate API Keys: Under the API section, click Create API Key. Provide a name for easy identification. 4. Authenticate API Requests: Use the generated API key in the 'Authorization' header for secure API interactions. Integrating Schedly API into Applications 1. Explore API Endpoints: Review available endpoints in the API documentation, covering event creation, management, and user authentication. 2. Create Custom Workflows: Use endpoints to automate tasks like event scheduling, participant management, and syncing calendar data. 3. Sample Code Implementation: javascript fetch('https://api.schedly.com/events', { method: 'POST', headers: { 'Authorization': 'Bearer YOUR_API_KEY', 'Content-Type': 'application/json' }, body: JSON.stringify({ name: 'Meeting', duration: 60 }) }) .then(response => response.json()) .then(data => console.log(data)); Managing API Requests and Responses 1. Make API Requests: Structure your requests based on endpoint functionality, ensuring you include all required parameters and data formats. 2. Handle Responses: Capture API responses for status codes and messages, implementing error handling for robust applications. 3. Rate Limits: Keep mindful of rate limits as defined in the API documentation to prevent request throttling. Key Details & Limits - Authentication Methods: Email/password, SAML/OIDC, magic link. - Event Duration Limits: Set between 15 to 120 minutes. - API Key Usage: Each API key associated with your account for security. - Request Rate Limits: Refer to Schedly's API documentation for current limits. Frequently Asked Questions 1. What is needed to start using the Schedly API? - Ensure you've generated an API key from the API & Developer Tools section. 2. Can I automate SAML/OIDC integrations with the API? - Yes, the API supports managing integrations including SAML/OIDC. 3. How are errors returned by the API? - Errors are returned as JSON objects with 'error' and 'message' fields. 4. What kind of applications can integrate Schedly's API? - Any app requiring scheduling, event management or authentication workflows can integrate Schedly's API. 5. Are there limits to the number of API keys I can generate? - Please review your plan's limitations on API key generation on the pricing page. Troubleshooting - Invalid API Key Error: Double-check your API key in the request header. - Rate Limit Exceeded: Pause requests and refer to the rate limit section in Schedly documentation. - Authentication Failure: Ensure correct method and credentials; regenerate the API key if needed. Related Topics - Getting Started with Schedly API: Guide on initial steps for new users. - Understanding SAML/OIDC Integrations: In-depth look at authentication methods supported. - Managing Event Types in Schedly: Learn how to create and customize event types. - Securing Your Schedly API Keys: Best practices for API key management and security.

Last updated on Jun 23, 2026

Optimize Event Type Visibility for Optimal Exposure

Overview Schedly's event management platform provides flexible options to control event visibility settings, enabling businesses to fine-tune how event types are displayed to potential clients. By leveraging these settings, users can maximize event exposure, tailor audience engagement, and effectively coordinate marketing strategies. This feature is vital for ensuring that events reach the desired audience while maintaining control over what is publicly accessible. Prerequisites - Pro Plan or higher is recommended for access to comprehensive insights and team management features. - Admin role permissions are required to adjust visibility settings. Step-by-Step Instructions Configure Public vs Hidden Event Types 1. Access Event Types: - Navigate to "Schedly Services" and click on Event Types. 2. Create or Edit an Event Type: - Click New to create a new event, or select an existing event and click Edit. 3. Set Visibility: - In the event creation or editing page, locate the visibility settings. - Choose between "Public" for events available to everyone, or "Hidden" to restrict visibility. 4. Save Changes: - Click the blue Save button to apply your visibility preferences. Adjust Visibility Attributes for Optimal Engagement 1. Determine Target Audience: - Use insights from the Insights feature to identify the audience most engaged with your events. 2. Adjust Event Attributes: - Change the event description, images, and availability times to appeal to your target audience. 3. Utilize Promotional Offers: - Add offers in the event details to incentivize attendance. 4. Review Visibility: - Check visibility settings by ensuring the correct option is selected in the settings dialogue. Utilize Visibility Settings to Coordinate Marketing Efforts 1. Integrate with Marketing Campaigns: - Coordinate event visibility with ongoing marketing initiatives by timing the shift from "Hidden" to "Public". 2. Leverage Team Collaboration: - Use the Teams feature under "Schedly Services" to collaborate on promotional efforts. 3. Monitor Event Impact: - Regularly view insights to assess the impact of visibility changes on event engagement. Key Details & Limits - The maximum duration for an event is 120 minutes. - Basic Plan allows up to 10 team members, while the Pro Plan supports up to 50. - Export insights data in CSV and PDF formats via the Insights page. - Events marked as "Hidden" can still be manually shared via direct links. Frequently Asked Questions 1. How can I switch an event type to public view? - Navigate to "Schedly Services" > "Event Types," select the event, choose "Public" in visibility settings, and save. 2. Can I see the effectiveness of visibility changes? - Yes, the Insights page offers real-time data to evaluate how visibility adjustments impact engagement. 3. What happens if I use the wrong visibility setting? - Immediately revisit the "Event Types" page under "Schedly Services," adjust the setting, and click Save. 4. Can "Hidden" events still be marketed? - Yes, you can market "Hidden" events by sharing the direct URL with select audiences. 5. Do visibility settings affect existing bookings? - No, changes in visibility do not affect existing reservations; they only influence future bookings. Troubleshooting - Event does not appear publicly despite setting as 'Public': Ensure event is not accidentally set to "Requires confirmation" which may limit its visibility. - Changes to visibility not saving: Confirm you are clicking the blue Save button after making adjustments. - Event not getting enough engagement: Use Insights to identify if time slots or descriptions are optimal based on past data. Related Topics - Using Insights for Better Engagement: Learn how to leverage Schedly's Insights for improving event exposure. - Managing Teams for Effective Marketing: Tips on using the Teams feature to coordinate among members. - Advanced Event Scheduling Techniques: Explore advanced strategies for setting up successful events.

Last updated on Jun 23, 2026

Advanced Insights for Booking Optimization

Overview Schedly's Insights feature is a powerful tool for businesses aiming to enhance their scheduling and event management efficiency. By analyzing comprehensive booking insights, organizations can identify key trends, optimize service offerings, and improve overall conversion rates. This guide will walk you through accessing the Insights dashboard, understanding critical metrics, and using this data to drive strategic booking adjustments. Prerequisites - Ensure you have an Admin role to view and export insights. - Your Schedly account must be on the Pro or Enterprise Plan to access the Insights feature. Step-by-Step Instructions Accessing and Navigating the Insights Dashboard 1. Log in to Schedly: Go to the Schedly login page and enter your credentials. 2. Access Insights: In the main navigation menu, click on Insights. This opens the dashboard where you can view various analytics related to your bookings. Understanding Key Metrics for Optimization 3. Metrics Overview: The Insights dashboard displays actionable metrics like booking conversion rates, no-show statistics, and peak booking times. - Booking Conversion Rate: Measure the percentage of booked slots versus potential slots available. - No-Show Rate: Identify bookings where participants did not attend. - Peak Booking Times: Analyze hourly data to determine when demand is highest. Implementing Changes Based on Analytics 4. Analyze Data: Use the provided filters to narrow down insights based on specific events or time frames. 5. Export Data: Click on Export to download your insights in CSV or PDF formats for further analysis. 6. Strategic Adjustments: Adjust event types, timings, or promotional efforts based on insights to improve booking conversions. Comparing Performance Over Time 7. Use Time Filters: Leverage time filters on the Insights page to compare data across different periods. - For instance, compare monthly or quarterly performance to identify trends. 8. View Historical Data: Use historical data to set realistic benchmarks and measure growth. Insights Dashboard Key Details & Limits - Real-time Updates: Insights data is updated in real-time, allowing for immediate decision-making. - Plan Requirements: The Insights feature is available on Pro and Enterprise Plans. - Export Formats: Insights can be exported in CSV and PDF formats. - User Role: Only Admin users can access and export insights. Frequently Asked Questions 1. How can I filter insights based on specific events? - Use the filter options on the Insights page to select specific event types for detailed analysis. 2. What should I do if the data on the Insights page is not updating? - Ensure a stable internet connection and refresh the page, as data is updated in real-time. 3. Can I compare booking performance between two different teams? - Yes, use team-specific filters to analyze performance metrics for each team separately. 4. Is it possible to track no-show rates over time? - Absolutely, apply time filters to view how no-show rates fluctuate over different periods. 5. What export options are available for insights data? - Export insights in CSV or PDF formats by clicking the Export button. Troubleshooting - Missing Data on Insights Dashboard: Ensure you have the Admin role and are on a Pro or Enterprise Plan; otherwise, some features might be inaccessible. - Inaccurate Data Displays: Verify that all data filters are correctly set to prevent skewed analytics. Related Topics - Creating Event Types: Learn how to configure event types for better scheduling control. - Service Booking Enhancements: Tips on optimizing your service booking process for increased efficiency. - Team Management in Schedly: Guide on organizing and collaborating with teams for operational success. - Utilizing Schedly Integrations: Explore how integrations can streamline your scheduling workflow.

Last updated on Jun 23, 2026

Configuring Event Durations and Buffer Times in Schedly

Overview In Schedly, managing your event durations and buffer times effectively ensures smooth scheduling for both individual and team workflows. Utilize the Event Types feature under "Schedly Services" to configure events with precise lengths and inter-event buffers, aligning your scheduling with availability settings. This capability is essential for businesses looking to optimize their use of time and maintain a seamless flow in appointments and meetings. Prerequisites - Requires Admin access to create and modify event types. - Access to the "Schedly Services" section. - Applicable to all plan tiers, though team management features are more robust in Pro and Enterprise plans. Step-by-Step Instructions Setting Standard and Custom Durations 1. Navigate to Schedly Services in your dashboard. 2. Select Event Types. 3. Click New to configure a new event or choose an existing event type to edit. 4. Enter the event name and description. 5. In the Duration field, specify your desired event length. Note: Duration must be between 15 and 120 minutes. 6. Click the Save button to store your settings. Utilizing Buffer Times Between Events 1. After setting the event duration, consider the transition time needed before the next event. 2. Add a buffer time by including it in your scheduling process (recommended buffer time: 15 minutes to avoid conflicts). 3. Adjust directly within the Event Types by setting additional time limits or availability slots. 4. Click Save to update configuration. Synchronizing with Availability Settings 1. Ensure your available hours are configured correctly under team schedules. 2. Align event types and buffer times with these settings to avoid overlaps. 3. Check the Insights under main navigation to see how event durations and buffer times affect bookings. Key Details & Limits - Event durations range from 15 to 120 minutes. - Buffer times are customizable but not set by default; they require manual addition to create effective gaps. - The Basic Plan allows up to 10 team members, while the Pro Plan supports 50. - Custom integrations and unlimited team members are available with the Enterprise Plan. Frequently Asked Questions 1. How can I make a duration change after saving an event type? Simply return to the "Event Types" section and edit the duration field as necessary. 2. Are buffer times mandatory to set? Buffer times are not mandatory but are recommended to prevent scheduling conflicts. 3. What if I need an event longer than 120 minutes? Break the event into multiple connected events to exceed 120 minutes. 4. Can I apply buffer times to specific team members only? Buffer times are applied to the event itself and affect all bookings for that type. 5. Does adding buffer time affect my Insights data? Yes, buffer times can influence how your booking flow appears in Insights. Troubleshooting - Unable to Save Event Type: Ensure all required fields, including duration, are correctly filled out and hit the Save button. - Overlapping Events Appearing: Check your availability settings and confirm buffer times are applied. Related Topics - "Setting Up Team Schedules": Guide to configure team availability for optimal scheduling. - "Leveraging Insights for Better Scheduling": Using insights to improve your booking strategy. - "Managing Team Members in Schedly": Overview of adding, removing, and managing team members.

Last updated on Jun 23, 2026

How to Manage Past Event Rescheduling in Schedly

Overview Schedly allows organizations to manage their event schedules seamlessly, including rescheduling past events. This feature is essential for businesses needing flexibility in event management, catering to unexpected changes and customer requests. Users with appropriate permissions can configure rescheduling options, ensuring efficient handling of past events. Prerequisites - Ensure you have Admin access to manage event settings. - You must be using at least the Pro Plan to access the full features discussed in this guide. Step-by-Step Instructions Enable Rescheduling Option 1. Go to "Schedly Services" and click on "Event Types." 2. Select the specific event type you wish to enable rescheduling for by clicking on it. 3. Find the "Rescheduling Options" section. 4. Check the box labeled Enable Rescheduling for Past Events. Enable Rescheduling 5. Click the blue Save button in the lower right corner to apply the changes. Limit Reschedule Window for Past Events 1. Navigate to "Event Details" under your selected event type from "Event Types." 2. In the Rescheduling Window field, enter a specific time frame (e.g., 7 days) within which rescheduling is allowed post-event. 3. Confirm your entry by clicking the blue Save button. Notify Users of Reschedule Options 1. Access the "Event Communication" settings from the "Event Types" menu. 2. Scroll down to the User Notifications area. 3. Toggle the switch for Notify Users of Reschedule Options. 4. Customize the notification message if necessary. 5. Press the Save button to update notification settings. Track Rescheduled Events in Calendar 1. Go to your calendar view from the main navigation menu. 2. Locate rescheduled events which are tagged with a "Rescheduled" indicator. 3. Use the filter option in the calendar to view only rescheduled events. Track Rescheduled Events Save Configuration Changes 1. After making all necessary changes, review your settings. 2. Click Review and Save at the bottom of any configuration page to ensure settings are implemented. Save Changes Key Details & Limits - Rescheduling can only be enabled by users with Admin access. - The reschedule window is customizable but defaults to 7 days if left unchanged. - Notifications are sent via email to all registered users of the original event. - The Basic Plan does not support tracking rescheduled events in the calendar. Frequently Asked Questions 1. How do I access my event types to enable rescheduling? - Navigate to "Schedly Services," select "Event Types," and click on the event you wish to modify. 2. What is the default reschedule window for past events? - The default reschedule window is 7 days unless customized during setup. 3. Can I notify attendees of all event changes automatically? - Yes, enable notifications in the "Event Communication" settings and customize your message. 4. Is there an indicator for rescheduled events in the calendar? - Yes, rescheduled events are marked with a "Rescheduled" tag for easy identification. 5. Can I revert rescheduling settings if necessary? - Yes, return to the event type settings, adjust your selections, and save changes. Troubleshooting - Changes not saving: Ensure you have Admin access and all required fields are completed; click Review and Save after adjustments. - Notifications not sending: Verify the email addresses in your user list are correct and notifications toggle is activated. Related Topics - Configuring Event Types in Schedly: Learn how to set up various types of events. - Using Schedly's Insights to Monitor Event Success: Explore how analytics can help track your event performance. - Understanding User Roles in Schedly: A guide to managing permissions and roles in your organization.

Last updated on Jul 07, 2026

Enabling Real-Time Booking Calendar Sync

Overview Real-time booking calendar sync in Schedly allows organizations to automatically update and manage team schedules, ensuring that all events booked through the platform are immediately reflected in each team member's calendar. This feature is essential for businesses that rely on seamless team collaboration and efficient time management, reducing the risk of overbooking and miscommunication. Prerequisites - You must have admin access within your Schedly account to enable and configure calendar sync. - Ensure your Schedly plan supports team management; the Pro Plan or higher is required. Step-by-Step Instructions Linking Schedly Calendar with Team Calendars 1. Navigate to Teams: Log in to Schedly and click on Schedly Services in the main menu, then select Teams. 2. Select a Team: Choose the team you wish to sync from the list. 3. Open Integrations: Within the team dashboard, click on the Integrations tab. 4. Link Calendar: Find the option to link calendars and follow the prompt to authorize access to your team's calendar platform, such as Google Calendar or Outlook. Enabling Real-Time Sync 1. Go to Integrations Menu: In the main navigation, select Settings and then click on Integrations. 2. Activate Real-Time Sync: Within the integrations menu, toggle on the Real-Time Sync option for the linked calendar. Configuring Update Settings 1. Manual or Automatic Sync: In the Integrations section, you will have the option to choose between Manual Sync and Automatic Sync. Select Automatic Sync for real-time updates, or Manual Sync if you prefer to control when updates occur. Resolving Sync Conflicts 1. Access Conflict Resolution: Go to Settings > Integrations, and within the sync configuration, select Conflict Resolution Settings. 2. Choose Conflict Management: Decide how conflicts should be handled (e.g., prioritize Schedly bookings or external calendar requests) and adjust the settings accordingly. Testing Sync with a Trial Booking 1. Create a Test Event: Navigate to Schedly Services, click on Event Types, and create a new test event. 2. Book the Event: Use the Book Now button to schedule the test event on your calendar. 3. Verify the Sync: Check your external calendar to ensure the event appears correctly. Adjust settings if necessary. Sync Calendar Image Key Details & Limits - Requires Pro Plan: Real-time sync is available on Pro Plan and Enterprise Plan. - Platforms Supported: Google Calendar, Outlook - Sync Frequency: Real-time for automatic; manual can be initiated anytime. Frequently Asked Questions 1. What if my team member's calendar doesn’t sync in real-time? - Check the integration connection under Settings > Integrations and ensure real-time sync is enabled. 2. Can I manually sync my calendar? - Yes, manual sync options are available. Simply navigate to Settings > Integrations and initiate a manual sync. 3. How do I know if there is a sync conflict? - Schedly displays notifications of conflicts within the Integrations panel under Conflict Resolution Settings. 4. Do I need to renew the calendar authorization? - Calendar authorizations typically require renewal as per the linked service's policy or if the connection is changed. 5. What happens if the sync fails? - Ensure there is no disruption in authorization and re-link the calendar if necessary. Troubleshooting Calendar not appearing in sync: Re-authorize the calendar access by revisiting the Integrations settings and ensuring permissions are granted correctly. Bookings are not updating in real-time: Confirm that the Real-Time Sync option is active in the Integrations menu. Related Topics - How to Configure Event Types in Schedly: Learn how to set up different types of events for efficient booking. - Insights Data and How to Use It: Discover how to utilize insights and analytics to improve event management. - Managing Team Members in Schedly: A guide to efficiently adding, removing, and assigning roles to team members.

Last updated on Jul 07, 2026

Optimizing Booking Floats with Conditional Routing in Schedly

Overview Conditional Routing in Schedly allows you to optimize your booking paths by setting specific conditions that dynamically alter the booking flow based on user input or predefined criteria. This feature is crucial for businesses that want to tailor their schedule management to specific customer needs and streamline operations by automating decision paths. Prerequisites - You must be an Admin to set up conditional routing as it involves access to event types and insights. - Ensure your Schedly plan includes access to the "Insights" feature for analyzing route efficiency. Step-by-Step Instructions Step 1: Define Conditions for Booking Scenarios 1. Navigate to "Schedly Services" and click on "Event Types." 2. Select the event type you wish to apply conditional routing to. 3. Click “Edit” and locate the "Conditional Routing" section. 4. Define your conditions by selecting triggers (e.g., booking type, user role) and set parameters using the dropdowns. 5. Click the blue Save button to apply your conditions. Step 2: Set Up Routing Paths for Each Condition 1. Return to the "Event Types" page and click on the event with defined conditions. 2. In the "Routing Paths" tab, create paths by defining outcomes based on each condition. 3. Specify details such as "redirect to specific service page" or "send confirmation to team." 4. Use the "Add Path" button for setting multiple routes. 5. Confirm changes with the Save button. Step 3: Test Conditional Routes in a Controlled Setup 1. Set up a dummy event with minimal risk (e.g., internal test booking). 2. Book services through the newly configured event path under "Service Booking." 3. Observe the flow to ensure conditions lead to expected routing paths. Step 4: Analyze Route Efficiency Using Analytics 1. Access "Insights" via the main navigation menu. 2. Check metrics on booking conversion rates under "Filter by Event." 3. Compare data against different conditions and their routes. Step 5: Make Adjustments Based on Test Outcomes 1. Based on insights data, return to the "Event Types" setup. 2. Modify conditions or paths as necessary to optimize performance. 3. Re-test if major changes are implemented and reassess via "Insights." Example of Setting Conditions Insights Dashboard Key Details & Limits - Conditional Routing is accessible only to Admins. - Requires Schedly Pro Plan or above for "Insights" access. - Changes take effect immediately post-save. - Analytics data updates in real-time as new bookings occur. - Unlimited routing paths can be configured per event type. Frequently Asked Questions 1. Can I set conditions based on user location? - No, routing is currently based on booking type and user role rather than geographical location. 2. How often can I modify the routing paths? - Routing paths can be modified anytime, with no restriction on the number of changes. 3. Can Guests book through conditional routing paths? - Guests have limited access and can only book as per default conditions assigned by an Admin. 4. Is there a limit to the number of conditions I can set? - No, you can set as many conditions as necessary to meet your business needs. 5. Do I need additional permissions to view Insights? - Insights are available to Admins only, as they contain comprehensive analytics data. Troubleshooting Conditional routing is not triggering expected paths: - Double-check if conditions are correctly configured. - Confirm that the booking type and user role align with routing setup. Analytics not displaying updated information: - Ensure real-time data filters are correctly applied. - Verify whether data caching issues exist by refreshing your Insights page. Related Topics - Creating New Event Types: Instructions on setting up event types from scratch. - Using Insights for Business Decisions: How to leverage insights data to support strategic decisions. - Managing Teams in Schedly: A guide on organizing and assigning roles to team members. - Advanced Booking Configurations: Dive into more complex scheduling features available on Schedly.

Last updated on Jul 07, 2026

Customizing Event Type Confirmation Messages in Schedly

Overview Schedly empowers organizations to streamline their scheduling processes with customizable event type confirmation messages. These messages are a critical touchpoint with your attendees, allowing personalization to improve engagement and satisfaction. Administrators can utilize dynamic placeholders, add specific event details, and localize messages for a global audience using Schedly's robust tools. Prerequisites - Admin Role Required: Only users with the Admin role can create or modify confirmation messages. - Pro or Enterprise Plan: Access to all customization features requires a Pro Plan ($25/month) or an Enterprise Plan. Step-by-Step Instructions Editing Template Messages 1. Navigate to Schedly Services and select Event Types. 2. Choose the event type you want to customize and click Edit. 3. Under the Confirmation Message section, click the Edit Template button. 4. Use the text editor to modify the message template. Make sure to clearly convey event details and add a welcoming note. 5. Click the blue Save button to keep your changes. Adding Dynamic Placeholders 1. While in the Edit Template mode, locate the Insert Placeholder dropdown. 2. Select placeholders like {Attendee Name} or {Event Date} to personalize messages. 3. Review how placeholders dynamically pull attendee data in the preview section. 4. Save your template once placeholders are added to your satisfaction. Including Additional Event Details 1. In the same Edit Template section, ensure that crucial event information like location, time, and speaker details are added manually. 2. Utilize the Bold Text formatting option for important details to make them stand out. 3. Click Save to confirm message adjustments that include these details. Localizing Messages for Different Regions 1. Go to Settings > Regional Settings in your Schedly account. 2. Set up different language options and regional formats as needed. 3. Return to the Edit Template mode and choose the preferred language template from the Language dropdown. 4. Modify the language-specific template to incorporate regional nuances and context. 5. Save each localized version of your message. Testing and Previewing Templates 1. Click on the Preview button available in the template editing screen to view how the message appears. 2. Ensure placeholders display correctly by reviewing sample data provided in the preview. 3. Use the Send Test Email feature to see how the confirmation message might appear in inboxes. 4. Make further adjustments if necessary and finalize by clicking Save. Key Details & Limits - Requires Admin Access: Only Admin users can modify confirmation messages. - Pro/Enterprise Plan Required: Full feature set for customization is not available on the Basic Plan. - Includes Dynamic Placeholders: Placeholders automatically fill attendee data, such as names and event specifics. - Supports Multiple Languages: Multilingual customization requires prior language setup in Regional Settings. Frequently Asked Questions 1. Can I customize messages on the Basic Plan? - No, you need at least a Pro Plan for full customization capabilities. 2. What happens if placeholders don't work? - Verify placeholders are input correctly from the dropdown in the template editor. 3. How do I access the test email feature? - Use the Send Test Email option available in the template editor to simulate delivery. 4. Can different event types have unique messages? - Yes, each event type can have its own customized confirmation message. 5. How often can I edit confirmation messages? - There are no limits on how frequently you can edit your messages. Troubleshooting - Placeholders appear as code in emails: Ensure all placeholders are correctly inserted via the Insert Placeholder dropdown. - Test email not sending: Confirm your email settings are correctly configured under Account Settings. Related Topics - Creating Custom Event Types: Learn how to configure and manage new event types in Schedly. - Integrating Regional Settings: Step-by-step guide on customizing language and region formats. - Enhancing Attendee Experience: Tips and tricks for improving engagement through Schedly. - Managing Event Insights: How to use Insights to optimize your event management strategy.

Last updated on Jul 07, 2026

How to Leverage Schedly's Advanced Insights for Data-Driven Scheduling Decisions

Overview Schedly's Advanced Insights feature provides comprehensive analytics on your booking and event management activities, empowering businesses to make insightful, data-driven scheduling decisions. By leveraging detailed booking data, identifying trends, and exporting insights, Schedly enables users to optimize their scheduling processes effectively. Administrators can fully utilize this feature to drive productivity and improve team collaboration. Prerequisites - Ensure you have admin access to view and export insights. - Access to the "Pro Plan" or higher, as the Insights feature is part of this package. Step-by-Step Instructions Accessing Advanced Insights 1. Log in to your Schedly account with admin credentials. 2. From the main navigation menu, click on the Insights button. Access Insights Interpreting Booking Data 3. Once on the Insights page, you’ll see various charts and tables displaying different types of data. 4. Hover over any graph to view detailed data points and additional information. 5. Use the dropdown menus to filter booking data by event types, dates, or team members. Identifying Trends and Patterns 6. Examine the "Bookings Over Time" graph to spot any peaks or troughs in scheduling activity. 7. Analyze the "Popular Times" area to identify when your services or events are most in demand. 8. Utilize the "No-Show Rates" section to address potential attendee issues proactively. Exporting Insights for Reporting 9. Click the Export button located on the upper right of the Insights dashboard. 10. Choose your preferred export format: CSV or PDF. 11. Save the exported file to your local device for reporting or further analysis. Export Insights Customizing Insights Dashboards 12. Use the Customize Dashboard button at the top to select which metrics appear on your main Insights view. 13. Drag and drop widgets to rearrange the layout according to your preferences. 14. Click Save Layout to preserve your customized view. Customize Dashboard Key Details & Limits - The Insights feature is available on the Pro Plan and above. - Export insights in CSV and PDF formats only. - Data is updated in real-time for accurate analysis. - Admins have full access to customization and export features. Frequently Asked Questions 1. How often is the booking data updated in Insights? - The Insights data updates in real-time, allowing for immediate access to the latest booking information. 2. Can I filter insights by individual team members? - Yes, use the filter options to view insights specific to team members from the dropdown menu. 3. What formats can I export insights data in? - Insights data can be exported as CSV or PDF files. 4. Can insights be customized for different users? - Only users with admin permissions can customize insights. Others can see data but not rearrange widgets unless given access. 5. Is there a limit on how much data can be exported at once? - There is no limit on data export as long as the format is CSV or PDF, ensuring comprehensive insights reporting. Troubleshooting - No data appearing on Insights page: Ensure that your account level is Pro Plan or higher and double-check filter settings. - Error when exporting insights: Verify internet connectivity and try exporting after refreshing the page. Related Topics - Using Event Types Effectively: Explore how to create and manage event types to optimize booking processes. - Managing Organization Members: Learn how to add and modify organization members to enhance team collaboration. - Schedly API & Developer Tools: Insight into integrating Schedly features with your own applications for enhanced functionality.

Last updated on Jul 07, 2026

How to Utilize Schedly’s Insight Dashboard for Optimal Booking Performance

Overview Schedly’s Insight Dashboard provides a powerful analytics suite designed to enhance booking performance through detailed data visualizations and metrics. Tailored for administrators and advanced users, this tool helps monitor event types, attendee numbers, and scheduling trends in real-time, allowing for informed decision-making and strategic planning. Prerequisites - Access to a Schedly Pro or Enterprise plan, which includes the Insights feature. - Admin role permission is needed to view and export insights. Step-by-Step Instructions Navigating the Insights Dashboard 1. Log in to your Schedly account using your preferred method (email/password, SAML/OIDC, or magic link). 2. In the main navigation menu, click on the Insights button. 3. You will be redirected to the Insights Dashboard where an overview of your booking data is displayed. 4. Use the side menu to navigate through different sections such as daily booking numbers, event type popularity, and attendee analysis. Understanding Key Metrics and Data Points 1. On your Insights Dashboard, locate the Event Popularity section to view which event types are most frequently booked. 2. The Attendee Demographics section provides insights into the types of participants attending your events. 3. Visit the Total Bookings area to see a real-time count of all bookings across selected time periods. Setting Up Custom Reports to Track Performance 1. In the Insights Dashboard, click the Custom Reports option in the top-right corner. 2. Select the metrics you wish to include, such as booking rate or participant retention. 3. Use the Filter button to specify the date range and event types relevant to your report. 4. Click the blue Generate Report button to create and visualize your data. 5. To export your report, click the Export button and choose between CSV or PDF format. Export Option Strategies to Optimize Scheduling Based on Insights 1. Identify underperforming events in the Event Popularity section and consider adjusting their time slots or marketing efforts. 2. Use attendee insights to tailor event content more closely to the audience's preferences. 3. Regularly check the Conversion Rates from the dashboard to determine the effectiveness of current strategies and make adjustments as necessary. Key Details & Limits - Real-time updates ensure that insights reflect the most current data available. - Reports can be customized for various metrics with a maximum duration of the last 12 months of data. - Insight Dashboard is available only to Pro and Enterprise plan users. - Export formats are limited to PDF and CSV. Frequently Asked Questions 1. How often is the insights data updated? - The data is updated in real-time. 2. Can I filter insights by specific event types? - Yes, use the provided filter options on the Insights page to specify event types. 3. What formats can I export the insights data to? - Data can be exported as CSV or PDF. 4. How do I view insights for a specific time frame? - Use the date range selector in the Insights Dashboard to customize the timeframe for your data. 5. Do I need admin privileges to access the Insights Dashboard? - Yes, only users with admin privileges can view and export insights. Troubleshooting - Can't see the Insights button? Ensure that you are on a Pro or Enterprise plan and have the necessary admin permissions. - Export not working? Check your browser settings to ensure pop-ups are enabled and there is enough storage space on your device. Related Topics - How to Set Up Event Types in Schedly: A guide to efficiently configuring various event types to boost engagement. - Maximizing Team Collaboration on Schedly: Streamline team scheduling and improve internal coordination using Schedly. - Understanding Schedly’s Service Booking Features: Detailed steps to managing and maximizing service bookings effectively.

Last updated on Jul 07, 2026

Understanding & Managing Booking Confirmation Settings

Overview Schedly’s booking confirmation features allow businesses to tailor the confirmation processes to their specific event needs. This functionality is essential for event organizers who want to streamline client communication, ensuring that every booking is acknowledged and confirmed appropriately. With Schedly, you can set up confirmation requirements for events, automate confirmation emails, and manage guest confirmations and notifications to enhance your organizational efficiency. Prerequisites - Must have access to the Admin role to configure settings and manage organization members. - Access to Schedly’s Pro or Enterprise plan for full features. Step-by-Step Instructions Setting Up Confirmation Requirements for Events 1. Navigate to Schedly Services and click on Event Types. 2. Click New to create an event or select an existing event to configure. 3. In the event setup window, find the confirmation section and check the box labeled Requires confirmation. 4. Specify any additional details pertaining to the confirmation requirements as needed. 5. Hit the Save button to apply changes. Automating Confirmation Emails 1. Ensure you are in the Event Types settings under Schedly Services. 2. Select the event you wish to enable automatic emails for. 3. Under the communication settings, toggle the option for Send automatic confirmation emails. 4. Personalize the email template by clicking Edit Email Template to include details such as event name, date, and organizer contact. 5. Click Save Template to finalize. Managing Guest Confirmations and Notifications 1. Go to Settings > Organizations > [Your Organization Name] > Members. 2. Ensure each member involved in the event has email notifications enabled. 3. Guests can view their confirmation status through the email link they receive automatically once confirmed. Customizing Messages for Confirmations 1. From Schedly Services, choose Event Types, and select your event. 2. In the message customization section, choose to personalize pre-set messages for confirmations. 3. Add any additional information or special instructions relevant to your event. 4. Click the Preview Message option to see how the final message appears. 5. Use the Save Changes button to keep your modifications. Key Details & Limits - Confirmation emails can be automated only under Pro or Enterprise plans. - Only users with Admin roles can configure event confirmations. - Event durations range from 15 minutes to 120 minutes. - Unlimited customization for email templates; limits exist only on the text length per plan. Frequently Asked Questions 1. How do I know if a guest has confirmed their attendance? - Check confirmation statuses in the event’s attendee list under Schedly Services > Event Types. 2. Can I send reminders for unconfirmed bookings? - Yes, configure your notification settings under the Event Type to send reminders automatically. 3. Is it possible to edit an email template after setting it? - Absolutely, you can revisit the Edit Email Template under the Event Type settings anytime to make changes. 4. Why am I unable to see the confirmation requirement options? - Ensure that you have the necessary Admin role and are subscribed to the appropriate plan. 5. Can guests receive SMS confirmations instead of email? - Currently, Schedly supports email confirmations only. Troubleshooting Confirmation emails are not being received: Verify that the automated emails are enabled, and check the spam/junk folders for emails. Unable to customize confirmation messages: Confirm admin access and subscription level; customization is restricted to Pro and above. Related Topics - Configuring Event Types in Schedly: Step-by-step guide to set up new event types. - Optimizing Team Management Features: Detailed instructions for managing teams effectively within Schedly. - Generating Insightful Reports: How to utilize Schedly’s Insights for data-driven decisions. - Mastering Service Booking Systems: A full tutorial on booking services through Schedly’s platform.

Last updated on Jul 07, 2026

Implementing UTM Parameters for Campaign Tracking

Overview Implementing UTM parameters in Schedly allows you to track the performance of your booking campaigns effectively. By integrating UTM data with analytics tools, you gain insights into referral sources and visitor behavior, which are crucial for optimizing campaigns and making informed decisions. Schedly’s API & Developer Tools equip you to customize and automate these functionalities seamlessly. Prerequisites Before implementing UTM parameters, ensure you have access to Schedly’s API & Developer Tools. It is also beneficial to have an analytics tool, like Google Analytics, set up for comprehensive data analysis. Step-by-Step Instructions Setting Up UTM Parameters in Schedly 1. Access Schedly Services: Click the "Schedly Services" button from the main navigation menu. 2. Create New Event Type: Click on the "New" button to open the event configuration form. 3. Configure Event Details: Enter the event name and description in the respective fields, set the duration (15 to 120 minutes), and define the number of participants. 4. Enable UTM Tracking: Scroll down to the tracking settings section, if available on your plan. There, add UTM parameters such as utm_source, utm_medium, and utm_campaign in the appropriate fields. 5. Save Event Type: Click the blue Save button to apply your settings. Analyzing Referral Sources and Visitor Behavior 1. Access Insights: After logging into your Schedly dashboard, click on the "Insights" button from the main navigation menu to review comprehensive booking data. 2. Filter by Campaign: Use the filter options to narrow down your insights by specific UTM parameters or referral sources to analyze visitor behavior. Integrating UTM Data with Analytics Tools 1. Access API Documentation: Under the "API & Developer Tools" section, access the API documentation to facilitate integration. 2. Configure Analytics Integration: If utilizing a tool like Google Analytics, configure it to automatically track UTM parameters sent through Schedly. Use the analytics tool's API to connect and extract data. Crafting Campaigns to Leverage Tracked Data 1. Review Insights: Use the data from your insights analysis to identify which campaigns performed best. 2. Refine Campaign Strategy: Adjust your marketing strategy based on the performance metrics. Implement A/B testing using Schedly’s event customization features to optimize future campaigns. Key Details & Limits - Event Duration: 15 to 120 minutes per event type. - Participant Limits: Specify the number as per event requirements in the "Seats Field." - Plan Requirements: UTM tracking features may be limited based on your current plan tier. Refer to the Basic, Pro, and Enterprise plans for specifics. Frequently Asked Questions 1. Can Schedly automatically generate UTM parameters? No, UTM parameters need to be manually input during the event configuration. 2. What analytics tools are compatible with Schedly? Schedly is compatible with major analytics tools, including Google Analytics, through API integration. 3. Are there limitations on the number of UTM parameters I can use? You can use as many UTM parameters as your analytics tool and business strategy require. 4. Does Schedly have built-in dashboards for campaign analysis? Insightful dashboards are provided under the "Insights" section for campaign tracking analysis. 5. How often is campaign data updated in Insights? The data is updated in real-time to ensure marketers have access to the latest information. Troubleshooting - UTM Parameters Not Tracking: Ensure that the UTM parameters are correctly formatted and included in your event setup. - Analytics Tool Not Receiving UTM Data: Double-check the API configuration to ensure there are no connection errors between Schedly and the analytics tool. Related Topics - Creating Effective Event Types: Learn how to customize event types for specific audiences. - Using Schedly Insights for Business Growth: Explore how to leverage insights for strategic business improvements. - Integrating Schedly with Third-Party Tools: Guide on API integrations and enhancing functionality with external tools.

Last updated on Jul 07, 2026

Customizing Event Type Parameters for Team Needs

Overview Schedly's event types offer robust customization options for businesses to manage appointments and events, streamlining team collaboration. Users can adjust key parameters such as event durations, participant limits, and more to suit specific scheduling needs. This guide demonstrates how to optimize these features for your team. Prerequisites - An Admin account is necessary to access and modify event type settings. - A subscription to at least the Basic Plan at $10/month for access to Event Types. Step-by-Step Instructions Adjusting Event Durations and Time Slots 1. Navigate to Schedly Services from the main navigation menu. 2. Click on Event Types to display the event type list. 3. Select the event type you wish to edit. 4. In the Event Details section, set the desired duration between 15 to 120 minutes. 5. Click the blue Save button to confirm the changes. Adjusting Duration Setting Participant Limits and Waitlists 1. In the Event Types page, choose the event type to configure. 2. Specify the number of available seats under Seats to limit participant numbers. 3. To enable waitlisting, ensure the Seats field reflects a set capacity, with overbooking controlled manually. 4. Save your settings. Configuring Event Visibility and Member Access 1. Select an event type from the Event Types page. 2. If the event should not be publicly visible, check the Hidden box to make it invisible outside the organization. 3. Under the Member Access section, set restrictions on which teams or individuals can view or book the event. 4. Confirm by clicking Save. Using Conditional Logic in Event Parameters 1. While creating or editing an event type, navigate to Conditional Logic settings. 2. Configure conditions that adapt based on participant interactions, such as setting required fields or altering visibility based on user role. 3. Input conditions using available options, referencing team roles or organization criteria. 4. Apply the logic settings and finish with Save. Key Details & Limits - Event duration must be set between 15 to 120 minutes. - Participant limits depend on the Seats field during event type creation. - Hidden events are not visible to users without explicit permissions. - Member access configuration requires Admin permissions. Frequently Asked Questions 1. How can I make an event type invisible to everyone but my team? - Select the Hidden box when creating or editing the event type and specify access for your team under Member Access. 2. Can I change participant limits later? - Yes, return to Event Types, select the event, and modify the Seats field. 3. What happens if participant demand exceeds capacity? - With the Seats set, excess registrants can be monitored manually, though there's no automatic waitlist. 4. Is it possible to set different durations for recurring events? - All event instances need individual settings adjustments; amend each duration separately. 5. Do I need confirmation for every booking? - Enable the Requires confirmation box during event creation for selective booking confirmations. Troubleshooting - Event Changes Not Saving: Ensure all required fields, such as duration and seats, are filled correctly. - Visibility Settings Not Honored: Double-check the Hidden box status and member access restrictions. Related Topics - Managing Organization Members: Learn how to add or change roles of organization members. - Creating and Editing Event Types: Step-by-step guide on setting up new event types. - Using Schedly's Insights for Event Management: Discover how Insights can optimize your scheduling strategy.

Last updated on Jul 07, 2026

Scheduling Multiple Service Types in a Single Booking

Overview Combining multiple service types into a single booking on Schedly allows businesses to streamline their operations and enhance customer satisfaction. By using the Service Booking feature, you can efficiently schedule appointments that include various service offerings in one seamless process. This capability is particularly useful for businesses that offer a range of complementary services, such as spas, salons, and consulting agencies, enabling them to optimize time management and provide comprehensive service experiences. Prerequisites To utilize this feature, users must have access to the "Service Booking" functionality. Depending on your subscription plan, certain features such as detailed insights and team management may be limited. Ensure your team members are able to interact with combined bookings via appropriate role assignments in "Teams." Step-by-Step Instructions Adding Multiple Services to a Single Booking 1. Navigate to the Service Booking page: Log in to your Schedly account and click the "Book Now" button from the service selection page. 2. Select Services: Choose the different services you want to include in the booking by clicking on each service from the available options. Each selected service will add up to the total booking time. 3. Review Combined Duration: The system will automatically calculate and display the combined duration of all selected services at the top of the booking panel. 4. Advanced Configuration (if needed): If you offer customizable service durations or need to adjust the order of services, click on each service to configure the duration or sequence. Handling Pricing and Payment 5. Verify Total Pricing: As you combine services, the total cost will update to reflect the sum of all selected services. Ensure each service's price is correctly displayed. 6. Proceed to Payment: After reviewing the total pricing, continue to the payment screen by clicking the "Proceed" button. Choose your preferred payment method and complete the transaction. Communicating Combined Bookings 7. Notify Your Team: Go to "Schedly Services", then click on "Teams". Select relevant team members and use the internal messaging tool to notify them about the combined service booking. 8. Client Communication: Automatically send booking confirmation emails via Schedly's settings. Check the "Requires confirmation" option if you need client acknowledgment before finalizing bookings. Key Details & Limits - Service durations can range from 15 to 120 minutes. - Ensure your plan (Basic, Pro, or Enterprise) supports the required features. - Check that all selected services can be combined in real-life workflows. - Team member notifications require either Pro or Enterprise plans. Frequently Asked Questions 1. Can I customize the order of services in a booking? - Yes, click on each service to adjust the order as per client needs. 2. Is there a cap on how many services I can combine? - No specific cap but ensure all services fit within operational limits. 3. How are team members notified of a combined booking? - Notifications are sent via the Teams messaging tool or system emails. 4. How do I set up booking confirmations for clients? - Select "Requires confirmation" during the final booking step in Service Booking. 5. Will clients receive one combined invoice? - Yes, clients receive a single invoice reflecting all services. Troubleshooting - Incorrect Service Pricing: - Make sure each service rate is updated under "Schedly Services" before confirming the booking. - Team Notification Failures: - Double-check that all team members have active contact details in the "Teams" section. - Missing Client Notifications: - Confirm email settings in the organization’s profile to ensure notifications are correctly configured. Related Topics - Managing Teams in Schedly: Learn how to structure and communicate within teams. - Advanced Payment Setup: Dive into setting multi-option payment workflows. - Customizing Service Durations: Guide on configuring individual service times for flexibility. - Automated Client Communication: Optimize your client communication processes with automated messages.

Last updated on Jul 07, 2026

Setting Your Timezone and Handling Attendee Timezones

Overview Timezones are one of the most common sources of confusion in scheduling — and Schedly is built to eliminate that confusion automatically. Whether you're managing Event Types under Schedly Services, running Service Booking for clients, or coordinating Teams across regions, Schedly ensures that every meeting shows up at the right local time for everyone involved. This article explains how to set your own working timezone, how booking pages detect an attendee's timezone, and how to keep team schedules accurate across borders and daylight saving changes. Prerequisites Before configuring timezone behavior, make sure you have the following: - An active Schedly account (Basic, Pro, or Enterprise plan). - Access to your Schedly dashboard — log in with your email and password, Sign in with SAML/OIDC, or Sign in with magic link. - For team-wide timezone coordination, you'll need Admin access, since only Admins can manage members and team settings under Settings > Organizations > [Your Organization Name] > Members. - At least one Event Type created under Schedly Services so you have something to schedule. Step-by-Step Instructions Setting Your Account Timezone Your account timezone is the "home base" Schedly uses to interpret your availability and display bookings on your dashboard. 1. Log in to Schedly and land on your dashboard. 2. Open your account settings from the main navigation menu. 3. Locate the timezone field and select your working timezone from the list. 4. Save your changes so all new and existing availability is interpreted against this timezone. Setting your account timezone in Schedly settings This timezone becomes the default reference for every Event Type you create, unless you override it at the event level. Setting an Event-Level Timezone Sometimes a specific event should always run in one fixed timezone — for example, a recurring team standup that should stay locked to headquarters time regardless of where the host travels. 1. Click the Schedly Services button on the main navigation menu. 2. Click Event Types, then either click New to create an event or select an existing event to edit. 3. Enter or confirm the event name and description. 4. Set the Duration — this must be between 15 and 120 minutes. 5. Configure the timezone option for this event: either inherit your account timezone or lock it to a specific region. 6. Set the number of Seats if the event allows multiple participants. 7. Check Requires confirmation if you want to approve bookings before they finalize. 8. Click the Save button to apply your timezone and event settings. Configuring event-level timezone on an Event Type How Booking Pages Auto-Detect Attendee Timezones When an attendee opens your booking page from the Service Booking flow, Schedly automatically detects their local timezone based on their device and browser settings. Every available time slot is then displayed in their local time — not yours. For example, if you offer a 30-minute slot at 2:00 PM in New York, an attendee in London will see that same slot displayed as 7:00 PM their time. Neither of you has to do any math — Schedly handles the conversion automatically. Attendees can also manually change the detected timezone on the booking page using the timezone selector, which is helpful if they're traveling or booking on behalf of someone in another region. Locking Timezone vs. Auto-Detect Understanding the difference is key to avoiding mismatched meetings: - Auto-detect (default): The booking page reads the attendee's browser timezone and shows all slots in their local time. Best for public-facing bookings where attendees could be anywhere. - Locked timezone: The event always displays in one fixed timezone regardless of where the attendee is. Best for in-person events, region-specific webinars, or when every participant should coordinate around a single reference time. Key Details & Limits - Event durations must be set between 15 and 120 minutes. - Booking page timezone auto-detection uses the attendee's browser/device timezone. - Attendees can manually override the detected timezone on the booking page. - Insights data is updated in real-time, so bookings reflect correct times immediately. - Plan availability: Basic Plan ($10/month, up to 10 team members), Pro Plan ($25/month, up to 50 team members, includes Teams and Insights), and Enterprise Plan (custom pricing, unlimited team members). - Team management features — needed for coordinating timezones across a group — require the Pro Plan or higher. - Team members can view each other's schedules, which display in each viewer's own timezone. Frequently Asked Questions Will attendees automatically see meeting times in their own timezone? Yes. When an attendee opens your booking page through Service Booking, Schedly auto-detects their timezone from their browser and shows all available slots in their local time. Can I force an event to always show in one timezone? Yes. Set the event to a locked timezone when editing the Event Type. This overrides auto-detection so every attendee sees the same fixed reference time. What timezone does my dashboard use? Your dashboard displays times in your account timezone. All your Event Types inherit this timezone by default unless you set an event-level override. Do team members in different regions see the same schedule? Team members can view each other's schedules under the Teams section, and each person sees times converted to their own local timezone automatically. Does Schedly adjust for daylight saving time? Yes. Schedly stores timezones by region (not fixed UTC offsets), so daylight saving transitions are applied automatically. A meeting scheduled in a DST-observing region will shift correctly when the clocks change. Can an attendee change the detected timezone? Yes. The booking page includes a timezone selector, so attendees who are traveling or booking for someone else can pick a different timezone. Troubleshooting Meeting appears at the wrong time for an attendee. First confirm whether the event uses auto-detect or a locked timezone. If it's locked, every attendee sees the fixed timezone regardless of their location — switch it to auto-detect on the Event Type if you want per-attendee conversion. Also confirm the attendee's device clock and browser timezone are correct, since auto-detection relies on those. Your own availability shows at the wrong hour. Check your account timezone in settings. If it's incorrect, all inherited Event Types will be off. Update it, save, and confirm your event-level overrides. Times shifted by an hour after a date change. This is expected daylight saving behavior. Schedly applies regional DST rules automatically — the underlying meeting time in each participant's local zone remains correct. Team schedules look inconsistent across regions. This is normal — each team member sees times in their own local timezone. Compare the same event in each person's view; the absolute time is identical, only the displayed local time differs. Event Type won't save after changing timezone. Ensure all required fields are filled — including a Duration between 15 and 120 minutes — then click Save again. Related Topics - Creating and Editing Event Types — Configure durations, seats, confirmation requirements, and visibility for your bookings. - Managing Teams Across Regions — Add members and coordinate shared schedules under Schedly Services > Teams. - Understanding Insights — View real-time booking analytics and export data in CSV or PDF format. - Service Booking Basics — Learn how attendees select services and book slots on your public booking page.

Last updated on Jul 07, 2026

Canceling and Rescheduling Bookings as an Organizer

Overview As an organizer in Schedly, you manage confirmed bookings that come in through your Event Types and Service Booking pages. From time to time you'll need to cancel a meeting entirely or move it to a better time. This article walks you through canceling and rescheduling both single bookings and recurring series, how attendee notifications are handled, how it affects your connected calendar and video links, and how to restore a booking you canceled by mistake. Admins and Members with organizer permissions can perform these actions. Prerequisites Before you start, make sure you have: - A Schedly account with Admin or Member role that has organizer access to the booking. Guests can only view schedules, not cancel or reschedule them. - The booking must be confirmed. If the event type has Requires confirmation checked and the booking is still awaiting approval, it isn't a confirmed booking yet and is handled from the pending queue instead. - Schedly Connect should be linked to your calendar if you want cancellations and reschedules to update your connected calendar automatically. Step-by-Step Instructions Canceling a Single Booking 1. Log in to Schedly at the main login page using your email and password, Sign in with SAML/OIDC, or Sign in with magic link. 2. From your dashboard, click Schedly Services in the main navigation menu. 3. Open the booking you want to manage from your list of scheduled bookings. 4. Click Cancel on the booking detail view. 5. In the cancellation dialog, choose This booking only so the change applies to just that single event. 6. Add a Cancellation reason in the provided field. This reason is included in the notification sent to attendees, so keep it clear and specific. 7. Click Confirm cancellation to finalize. Canceling a Recurring Series 1. Open the booking that is part of a recurring series. 2. Click Cancel. 3. In the cancellation dialog, choose one of the two options: - This booking only — cancels just the selected occurrence and leaves the rest of the series intact. - This and all following bookings — cancels the selected occurrence and every future occurrence in the series. 4. Enter a Cancellation reason so attendees understand why the series (or occurrence) is ending. 5. Click Confirm cancellation. Because a recurring series can affect many attendees at once, always double-check whether you selected the single occurrence or the entire series before confirming. Rescheduling a Booking and Proposing New Times 1. Open the booking you want to move from Schedly Services. 2. Click Reschedule. 3. Pick a new date and time from the available slots, which are drawn from your connected calendar availability via Schedly Connect. 4. If you'd rather let the attendee choose, use Propose new times to send the attendee a set of alternate slots. The attendee then selects the option that works best, and the booking is updated when they confirm. 5. Optionally add a short note explaining the change. 6. Click Save to apply the new time. For a recurring series, rescheduling one occurrence moves only that occurrence unless you select the option to apply the change to this and all following bookings. Key Details & Limits - Cancellation reasons are attached to every cancellation notification, so attendees always see why a booking was canceled. - Cancellation and reschedule policies you set on your Event Types determine how far in advance changes are allowed and what messaging attendees receive. - Event durations across your event types range from 15 minutes to 120 minutes; rescheduling keeps the original duration unless you edit the event type. - Insights data updates in real time, so canceled and rescheduled bookings are reflected immediately in your analytics. - Plan availability: the Basic Plan ($10/month) includes event types and service booking; the Pro Plan ($25/month) adds team management and insights; the Enterprise Plan offers custom pricing with priority support. - When Schedly Connect is linked, canceling a booking removes the corresponding calendar event and any generated video link, and rescheduling updates both the calendar entry and the video link to the new time. Frequently Asked Questions How are attendees notified when I cancel a booking? Schedly automatically emails all attendees on the booking a cancellation notice that includes the Cancellation reason you entered. You don't need to message them separately. Will canceling remove the event from my connected calendar? Yes. With Schedly Connect linked, the booking's calendar event is automatically removed. If you cancel an entire recurring series, all future calendar entries in that series are removed as well. What happens to the video conferencing link when I reschedule? When you reschedule, Schedly updates the calendar event and the associated video link to reflect the new time, and attendees receive the updated details in their notification. Can I let the attendee pick a new time instead of choosing one myself? Yes. Use Propose new times during the reschedule flow to send the attendee alternate slots. The booking updates automatically once they select and confirm one. Does canceling one occurrence cancel the whole recurring series? No. When you choose This booking only, only the selected occurrence is canceled. To cancel the rest, choose This and all following bookings. Are cancellations reflected in my analytics? Yes. Because Insights data is updated in real time, canceled and rescheduled bookings appear in your reporting right away. You can export this data in CSV and PDF formats. Troubleshooting The Cancel or Reschedule button isn't available. Confirm the booking is actually confirmed and not still pending host approval on an event type with Requires confirmation enabled. Also verify your role—Guests cannot cancel or reschedule. Attendees say they didn't get a cancellation email. Ask them to check spam/junk folders and confirm their email address on the booking is correct. Notifications include the cancellation reason, so ensure you entered one before confirming. The calendar event wasn't removed after canceling. Check that Schedly Connect is still linked to your calendar. If the connection has lapsed, reconnect it so future cancellations sync automatically. I canceled a booking by accident. Reopen the canceled booking from Schedly Services and use Restore to reinstate it. Restoring re-adds the calendar event and video link and notifies attendees that the meeting is back on. Related Topics - Creating and Editing Event Types — Configure duration, seats, confirmation, and cancellation policies for your bookings. - Schedly Connect Calendar Sync — Link your calendar so cancellations and reschedules update automatically. - Insights & Reporting — Track booking, cancellation, and attendance trends and export the data. - Requiring Confirmation on Bookings — Manage bookings that need host approval before they become confirmed.

Last updated on Jul 07, 2026

Adding Buffer Times and Minimum Notice to Prevent Back-to-Back Bookings

Overview Buffer times, minimum scheduling notice, and booking limits are settings you configure on your Schedly event types (found under Schedly Services) to control when and how densely people can book you. Instead of accepting whatever your raw calendar availability allows, these guardrails add breathing room between meetings, stop last-minute bookings, and cap how many appointments land on a single day. They're used by anyone who books through Schedly — from solo consultants who need travel time to teams who want prep time before every call. This article walks you through each control, how it interacts with your underlying availability, and how to troubleshoot slots that show up or disappear when you don't expect it. Prerequisites - A Schedly account with access to Schedly Services (Event Types). - Permission to create or edit event types. Admin users have full access to create and modify event types; Members can participate in and book events but may not be able to edit event-type configuration. - At least one event type already created, or the ability to create a new one via the New button. - Buffer, notice, and limit controls are configured per event type, so make sure you're editing the correct event before you begin. Step-by-Step Instructions Open the event type you want to protect 1. Click the Schedly Services button on the main navigation menu. 2. Click Event Types. 3. Select the event type you want to configure, or click the New button to create a fresh one. 4. Enter or confirm the event name and description in the provided fields. 5. Confirm the duration in the Duration field. Event durations can range from 15 minutes to 120 minutes — the duration matters because buffers are applied on top of it. Set before and after event buffers Buffers add protected, unbookable time immediately before and/or after each booking so the next appointment can't butt right up against the last. 1. In the event type editor, locate the buffer settings. 2. Set a Before event buffer to reserve time ahead of each booking — useful for prep, reviewing notes, or arriving. 3. Set an After event buffer to reserve time following each booking — useful for wrap-up, note-taking, or travel to the next commitment. 4. Enter the buffer length in minutes for each field. You can set one, both, or neither. 5. Click the Save button to apply the buffers. Example: A 30-minute event with a 15-minute after buffer means Schedly will not offer another slot until 45 minutes after the booking starts. Configure minimum scheduling notice Minimum notice stops people from grabbing a slot that starts too soon for you to prepare. 1. In the event type editor, find the minimum scheduling notice setting. 2. Enter the amount of lead time you require (for example, 2 hours or 24 hours) before a booking can be made. 3. Any time slots that fall inside that notice window will be automatically hidden from the booking page. 4. Click Save to apply. Limit future bookings and set daily caps Booking limits let you cap how far into the future people can book and how many appointments can land per day. 1. In the event type editor, open the booking limits section. 2. Set a future booking window to control how far ahead the calendar is open (for example, allow bookings only within the next 30 days). 3. Set a daily cap to limit the number of bookings accepted on any single day. Once the cap is reached, remaining slots for that day disappear from the booking page. 4. If your event allows multiple attendees, confirm the number in the Seats field so per-slot capacity and daily caps work together as intended. 5. Click Save to finalize your limits. Key Details & Limits - Event duration range: 15 to 120 minutes. Buffers are added around this duration, not inside it. - Buffers are per event type: each event type carries its own before/after buffer, minimum notice, and daily cap. - Seats field: controls how many participants a single slot accepts; combine with daily caps to control total volume. - Requires confirmation checkbox: when enabled, bookings need host approval before they're finalized — this affects when a slot is truly consumed. - Hidden checkbox: hides the event type from public view entirely; note this is different from hiding individual slots via notice or caps. - Real-time updates: Insights and booking data update in real time, so caps and limits take effect immediately after you save. - Plan availability: Event types and service booking are available on the Basic Plan ($10/month, up to 10 team members). The Pro Plan ($25/month, up to 50 team members) and Enterprise Plan (custom pricing, unlimited members) add team management and insights on top. Frequently Asked Questions Do buffers reduce my actual availability, or just what's shown? Buffers reserve real, unbookable time around each confirmed booking. Your underlying calendar availability stays the same, but the bookable slots shown to visitors shrink to respect the buffer. Can I use a before buffer for travel time and an after buffer for notes? Yes. The before buffer is ideal for travel or prep to reach the meeting, and the after buffer is ideal for wrap-up, follow-up notes, or heading to your next commitment. You can set both independently. What happens when my daily cap is reached? Once the number of bookings on a day hits your daily cap, all remaining slots for that day disappear from the booking page automatically. They reappear the next day within your future booking window. Why can't people book me for later today? That's almost always your minimum scheduling notice. If it's set to, say, 24 hours, every slot inside the next 24 hours is hidden. Lower the notice value and save to open up sooner slots. Do these settings apply to every event type at once? No. Buffers, minimum notice, future window, and daily caps are all configured per event type. Set them on each event type you want protected. Does 'Requires confirmation' affect my buffers and caps? Buffers and caps apply based on booked time. When an event requires confirmation, treat pending bookings as reserving that slot until you approve or decline. Troubleshooting Slots I expected are missing from the booking page. Check your minimum scheduling notice first — slots inside that lead-time window are hidden. Then check your buffers: a large before/after buffer can eliminate short gaps between existing events. Finally, confirm you haven't hit your daily cap for that date. Extra time is being blocked around my meetings. This is your before and/or after buffer working as designed. Open the event type, reduce or clear the buffer values, and click Save. No future dates are bookable at all. Your future booking window may be set too narrow, or the daily cap may be very low. Widen the window and raise the cap, then save. My changes aren't taking effect. Make sure all required fields (name, duration) are filled and that you clicked the Save button after editing. If the event type won't save, an empty required field is the usual cause. Slots appear that should be blocked. Confirm you edited the correct event type — settings are per event type, so a change to one won't protect another. Also verify the Duration value, since buffers are calculated around it. Related Topics - Creating and Editing Event Types — how to set duration, seats, and visibility for each bookable event. - Requiring Confirmation for Bookings — make bookings need host approval before they're finalized. - Hiding an Event Type — use the Hidden checkbox to keep an event type private. - Viewing Booking Insights — track how buffers and caps affect your booking volume in real time.

Last updated on Jul 07, 2026

Setting Up Group and Collective Events for Multiple Hosts

Overview Schedly allows for seamless team collaboration by offering different event types that can include multiple hosts or attendees in a single booking. The Event Types feature in Schedly Services can be configured to either a collective or group event, allowing you to streamline scheduling for key events like panel interviews and webinars, without overlapping hosts' schedules. Prerequisites Before setting up these events, ensure you have admin access to manage organization members and event types. Also, verify your organization is on the Pro Plan or higher, as these features require team management access. Step-by-Step Instructions Configure a New Event Type with Multiple Hosts 1. Navigate to Schedly Services and select Event Types. 2. Click the New button to create a new event type. 3. Enter the event name and description. 4. Under Event Type, choose either 'Collective' or 'Group'. - Collective Events: All hosts must be available at the same time. - Group Events: Allows flexibility; hosts are alternately available. 5. To add multiple hosts, click Add Host and select from your team. 6. Configure the Shared Availability by ensuring all hosts have synchronized calendars. 7. Enter the event Duration. It can range from 15 to 120 minutes. 8. Specify Number of Seats to limit attendee registrations. 9. If necessary, check the Requires Confirmation box to approve bookings automatically. 10. Click the Save button to finalize event settings. Setting Notifications for Participants 1. Ensure every participant (hosts and attendees) receives notifications. 2. Navigate to event settings and enable Send Notifications. 3. Customize the notification settings for timing and channels, if necessary. Best Practices for Panel Interviews and Webinars - Utilize Collective Events for panel interviews to ensure that all panelists are available at once. - For webinars, consider setting up Group Events for flexibility in speaker times. - Optimize shared availability by syncing calendars across all hosts beforehand. - Send out a detailed agenda early as a part of the automated notification. - Test run the event to ensure all technical aspects (audio, video) are functional. Key Details & Limits - Collective events require all hosts to be available simultaneously. - Group events allow rotating availability among multiple hosts. - Event duration setting is between 15 and 120 minutes. - Seat limits ensure no oversubscription—configure this on the event creation page. - Notifications are customizable per attendee. Frequently Asked Questions What is the difference between a group and a collective event? - Group events offer rotating host availability whereas collective events require all hosts to be present simultaneously. How do I sync host calendars for collective events? - Sync calendars through the Teams under Schedly Services before creating the event. Can I change an event type after it has been created? - Yes, edit it from the Event Types page. What happens if a host is unavailable due to a calendar conflict? - Ensure all hosts block off the event time in their respective calendars and confirm within the scheduling page. How do I limit the number of attendees for a specific event? - Set the number of seats during event creation under the Specify Number of Seats option. Troubleshooting Hosts not receiving event notifications: - Check notification settings to ensure they are enabled, and that email addresses are correct. Unable to add multiple hosts: - Confirm that you have administrative access and that your team is properly configured in Teams. Related Topics - Managing Team Schedules and Availability: Learn how to manage and sync team calendars effectively. - Event Confirmation Settings: How to configure and manage event confirmation notifications. - Analyzing Event Insights: Use insights to measure and improve your event's success.

Last updated on Jul 07, 2026

Optimizing Your Schedule with Schedly's Calendar Views

Overview Schedly’s calendar and event views offer versatile tools to enhance your scheduling capabilities. With options to view your calendar by day, week, or month, enable specific filters, adjust timezone settings, and quickly see event statuses, Schedly ensures that your scheduling experience is streamlined and efficient. These features are valuable for users who need clarity and control over their scheduling to effectively manage appointments, cross-regional bookings, and team collaborations. Prerequisites - Access to your Schedly account with appropriate permissions (Member or Admin). - Subscription to at least the Basic Plan. Step-by-Step Instructions Access Different Calendar Views 1. Log in to your Schedly account by navigating to the main login page and using your email and password, or SSO/magic link. 2. From the dashboard, click on Calendar in the main navigation menu. 3. To switch views, select the View dropdown menu at the top right corner of the calendar. - Choose Day View, Week View, or Month View based on your preference. Calendar View Options Enable Special Calendar Filters 1. On your Calendar page, click the Filters button located above the calendar. 2. Check the boxes next to events or categories you want displayed, such as specific teams or event types. 3. Click Apply Filters to update your calendar view. Filter Options Adjust Timezone Settings 1. Navigate to Settings located in the top menu. 2. Select Timezone from the left menu options within the Settings. 3. Use the dropdown to choose your preferred timezone for cross-regional bookings. 4. Click the Save button to apply changes. Timezone Settings Display Event Statuses on Your Calendar 1. While viewing your calendar, check the Show Event Statuses option located below the View options. 2. This will display colored labels on events indicating statuses such as Confirmed, Pending, or Cancelled. 3. Hover over each status to see more details about the event. Event Status Display Key Details & Limits - Plan Requirements: Basic Plan ($10/month) minimum required for calendar features. - Timezone Adjustment: Available for admins and members; applies to all scheduled events. - Calendar Filters: Unlimited filter criteria can be applied simultaneously. - Event Status Visibility: Visual indicators for event status are automatically updated based on booking confirmations and cancellations. Frequently Asked Questions 1. How do I change the view of my calendar? - Click on View in your calendar page and select between Day View, Week View, or Month View. 2. Can I have different filters for different teams? - Yes, you can select specific team filters when using the Filters button to view or hide team events. 3. Why is the timezone showing incorrectly for some events? - Ensure that your timezone settings in Settings > Timezone are set correctly. Changes apply immediately to all subsequent events. 4. Can I still see event statuses if the calendar is exported? - Event statuses visualized on Schedly cannot be exported but are available within the Schedly interface. 5. Is there a limit to how many events I can display on my calendar? - No, Schedly supports unlimited events on your calendar view, though performance might vary with extremely high volumes. Troubleshooting Not seeing the correct timezone on events: Ensure your device system timezone matches your selected Schedly timezone settings. Calendar not showing updated events: Click the refresh icon on your browser to reload your calendar data from the server. Related Topics - Creating and Managing Event Types: Step-by-step guide on setting up diverse event types. - Integrating Schedly with External Calendars: Instructions for syncing Schedly with Google Calendar and Outlook. - Using Schedly’s Team Management Features: How to maximize collaboration with team scheduling. - Maximizing Analytics for Insights: How to leverage the Insights feature for improved scheduling decisions.

Last updated on Jul 07, 2026

How to Customize Your Event Booking Pages in Schedly

Overview Schedly allows you to customize your event booking pages to align with your brand and enhance user engagement. This customization includes selecting themes, adjusting color palettes, and adding logos or images to booking interfaces. By personalizing these aspects, businesses can provide a cohesive and professional booking experience. Prerequisites To customize event booking pages in Schedly, you must have Admin permissions. These options are available on all pricing plans, although certain advanced features may be exclusive to the Pro and Enterprise plans. Step-by-Step Instructions Customize Appearance and Layout 1. Log in to your Schedly account using your email and password on the main login page. For an alternative login, you can opt for Magic Link or SAML/OIDC based on your organization's setup. 2. Navigate to "Schedly Services" from the main menu and select Event Types to access your list of configured events. 3. Click on the event you wish to customize. If you’re creating a new event type, click New and enter the required details before proceeding. 4. Select the “Appearance” tab within the event details page. 5. Choose a Theme: Use the Theme Selector dropdown to pick a pre-defined theme that matches your corporate style. 6. Pick a Color Palette: Click on the Color Palette button to open the color picker. Adjust the colors to fit your brand requirements. 7. Click the blue Save button to secure your changes. Add Custom Logos and Images 1. Go to the “Media” section inside your selected event type. 2. Upload your Logo: Click Upload Logo, choose your file, and ensure the format is PNG or JPEG. 3. Insert Additional Images by clicking Upload Image. You can add event-specific images here, abiding by a total size limit of 5MB per image. 4. Align the images as you prefer using the alignment tools provided. 5. Save your updates by hitting the blue Save button. Incorporate Additional Guest Instructions and Event Details 1. Under the “Details” section, locate the Guest Instructions box. 2. Enter detailed instructions including check-in processes, location information, or any policies guests should be aware of. 3. Add any additional event details in the space provided to ensure guests have all the necessary information. 4. Ensure all text fields are complete and hit Save. Customizing Booking Pages Key Details & Limits - Color Palette Customization: Available on all plans. - Image Uploads: Supported formats are PNG and JPEG; size limit is 5MB per image. - Theme Selection: Primarily beneficial for Pro and Enterprise users for advanced styling. - Admin Access Required: Only admins can modify event configurations. Frequently Asked Questions 1. Can I save multiple themes for future use? - No, Schedly allows one theme per event type. You need to adjust the settings for each new event separately. 2. Is there a limit to the number of images I can upload? - There is no specific limit to the number of images, but each image must not exceed 5MB. 3. Can I preview the booking page before making it live? - Yes, there is a Preview option that allows you to see how your booking page will appear to users. 4. What file formats are accepted for logos? - Schedly supports PNG and JPEG formats for logos. 5. Are there any restrictions on text instructions for guests? - Generally, text instructions are unrestricted, but it's advisable to keep the content concise for clarity. Troubleshooting Issue with Saving Changes: Ensure all required fields are filled. Clear your browser cache and try again if issues persist. Logo not uploading: Confirm that the logo is in PNG or JPEG format and does not exceed the 5MB size limit. Related Topics - How to Configure Event Types in Schedly: Learn how to set up different event types tailored to your needs. - Understanding User Roles in Schedly: A guide on what each user role can do within the platform. - Insights and Analytics in Schedly: Explore how to use Schedly’s insights feature to gain actionable event data.

Last updated on Jul 07, 2026

Comprehensive Guide to Booking Analytics in Schedly

Overview Schedly's booking analytics provide invaluable insights for businesses looking to optimize their scheduling processes. The analytics feature, accessible via the Insights button on the main navigation menu, empowers users with data-driven decision-making capabilities. By interpreting these insights, organizations can streamline operations, improve client satisfaction, and better allocate resources. Prerequisites - Access to the Pro Plan or higher, which includes the Insights feature. - Admin role to access and customize reports and insights. Step-by-Step Instructions Accessing the Analytics Dashboard 1. Log in to Schedly using your credentials. You can do this via the email/password option or use other sign-in methods like SAML/OIDC or magic link. 2. Once logged in, locate the Insights button on the main navigation menu. 3. Click on Insights to navigate to your booking analytics dashboard. Navigating and Interpreting Key Metrics 1. On the Insights page, you will see various data visualizations depicting booking trends, client demographics, and service popularity. 2. Review the Key Metrics section, which includes metrics such as total bookings, average client attendance, and booking conversion rates. 3. Assess the Time-Based Trends graph to understand peak booking periods and identify slow periods. Customizing Reports 1. On the top right of the Insights page, click the Filter button to customize the data displayed. 2. Select parameters such as event type, date range, and team to refine your reports. 3. Once customized, click Apply to update the dashboard with your chosen filters. 4. To export the report, click Export, then choose between CSV or PDF formats depending on your needs. Using Data to Improve Booking Efficiency 1. Analyze the Service Popularity visualization to identify which services are most and least popular. 2. Use these insights to adjust staffing levels during peak times and scale back during lulls, improving operational efficiency. 3. Implement strategies identified from the Client Demographics chart to tailor marketing efforts and improve conversion rates. Tracking Performance Over Time 1. Regularly check the Booking Trends section to track performance metrics over different time periods. 2. Use the Comparison feature to assess current performance against past data and benchmarks. 3. Identify successful strategies during high-performance periods and replicate them, while addressing issues in lower performance phases. Analytics Dashboard Overview Key Details & Limits - The Insights feature is available only on the Pro Plan and Enterprise Plan. - You can filter insights reports by event type and date range. - Insights data is updated in real-time. - Export options include CSV and PDF formats. - The dashboard supports a maximum of 50 different filters simultaneously. Frequently Asked Questions 1. How do I give another user the ability to view insights? - Ensure the user is assigned an Admin role under Organization Members via Settings > Organizations. 2. What metrics can I track in the Insights dashboard? - Metrics include booking conversion rates, client attendance, service popularity, and demographic data. 3. Can I view insights for past years? - Yes, you can customize the date range to view historical data up to 5 years back. 4. Will changing event types affect my insights data? - Past data will remain unchanged; new patterns will reflect only in future bookings. 5. How often should I review booking analytics? - Monthly reviews are recommended. However, weekly checks provide more timely adjustments. Troubleshooting Problem: Insights not showing the updated data. - Fix: Ensure your internet connection is stable and click the Refresh button on the page. Problem: Unable to apply filters. - Fix: Verify that you're not exceeding the 50-filter limit and check each filter's syntax for errors. Related Topics - Mastering Event Types in Schedly: Learn to create and manage event types with maximum efficiency. - Using Teams Effectively in Schedly: Strategies to enhance team collaboration and task management. - Exporting Data from Schedly: Step-by-step guide on exporting booking and event data efficiently.

Last updated on Jul 07, 2026

Advanced Customization for Event Visibility Settings in Schedly

Overview Schedly offers versatile visibility settings to customize how events are presented to different audiences. By understanding and utilizing these options, you can craft experiences tailored to public or private settings, manage team event accessibility, and ensure seamless integration across platforms. Prerequisites Make sure you have admin privileges to modify event types and visibility settings. Ensure your organization is on a Schedly plan that supports the creation and management of event types. Step-by-Step Instructions Setting Up Public vs. Private Events 1. Navigate to Schedly Services from your dashboard. 2. Click the Event Types section. 3. Select an event type to edit or click the New button to create one. 4. Fill in the event details, including the event name, description, duration, and seats. 5. To make an event Public, leave the Hidden option unchecked. This will make the event visible to everyone. 6. To create a Private event, check the Hidden box. This hides your event from public listings, making it visible only to those with direct links. 7. Click the blue Save button to apply your settings. Using Hidden Feature Views Effectively - Hidden events are not shown in public listings. Use this for invite-only events or internal sessions. - Share direct links or use Schedly's integration capabilities for selected participant access. Managing Event Visibility for Teams 1. Go to Teams under Schedly Services. 2. Click the team for which you want to manage event visibility. 3. Ensure that the team's viewing permissions align with your organization’s needs—these settings govern who can see hidden events within the team environment. 4. Use the Member permissions settings to specify who within the team can view, edit, or manage these events. 5. Confirm changes by clicking Save. Ensuring Correct Visibility Settings During Integration - When integrating Schedly with other platforms via the Schedly API, be sure to maintain consistent visibility settings. - Review API calls to ensure visibility parameters align with desired public or private configurations. Key Details & Limits - Public Events: Visible to all unless changed. - Private Events: Only visible with shared links if the Hidden box is checked. - Admin access is required to change visibility settings. - Hidden events still require the direct link or specific participant permissions via integration or direct share. - Integration settings require constant visibility checks to mirror Schedly settings. Frequently Asked Questions 1. How do I check if an event type is public or hidden? - Go to the Event Types section and review if the Hidden box is checked. 2. Can I change an event from public to private after it’s published? - Yes, edit the event and adjust the Hidden option, then click Save. 3. Will hidden events appear in team insights? - Yes, hidden events are included in team insights if the viewer has appropriate permissions. 4. How do I delete a hidden event safely? - Navigate to the event type, ensure you have no active bookings, and click the Delete button. 5. Do hidden events notify all members on changes? - Only those with permissions linked to the event will receive notifications. Troubleshooting Hidden event not appearing in my list: Double-check the permissions settings under Teams to ensure you have viewing rights. Unable to change event visibility: Ensure you have admin privileges. If you’re not seeing changes live, refresh your cache or contact your IT department for assistance with API or integration settings. Related Topics - Setting Up SSO with Schedly: Learn how to manage login settings for efficient sign-on. - Creating New Event Types in Schedly: Step-by-step guide on setting up varied event offerings. - Schedly API Usage Guide: Detailed exploration of API functionalities and integration techniques.

Last updated on Jul 07, 2026

Configuring Dynamic Event Visibility Settings in Schedly

Overview Configuring dynamic event visibility settings in Schedly allows you to control who can see and book various event types you're managing. This feature is crucial for tailoring your offerings to specific audiences, protecting sensitive events, or testing new event formats. It empowers Admins and Event Organizers to strategize visibility based on organizational needs, improving both the management process and attendee satisfaction. Prerequisites - Access as an Admin in Schedly. - A subscription to the Pro or Enterprise Plan as these plans include full access to visibility features and team management. Step-by-Step Instructions Setting Up Visibility 1. Navigate to Schedly Services and select Event Types. 2. Click on the event type you wish to configure. 3. In the event configuration page, locate the Visibility Settings. 4. Choose between Public, Private, or Hidden: - Public: Anyone can see and book this event. - Private: Only selected members or guests can book. - Hidden: The event is not visible to participants unless given a direct link or access by the organizer. 5. For Private events, click Select Members to choose who can see the event. 6. Ensure all selections are correct, then click the blue Save button. Visibility Settings Interface Dynamic Visibility Based on Teams 1. Navigate to Schedly Services > Teams. 2. Select the team you want to assign visibility to. 3. Under Team Visibility Settings, match the event type with the team that should have access. 4. Confirm by selecting Apply Settings. 5. Return to the Event Types page to ensure the visibility reflects these changes. Team Visibility Interface Key Details & Limits - Plan Requirements: Dynamic visibility settings are available only in the Pro ($25/month) and Enterprise plans. - Team Limitations: Ensure your teams are configured before assigning visibility. Basic plans limit you to 10 team members, while Pro plans allow up to 50. - Visibility Type Changes: You can change an event's visibility anytime, but changes affect current and future bookings. Frequently Asked Questions 1. Can I change an event’s visibility after attendees have registered? - Yes, visibility changes are dynamic and will immediately update attendee access based on your new settings. 2. What happens if I move a private event to public? - The event will become accessible to anyone with the link or upon searching for events within Schedly. 3. How can I ensure my hidden events aren’t accidentally made public? - Double-check the visibility settings and ensure the Hidden option is selected. 4. Do guests need to be registered to access private events? - Yes, guests must have a profile set up by an admin to access any private events. 5. How often can I change visibility settings? - There are no limits on changing settings; you can do so whenever necessary. Troubleshooting - Visibility changes not reflected: Ensure you're saving changes by clicking the blue Save button on the visibility settings page. - Unexpected attendees accessing an event: Double-check event links shared and review Private settings to verify invitations. Related Topics - Managing Team Access and Roles: Guide on providing and modifying team roles and access. - Creating and Managing Event Types: Learn how to create customized event types tailored to your needs. - Understanding Insights and Analytics: Discover how to use insights for improving event planning and visibility strategies.

Last updated on Jul 07, 2026

Exploring Multi-Language Support in Schedly

Overview Schedly is designed to cater to a global audience by offering robust multi-language support. This feature allows you to configure language preferences to communicate with customers worldwide effectively. Whether your business operates in multilingual regions or serves international clients, setting up multi-language support ensures better accessibility and engagement. Prerequisites - You must have an Admin role in Schedly to configure language settings. - Ensure you are on the Pro Plan or higher, as some language settings require advanced customization available in these plans. Step-by-Step Instructions Enabling Multi-Language Support 1. Log in to your Schedly account as an Admin. 2. Navigate to Settings in the main menu. 3. Select Localization from the sidebar. 4. Under Language Options, click Enable Multi-Language Support. 5. Choose the desired languages from the provided list, including Spanish, French, German, Chinese, Japanese, and more. 6. Click the Save button to apply changes. Customizing Language Preferences 1. Within the Localization settings, select Language Preferences. 2. Set the default language for your events by selecting from the drop-down menu. 3. Customize event descriptions and confirmations in selected languages by clicking on the Edit button next to each language. 4. Preview each language setup by clicking the Preview button at the bottom of the page. Handling Customer Communications 1. Go to the Communications tab under Settings. 2. Click on Email Templates. 3. Customize email templates for different languages by selecting the language and clicking Edit. 4. Use the Language Variables feature to ensure dynamic language inclusion in emails. 5. Press Save & Exit once customization is complete. Key Details & Limits - Supported languages include English, Spanish, French, German, Chinese, and Japanese. - Requires Pro Plan or higher to access certain language customization features. - There is no limit to the number of languages you can enable. - Language previews are available to ensure text accuracy before publishing. Frequently Asked Questions 1. What languages are supported by Schedly? - Supported languages include English, Spanish, French, German, Chinese, and Japanese. 2. Can I set different languages for different event types? - Yes, each event type can have its specific language setting. 3. How do I ensure my emails are sent in the customer's preferred language? - Customize each email template for available languages under Email Templates in Communications. 4. Is there a cost associated with enabling additional languages? - No additional cost, but you need the Pro Plan or higher for full customization options. 5. Can customers change their language preferences? - Customers can select their preferred language on the booking page if multi-language support is enabled. Troubleshooting - Language settings not saving: Verify you have admin permissions and are on the appropriate plan tier. - Emails not displaying correctly in selected language: Check the email template for language-specific errors and confirm all language variables are correctly set. Related Topics - Customizing Email Templates in Schedly: Learn how to tailor your communications using Schedly's email customization features. - Managing Customer Bookings: Find out how to handle bookings efficiently with Schedly's management tools. - Understanding Pro Plan Features: Discover all the additional capabilities available with Schedly's Pro Plan.

Last updated on Jul 07, 2026

Implementing Attendance Tracking in Schedly

Overview Schedly's attendance tracking feature empowers organizations to efficiently manage participant attendance for events and services. Leveraging powerful integrations and comprehensive analytics, users can seamlessly monitor attendance trends and optimize event management. This feature is ideal for businesses looking to maintain high levels of engagement and accountability among participants. Prerequisites - Access to the Schedly platform with administrative privileges - A subscription to at least the Pro Plan to access the Insights feature Step-by-Step Instructions Setting Up Attendance Tracking 1. Log in to Schedly: Navigate to the Schedly login page and enter your credentials. Use the "Sign in with magic link" option if you prefer passwordless login. 2. Create an Event Type: Click "Schedly Services" in the main navigation. Select the New button to set up a new event type. Fill in necessary details such as event name, description, and duration. Ensure the Requires confirmation checkbox is enabled if attendance needs to be monitored keenly. 3. Set Participant Limits: In the event configuration page, specify the number of available seats by entering the appropriate number in the Seats field. 4. Save the Event: Click the blue Save button to finalize your settings. Managing Attendance 1. Monitor Attendees: Use the Insights feature from the main menu to view current attendance status for your events. It provides real-time data and visualizations. 2. Handling No-Shows and Cancellations: Access the specific event from the Schedly Services section to manually update attendance records. Mark individuals who did not attend or canceled as needed. 3. Generate Attendance Reports: In the Insights section, use the Export button to generate a report on attendance in either CSV or PDF format. This can be customized by filtering event-specific data. Integrating with Third-Party Tools 1. Set Up API Access: Enable API access in Schedly's settings for integration with your CRM or other third-party platforms. 2. Use SAML/OIDC: If your organization supports single sign-on, set up SAML/OIDC integration for seamless user authentication. Key Details & Limits - Attendance tracking is available only on the Pro Plan and above. - Schedly's API allows for custom integrations, necessary for external attendance tracking tools. - Maximum event duration is capped at 120 minutes per event. - Exportable formats for attendance reports include CSV and PDF. Frequently Asked Questions 1. How do I update attendance after an event has occurred? - Access the relevant event in Schedly Services and manually update the attendance list. 2. Can attendance reports be generated automatically? - Currently, reports must be manually generated using the Export function in the Insights section. 3. Does Schedly support third-party attendance tracking tools? - Yes, you can integrate via Schedly's API for custom solutions. 4. What should I do if participants can't confirm attendance? - Ensure the "Requires confirmation" option is enabled in the event settings. 5. Is it possible to automate reminders for event participants? - Yes, configure automatic email reminders in the event settings to maximize attendance. Troubleshooting - Participants can't log in with magic link: Ensure they are checking the correct email address inbox and searching for the Schedly email. - Attendance not updating in real-time: Refresh the Insights page or check your network connection. Related Topics - Setting Up Schedly Integrations: Learn how to connect Schedly with other software. - Creating Custom Event Types: A guide on tailoring events to meet specific needs. - Using Insights for Business Analytics: How to leverage Schedly's data features for improved decision-making.

Last updated on Jul 07, 2026

Advanced Use of Magic Links for Secure Logins in Schedly

Overview Magic Links in Schedly offer a passwordless authentication method that enhances security by sending a unique login link directly to your email. This approach simplifies access management and protects against phishing and password theft. Advanced users benefit by eliminating password entry, thereby streamlining login processes and improving security. Prerequisites - Ensure you have an active Schedly account and access to the email associated with this account. - No specific plan limitations apply to using Magic Links. Step-by-Step Instructions Setting Up and Using Magic Links 1. Navigate to the Schedly Login Page: Open your web browser and go to the Schedly login page. 2. Enter Your Email Address: In the "Email address" field, type the email associated with your Schedly account. 3. Select Magic Link Login: Click the "Sign in with magic link" option. 4. Check Your Email: Open your email inbox and locate the email from Schedly with the subject "Your Magic Link for Schedly Login." 5. Click the Magic Link: In the email, click the provided magic link to automatically log in to your Schedly dashboard. Enhancing Security with Passwordless Authentication - Magic Links provide a secure alternative to traditional passwords as they are only sent to your verified email, reducing the risk of unauthorized access. Managing Magic Link Expiration and Usage - Expiration: Magic Links generated for login expire after 10 minutes. Ensure you use them promptly. - Single Use: Each Magic Link can be used only once. For additional access, initiate a new request from the login page. Key Details & Limits - Magic Link Expiration: Links expire after 10 minutes. - Single Use: Each magic link is usable for one session only. - Plan Availability: Available on all standard Schedly plans. Frequently Asked Questions 1. What should I do if my magic link expires before I can use it? - Simply return to the Schedly login page and request another magic link by clicking "Sign in with magic link." 2. How can I ensure the security of my email account when using magic links? - Regularly update your email password and enable multi-factor authentication if available. 3. Why didn't I receive my magic link? - Check your spam/junk folder and verify that your email address is entered correctly on the login page. 4. Can I use the magic link feature on mobile devices? - Yes, magic links function seamlessly on both desktop and mobile devices. 5. Is there a limit to how many times I can request a magic link? - No, there is no limit to how many times you can request a magic link. Troubleshooting Not Receiving Magic Link Email: Ensure your email address is correct, and check any email filtering settings that might block Schedly emails. You may also want to whitelist Schedly's email domain. Magic Link Not Working: If clicking the link does not work, copy the URL directly from the email and paste it into your browser's address bar. Ensure the link hasn't expired. Related Topics - Setting Up SAML/OIDC for SSO in Schedly: Learn how to integrate single sign-on for enhanced security. - Resetting Your Schedly Password: Easy steps to reset your password if needed. - Understanding Schedly's Security Features: An overview of key security features and best practices. - Managing Event Types in Schedly: How to create and manage different event types for booking efficiency.

Last updated on Jul 07, 2026

Using Schedly's Feedback Tool Effectively

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.

Last updated on Jul 07, 2026

Creating Custom Booking Pages for Event Types

Overview Schedly offers powerful tools for customizing booking pages for different event types, empowering businesses to create unique scheduling experiences. Users can adjust layouts, incorporate specific fields, and ensure the pages are optimized for all devices. This feature is particularly useful for organizations that host multiple types of events with varying requirements. Prerequisites - Access to a Schedly account as an Admin. - Ensure you are on at least the Basic Plan. Step-by-Step Instructions Accessing Booking Page Settings 1. Navigate to the main Schedly dashboard. 2. Click on the Schedly Services menu option. 3. Select Event Types from the dropdown. 4. Click on the New button to create a new event type or select an existing event to edit. Customizing Layout and Design 5. In the event type editor, adjust the layout by selecting from predefined templates. 6. Use the customizable options to adjust fonts, colors, and page background to match your brand. Customize Layout Adding Specific Fields and Questions 7. Scroll to the Participant Information section. 8. Click Add Field to include custom questions, such as dietary preferences or organization names. 9. Use the dropdown to select field types (e.g., text, dropdown, checkbox). Add Fields Optimizing Pages for Mobile and Web 10. Preview your booking page design by clicking on Preview. 11. Use the toggle to switch between mobile and desktop views, ensuring elements are responsive. Testing the Booking Flow 12. Once changes are saved, click Test Booking Flow to simulate a user booking. 13. Run through the booking as if you were a client; check for any missing information or functionality. 14. Click the blue Save button in the top-right corner once testing is complete. Key Details & Limits - Event duration can be set from 15 to 120 minutes. - Both mobile and desktop views are supported in the preview. - Only Admins can create or edit event types. - Available on all Schedly plans; customization options increase with Pro and Enterprise Plans. Frequently Asked Questions 1. Can I hide certain event types from the public? - Yes, select the "Hidden" option in the event type settings. 2. What types of custom fields can I add? - You can add text fields, dropdowns, checkboxes, and more. 3. Are booking pages automatically mobile-friendly? - Yes, Schedly optimizes pages for both mobile and desktop. 4. How do I ensure only invited guests can book? - Use the "Requires confirmation" setting during event setup. 5. Can I revert changes to a previous event layout? - No, once changes are saved, they overwrite the previous settings. Ensure to test thoroughly. Troubleshooting - Fields not appearing on the booking page: - Ensure fields are marked as "Visible" in the event type settings. - Preview not showing mobile view properly: - Clear your browser cache and try reloading the preview. - Changes not saving: - Confirm all required fields are completed, and check for any network connectivity issues. Related Topics - Managing Event Types: Learn how to efficiently manage and categorize different event types. - Using Schedly Insights: Analyze the performance of your events with detailed insights. - Setting Up Team Access: Grant permissions to team members for seamless collaboration. - Configuring SAML/OIDC: Enhance security with single sign-on options for your organization.

Last updated on Jul 07, 2026

Modify Notification Preferences for Team Events

Overview Notifiying your team about upcoming events or changes effectively can be critical for business operations. With Schedly, you can configure how and when notifications are sent for team events, ensuring precise communication. This guide will help you navigate team notification settings, set up custom notification triggers, select the best communication channels, edit notification templates, and test notification workflows. Prerequisites - Ensure you have Admin access as only Admins can configure notification preferences. - A current Pro or Enterprise Plan is required to access team management features. Step-by-Step Instructions Access Team Notification Settings 1. Log in to your Schedly account using the main login page. 2. Navigate to Settings, then select Teams from the sidebar. 3. Select the team for which you want to configure notifications. 4. Click on the Notification Settings tab. Set Up Custom Notification Triggers 1. Under the Notification Settings tab, find the Triggers section. 2. Click Add Trigger. 3. Choose the event types that should activate this trigger from the dropdown list. 4. Set the conditions for the trigger, such as time before or after the event. 5. Save your settings by clicking the Save Trigger button. Select Communication Channels 1. In the Channel Preferences section of the Notification Settings tab, tick the boxes for preferred channels, including Email, SMS, or Push Notifications. 2. For each selected channel, configure specific settings such as frequency or secondary conditional messages. 3. Ensure changes are saved by clicking the Save Channels button. Edit Notification Templates 1. Under the Templates section, select the message template you wish to edit. 2. Customize the message using available placeholders for dynamic content (such as {EVENT_NAME}, {DATE}, etc.). 3. Click Preview to view the updated message format. 4. Save the template using the Save Template button. Test Notification Workflows 1. In the Testing section, enter the email addresses or phone numbers to send test notifications. 2. Choose the templates and triggers you want to include in the test. 3. Click Send Test to initiate your test notifications. 4. Verify that notifications are delivered correctly and make adjustments if necessary. Screenshot of Notification Settings Key Details & Limits - Only Admins can alter notification settings. - Pro or Enterprise Plan required for team notification settings. - Notifications can be triggered by event types, which need configuration under Schedly Services. - Templates support dynamic placeholders for event-specific details. Frequently Asked Questions 1. How do I access team notification settings? Navigate to Settings > Teams, then select Notification Settings. 2. Can I use SMS for notifications? Yes, configure SMS in the Channel Preferences section. 3. How do I test a notification without sending it to team members? Use the Testing section to send yourself test notifications. 4. What notification channels are available? Email, SMS, and Push Notifications. 5. How can I preview notification templates? Select the template in the Templates section and click Preview. Troubleshooting - Notifications not sending? Ensure triggers are correctly configured and that the communication channels are enabled. - Emails not received? Check your spam folder and verify the email address in the test section. Related Topics - Managing Teams in Schedly: Learn how to add and manage team members within Schedly. - Creating Custom Event Types: Set up and manage different event types for your organization. - Understanding Schedly Insights: Gain insights from booking data to optimize event management.

Last updated on Jul 07, 2026

Managing Timezone Differences for Global Teams

Overview Managing timezone differences is crucial for ensuring seamless scheduling for global teams. With Schedly, you can configure timezone preferences, handle attendee timezone variations, automate timezone adjustments, and sync with international calendars, facilitating effective collaboration across borders. Prerequisites - Access to a Schedly account. - Administrative privileges to modify organization settings. - A minimum Basic Plan subscription. Step-by-Step Instructions Setting Timezone Preferences 1. Log in to Schedly: Navigate to the Schedly login page and log in using your preferred method (Email/Password, SAML/OIDC, or Magic Link). 2. Access Organization Settings: Once logged in, go to Settings > Organizations > [Your Organization Name]. 3. Set Organization Timezone: Under the 'General Settings' section, select your preferred timezone from the 'Default Timezone' dropdown menu and click the blue Save button. Handling Attendee Timezone Differences 1. Create a New Event Type: Navigate to "Schedly Services" and click the New button to create an event type. 2. Enable Timezone Adjustments: In the event creation form, ensure the 'Allow attendees to choose their timezone' option is checked, allowing participants to see the event time in their local timezone. 3. Save the Event Type: Click the blue Save button to create the event type. Automating Timezone Adjustments 1. Utilize Schedly AI Assistant: Engage the AI assistant by navigating to "Schedly Services" and selecting "AI Assistant." The AI assistant can suggest optimal times by considering your team's timezones. 2. Set Smart Scheduling Rules: Under "Schedly Services," go to "Smart Scheduling" to enable automatic timezone conversions based on participant locations. Syncing with International Calendars 1. Navigate to Schedly Connect: From the main navigation menu, click on "Schedly Connect." 2. Link to External Calendars: Select the option to integrate with external calendars (e.g., Google Calendar, Outlook) to ensure events sync across different time zones. 3. Enable Auto-Updates: Ensure "Auto-Update Events" is toggled on in the integration settings. Key Details & Limits - Plan Requirements: Minimum Basic Plan required for timezone management features. - Supported Formats: Integrates with Google Calendar and Outlook. - Event Duration Limit: Event durations range from 15 minutes to 120 minutes. - Maximum Teams: Unlimited team creation supported. Frequently Asked Questions 1. How does Schedly handle daylight saving time changes? - Schedly automatically adjusts event times to reflect daylight saving time changes based on the selected timezones. 2. Can attendees see events in their local timezone? - Yes, by enabling the option for attendees to choose their timezone during event creation. 3. What integration options are available for calendars? - Schedly integrates with Google Calendar and Outlook for comprehensive timezone management. 4. How can I ensure invitations always reflect the correct time? - Make sure "Auto-Update Events" is enabled in the Schedly Connect settings. 5. Can I change an event’s timezone after it's been created? - Yes, you can edit the event type and update the timezone preferences as needed. Troubleshooting - Events not reflecting local time: - Ensure the "Allow attendees to choose their timezone" option is checked during event creation. - Timezone not updating in calendar sync: - Confirm "Auto-Update Events" setting is enabled in Schedly Connect. Related Topics - Creating Event Types: Learn how to configure different types of events for booking. - Integrating Schedly with Your Calendar: Step-by-step guide to sync Schedly with your Google or Outlook calendars. - Using the Schedly AI Assistant: Optimize scheduling with intelligent insights and suggestions.

Last updated on Jul 07, 2026

Creating and Using Custom Reports in Schedly

Overview Schedly's custom reporting functionality provides deep insights into your scheduling performance by allowing users to create, format, and export personalized reports. This tool is essential for businesses that need to analyze booking patterns, attendance statistics, and more. The Insights section is where all reporting activities begin, tailored to help improve operational efficiency. Prerequisites - Access to the Insights feature is available to users on the Pro and Enterprise plans. - Ensure you have admin or member permissions to view and generate reports. Step-by-Step Instructions Navigate to the Insights Section 1. Log in to your Schedly account using your preferred method (email/password, SAML/OIDC, or magic link). 2. Once you reach your dashboard, click on Insights in the main navigation menu. Select Criteria for Custom Report Generation 3. In the Insights section, locate the Custom Reports tab. 4. Click Create New Report to begin. 5. Select the criteria for your report. Options include date ranges, event types, team filters, and more. Create New Report 6. Click Apply to set your chosen criteria. Format and Customize Report Data 7. Review the preliminary report data displayed. 8. Use the Customize button to add or remove data columns, group data, and apply further filters as needed. 9. Click Preview to see how your customizations affect the report. Export Reports to Various Formats 10. To export the customized report, click the Export button at the top-right. 11. Choose your preferred format: CSV or PDF. 12. The report will be downloaded to your device. Schedule Automated Report Generation 13. In the Custom Reports tab, select Automate Report next to your desired report. 14. Set the frequency (e.g., daily, weekly, monthly) and enter the email addresses for recipients. 15. Click Activate to schedule the automated report delivery. Key Details & Limits - Export Formats: Reports can be exported in CSV and PDF. - Plan Requirements: Custom reports are available for Pro and Enterprise plan users. - Automation Frequency: Reports can be automated on a daily, weekly, or monthly basis. - Customization Limits: The number of custom fields and criteria is limited to 20. Frequently Asked Questions 1. Can I schedule multiple reports? - Yes, you can automate as many reports as needed, provided you specify different criteria or frequencies. 2. What data can be included in a custom report? - You can include a wide range of data such as booking details, participant data, and event performance. 3. How often is report data updated? - Reports pull real-time data, ensuring your insights are always up-to-date. 4. Can non-admin users create custom reports? - Yes, but they must have member permissions to access the Insights feature. 5. Is there support for additional export formats? - Currently, only CSV and PDF are supported. Troubleshooting - Report Not Loading or Generating: Ensure all required criteria are selected. If the issue persists, clear your browser cache and try again. - Export Missing Columns: Double-check your customizations to make sure all desired data columns are selected in the report preview. Related Topics - Understanding Event Types in Schedly: A guide to setting up different types of events. - Optimizing Team Schedules: Practices for managing team scheduling efforts effectively. - Managing Organization Members: How to add, remove, and modify member roles in Schedly. - Integrating Schedly with Third-Party Tools: Steps to sync Schedly with external applications for enhanced functionality.

Last updated on Jul 07, 2026

Step-by-Step Guide to Setting Up Event Payments

Overview Setting up event payments in Schedly enables you to seamlessly manage booking fees, refunds, and financial transactions for your events. By linking a payment gateway, establishing price tiers, and monitoring transactions, you ensure a smooth payment process for both you and your event participants. This guide is crucial for event organizers who want to manage their finances efficiently through Schedly. Prerequisites - You must have access to Schedly's organization settings. - Ensure you have a payment gateway account (e.g., Stripe, PayPal) prepared to link. - Access to a Schedly admin account is required to make these changes. Step-by-Step Instructions Access the Payment Settings in Event Configuration 1. Log in to your Schedly dashboard using your admin credentials. 2. Navigate to Settings from the main menu on your Schedly dashboard. 3. Select Event Payments from the Settings submenu. Link and Verify Your Payment Gateway(s) 1. In the Event Payments section, click on Link Payment Gateway. 2. Choose your payment gateway from the available options (e.g., Stripe, PayPal). 3. Enter your gateway credentials as prompted on the screen. 4. Click Connect to establish the link. 5. Verify the connection by checking the status in the Payment Gateway Settings section - it should display as connected. Set Price Tiers for Different Event Types 1. Navigate to Schedly Services from your dashboard. 2. Click on Event Types. 3. Select the event type you wish to set a price for or click New to create one. 4. Within the event settings, locate the Price Tiers section. 5. Click Add Tier to define different pricing levels. 6. Enter tier details including name, price, and any specific conditions (e.g., early bird). 7. Click the Save button to apply your changes. Manage Refunds and Cancellations 1. Go to Schedly Services and select Payments & Transactions. 2. Browse to the correct transaction or use the search bar to locate specific bookings. 3. Click Manage Refund next to the transaction to initiate the refund process. 4. Confirm the refund amount and proceed by clicking Confirm Refund. 5. Cancellations can be managed by selecting the booking and clicking Cancel Booking, ensuring you notify the participant. Securely Store and Access Payment Reports 1. From your Schedly dashboard, access Insights via the main navigation menu. 2. Select Financial Reports from the insights menu. 3. Use filters to customize your report view by date range, event type, or payment status. 4. Click the Export button to download reports in your preferred format (CSV or PDF). Key Details & Limits - Payment gateways supported are Stripe and PayPal. - Price tiers can be customized with names, prices, and conditions. - Transaction records are updated in real-time in the Financial Reports. - Refunds process times may vary based on the chosen payment gateway. Frequently Asked Questions 1. Can I use multiple payment gateways? - Yes, you can link and manage multiple gateways but need to configure each event's gateway separately. 2. What happens if a payment fails? - Failed payments will be marked in your transaction list, and you can choose to retry the payment or contact the participant. 3. Can I change price tiers after bookings have started? - Yes, however, the change will only apply to new bookings, not existing ones. 4. How do I know if my payment gateway is connected properly? - In the Payment Gateway Settings, a status display will show 'Connected' if the integration is successful. 5. Are there any fees for refunds? - Refund policies and any associated fees are determined by your payment gateway. Troubleshooting - Unable to Link Payment Gateway: - Ensure your gateway credentials are correct and your gateway account is active. - Reports Not Showing Correctly: - Double-check your selected filters and try refreshing the insights page. - Refund Processing Delays: - Verify the transaction status with your payment gateway and ensure all steps were followed. Related Topics - Configuring Event Types: Learn how to create and customize event types for your needs. - Managing Team Permissions: Understand how to grant access to specific features for team members. - Using Insights for Better Events: Explore how to leverage Schedly's analytics to improve your event management.

Last updated on Jul 07, 2026

Using Magic Links for Enhanced Security in Schedly

Overview Magic links in Schedly offer a seamless and secure method for passwordless authentication. Designed for users who prefer enhanced security without the burden of remembering passwords, magic links are emailed and provide direct access to your account. This method is ideal for those using Schedly’s integrated features for scheduling, event management, and secure login. Prerequisites - You must have an existing Schedly account. - Ensure your email is correctly configured to receive external communications. Step-by-Step Instructions Set Up Magic Links in Account Security Settings 1. Log in to your Schedly account using traditional email and password or existing SAML/OIDC credentials. 2. Navigate to Settings > Account Security. 3. Under the 'Authentication Methods' section, locate the Magic Link option and toggle the setting to enable it. 4. Confirm the change by clicking the blue Save button. Generate and Distribute Login Magic Links 1. Go to the login page if you’re not already logged in. 2. Enter your email address in the Email address field. 3. Click Sign in with magic link. 4. Check your email inbox for a message from Schedly and click the link within the email. Secure Access with Expiration and Usage Limits - By default, magic links sent by Schedly expire after 15 minutes and can only be used once. - Always ensure you use the magic link within the designated time frame for security reasons. Integrate with Third-Party Login Services - Schedly allows for the integration with SAML/OIDC for SSO. To configure, navigate to Settings > SSO Integration and follow the on-screen instructions. Key Details & Limits - Magic links expire in 15 minutes. - They are single-use only. - Requires a valid email configured to receive external communications. Frequently Asked Questions 1. What happens if my magic link expires before I use it? - Simply request another magic link from the Schedly login page. Enter your email, and click Sign in with magic link again. 2. Can I use the magic link on a different device? - Yes, magic links are device-agnostic. However, once you use it on one device, it cannot be reused on another. 3. Is it possible to disable magic links once enabled? - Yes, go to Settings > Account Security and toggle off the Magic Link option, then click Save. 4. What should I check if I don’t receive my magic link email? - Check your spam/junk folder. Ensure that your email provider is not blocking emails from Schedly. 5. Do magic links provide the same security as passwords? - Magic links provide a level of security as they are unique, expire after one use, and can only be used from the email account where they were received. Troubleshooting - Not Receiving Magic Link Email: Verify your spam/junk folder and ensure your email is correctly entered. - Magic Link Not Working: Ensure you are clicking the most recent link sent within 15 minutes. Related Topics - Configuring SAML/OIDC for SSO: Learn how to set up single sign-on for seamless access. - Managing Account Security Settings: Explore all security settings available in Schedly. - Integrating with Third-Party Services: A guide to connecting Schedly with other platforms.

Last updated on Jul 07, 2026

Managing Organized Group Bookings Efficiently

Overview Organizing group bookings can greatly enhance team efficiency and ensure that everyone is on the same page. With Schedly, you can create group events, set participant limits, assign roles, customize event settings, sync events across calendars, and automate notifications for all group members. This functionality is perfect for teams needing streamlined coordination and effective communication. Prerequisites To effectively manage group bookings in Schedly, you need to be an Admin within your organization. Access to the "Teams" feature under the "Schedly Services" section is necessary. This feature is available in the Pro Plan and above. Step-by-Step Instructions Create Group Booking Events 1. Navigate to Schedly Services in the main menu. 2. Click on Event Types. 3. Click New to start creating a new event type specifically for group bookings. 4. Enter the event details, ensuring the type is set to accommodate group participation. 5. Input the number of seats available under Specify number of seats to set the participant limit. 6. Check the box for Requires confirmation if you want participants to confirm their attendance. 7. Enter any additional details, then click the blue Save button to create the event. Set Participant Limits and Group Roles 1. Go to Schedly Services and select Teams. 2. Choose the team you want to manage, then click Add Member. 3. Assign roles by selecting from the Role dropdown next to each member. Available roles are Admin, Member, and Guest. Customize Group Event Settings 1. In Event Types, select the event you want to edit. 2. Adjust settings under Customize Event to tailor notifications, visibility, and participant interaction. 3. Utilize the Hidden option if the event should not be visible publicly. 4. Check all settings, then click Save to update the event. Sync Group Events Across Calendars 1. Each team member should navigate to their team schedules in Teams. 2. Meetings and events will sync automatically with their native calendar applications, provided they have the appropriate permissions. Automate Notifications for Group Members 1. While setting up an event, make sure to enable the notification settings. 2. Choose the timing and format for notifications to ensure group members receive the necessary alerts. Key Details & Limits - Participant Limits: Specify up to 50 seats for group events on the Pro Plan. - Role Assignment: You must be an Admin to assign roles within your organization. - Plan Requirements: Group booking features are available on the Pro Plan and higher. - Notification Automation: Customize notifications for time, content, and recipients to avoid over-communication. Frequently Asked Questions 1. How do I change a participant's role during an event? - Go to the "Members" section, locate the participant, click the "Role" dropdown, and select the new role. 2. Can I limit the visibility of a group event to specific users? - Yes, utilize the "Hidden" option in the event settings to manage visibility. 3. Why aren't group events syncing with my calendar? - Ensure that your calendar permissions are correctly set to allow syncing with Schedly. 4. Can I create automated notifications without manual input each time? - Yes, during event setup, configure notification settings to automate them. 5. How can I confirm participation numbers before the event? - Use the "Requires confirmation" feature during event setup to track confirmed attendees. Troubleshooting Events not appearing for team members: Ensure that team members have the correct roles and that their permissions allow them to view the event. Related Topics - Creating Event Types: Learn how to tailor event types to best suit your organization's needs. - Assigning Roles and Permissions: Understand the different roles in Schedly and how to assign them. - Notification Settings for Events: A guide to customizing and optimizing event notifications for your team.

Last updated on Jul 07, 2026