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Recaps & actons items

8 articles

How to delete a Notetaker recap
Learn how to delete Notetaker recaps, including summaries and transcripts, for specific meetings or all recordings. Gain step-by-step guidance on managing Notetaker settings effectively for a streamlined experience in Zoom and Google Meet.
1 min read·Updated October 26, 2026
How to edit a Notetaker recap
Learn how to edit a Notetaker recap by adjusting details, adding context, or removing items. This guide covers enabling Notetaker, accessing recaps, and saving your updates, making it easy to keep your meeting notes accurate and organized.
1 min read·Updated September 4, 2026
How to manage Notetaker recaps
Learn to manage Notetaker recaps: enable recording for Zoom/Meet/Teams, locate recaps, export transcripts as TXT, and download video recordings for offline use.
2 min read·Updated September 29, 2026
How to send recaps to your CRM and other apps
Calendly Notetaker can auto-send meeting recaps, transcripts, and key details to Salesforce, HubSpot, or any app via Zapier. Keep CRM records current, cut manual notes, and share summaries faster.
2 min read·Updated September 29, 2026
How to share Notetaker recaps
Learn how to share Notetaker recaps: grant access to specific teammates, your workspace, anyone via link, email recaps, and revoke or hide access; find shared recaps under Shared with me
4 min read·Updated October 26, 2026
Meeting digest email overview
Receive a daily 10:00 AM UTC Meeting digest listing all Calendly and non‑Calendly meetings, attendees, Notetaker status and quick actions; sent to Standard Plus and Teams Plus users and manageable in Notifications
1 min read·Updated September 29, 2026
What happens to my Notetaker recordings and recaps if I downgrade?
Downgrading to Free keeps past Notetaker recordings and recaps but stops new recordings. Switching between Plus plans preserves Notetaker. Upgrading restores recording and future recaps automatically.
3 min read·Updated October 26, 2026
Why didn't Notetaker provide a recap?
Fix missing Notetaker recaps: ensure meeting has audio and transcript over 250 characters, allow recording, sign into the same Zoom Google or Teams account linked to Calendly; hosts enable Zoom recording and attendees verify the meeting link
2 min read·Updated October 26, 2026

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Popular articles

Connect your calendar

Learn how to connect your calendar to Calendly for better scheduling. Sync meetings, prevent double-booking, and coordinate team availability easily. The article outlines compatible calendars, connection options, and tips for seamless integration.

Help Center / Integrations / Calendars

Here’s how to connect your calendar to Calendly so your availability stays in sync and avoids double bookings:

In Calendly, go to Availability → Calendar settings.
Select + Connect calendar account and choose your calendar type (for example, Google, Outlook/Office 365, or Exchange).
Sign in to your calendar account and allow access.
Select the calendar(s) Calendly should check for conflicts, and choose where new bookings go.
Save your settings and make sure your calendar shows as connected.

Once connected, Calendly checks your calendar for busy times and adds new meetings to it. If you connect more than one calendar, choose one as your main calendar for bookings.

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Embed options overview

Discover how to seamlessly embed Calendly on your website with options like inline, pop-up text, and pop-up widget. Explore tailored instructions for various website providers and learn about advanced customization features for developers.

Help Center / Integrations / Embed options

Calendly offers three embed options:

Inline embed – Displays your scheduling page directly within your website.
Pop-up text – Opens your scheduling page in a pop-up when a link is clicked.
Pop-up widget – Adds a floating button to your page that opens a pop-up when selected.

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Add Calendly to your website

Learn how to seamlessly add Calendly to your website with step-by-step instructions. Discover options for embedding, customizing appearance, and integrating with various website providers to enhance user scheduling experiences directly on your site.

Help Center / Integrations / Embed options

To add Calendly to your website:

Choose the page you want to embed:
* Landing page embed – Displays all active personal or team event types.
* Booking page embed – Displays a single event type.
Select the three dots (•••) next to your chosen page, then click Add to website.
Choose your embed type: inline embed, pop-up widget, or pop-up text.
Select Continue, make any adjustments, then click Copy code.

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Troubleshoot unavailable times

Learn how to troubleshoot unavailable times in Calendly using the Troubleshoot Tool. Discover how to identify time-blocking issues, understand troubleshoot codes, and make necessary adjustments to ensure invitees can schedule with you correctly.

Help Center / Scheduling / Availability

To troubleshoot unavailable times that should be available:

Open the event type you want to review from your Scheduling page.
Select Preview.
Click Troubleshoot at the bottom of the preview page.
Choose the date and time that appear unavailable but should be open.
Review the list of reasons explaining why the time is not available.

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How to connect your Google Calendar

Learn how to connect your Google Calendar to Calendly to streamline scheduling, prevent double bookings, and automate meeting management. Customize settings for availability checks, event additions, and real-time syncing for an efficient calendar ...

Help Center / Integrations / Calendars

To set up your Google Calendar:

Go to Settings → Scheduling → Calendars.
Select Connect next to Google Calendar.
Sign in to your Google account when prompted and return to Calendly.
Select which calendars to check under Calendars to check for conflicts and choose a calendar under Calendar to add events to.

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Availability best practices

Discover how to fine-tune your Calendly availability settings by adjusting time increments, limiting bookings, preventing last-minute appointments, locking time zones, and hiding events. Optimize your scheduling efficiency and manage your time eff...

Help Center / Scheduling / Availability

Here's how to fine-tune your availability:

Go to your Scheduling page and select the event type you want to update.
Select More options and open the section you want to edit.
* Limits and buffers: Set meeting limits and buffer times
* Free/busy rules: Choose what this meeting takes priority over
* Booking page options: Set start time increments

When you’re done, select Save changes. Then check your booking page to make sure it looks right.

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How to connect your Office 365 or Outlook.com calendar

Learn how to connect your Office 365 or Outlook.com calendar to Calendly for seamless scheduling. Manage availability, prevent double bookings, and customize how Calendly interacts with your calendar to optimize your scheduling experience.

Help Center / Integrations / Calendars

To set up your Office 365 or Outlook.com calendar:

Go to Settings → Scheduling → Calendars.
Select Connect next to Outlook Calendar.
Sign in to your Microsoft account when prompted and return to Calendly.
Select which calendars to check under Calendars to check for conflicts and choose a calendar under Calendar to add events to.

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How to use buffers

Learn how to effectively use buffer times in Calendly to enhance meeting prep and reduce stress. Customize buffer settings for each event type, manage visibility on your calendar, and ensure smooth scheduling without overlaps.

Help Center / Scheduling / Availability

Here’s how to add time before or after meetings using buffers:

Go to the Scheduling page and select the event type you want to edit.
Select More options, then Limits and buffers.
Select + Set buffer time.
Add your preferred buffer time before and/or after the meeting.
Select Save changes.

Your buffer changes will apply to new bookings and help prevent back-to-back meetings.

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How to add Calendly to a WordPress site

Learn how to seamlessly embed Calendly on your WordPress site with this step-by-step guide. Discover methods for both WordPress.com and WordPress.org users, including inline embeds and pop-ups to enhance booking capabilities.

Help Center / Integrations / Embed options

Here's how to add your Calendly scheduler to a WordPress site:

Get your embed code — In Calendly, select the three dots next to event type or landing page you want to share and select Add to website. Choose how you want it to appear, then select Copy code.
Open your WordPress dashboard and go to the page where you want the scheduler to appear.
Add a Custom HTML block (or Custom HTML widget) and paste the Calendly embed code.
Select Publish or Update, then preview the page to confirm the scheduler displays correctly.

If your plan doesn't support HTML embeds, you can add a link to your Calendly scheduling page instead.

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How to set meeting limits

Learn how to set meeting limits in Calendly to prevent overbooking and manage your availability effectively. Control bookings per specific event or across all events, ensuring you maintain time for other priorities while managing your schedule.

Help Center / Scheduling / Availability

Here's how to set up meeting limits:

Go to your Scheduling page and open the Event Type you want to edit.
Select More options, then find Limits and buffers.
Turn on Meeting limits and choose how many times this Event Type can be booked per day, week, or month.
Save your changes so the limits apply.

The next time someone books this Event Type, Calendly will enforce the limits you set.

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