Frequently Asked Questions
Categories
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ACCOUNT SETTINGS
Can I add a CNAME or validate my sending email?
At this time, there is no way to add CNAMEs or validate your sending email. TidyCal sends email reminders from our TidyCal mail servers. If you’re connected with Google, Office, or Apple calendars, the invitations will be sent from those connected accounts.
💡 Pro Tip
- Calendar Invites are "Sent from" the email address of the Primary Calendar
- Confirmation and reminder emails are "Sent from" the account's email address
Can I add users or team members to my TidyCal account?
At this time, TidyCal only supports one user per account. Each user will need their own TidyCal account.
Does TidyCal support two-factor authentication (2FA)?
TidyCal does not support two-factor authentication (2FA) at this time.
Is TidyCal included in the AppSumo Plus membership?
TidyCal is not included in the AppSumo Plus membership and must be purchased separately from AppSumo.
CALENDAR AND SCHEDULING
I don't want TidyCal to block off dates with events from my external calendar.
If you would like TidyCal to ignore certain calendar events or all events, you will want to either:
- Disable the entire calendar for reading
- Or set the Visibility Settings of each calendar event to Free instead of Busy.
What does Reading Enabled / Disabled mean?
- Reading Enabled:
- Permission is granted to TidyCal allowing it to view the contents of the calendar
- Events are visible to TidyCal through synchronization
- All events visible to TidyCal will be blocked off your booking calendar
Only calendar events that are Busy are synced with TidyCal.
Calendar events that are Free are invisible to TidyCal
- Reading Disabled: No calendar events from this calendar is synced. TidyCal is unable to view calendars it isn't permitted to. Events in a reading disabled calendar are not synced with TidyCal
Can I use a Microsoft Exchange calendar with TidyCal?
Microsoft Exchange calendars are not supported; only Office 365, Outlook.com, Live.com, or Hotmail calendars are compatible.
Why aren’t bookings showing in my connected or external calendar?
Several possible scenarios may cause this:
- No Primary Calendar has been set OR a non-calendar has been set as Primary
- Primary calendars are the default calendars where TidyCal creates bookings
Reminders, Birthdays, Holidays in (Country) are not considered calendars and cannot be set as primary
Dashboard > ☰ > Integrations > Calendars
- Booking type is set to write to a calendar other than the primary. Search for the event in the receiving calendar (option only available to Lifetime Pro accounts).
- Connection between TidyCal and your integrated calendar isn’t set up correctly or has been severed. Reconnect it on the Integrations page.
For Google connections:
- Go to Google permissions and remove TidyCal permissions.
- Use Incognito mode to log in to TidyCal.
- Reconnect Google Calendar, ensuring all permissions are granted.
For Outlook, contact Outlook support for assistance.
Can I set universal or global Business Hours for all Booking Types?
Enable Global Availability on all booking types so you can set a universal schedule. One setting applies to all booking types Global Availability is enabled.
Dashboard > Availability
How to enable Global Availability
- Edit your booking calendar
- You will find a switch that's currently disable and says "Use global availability"
- Click it to enable
- Save the changes
Learn more about Global Availability:
Can I disable rescheduling and cancellation options?
Currently, there is no way to disable the option to reschedule or cancel bookings.
Can I approve bookings before it gets confirmed?
Yes. this is an option available in Lifetime Pro accounts
- This feature is in the Advanced Booking Type Settings of each booking type
- This feature is disabled by default. Enable the feature by clicking the checkbox
- Must be enabled or disabled on every booking calendar
- Your client will be notified of the approval or rejection of the booking request
How do I change the order of my Booking Types?
To reorder Booking Types:
- Go to your main Dashboard
- Click + hold then drag your booking types to rearrange the order
- Release mouse to drop the booking type on the desired position.
- Click “View your bookings page,” to review publicly viewable order of your booking calendars
What happens when I delete a Booking Calendar?
Deleting a booking calendar has the following effects:
- URL Impact: If the calendar was shared via social media or newsletters, its URL will result in an error.
- Removal from Booking Page: The booking type will no longer appear on your booking page.
- Visual Representation in the Bookings Page: All bookings (past, present, and future) will be crossed out on the bookings page.
- Upcoming Bookings: Confirmed upcoming bookings will still take place as scheduled.
- Cancellation Behavior: Deleting a booking type does not cancel its associated bookings.
- Blocked Dates: Dates blocked off for confirmed bookings will remain blocked in your calendar.
I cancelled a TidyCal meeting by directly deleting the calendar event.
Deleting a TidyCal calendar event will have several effects:
- Deleting a calendar event will not cancel the confirmed booking
- Person whose calendar event has been deleted will be not be updated, sent reminders or any changes to the meeting
- Will free up the date on the external calendar but TidyCal will continue to block it from booking calendar
Cancellations and Reschedules
To cancel or reschedule a confirmed meeting, use the TidyCal cancellation or reschedule link provided in the email confirmation or within the calendar event. This ensures that all updates related to the meeting are properly reflected in TidyCal, online video conferencing apps, and integrated calendars.
My booking links are suddenly broken! Help!
Booking type links are auto-generated when you enter the title of the booking type. If changes are made to the title, the same are made on the URL as well. If you have promoted the original URL those links will break and return in error.
Here's how to resolve it:
- Grab original URL from your promotions or social media posts
- Log into TidyCal
- Click Edit on the target booking type
- On the slug or URL of the booking type, paste the original URL
Typically you will only need the string that's preceded by "/".
This will restore linking the URL to the appropriate booking type.
FEATURES AND CUSTOMIZATION
Can I Add Links to Text in the Booking Type Description?
Yes, you can. Hyperlinking text is one of the formatting options available in the description section of the booking calendar.
How do I set availability for my Booking Types?
You can set the availability for each booking type in the following ways:
- Weekly Availability: Define availability for specific days of the week, which will repeat every week. You can also set specific dates as unavailable within this option.
- Specific Dates: Set availability only for specific dates with complete date customization.
Alternatively, you can enable Global Availability in the booking type settings. When enabled, the availability settings configured in Global Availability will apply to all relevant booking types.
Watch video tutorial on setting up Global Availability
Does TidyCal Support Discounts or Coupons?
TidyCal does not currently support discounts or coupons. However, you can offer discounted rates by creating a Private Booking with a lower price and sharing the direct URL with your clients.
To enable Private Mode:
- Go to the Advanced Booking Type Settings of your booking type.
- Click the checkbox to activate Private Mode
- Be sure to save the changes
Private booking types are only accessible to individuals who have the direct URL, ensuring exclusive access to your discounted offerings.
Can I embed more than one calendar on a single page?
Yes, you can embed multiple calendars per page. Ensure that each embed code is dropped separately on a custom HTML widget. Manually adjust the paddings and margins to taste.
How can I ask bookers for their phone number?
Add a phone number field in the booking form by creating a custom question. Bookers can then fill in their phone numbers when booking.
Can I integrate Facebook/Meta tracking pixels with TidyCal?
Meta pixels are not supported, but you can use the “Redirect after booking” feature to track on a “thank you” page.
What are Date Polls?
Date Polls are a feature in TidyCal that allows you to coordinate a meeting time with a group by gathering input on availability. You propose multiple date and time options, and participants vote on their preferred choices.
This tool is perfect for scheduling group meetings, ensuring you find a time that works for everyone with minimal back-and-forth communication. When the poll concludes, all the participants to the poll will be sent an invitation to participate in the activity.
Dashboard > Date Polls
What is the Cover Image feature?
The Cover Image is for our directory where you can showcase your booking types.
Can I Use TidyCal to Manage Room or Office Rentals?
TidyCal is not ideal for room or office rentals, as once a date or time is booked, those are blocked off completely, preventing overlapping schedules. Whereas in room rentals and the like, you will want to still show availability because other rooms may still be available for rent.
INTEGRATIONS AND API
Does TidyCal support webhooks?
While TidyCal doesn’t have native webhook support, you can integrate with Zapier or use other tools like Pabbly Connect. API options are also available.
Where can I find TidyCal API documentation?
All TidyCal API documentation is available on our APi Docs page.
Dashboard > ☰ > Integrations > Advanced > API Keys
How does Zapier integration work with multiple questions?
Currently, multiple questions are passed as a single variable in Zapier.
Can I import Booking Types from other platforms?
Yes, you can import Booking Types from other platforms! Currently, TidyCal supports importing Booking Types directly from Calendly. To do this, simply go to your TidyCal Integrations page and click the Import button to start the process.
Dashboard > ☰ > Integrations > Import from Calendly
How to Integrate MailChimp or Similar Apps?
You can integrate MailChimp with TidyCal using either of the following methods:
- API Integration: Connect directly via the MailChimp API (requires a Lifetime License)
- Zapier: Use Zapier to link MailChimp with TidyCal (requires a Lifetime License)
For email marketing, SendFox is natively integrated with TidyCal, providing a seamless experience without the need for additional tools.
Dashboard > ☰ > Integrations > Advanced
I Have Microsoft Office 365 Enterprise. Can I Use Teams with TidyCal?
TidyCal supports Microsoft Teams integration only for Office 365 Business or Education plans. Unfortunately, Enterprise or other subscription plans are not compatible with this feature.
PAYMENTS AND NOTIFICATIONS
Which payment processors are supported in TidyCal?
TidyCal supports these payment processors:
- PayPal (debit and credit cards, with or without PayPal accounts are accepted)
- Stripe (debit and credit cards only)
Can I set up notifications for new bookings, cancellations, or reschedules?
TidyCal automatically sends email notifications for new bookings, reschedules, and cancellations. Currently, email is the only method of notification available.
I Set Up Two Email Reminders. Why Was Only One Sent?
If the booking is made within a time frame shorter than the first email reminder, only the final email reminder will be sent. This ensures that reminders remain relevant to the booking schedule.
How Do I Test if My Paid Booking Works?
To test paid bookings, you’ll need to use the test modes for your payment processor:
Stripe: Enable test mode in Stripe to simulate transactions.
PayPal: Use PayPal’s sandbox environment to test payments.
Testing ensures that your payment integration is functioning correctly before accepting live bookings.
TECHNICAL AND TROUBLESHOOTING
Does TidyCal Have a Mobile App for Android or iOS?
TidyCal currently does not offer a dedicated mobile app for Android or iOS. However, you can easily access your account from any device using the TidyCal web app.
How do I delete contacts in TidyCal?
You can delete contacts on the Contacts page. Just click delete next to the contact.
- Please note that this will also delete any events scheduled by that contact.
What size should profile images be?
While there isn’t a set size, we recommend uploading images at least 200x200 pixels.
Why are there no open meeting slots, or why can’t I book meetings?
Several factors could affect this:
- Busy events in connected calendar: Check if events in your connected calendar are set to “Busy,” which might be blocking slots. Disable Reading from the connected calendar in your Integrations page to see if slots open up.
- Meeting duration and padding: Make sure Meeting duration plus padding fits within available timeblock.
- Booking settings: Verify that “How far out can users book” and “Bookers can’t schedule within” options are set correctly.
- Maximum Bookings settings: Verify if a limit has been set for this booking type. Limits can be set per day, per week or per month.
- Confirmed Bookings: If the target date or time is already booked by a client, whether through the same booking type or a different one, that date or time, will no longer show as available. You can view all your bookings in the Bookings page.
Watch video tutorial on how to Fix Missing Dates!
I can’t edit anything on my account, why?
If you’re unable to edit your TidyCal account, it might be due to one of the following reasons:
- Browser Cache or Cookies: Clear your browser’s cache and cookies, then try again.
- Browser or Device Issues: Try using a different browser or device to see if the issue persists.
- System Maintenance: TidyCal could be undergoing maintenance. Check for updates or announcements.
How to view what has been synced with TidyCal?
Knowing which events have been synced ensures that your availability is accurately reflected in TidyCal. This helps prevent double bookings, scheduling conflicts, and missed appointments. By keeping track of your synced events, you can confidently manage your schedule and provide a seamless booking experience for your clients.
Dashboard > ☰ > Integrations > Calendars
If you look at all the calendars that have been enabled for reading, their Calendar names have turned blue. Because you are now allowed to view what's inside that calendar. Click it to enter the calendar.
- All calendar events seen on this page are synced with TidyCal.
- All dates and times with calendar events here have been blocked off of your TidyCal calendar