Collective event types allow an invitee to schedule a time to meet with multiple members of your team simultaneously. These events are perfect for scheduling:
- a sales call with an account executive and an SDR
- a technical support call with a customer support rep and an engineer
- interviews with a recruiter and a hiring manager
Before you begin
- Before you create your Collective team event type, you must first create your team. Please see this guide on how to set up a team page.
- In this article, we cover how to create a Collective team event type. If you want to learn more about shared Collective event types, which do not require the creation of a team page, please see this guide.
How to create a Collective team event
- From your Home page, select the My Calendly drop-down menu and select the team you are looking to create a Collective event for.
- In your team page, select + New Event Type.
- Select Collective.
- Enter the Event name and select the Event duration.
- Use the check boxes next to your team members to choose your meeting hosts.
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Select the location settings for this event type.
- You can set a specific location or offer multiple location options for your invitee to choose from.
- For video conferencing, you can assign the team member you would like to be the event organizer.
- Select Continue.
- For more information on additional event type settings, see How to customize your event types.
How to specify when your team is available
Once you have finalized event the details, you can then define the available hours for the team members that will be hosting this Collective event. Please read this guide to learn how to define the available hours for your team.
Keep in mind that a Collective event will pool team members' availability and only show invitees times when all hosts are available. All hosts must be available in order for a time slot to show on the booking page. If any host is not available when the other hosts are, that time slot will not show as available. When an invitee schedules, all hosts are added to the calendar event.