Calendly’s is designed to boost efficiency for your organization. Read this guide to install and maximize its benefits as an admin.
Calendly's advanced scheduling features empower your organization to simplify the meeting lifecycle, making it the ideal scheduling automation platform to add to your tech stack.
As a Calendly admin, you may have questions about installing and effectively using this powerful tool. We're here to help you explore available features and maximize Calendly for your organization!
Key Questions
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Does Calendly have organization-level features?
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Can my entire team benefit from using Calendly?
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Will Calendly integrate into the rest of my tech stack?
Here's the great thing about all these questions: the answer is "Yes!"
Manage your Calendly organization
Adding your team to a Calendly organization simplifies management. You can ensure consistent communication, customize booking pages to match your brand, and track activity with analytics to see how your team is using the account effectively.
| Best Practices | Resources |
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Track usage and audit activity: Easily view and customize reports on your team's Calendly usage. Use the activity log for an overview, track metrics with Calendly analytics, and monitor user onboarding in the admin dashboard. You can also delete personal data if needed. |
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Add company branding to all pages: Ensure your organization's booking pages look consistent by adding logos and customizing them to match your company's colors. This helps new invitees recognize your brand when scheduling with Calendly. |
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Automate messaging tasks with workflows: Workflows are a powerful Calendly tool. They let you schedule emails or texts during any part of the meeting process for personal or team events, ensuring all communication meets your organization's standards. You can also control who can create Workflows to maintain consistency. |
Manage your Calendly users
As the Calendly admin, you can manage users, standardize events, and assign tasks. This streamlines onboarding, ensures a consistent customer experience, and keeps communication up to date.
| Calendly Features | Resources |
| User roles & permissions: Easily view, manage, and organize your users on the Calendly Admin Management page. | |
| Groups: As an account owner or admin, you can organize your team into Groups by department, job function, or location. | |
| Managed events: Use managed events to ensure a consistent look, feel, and process. Apply them to some or all members of your organization. | |
| Team and shared events: Create collaborative event types that a wide range of users within your organization can utilize. |
Integrate Calendly with your other tools
Integrating Calendly with your existing tools unlocks its full potential. Check out our recommended integrations to enhance your current tech stack.
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| Video conferencing: Authorize video conferencing apps to let your team connect through video calls. Once set up, Calendly will automatically generate and share video call details when a meeting is scheduled. | |
| Customer relationship management (CRM) tools: Connect your organization's CRM, and create and update records or contacts as meetings are scheduled. | |
| Routing forms: Use form responses to automatically route leads and prospects to the right team member based on their expertise or availability. | |
| Analytics: Track invitee engagement with your booking pages or routing forms. |
But wait, there's more! Our Company admin guide offers an extensive step-by-step setup playbook to empower you further.
Need Support? We've got you covered!
Every paid subscription includes Calendly Standard Support. However, only owners and authorized admins from your company can make certain account requests. Log in to Calendly and navigate to the Help section where you can:
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Browse our Help Center collection of knowledge.
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Join our Calendly Community to search, share, and connect with other Calendly users.
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Chat with us to receive real-time help.
Need setup help? Get in touch with us here!