How to set up a team page

 

After inviting users to your account, create a team page to organize and manage collaborative event types for your team efficiently.


Team page example.png

Before you begin

  • Invite users to your Calendly organization from the Users page of the Admin center.

It's also encouraged that your users connect their calendars and video conferencing integrations. Owners and admins can view users' connection statuses from their profiles

How to set up a team

  1. From any Calendly page, select your My Calendly drop down menu, then select + New team.
    New team.png
  2. Enter the Team Name (this will appear on your team scheduling page).
  3. Optional: Update the Team Page link and Welcome Message.
  4. Under Team Members, type the member's name and select. Repeat for each team member.
  5. For Can manage team, select the team manager(s).
    • Note: Owner/Admins will already be selected as team managers. Users granted permission to manage a team will be able to create and manage event types that appear on a team page, and add or remove members within the team.
  6. Optional: Upload a Team Avatar. This will be the image that shows on your team scheduling page.
  7. To change the time zone for your team, under Time Zone, select the time zone your team schedules in.
  8. Select Create.

Note: To view your teams, groups, and users, use the My Calendly drop-down arrow on your Home page