In this article we will walk you through your Calendly Admin Center and the changes that can be made within it.
Before you start
- The Admin center is only viewable for owners and admins of a Calendly organization.
- If you are not an admin or an owner of your Calendly org., you will only be able to review the People directory for your org.
Where to find your Admin center
To open your Admin center settings:
- Select Admin center from your Calendly menu.
Admin dashboard
The admin dashboard is an high-level view of your organization's users, integrations, and events. For more information about the dashboard, check out this help center article.
Admin Center Settings
Your admin center is were you can review and customize Calendly organization settings for your entire team. These settings include:
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Active
- Review all users that are active within your Calendly organization.
- Review all users that are active within your Calendly organization.
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Pending
- Review users who still need to accept your Calendly organization invitation.
- Review users who still need to accept your Calendly organization invitation.
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Export
- Export a list of users within your Calendly organization for your company.
- Export a list of users within your Calendly organization for your company.
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Add users
- Add additional users to your Calendly organization.
- Add additional users to your Calendly organization.
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Groups
- Place members of your organization into groups to:
- segment users based on department, job function, or location
- delegate control to 'group admins' to manage and report on their group
- view scheduled events and activity by group
- Place members of your organization into groups to:
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Single Sign-on (SSO)
- Offer a simple and secure way for your users to access Calendly. With SSO enabled, users can log into Calendly with their corporate credentials.
- Offer a simple and secure way for your users to access Calendly. With SSO enabled, users can log into Calendly with their corporate credentials.
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Domain control
- Verify ownership of your organization's domain to establish how employees join their teammate accounts within Calendly.
- Verify ownership of your organization's domain to establish how employees join their teammate accounts within Calendly.
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Calendly subscription
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In the your subscription section of your billing page you can:
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Change your plan
- Upgrade to a higher plan
- Downgrade to a lower plan
- Downgrade to the free plan to cancel
- Add additional seats/subscriptions
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Remove users seats/subscriptions
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Change your plan
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In the your subscription section of your billing page you can:
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Bill Preview
- View a price breakdown of your upcoming Calendly bill.
- View a price breakdown of your upcoming Calendly bill.
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Billing information
- Edit/change payment information including your billing address or tax-exempt documentation.
- Edit/change payment information including your billing address or tax-exempt documentation.
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Transaction history
- Review previous transactions on your Calendly account.
- Review previous transactions on your Calendly account.
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Organization name
- Determine how you would like your organization to be represented when someone signs up for Calendly.
- Determine how you would like your organization to be represented when someone signs up for Calendly.
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Organization logo
- Assign a logo for everyone in your Calendly organization.
- Assign a logo for everyone in your Calendly organization.
Once these settings are defined & customized, your Calendly organization settings will be all set!
Admin Center Additional Settings
Event types
- Specify which members of your organization can create shared event types.
Workflows
- Choose which members of your organization can create and manage workflows.
Invitations
- Decide which members can invite new users to your Calendly organization.
Data deletion
- If you ever need to delete information from Calendly and its vendors for compliance reasons, you can do so here.
Activity log (Enterprise accounts only)
- Activity logs let you track
> Attempts at logging in
> Connections to integrations
> Updates to user profiles
> Changes made to organizational settings
Managed events are reusable event types that admins can edit, lock, update, and assign to users to help standardize meetings. They are designed to give you, the Calendly admin, ultimate control over your organization's scheduling experience.