Calendly profiles

 

Calendly profiles help owners, admins, and group admins manage users by reviewing their groups, permissions, and integrations. In this article, we'll explain how profiles ensure your users are set up correctly in Calendly.

With profiles, owners, admins, and group admins can:

  • Assign new hires to the correct groups and permissions.
  • Identify whether teammates need help connecting their calendar or web conferencing apps.
  • Monitor new hire activity through quick links to their analytics dashboard and scheduled meetings.

Where to access a profile

Visit the Users page in the Admin Center, or from the specific user's landing page after selecting their name from the My Calendly dropdown menu. 

To open a user’s profile, click their profile picture.

User Profiles GIF.gif

Who can view profiles

  • Owners and admins: View any user profile in the organization.
  • Group admins: View profiles of users within their group.
  • Users: View their own profile.

Information included in a profile

  • Basic information: profile picture, name, and role
  • About: Calendly link and email
  • Group: assigned groups (if any)
    • If the user is a group admin, you'll see all the groups they manage and any group they are part of.
  • Quick links: user’s event types, scheduled meetings, and analytics
  • Integrations: user's connected calendar and video conferencing
    • Note: A caution icon appears next to any integration that's not connected.
      Integrations from profiles.png
  • Availability: user's default hours

How to edit Groups in a profile

When viewing a user’s profile, you can edit their group

  1. Find the user's current group information:
    • If the user isn’t in a group, click Add Group.
    • If they are already in a group, click the pencil icon next to the group name to edit.
  2. Next, choose one of the following options:
    • Add to an existing group
    • Create a new group
  3. When done, click Add to group to save your changes.