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How to create and assign Managed Events

Overview

Managed events are reusable event types that admins can edit, lock (Teams and Enterprise only), update, and assign to users to help standardize meetings across your organization. 

Beta

We've improved availability management and the event type editor, now in public beta for select users. If you're in the beta, check out this article to learn more.

For users in the beta, the Managed Event admin editor, used for creating and assigning event types, will remain on the previous event type editor. Meanwhile, the assigned events — how the events appear to assigned users — will utilize the new event type editor.

Learn more about the new event type editor here.

calendly_shapes23.png How to create a Managed Event

  1. From the home page, select the Admin Center.
  2. Select Managed events.
    • If you want to clone an existing Managed Event, select the three vertical dots Three vertical dots.png next to that event type and choose Duplicate.
  3. Select New Managed Event.
  4. Choose either a One-on-one or Group event type. For more details on these event type options, view Event types overview.
  5. Set up your event type to suit your needs. For more information on event type settings, see How to customize your event types.
  6. When done, select Save and close.

calendly_shapes40__3_.png Setting editing permissions (lock and sync)

Available on our Teams and Enterprise plans, editing permissions acts as both a lock and sync functionality.

When you enable editing by assignees (as shown below), this means:
Managed event allow editing setting, previously lock setting.png

  • Assigned users will be able to edit the fields in this section.
  • Changes made by an admin on the Managed Event template will not be updated to assigned users.

When you disable editing by assignees (as shown below), this means:
Managed event do not allow editing setting, previously lock setting.png

  • Assigned users will not be able to edit the fields in this section.
  • Changes made by an admin on the Managed Event template will automatically sync and update for all assigned users.

calendly_shapes19.png How to assign a Managed Event

Once your event type is created, you can assign your Managed Event to one or more users.

  1. From your Managed events page, next to that event type and choose Assign.
  2. You can choose to assign to a group or individual users.
    • To assign to a group, click Assign group(s).
    • To assign to individual users, click Assign to people.
  3. Search for the group(s) or user(s) you’d like to add, then select Assign.
    • You can add active or pending users.

The page will refresh with the updated assignees. To unassign the Managed Event from a group or user, click the X button on the right-side of the group or user, then confirm your choice.

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