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. 

How to create a managed event

1. From the home page, select the Admin Center.
2. Select Managed event types.
3. Select + Create.
   • If you want to clone an existing managed event type, select the three vertical dots next to that event type and choose Duplicate.
4. Choose either a One-on-one or Group event type. For more details on these 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.

Setting editing permissions (lock and sync)

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

When you enable editing by assignees (as shown below), this means:

• 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:

• 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.

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, select the three vertical dots next to the event type you would like to assign 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 Edit.
4. Expand the Assign section beneath the Availability section.
5. Select + Add people or + Add groups.
6. Search for and select your desired assignee(s).  
   • You can add active or pending users.
7. Select Assign.

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.