When you use Calendly as a team, each team member enjoys their own personal Calendly link and our full suite of Premium or Pro features within their account. Plus, you get extra benefits at no added cost:
- Centralized billing: one easy payment covers all team members' subscriptions
- The ability to unlock our team features: distribute events round robin, let invitees meet with multiple team members and view team reporting
- The ability to grant team members admin/team editing privileges
Whether you're the only one on your team using Calendly so far, or whether several colleagues are already on individual accounts, it only takes a few clicks to transition to a team account.
IN THIS ARTICLE:
Create event type templates for users
As an Owner or Admin, you can assign customized event types to your users' accounts. Event type templates are predefined settings for the event types that can be assigned to new or existing users. Default templates are provided to get you started.
Visit your Users page and select Templates to manage event type templates. Team owners or admin can also save solo event types to a template from the Event Types page. Select the gear icon associated with the event you'd like to save, then choose the option Save to Template.
A team owner or admin can add templates to existing users by navigating to the All Users tab on their Event Types page. Expand the drop-down menu to the right of New Event Type for the preferred user, then select a template.
Add users and paid seats
Navigate to your Users page and click Add Users. Enter the email addresses of the users you're adding to your organization then choose which event types they will start with.
A popup window will appear confirming the number of users you’d like to add, the cost of the new users and the prorated cost of your account as it currently stands. Once the changes are confirmed, invitations will be sent asking new users to join your organization. Monitor pending invitations from the Pending tab on the Users page.
Those new to Calendly will set up an account while existing Calendly users will join your billing plan while their account settings and events remain intact.
Change user roles
Update user permissions by changing their roles from your Users page. Click the gear icon next to the user and select Change role.
To create team managers, navigate to your event types page and choose Edit team from the drop-down menu for each. Scroll to the members added to the team and check the box for them to manage the team.
Remove users and paid seats
To remove a user from your organization, visit your Users page. Click the gear icon next to the individual you would like to delete, and select Remove. When a user is removed from your organization, their paid seat remains. This allows you to invite a new user to your organization in their place without having to purchase an additional seat.
Remove the remaining paid seat from your Billing page if you do not plan on inviting another user. Expand the drop-down menu and select Remove Users. In the popup window that appears, type the number of seats you'd like to delete and click Remove.