Using Calendly with a team

Overview

Learn how to set up your team on Calendly, add members, streamline scheduling with Managed and Round Robin events, and secure settings with SAML SSO or SCIM.

Add teammates to start scheduling collaboratively

Let's get started by adding your teammates to your Calendly organization. This will enable you all to schedule meetings collaboratively and enhance team coordination. 

To learn more about how to view, manage, and organize your users, check out User management.

Streamline scheduling for the team 

Next, let's streamline your team's scheduling using Managed and Round Robin events. 

Managed Events

Managed events are reusable event types that admins can edit, lock, update, and assign to users, helping standardize meetings and enhance control over your organization's scheduling experience.

Round Robin 

Increase your team's flexibility by setting up a team page and creating a Round Robin event, allowing invitees to choose a time with any available team member. You can choose to distribute events among team members evenly or by priority. Round Robin event types are available on the Teams and Enterprise plans.

Manage secure settings for the team 

Now that your team is set up for scheduling, let's ensure the security of your system. Owners and admins on our Enterprise plan can secure settings be implementing SAML Single Sign-On (SSO) and System for Cross-domain Identity Management (SCIM) to protect organizational data and simplify user management. 

SAML SSO

1. From your Calendly Home page, select Integrations & apps from the navigation panel on the left-hand side.
2. From the Integrations and apps page, select Security and compliance on the left-hand side.
3. Use the resources below to assist you in setting up SAML SSO.

SCIM

Note: You must set up SAML Single Sign-on (SSO) before you can set up SCIM.

1. From your Calendly Home page, select Admin center from the navigation panel on the left-hand side.
2. Under Organizational settings, select Login.
3. Select User provisioning. 
4. Use the resources below to assist you in setting up SCIM.