How to manage group members

With Calendly, owners and admins can easily manage group members, assign roles, and export user information. This guide covers how to add, edit, and remove group members, change their roles, and export member data.

Before you begin

• Owners and admins can manage all users and groups.
• Group admins can only view and manage users in their assigned group(s).
• Groups admins can manage multiple groups.
• A member can only belong to one group.

Add a member to a group

1. From any Calendly page, navigate to your Admin center, then select Groups.
2. Select the group you would like to edit. 
3. Select Add members and enter the name or email of the member you’d like to add.
4. Select Add.

In addition to the steps above, organizations on the Enterprise plan using SCIM can automatically provision users into groups.

Change the role of a group member

1. From any Calendly page, navigate to your Admin center, then select Groups.
2. Select the group you would like to edit.
3. Select the check box(es) next to the member(s) you’d like to edit.
4. Select the three vertical dots to the right of one of the names. Then, select the role you’d like to assign to the member(s):
   • Group members have no additional permissions.
   • Group admins can add or remove users from the group, change group member roles, and resend Calendly invites to group members.

Remove members from groups

1. From any Calendly page, navigate to your Admin center, then Groups.
2. Select the group you would like to edit. 
3. Select the check box next to the member you would like remove.
4. Select Remove member(s) from the top of the Groups page.
5. Confirm the removal.

Export a list of group members

Export a list of group members to a CSV file including information like:

• Who in the group has activated their account
• Who hasn't accepted the invitation to join Calendly
• Total events scheduled by a member since joining Calendly
• The day of the last meeting scheduled
• The total meetings scheduled in last 30 days

Steps:

1. From any Calendly page, navigate to your Admin center, then select Groups.
2. Select the group you would like to edit.
3. Select Export.
4. Choose between Active group members and Pending group members.