To start working with shared event types, you need to add another person to your solo account.
Types of shared events
There are two types of shared events you can create:
Collective events let you host an event with another person and let invitees pick a time when you're all available. Collective events are great for groups who meet regularly with clients and want to make sure everyone is available at the same time, such as decision making meetings or status updates.
Round robin events are 1-to-1 bookings that automatically rotate team members to pair one team member with an invitee based on availability and other specific preferences you can set. Round robin events are great for groups that rotate the responsibility of hosting, such as a sales team meeting with leads.
The difference between shared event types and team event types
|Shared event types||Team event types|
|Best used for...||Quick unrestricted collaboration.||Supervised and standardized event types.|
|Who can create it?||Anyone (unless it is restricted by an organization owner or admin)||Owners, admins, and team managers on the specific team|
|Who can edit it?||Owners, admins, and the hosts of the event type||Owners, admins, and team managers on the specific team|
|Who can add or remove hosts?||Owners, admins, and the hosts of the event type||Owners, admins, and team managers on the specific team|
|Does the event type show up on my personal or team landing page?||No||Only on a team landing page.|
|Is the link customizable?||No||Yes|
|Is the timezone customizable?||No, it will default as the account owner's set time zone||Yes, it is editable from the Edit team page.|
Where to find your shared event types
Once you create a shared event type, it will appear on your Home page below your individual event types so you can find and reuse them.
Once a shared event type has been booked, you can view it within Scheduled Events.
Shared event types can also be viewed by scoping to a specific user who is a part of the shared event type.
Modifying a shared event type
Once you schedule a shared event, it will show up on your Home page under your Scheduled Events tab. To cancel or reschedule the event, select Details on the right-hand side of the scheduled meeting.
To control how a round robin event is reassigned when an invitee reschedules, you can set a preference within the event type to reschedule by reassigning through round robin, or rescheduling with the original host.
Anyone assigned as a host of a shared event type can edit and modify that event type. Once a round robin shared event has been scheduled, the assigned host is the only one that can modify and edit that scheduled event.
Setting shared event permissions
Note: This feature is currently in beta.
If you are on the Calendly Professional plan or higher, you are able to edit which users can edit, share, or view your event. To do so:
From the home menu, select the gear icon for your event type.
Select Edit Permissions/Edit hosts
- You can also find this button from the event type edit screen.
Type in and select which user you want to grant permissions to.
You have three options to choose from:
Can edit: can make changes to an event type’s settings (see how to edit an event type here)
Can view: can see the event type in their account and share the event’s booking link, but cannot make any edits to the event itself
Remove from event type: remove any existing permissions for a user
Save any changes.
NOTE: These permissions will not work on Managed or Team events.
How to edit hosts for shared events
If you create a shared event type, you are automatically assigned as a host. Hosts can edit or remove themselves from the event they are assigned to. Use this procedure to add or remove additional hosts from a shared event type:
On your Home page, find the shared event type you want to edit hosts for.
Select the shared event type to edit.
Select Edit Hosts at the top of the page.
At Who will be part of this event type, add new hosts via name or email or select Remove to remove hosts from participating in the shared event.
Note: Next to the Edit hosts and Remove me links, there is a tag where you can see who last edited the shared the event type.
Sharing the link to a shared event type scheduling page
Shared event types do not appear on your landing page. To share your shared event type with invitees, locate the event scheduling page link for the shared event type.
Customizing scheduling pages across your entire organization
Add a logo to your scheduling pages by Customizing your scheduling pages. Upload your logo and select Enforce this display for all users so that everyone on your team has the same logo on their scheduling pages.
See these procedures:
How to set up a collective shared event
How to set up a round robin shared event
How to manage who can create new shared event types within your organization
How to remove yourself from a shared event type