How to manage group members

Groups are available on the Enterprise plan. Please reach out to your Account Executive or Calendly Sales to learn more.

In this article:
To add a member to a group
To change the role of a group member
To reassign a group member
To export a list of group members
To remove a member from a group

To add a member to a group

  1. From any Calendly page, select Account, Admin Management, then Groups.
  2. Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
  3. Select Add members and enter the name or email of the member you’d like to add.
  4. Select Add.

To change the role of a group member

Note: Organization admins and owners can edit groups without being assigned as a group admin.

  1. From any Calendly page, select Account, Admin Management, then Groups.
  2. Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
  3. Select the check box(es) next to the member(s) you’d like to edit.
  4. Select Change role. 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.

To reassign a group member

A member can only belong to one group. Use these steps to remove a member from one group and assign them to a different group.
  1. From any Calendly page, select Account, Admin Management, then Groups.
  2. Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
  3. Select the check box next to the member you would like remove.
  4. Select Remove from group.
  5. Return to the list of groups by selecting Groups in the top left.
  6. Select the group you’d like to assign this member to and select Add members.
  7. Enter the name of the member, and select Add.

To export a list of group members

Account owners, admins, and group admins can use these steps to export a list of group members that includes 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
  1. From any Calendly page, select Account, Admin Management, then Groups.
  2. Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
  3. Select Export members list to download a CSV file.

To remove a member from a group

  1. From any Calendly page, select Account, Admin Management, then Groups.
  2. Select the group you would like to edit. Use the search bar if your organization has a lot of groups.
  3. Select the check box next to the member you would like remove.
  4. Select Remove from group.

See also:

Was this article helpful?
0 out of 1 found this helpful