Managed events overview

Managed Events are reusable event types that admins can edit, lock, update, and assign to users to help standardize meetings. They also provide admins more control over your organization’s scheduling experience.

For example, you can:

• Assign event types from one place
• Onboard users faster, and prevent duplicate event setup
• Lock your event type settings (Teams and Enterprise only)
• Automatically push updates to assigned events (Teams and Enterprise only)

Before you begin

• Owners and admins can create, edit, and assign Managed Events for all users.
• Group admins can edit and assign Managed Events for their group members.

Best practices

Meetings that are ideal for managed events include demo calls, advising sessions, and candidate screenings.

For an owner/admin:

• Owners and admins on our Teams and Enterprise plans can allow or disable editing by assignees for each section. 
  • The locking functionality acts as both a lock and sync functionality. If a section is not locked, any updates you make will not sync to the assigned user. 
  • If you decide to lock and update a section after a user updates it, your changes will override any updates made when the section was unlocked.
• The Location does not lock, allowing users to edit this section and choose which location works best for them.
  • We recommend leaving the Location section of the event empty. Calendly will prompt the user to enter their preferred options.

For a user:

• You'll know an event type is a Managed Event by the Admin managed icon at the top of the event type card on your Event types home page.
  
• You can manage the permissions of your Managed Events. See How to edit event type permissions.

Setting up Managed Events

Ready to set up Managed Events? These Help Center articles walk you through the steps.

• How to create and assign Managed Events
• How to customize your event types

Troubleshooting