Overview
You can create host-specific event types on a Team Page so invitees pick their preferred person before selecting a time. Create one Collective event type per host (or use Round Robin on Teams or higher), then share the Team Page link so invitees can choose a host and book. Team Pages are available on Standard and above, and setup requires an owner, admin, group admin, or team manager.
Step-by-Step Instructions
- Confirm permissions: Make sure you’re an owner, admin, group admin, or team manager.
- Prepare your team: Owners, admins, and group admins should create a Team Page and add each host as a team member. Optionally, verify that each host’s calendar is connected from their profile.
- Open your Team Page: Select the My Calendly dropdown, then open your Team Page.
- Create a host-specific event type: Select + New Event Type, then choose Collective. If you’re on a Teams plan or higher, you can alternatively use Round Robin to achieve the same goal.
- Assign a single host: Deselect all hosts except the one this event type belongs to.
- Name clearly: Add the host’s name to the event title so invitees can easily identify who they’ll meet with.
- Configure details: Customize duration, availability, and other settings as needed, then select Create.
- Repeat for each host: Create additional host-specific event types for all remaining team members.
- Share the Team Page link: From the Team Page, select the settings gear and choose Copy Link, then share it with invitees.
Key Notes & Limitations
- Availability: Team Pages are included on Standard plan and higher.
- Required roles: Only owners, admins, group admins, or team managers can complete setup.
- Plan nuance: Round Robin as an alternative requires Teams plan or higher.
- Calendar connections: It’s recommended to confirm each host’s calendar is connected to ensure accurate availability.
- Alternative routing: You can use Routing Forms to send invitees to a specific host instead of using host-specific event types.
Frequently Asked Questions
Q: Can I do this without a Team Page?
A: No. This workflow relies on creating host-specific event types on a Team Page and sharing that single Team Page link.
Q: Do I need Round Robin to let invitees choose their host?
A: No. You can create one Collective event type per host. Round Robin on Teams or higher is just an alternative approach.
Q: Who can create or edit the Team Page and event types?
A: Owners, admins, group admins, or team managers.
Q: How do I share the exact link invitees should use?
A: Open your Team Page, select the settings gear, and choose Copy Link to share.
Q: Is there another way to route invitees to the right person?
A: Yes. Use Routing Forms to direct invitees to a specific host.
