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Hi,

 

I’m currently using Calendly to allow mentors to share their availability and let external users book mentoring sessions. Each mentor has created their own Calendly account, we have configured the scheduling settings together and embedded in our website

 

Since our business model charges a fee per mentoring session, it is crucial for us to track when a session has been booked. However, with the free plan, we are unable to capture this information directly on our platform.

 

I am considering upgrading to the Standard Plan and would like to confirm whether it provides the necessary features to track scheduled events for multiple mentors. Specifically, does this plan offer a way to retrieve and centralize booking data across different accounts? Or would we need to consider the Teams Plan for this functionality?

 

Thank you in advance for your help!

 

Best regards,

Hi ​@Matheus - Thanks for reaching out!

Yes our paid plans offer a few different ways you can track scheduled events on our paid plans with users that are part of the same organization. I’ll add some resources you can look into below!

  • You can use our Built In Analytics Page to get insight on your organization’s scheduling trends, helping owners and admins track data up to one year. You can read more about this here: Calendly analytics
  • We also have an integration available through Zapier so you can connect Calendly with products like Google or Excel Sheets, CRM’s and more! This will allow you to export information about booked events from Calendly to your systems automatically. You can read more about this integration here: Calendly + Zapier

Keep in mind, once you upgrade to a paid plan, you will need to invite those users to the organization to be able to track their booked events.

Let me know if you have any questions!

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