The use case is as follows:
We want our team members to schedule 1-1 session with defined mentors based on the availability from within a portal.
Mentors have their own personal Calendly accounts. Its possible to schedule the meeting if they share their calendly link. But we want to track back the schedule time and capture the completion of the event assuming the mentors enabled gmeet/teams integration wit their account.
Hey there
All you need to do is add additional users to your Calendly plan, create a team page and go from there! When you add new users with existing Calendly accounts, they get to keep those accounts and their existing event types and settings (calendar connections, Zoom integrations, availability schedules etc.) but become part of your billing and team. This will require our Standard or Teams plan, depending on exactly what your needs are. You can read more about our plans, pricing and features on our Pricing Page! Note: an annual subscription will result in a 20% discount for all paid plans!
Standard
Our Standard plan is:
For small teams or individuals with more sophisticated scheduling needs
Standard features include all Free features, plus
Teams
Our Teams plan is:
For the admin that wants more, including Salesforce and Round Robin.
Teams features include Standard features, plus
We have plenty of resources for you to learn about creating a team and setting up team events! The first step is adding your desired team members to your account from your Admin Management page. Then, you can set up a team page. Your team page will have all of your events specific to that team: round robin or collective.
Round Robin events will allow your invitees to book an appointment at any time at least one assigned team member is available. Collective events allow invitees to book an appointment when all assigned team members are available. You can also take advantage of Admin Managed Events and Shared Event Types! Click all of the hyperlinks to learn ore about each of these features.
If you'd like a more thorough breakdown of the team features, check out this recording that walks through the basics of using Calendly with your team.
I hope this helps! Let me know if you have any questions.
p.s. check out our New User Guide and our Company Admin Guide. The second one in particular will answer a lot of what you might ask surrounding adding users, setting them up etc.
Learn more by reading:
Happy reading!
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.