I’d like to be able to copy Event Types from my calendly account to members of my team.
I want to save myself a lot of time by using what I have - as a starting point.
Solved
Copying Event Types to Team-mates
Best answer by Kelsi
Hey there
At this time it is not possible to clone your individual event types over to team mates or to a Team Page - I am so sorry to have to say that!
You will need to create event types from scratch for each team/host that you wish to assign them to.
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 set up Admin Managed Events!
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.
This topic has been closed for replies.
Hey there
At this time it is not possible to clone your individual event types over to team mates or to a Team Page - I am so sorry to have to say that!
You will need to create event types from scratch for each team/host that you wish to assign them to.
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 set up Admin Managed Events!
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.
It looks like Admin Managed Events is the closest thing to what I want.
However, it looks like I’d need to start over and create all of these event types as “Admin Managed Events” & then assign them to the other users.
That sounds OK, but since I have about 40 event types, the idea of recreating those all from scratch as Admin Managed Events sounds pretty intimidating. Apparently copying existing Event Types to Admin Managed events would be very valuable for me at this moment - but clearly that is not a feature.
Hey again
I understand recreating all of your events will take time, but once you have those set up you’ll be able to assign them to other users in your organization as needed and all will be much easier.
I hope this helps!
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