Creating Caterories

Hi ​@Dawn55135 - Thanks for reaching out!

With our free plan, you are limited to only one event in the account, so there wouldn't be a way to book all 8 labs through the same event. You would need to use one of our paid plans to setup an event for each lab, then allow the labs to book over one another. This way you can ensure each lab can be booked once per time slot.

I’m happy to give you more information if this interests you! But it would require being on at least our standard plan. You can see more at calendly.com/pricing

Let me know if you have any questions!

Hi David,

I just spoke with my supervisor, and it turns out that only one specialty room will need to be reserved during the school year by a few professors. I’ve taken a screenshot and wanted to check if I set it up correctly.

Could you please let me know if I’m on the right track, and how to proceed from here?

Thanks so much,

Hi ​@Dawn55135 - Thanks for reaching out.

Looks like you’re on the right track already. If there is only one space to be reserved, you’ll only need one booking page. 

From there, each professor will need to be sent this booking page so they can choose the time and date that works best for them.

Once they book, they’ll be sent the confirmation and a calendar event so they won’t forget.

Let me know if you have anymore specific questions, but it looks like you’re on the right track!

Good morning,

I have one other question. This account I set up should be feee. 
 

It’s showing a count down then says upgrade. I have talk to other professors that use this and they say it’s free. I just want to make sure that what I did is free. 
 

Thanks,

Dawn

Hi there!

This just means you’re on our Trial plan, which gives you access to our teams features! Once the countdown ends, you’ll be moved to our free plan automatically.

Good afternoon,

Thank you so much for all of your help. I really appreciate it. 
 

Dawn. 
 

Good afternoon,

I have been conversing back and forth with your help center/support staff.

I have a few questions, the first question is my IT department is trying to create a dedicated email address so that the faculty can get into Calendly with having to use my personal or my Marist email address.  So that way if I am away or if I was no longer working at Marist they would still have access.

My question to you is once I get that dedicated email address created will I be able to apply it to the account I already have set up? So that way I don’t have to close out this account I created already and start a new one.

Second question, is if I can keep this account and just change the email address to the dedicated one that we are creating. Do I have to change the this below to the dedicated Marist email. If so how do I do that?  

The last question I have is that our IT department is asking for the following:

Additionally, please reach out to your sales contact for Calendly's security documents, such as their SOC2 and HECVAT. 

If this can be sent to me that would be great. You can send it to my Marist email. Dawn. Musso@marist.edu.

Thank you so much for all of your help and guidance with this. Am not computer savy when it comes to this stuff.

Best,

Dawn

Hi ​@Dawn55135 Thanks for reaching back out!

#1 - The best way would be to just change the email on the account to the new dedicated Calendly Email. You won’t need to delete the account, instead, you can make changes to your login on the Login Preferences Page here: https://calendly.com/app/personal/login_preferences

You’ll be able to update the email, and login method to what fits your company best!

#2. You can keep the link to your Calendly page the same! No need to change it to anything else.

#3. For Security Documentation, you can send them all of our documentation on this here: https://help.calendly.com/hc/en-us/sections/4411772410519-Security-Compliance

For SOC2 & HECVAT - You can send them this Document which takes them to our Whistic Security Center to view further documentation: https://help.calendly.com/hc/en-us/articles/4403373825175-SOC-Compliance

Let me know if you have any questions!