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How do I create a Calendly (zoom meeting) CTA for inputting into an EMAIL template that all team members can use (book a meeting(?

Eric

Hey @Swifty1116 - great question!

This is not quite how Calendly is designed to work. Calendly is a scheduling platform that essentially sits on top of your connected personal calendar. It checks for events marked “Busy” and interprets them as conflicts, preventing invitees from scheduling new events at those times.
When an invitee schedules with you, the event is automatically published to your personal calendar and appears on your Calendly Home page under Scheduled Events. Both you and your invitee receive confirmation by email as well, helping to streamline scheduling for appointments, meetings, and more!

That said - to meet your goal, you’ll need to do a few things: 

  1. Each person on your team must be added to your Calendly organization as a user (paid seat) 
  2. You will need to have each team member integrate with Zoom
  3. You will need to create either a Teams Page with a team event (a Round Robin Event Type and/or a Collective Event Type) with Zoom as the location for each team member
  4. Alternatively, you can create Admin Managed Events and assign each team member to these events - note that each host will need to set their own location as Zoom in this case as well
  5. Lastly, you will need to Share Your Calendly Link - via email, social media, text or otherwise - Calendly does not facilitate the invites in this way
  6. Once you have sent the booking link(s) and invitees start to book, they will receive booking confirmations in the form of email confirmations or calendar invitations, depending on the chosen settings for each event type
  7. You as the owner/admin can then view all bookings under “all users and teams > scheduled events” 

Read more here: Company Admin Guide and New User Guide!