Employee Can’t View Manager’s Calendar When Booking Multi-Person Session

Question

We’re running into an issue with triadic sessions involving a coach, an employee, and a manager. The employee is the one booking the session, but Calendly only shows availability based on their own calendar and the coach’s calendar. Since they can’t see or factor in their manager’s calendar, they’re unable to book a time that works for all three parties.

Is there a recommended way to handle this scenario or a workaround that allows the employee to check availability for all three calendars when scheduling?

David · Answer

Hi ​@sterlingbloom- Thanks for reaching out!There are two main ways that we recommend scheduling for situations like this, I’ll add both below!The first and best way is to combine all the users under acollective event.Collective Event Types let invitees schedule with multiple team members at once. This also insures that the invitee can only book times when all three users are available. You can read more about this here:https://help.calendly.com/hc/en-us/articles/14074913220247-How-to-set-up-a-team-Collective-event-typeIf the other users don’t have a calendly account, the other way you can schedule these is through ameeting poll. Meeting Polls allow them to vote on times that work, then the host can select the time that works for everyone. This is a bit more tedious and requires some more work, but it is an option in a pinch. You can read more on this here:https://help.calendly.com/hc/en-us/articles/4411543910551-Meeting-Polls-overviewLet me know if you have any other questions!

Sign up

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.

Login to the community

Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.

Scanning file for viruses.

This file cannot be downloaded