I need availability for customer facing meetings to include BOTH my and my Sales Rep’s availability. Currently, it’s only syncing in my availability. His calendar is shared with me in Outlook.
Hey there
The first step here is making sure to add your desired team member (the sales rep!) 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 will need a Collective ET in order to make your goal a reality, so click the link to learn more about setting that up!
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.
Let me know if you have any questions after checking out these resources, and have a great day!
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