Hey there @Toby62284 - great questions! I hope someone that works in the banking sector chimes in! For now, I will give you my best “getting started” information I feel will be helpful to you!
Firstly, check out our New User Guide - it’ll def prove helpful as you get used to the platform! Also, check out our Company Admin Guide!
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.
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.
Check out the below articles about integrations/automations, running teams and team events and more - and let me know if you have any questions!
I hope this helps!
