I have created an event under my calendar. I am now wanting to make it a template so that I can assign another team member to the same event, however, can not see the option for making it a template. If I just add the other team member as a user under user permissions, the event goes to her account, however, all the settings from the event have not been transferred..
Question
Making an event a template
This topic has been closed for replies.
Hi
It sounds like you’re trying to create what we call a “Managed Event” which is very much as you described - an event template where settings, verbiage, etc. copy over to other teammates.
Here’s all the info you need on how to create Managed Events: https://help.calendly.com/hc/en-us/articles/4409862847511-An-overview-of-managed-events
Let us know if you’ve got any questions!
Sign up
Already have an account? Login
Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.
Employee Login Customer LoginLogin to the community
Not a Calendly user yet? Head on over to Calendly.com to get started before logging into the community.
Employee Login Customer LoginEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.