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Question

Making an event a template

  • 16 August 2024
  • 1 reply
  • 29 views

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..

Hi @Danielle80748!

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!