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Question

multi-company/domain integration

  • 11 June 2024
  • 1 reply
  • 62 views

Is it possible to have a joint calendly, which would be shared between organizations. 
The scenario is as follows: Company A has sales team members and Company B has engineers. The goals is to have a joint calendar between Company A and B. Is it possible?

Hey there @MichaelP -- thank you for your post!

Your goal here is partly possible, so let’s dig into it!

Firstly, you would need to create an account and as the owner, subscribe to either our Standard or Teams plans. You can read more about our plans, pricing and features on our Pricing Page! Note: an annual subscription will result in a 20% discount for all paid plans!

Next, here’s what’s important to know: 

  • You can add all teammates from Company A and Company B
  • Then, within Calendly, you can add all teammates from Company A to one Team Page and all teammates from Company B to another Team Page
  • You can create a calendar (externally -- Google Calendar, for example) to use as a joint calendar between both companies and you can connect that calendar as the “add to” calendar for all teammates so that all of their bookings are pushed to and appear on the same calendar
  • However, you will not want all of your teammates to use this calendar as a “check for conflicts” calendar, otherwise every single “busy” event that marks one teammate unavailable will mark all teammates unavailable for bookings

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. You can also take advantage of Admin Managed Events and Shared Event Types! Click all of the hyperlinks to learn ore about each of these features. Keep in mind: you cannot create a true one-on-one ET on a team page, but you can use a Round Robin or Collective event as a one-on-one. Read more here

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. 

 

You’ll also benefit from reading: 

 

Let us know if you have more questions -- we’re here for them! Check out our Company Admin Guide for tips + tricks as well.