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Hello,

 

We’re running into an issue managing Calendly events across teams as we scale.

 

Use case:

  • Our team works with customers.

  • When a customer needs to meet with us, we often include a colleague from another internal team (e.g., someone from customer support, sales, etc.).

  • So, each team member has a Calendly link that includes another teammate.

  • These links are shared with customers to book the meeting.

  • When booking, the customer fills out a form.

  • The questions in that form depend on which internal function is joining (e.g., different if it’s a support person vs. product).

 

Problem:

Right now, we have to:

  • Create a separate Calendly event for every team member + teammate combo

  • Copy and paste the same settings and questions over and over

  • Manually update all of them whenever we change anything

This doesn’t scale and is hard to manage as the team grows.

 

What we’re looking for:

  • A way to create and manage shared event templates by internal function

  • A faster way to update events across the team

 

Is there a better way to manage this setup in Calendly?

Thanks.

Hi ​@mberrada - Thanks for reaching out.

I really appreciate all the information here! Unfortunately, there is not an easy way to create multiple shared event templates at this time. Outside of using something like a Team Page where you can make and manage teams of people at once, there wouldn’t be an easy way to create new shared events for every team member + teammate combo at this time.

Could you tell me more about your specific use-case? I’d love to get this logged with our product team as feedback, so hopefully we can see more on this in the future!


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