Hello,
We’re running into an issue managing Calendly events across teams as we scale.
Use case:
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Our team works with customers.
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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.).
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So, each team member has a Calendly link that includes another teammate.
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These links are shared with customers to book the meeting.
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When booking, the customer fills out a form.
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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:
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Create a separate Calendly event for every team member + teammate combo
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Copy and paste the same settings and questions over and over
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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:
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A way to create and manage shared event templates by internal function
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A faster way to update events across the team
Is there a better way to manage this setup in Calendly?
Thanks.
