We are a new shared office workspace and I need to set up a shared boardroom so that our tenants can book it and we don’t have conflicts. We already use Calendly to book tours of our facility and we have attached that to info@mydomain.com I have found some instructions on how to set up a shared boardroom and it says to create a new event type and then to create a collective event type. When I do that it prompts me to invite a user. If I invite user customercare@mydomain.com does that mean that calendar will be the calendar used for the shared boardroom? In other words I should not use my personal work email or my work calendar will be jammed with bookings for the boardroom?
I also appear to have to pay for another user to create a shared boardroom? I assume that is correct?
Thanks
Derek
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Hey @Space56458 - Thanks for reaching out!
Yes I think all of this information is correct, just a few things I’d like to add:
Adding a new user to host all of these boardroom meetings would be a good idea, and can help prevent conflicts as well. But if you’d rather avoid adding a new user, you can use our Overlapping Meetings feature to create a boardroom event, and set it to overlap other meetings on your calendar/Calendly account. You can read more on this here:
The Collective Event type is a good idea, however I believe this is more intended for users who want to be booked alongside the conference room at the same time, if you’d just like someone to book, and add guests, a one-on-one event should suffice here!
By using the One-on-one event, the invitee can add themselves, and the emails of up to 10 guests at the same time
It can be a little complicated to setup at first, but let me know if you have any questions! Seems like you’re on the right track already.
thanks for your note @David, just so I am clear on the overlapping meetings. If I set this up wouldn't that allow our users to create bookings in the boardroom that overlap with one another, thus creating double bookings in the boardroom calendar?
and @David to be really clear on what I am hoping to achieve. We have 10 users in our shared office space. I want to give them all access to a calendar and allow them to book space in a shared boardroom. They should all be able to see the boardroom calendar including free and busy times. I want to prevent them from double booking busy times but allow them to book free time.
Assuming we don’t us the overlapping meetings, do I need to buy a license for each of the 10 users that might want to book time in the shared boardroom?
@David you can ignore those last two posts. I was able to figure it out and answer my own questions. However that brought up a new question.
Random people come to our website and book tours of the facility through Calendly. When those tours get booked they go onto the calendar at info@mydomain.com. However because anyone can book the tours it appears that they set the meeting name. So I can’t predict the meeting name so I can create and exception for it. For example John Doe comes to my website and books a tour that he calls Tour With John Doe. I have no way of creating a global rule for my boardroom bookings that will always overlap with incoming tours, including “Tour With John Doe”. Am I understanding that correctly? Thanks for your help.
Hey @Space56458 - Great point, should of mentioned this earlier.
You can adjust the Event Titles for your Calendly events as a paid user. I’ll leave some instructions on how to find this below:
First, edit your event and select Notifications and workflowsThen, select Edit next to Calendar InvitationHere, you’ll be able to edit the title and body of the Calendly events that are posted in your calendar.
This way, you can set it to something more static so it can be tracked with the Overlapping Meetings option.
Let me know if you have any questions!
Thank you for all of your help with this @David it is all working now. One last question. Right now I want to allow users to book their meetings in 15, 30 and 60 minute durations. I have set up 3 different event types for those. It appears that the only way to expose those options to our users is to share a link directly to each event type, integrate the links with a web page, or add times to an email. Because I am giving them 3 options (15, 30 or 60min) for types of bookings, it appears that I would need to embed each of the 3 in my website. Am I correct in that assumption? I am wondering if Calendly has some sort of integration that allows users to click a link that takes them into Calendly, then pick the event type, then pick the time. Thanks
Derek
Glad to hear it! In the case of sharing your scheduling link, those options will work - However another option is by sharing your Events Page link from your home page here:
This will contain the events you’ve setup, so they can select the event and duration, then book the event. All from one link! This page can also be embedded to your website as well.