Workflow for scheduling as contractor with multiple client accounts

Hi ​@John60286 - Thanks for reaching out here.

You’re definitely not the first person to ask for something like this - This is something that is possible, but there are a few things that I want to mention right off the bat.

While you can connect up to 6 calendars in each account, you can only add events to one at a time - So in order to avoid confusion and unwanted overlaps, you would need an account made for each user.This would ensure events would be moved to the correct calendar when that specific client is booked.

This can be done from all one area if you create these accounts, then add these users to an organization - This would allow you to create events on their behalf, choose that user from the events page, and pick and choose which events you’d like to send out. However another caveat is that if these users also have access to these accounts, they would be able to see what other users/clients in the organization.

The Standard plan would be a great starting point, as it would allow you to combine these accounts under one area - The Price for the standard plan is $10/Month/Billed Yearly. You can read more on this here: Pricing Page

So in short, there would need to be an account made for each client, that is then invited to your organization. From there you, the owner, can create events for these users on their behalf, and manage their upcoming bookings all from your login.

Its a long winded answer, so let me know if you have any questions, happy to work with you on this to find a resolution that works best!

Hi David,

Thanks for the response. I’m not sure I totally follow, but I already subscribe to the standard plan so maybe you can help me figure it out. So far, I have my own practice set up and have meeting types configured. Now I want to create a meeting type with one of my client’s branding, and coming from the email address I have from them (e.g.me@myclientsdomain.com). Starting from that need, what’s the first step? Note, I already have my client-hosted calender (my calendar in their O365 instance associated with me@myclientsdomain.com) connected to Calendly.

Hi ​John -- Happy to clarify.

The first step here would be to setup a Calendly account for that user under the email you have for them. Once they have an account, you can invite them to your organization by following these steps: Adding Users to your organization
Keep in mind, there is an additional subscription charge for each account thats added.

The reason why I recommend adding a new user is the fact that each account can only have 1 calendar set to add events to - So having account setup for each user would allow the meetings booked through Calendly, to populate on their Calendar automatically. Additionally, as I’m sure you’ve seen, once an event is booked, that time is blocked off from all other events in that account. So creating separate accounts for each client will prevent any unwanted overlap or availability issues.

Let me know if you have any questions!