Teams

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Creating a Team

To create a team, go to the Teams section in your dashboard. If you don’t have a team yet, you’ll see a button to create one, which will redirect you to the onboarding process:

1. Team Setup: Enter your team details including name and URL (username).
2. Team Profile: Add your team’s logo and about information to personalize your public booking page.
3. Invite Members: Invite team members by entering their email addresses.

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Team Features

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Collective Events

Create collective event types where multiple team members can be booked together. When attendees book a collective event, they book with all selected hosts, and the system automatically finds availability that works for all hosts.

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Team Members & Roles

Teams support two role levels:

• Owner: The team owner serves as the event organizer for all collective events. They have full control over the team, including settings, member management, and team deletion. The owner’s connected accounts (video conferencing and calendars) are used for collective events, and all participants are automatically added to meetings and calendar events.
• Member: Can view the team and participate in collective events, but cannot manage settings or members

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Team Settings

Team owners can manage team settings:

• Name: Update your team’s display name
• URL: Customize your team’s public booking page URL
• Logo: Upload a team logo that appears on your public page
• About: Add a description of your team that appears on your public booking page

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Collective Events Configuration

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How to add participants to collective event type?

To add participants to a collective event type:

1. In event type settings, you can select team members including the owner to be hosts
2. The system calculates availability based on the availabilities of all hosts
3. When attendees book the event, they book with all hosts

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How to connect video conferencing app to collective event type?

To add video conferencing to a collective event type:

1. The team owner (organizer) needs to connect their video conferencing account (Zoom or Google Meet)
2. In event type settings, select the video conferencing option on location field
3. The system will automatically use the owner’s connected account to create the meeting
4. All participants (hosts and attendees) will be automatically added to the video meeting

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How to add events to connected calendar?

To add collective events to your calendar:

1. The team owner (organizer) needs to connect their calendar account (Google, Outlook, Apple or Zoho) in their personal settings
2. Enable “Auto-add events to calendar” in the owner’s calendar settings
3. Select a default calendar for automatic event creation
4. When a collective event is booked, it will be automatically added to the owner’s connected calendar
5. All participants (hosts and attendees) will be automatically included in the calendar event

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Managing Team Members

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Inviting Members

Team owners can invite new members by:

1. Navigating to the Teams section
2. Clicking Invite Members in the Quick Actions sidebar
3. Adding email addresses
4. Sending invitations

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Removing Members

Team owners can remove members from the team at any time through the members list.