Setting up your Organization

Creating an Organization allows you to run Round Robin events with multiple team members. 

Invited team members will need to sign up to Calendr and create their own Default availability before you are able to invite them into your Organization.

Invited team members do not need to create their own Event Type / Calendar, but they must set their Default Availability

How to set up

Please ensure team members already have a Calendr account

1) Select Organization from the top right menu in your Dashboard

2) Hit the Create New Organization button and input the email addresses of your team members, making sure to add each email address on a new line

3) Your team members will receive an invite to their email, which they must accept. Once accepted, they will then be added to your Organization

4) Once all team members are added to your Organization, go to your Dashboard and hit Edit on the Event Type / Calendar you want to share / add new team members to

5) Scroll down to Event Hosts and add your new team members into the event

6) Choose priority order. This will then distribute booked meetings equally, based on availability in the order you select

7) Choose to take the new team members availability from their Default Availability or you can create your own availability for them. This is why team members must create their own Calendr first, and set their Default Available. Once selected, this team member can only be booked based on the availability that has been set for them, meaning members in different time zones can work to their time zone and do not have to compromise.

8) Hit Save & Exit

9) Team members will now share this event type and will be able to see this event type on their main Dashboard. Team members cannot edit the event type - only their own availability if you have allowed this. Team members will receive booked meetings and notifications based on their availability and priority order

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Things to note:

- Team members must have a Calendr account before being able to be added into an Organization

- Team members must set their own Default availability when creating their own Calendr account

- When an Organization Admin adds a team member into an Event Type / Calendar, the Admin has the option to select the team members' Default Availability, or edit the availability themselves. This allows the Admin full control over the organization.

- If a team member requires more than 10 meetings per month, they must Upgrade to a Premium account and this can only be paid from within their own account.