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How to Create and Use Calendar Groups

Calendar Groups let you organize multiple calendars under one category so bookings can be managed collectively and displayed through a single group scheduling link.

Updated over 2 months ago

Who This Is For / When to Use

Use Calendar Groups if you:

  • Have multiple team members offering the same type of appointment

  • Want to organize similar calendars under one category

  • Need a shared booking experience for sales, support, or service teams

  • Want to display multiple calendars in a single Group View (Classic or Neo)


What Is a Calendar Group?

A Calendar Group is a container that organizes multiple calendars together.

Groups are commonly used when:

  • Multiple users handle the same appointment type

  • You want bookings distributed across a team

  • You want a single scheduling link that shows multiple calendars

Common examples

  • Sales team with multiple representatives

  • Appointment setters sharing availability

  • Admin or support teams rotating bookings


Step 1: Create a Calendar Group

  1. Go to Settings → Calendars.

  2. Click Create Group.

  3. Enter the following details:

    • Group Name

    • Group Description (optional)

    • Group URL (Slug)

    • Template (Neo or Classic)

  4. Click Create to save the group.

Once created, the group is available to assign calendars.


Step 2: Add Calendars to the Group

You add users to a group by adding their calendars, not by assigning users directly.

Option A: Create a New Calendar in the Group

  1. In Settings → Calendars, click Create Calendar.

  2. Choose the calendar type (Simple, Round Robin, Service, etc.).

  3. During setup, assign the calendar to the desired Group.

  4. Save the calendar.


Option B: Add an Existing Calendar to a Group

  1. In Settings → Calendars, locate the calendar.

  2. Click Edit.

  3. Assign the calendar to the appropriate Group.

  4. Save changes.


Step 3: Assign Users Within Each Calendar

Users are assigned inside individual calendars, not at the group level.

  1. Open the calendar you want to configure.

  2. Go to Team and Event Setup.

  3. Click Add User.

  4. Add one or more users.

Distribution (Round Robin)

  • Set user priority or weighting to control booking distribution

  • This determines how appointments rotate between users


Step 4: Configure Assignment & Confirmation Settings

  1. In the calendar editor, go to Confirmation (or equivalent settings tab).

  2. Choose assignment options by enabling the appropriate checkboxes:

    • Assign contacts to booked users

    • Notify assigned users

    • Control confirmation behavior

  3. Save the calendar.

These settings control how bookings behave once a calendar inside the group is booked.


How Group Booking Works

  • Clients access the Group scheduling link

  • They see all calendars assigned to the group

  • Availability is calculated per calendar

  • Booking logic follows each calendar’s individual rules


Important Notes

  • Groups do not manage availability themselves

  • Availability is always controlled at the calendar level

  • Groups are organizational and display tools

  • You can switch between Classic and Neo group templates at any time


FAQ

What is the main purpose of a Calendar Group?

To organize and display multiple calendars together under one scheduling experience.

Do Groups control availability?

No. Availability is controlled by each individual calendar.

Can I add the same calendar to multiple groups?

No. Each calendar can belong to only one group at a time.

Are users added directly to groups?

No. Users are added to calendars, and calendars are added to groups.

Can I change the Group template later?

Yes. You can switch between Classic and Neo templates after the group is created.

When should I use a Group instead of multiple calendar links?

Use a Group when you want:

  • One shared scheduling link

  • Organized categories

  • A cleaner booking experience for clients

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