This article provides a step-by-step guide on how to invite people to your Calendar.com workspace.
Steps
- Login to Calendar.com.
- Click on your Workspace in the left bar.
- Click the 'Admin' icon in the top menu bar.
- Click the 'Users' on the left hand admin menu.
- Click on 'Invite People' on the right side of the screen.
- Enter the users email
- Pick the users role
- Select the team the user will be on.
- Next to the team select if the user is just a User or a Team Leader for the workspace.
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Notes:
- You can add as many users on this screen. For bulk to the 'Import Users'
- We show you number of Seats left on the screen. Below is the pop-up you get if you are out of seats. You need to be an Owner to add seats as it will increase the monthly or yearly cost. If you are yearly we prorate the users remaining year as when your yearly subscription renews this users does at the same-time that is why we prorate depending on when the user is added based on your subscription.
- If you don't have enough open seats available, you will be prompted to add additional paid seats to your workspace for the new members. Enter the quantity and click 'Add Seats.'
- If you don't have enough open seats available, you will be prompted to add additional paid seats to your workspace for the new members. Enter the quantity and click 'Add Seats.'
- Team Leader will have access to the workspace and all scheduling events as well as enhanced team reporting.
- Once users are invited you will see in the users list below:
- Invites last 24 hours and are sent to the email entered.
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Note:
- Cannot find: Have user check Spam and Junk folders. Have them move it inbox and accept items from Calendar.com
- Need to resend: If the message is Expired or you need to resend just click the mail icon next to the Invited or Expired text.
Notes
- From the users screen you can change the role or team at anytime.
- You can delete the user (does not impact seat counts you need to manage that in seats)
- You can change the users role on the team at anytime.
Links
- Teams - https://support.calendar.com/hc/en-us/articles/49913248653069/live_preview/01M5WR5WKXVN1YY2H4JQY2D9TJ
- Manage Seats (Owner) - https://support.calendar.com/hc/en-us/articles/45945367519245-Manage-number-of-users-on-an-account
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