Managed links

Set it up once for the whole team

A team admin builds one template and assigns it. Each member gets their own copy on their own page, and the fields the admin locks stay the way they were set.

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One onboarding call, three copies

Tobias runs Northwind's customer team. Follow his onboarding call from a new template to the copies Lena, Felix and Ida book from, and on to his next edit.

Add a new link

Pick Template when you create it

Tobias names it Customer onboarding, sets 45 minutes and picks Template. The URL leaves room for a username, because every member gets a copy of their own.

Assignment

Assign the people who need a copy

He adds Lena, Felix and Ida. Each of them gets Customer onboarding on their own page, so Felix's lives at cal.com/felix/customer-onboarding.

Basics

Lock what has to stay the same

Title and duration start locked. Tobias locks the location too, and leaves availability unlocked so each member takes calls in their own hours.

Availability

Felix changes only what's unlocked

In his copy the locked fields are greyed out and marked Locked. Availability is still his, so he picks his Mornings schedule and clients book him before lunch.

Save

Edit the template and the copies follow

Tobias makes the call 60 minutes and saves. All three copies change with it, and Felix keeps his Mornings schedule because availability is unlocked.

Lock a field, then save

Now try it as Tobias. Lock or unlock fields on the template, change the duration, and save to see what reaches Lena's, Felix's and Ida's copies.

Lock or unlock a field, or change the duration, then save.

Tobias's template

Basics

TitleCustomer onboarding
Duration
Duration on the template
LocationCal Video

Availability

AvailabilityMember's default schedule

Watch it set up

A short recording of a managed link going from a new template to three members' copies, in the same steps as above.

TutorialRecording soon

Set up a managed link

In this video

  1. 1Pick Template when you create it
  2. 2Assign the people who need a copy
  3. 3Lock what has to stay the same
  4. 4Felix changes only what's unlocked
  5. 5Edit the template and the copies follow

Questions about managed links

Who gets a copy, what members can change, and what happens when the template changes.

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Give the whole team one setup

Build the link once, lock what has to match, and let each member keep their own hours.

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