Teams

Create a Team and Add People

Learn how to create a new team and assign colleagues so you can manage event types across teams.

23 Jun 2026 · by Peter Grillet

Teams help you organise colleagues and assign shared event types to the right people.


To create a new team:

  1. Go to Teams from the left menu.
  2. Click New Team.
  3. Enter a clear team name (for example Sales, Customer Success, or Tax Advisory).
  4. Add an optional description so everyone understands the team’s purpose.
  5. Save the team.

To connect people to the team:

  1. Open the team you just created.
  2. Go to the Members (or team members) section.
  3. Click Add Member.
  4. Select the colleagues you want to include.
  5. Choose roles/permissions if prompted.
  6. Save changes.

Once members are added, you can assign team event types so the right people appear as available for booking.


Tip:
If someone is not showing for team bookings, check they are both an active user and an active member of the team.
#team setup

Related help articles

Team Event Type fallback options (and when to use each)

Team Event Types let you control how bookings are routed across your team. Choose between Round robin, Default assignee, or Visitor select, and use fallback behavior to avoid losing bookings when a team member is unavailable.