How to schedule with conference rooms
Looking to use a conference room to schedule meetings in Calendly? You have a few easy options, depending on how you manage your rooms. This guide covers how to set up conference rooms as event locations using three methods.
- Creating Collective event types
- Creating conference room sub-calendars
- Manually adding conference rooms
Option 1: Using a Collective event type
A Collective event type helps prevent double-booking by checking everyone's availability, including the conference room, before a meeting is booked. To use this option, add each conference room as a new user with a unique login email and paid seat.
- Add each conference room as a new user.
- Go to Scheduling.
- Select + Create and choose Collective.
- Add the team member(s) and conference room as hosts.
- Complete the remaining event type settings, then save the event type.
Option 2: Using a sub-calendar and Zapier
This method works well if you're managing one conference room or shared meeting space.
- Create a new "sub-calendar" in your connected calendar for the room
- Create a sub-calendar in Google
- Create a sub-calendar in Outlook
- Create a sub-calendar in Office 365
- Create a sub-calendar in Exchange
- Share the calendar with anyone who will use the conference room.
- Use Calendly's Zapier integration to send Calendly meetings to the conference room calendar.
- Optional: Set Calendly to check this sub-calendar for conflicts. This will help prevent double bookings.
Option 3: Manually add a conference room to meetings
Use this method if you prefer to set the room yourself each time you book a meeting.
- After booking a meeting, open your personal calendar.
- Update the location to include the conference room.
This works best for smaller teams or rooms with low booking activity. For higher traffic, consider the collective or sub-calendar methods above to prevent double-booking.