How do I add team members to my account? (Agency Plan)

Adding team members allows you to manage multiple schedules and create team booking pages under a single TidyCal account. This feature is exclusively available on our Agency Plan.

How to Invite a Team Member

1. First, ensure you have upgraded to the Agency Plan. You can check your current plan under Settings > Your Plan - https://tidycal.com/plan.
2. From your TidyCal Dashboard, click on Team in the main menu on the top and create your Team.
3. Click the + Add Member button, usually located at the bottom of the Create Team page.
4. A dialog box will appear. Enter the email address of the colleague you wish to invite.
5. Invite will be automatically sent after you click Save Changes.

An invitation email will be sent to your team member. They will need to click the link in the email to accept the invitation and set up their TidyCal account, which will be linked to yours. They will be prompted to connect their own calendar (e.g., Google or Outlook) during their setup process.

Managing Your Team

On the Team page, you can see a list of all Teams and the invited team members along with the status of their invitations (e.g., "Pending" or "Accepted"). You can also remove team members from your organization from this page if needed.