Getting Started with Teams in TidyCal
Getting Started with Teams in TidyCal
Transform your scheduling workflow with TidyCal's powerful team collaboration features. Teams allow multiple users to work together, share booking responsibilities, and provide clients with flexible scheduling options across your organization.
What Are Teams?
Teams in TidyCal enable collaborative scheduling by allowing multiple team members to:
- Share booking responsibilities - Distribute meetings among team members
- Create collective meetings - Schedule meetings with multiple hosts
- Maintain team branding - Present a unified professional appearance
- Manage permissions - Control who can edit team settings and booking types
Plan Requirements
Important: Teams are exclusively available with the Agency Plan (Tier 2). If you're currently on the Free or Individual Plan, you'll need to upgrade to access team features.
Agency Plan Benefits:
- Unlimited teams and team members
- Dedicated team booking pages
- Round robin scheduling
- Collective meetings with multiple hosts
- Advanced team analytics
Not sure about your current plan? Check your account settings or view our pricing page for upgrade options.
Creating Your First Team
Follow these steps to create your first team:
- Navigate to Teams
- Click the + Create team button
- Fill in your team details:
- Team Name: Choose a professional name that represents your team or organization
- URL Slug: This creates your team's public URL (e.g., tidycal.com/team/your-company)
- Description: Add details about your team, services, or specialties
- Logo: Upload a team logo to enhance your professional branding
- Add team members (you'll be automatically added as the Owner)
- Click Create team to save your settings
Team Naming Best Practices
- Keep it professional: Use your company name or department name
- Make it memorable: Clients should easily recognize your team
- Consider SEO: Include relevant keywords if appropriate
- Check availability: URL slugs must be unique across all TidyCal teams
Understanding Team URLs
Your team will have its own dedicated URL that clients can use to book appointments:
Format: https://tidycal.com/team/your-team-name
This URL displays your team's public booking page where clients can:
- View all team members
- See individual or collective booking options
- Choose their preferred team member
- Book appointments directly
Team Branding and Appearance
Logo Upload Guidelines
- Supported formats: JPG, PNG, GIF
- Recommended size: 200x200 pixels or larger
- File size limit: 5MB maximum
- Best practice: Use square images for consistent display
Description Formatting
Team descriptions support rich text formatting including:
- Bold and italic text
- Bulleted and numbered lists
- Headings and subheadings
- Links to external websites
Next Steps After Creating Your Team
Once your team is created, you'll want to:
- Add team members - Invite colleagues to join your team
- Set up booking types - Create team-specific appointment types
- Configure permissions - Assign appropriate roles to team members
- Test your team page - Visit your public team URL to see how clients will experience it
- Share your team link - Add it to your website, email signature, or marketing materials
Troubleshooting Common Issues
Q: I don't see the Teams option in my dashboard?
A: Teams are only available with the Agency Plan. Check your current plan in Account Settings and upgrade if needed.
Q: My team URL slug is already taken?
A: URL slugs must be unique. Try adding your company name, location, or industry to make it unique.
Q: Can I change my team name or URL later?
A: Yes, team owners can edit all team details including name and URL slug from the team edit page.
Q: How many teams can I create?
A: Agency Plan users can create unlimited teams with unlimited members per team.
Frequently Asked Questions
Q: What's the difference between individual and team booking types?
A: Individual booking types are managed by one person, while team booking types can involve multiple team members and support features like round robin distribution.
Q: Can team members see each other's calendars?
A: Team members can only see availability for collective meetings and team booking types. Individual calendars remain private unless specifically shared.
Q: How do I delete a team?
A: Only team owners can delete teams. Navigate to the team edit page and click the delete option. This action cannot be undone.
Q: Can one person be on multiple teams?
A: Yes, users can be members of multiple teams with different roles in each team.
Need more help? Contact our support team - we're here to help!