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Creating an event is easy. But configuring it properly? That’s what makes your team scheduling smooth, scalable, and professional. Inside your Workspace → Event Types, you can create different types of team events. But configuring them correctly depends on the type of event you choose. This guide explains exactly what to configure for:
  • Managed Events
  • Round Robin Events
  • Collective Events

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Step 1: Understand Types of Team Events

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1. Managed Event

Team owner controls the event.
This works like a standard event but inside a team. Use this when:
  • One specific person owns the meeting
  • Example: CEO Call, Founder Strategy Session

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2. Round Robin Event

Bookings are automatically distributed among assigned members. Use this when:
  • You want equal distribution
  • Example: Sales Demo Calls
  • Multiple reps available, system assigns automatically

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3. Collective Event

All assigned members must attend the same meeting. Use this when:
  • You need multiple people present
  • Example: Technical + Sales joint call
  • Panel interviews

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Step 2: Configure Each Tab Properly

Now let’s go tab by tab — but from a practical setup perspective.

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Event Setup

This tab defines what the event is. Configure:
  • Event Name
  • Duration
  • Description
  • Meeting Location
  • Group or Package (if needed)
Important: For Round Robin or Collective events, do NOT worry about distribution here.
Distribution is controlled inside Assigned Members. This tab is only about how the event looks and behaves publicly.

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Availability (Very Important for Team Events)

Here’s where most confusion happens. Availability depends on event type:

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For Managed Events

Availability is based on that assigned member. You can:
  • Use team default availability
  • Override it specifically for this event

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For Round Robin

System checks availability of all assigned members. If at least one member is available → slot shows.

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For Collective

System checks overlap availability. Only time slots where all assigned members are free will appear. If you don’t see slots:
  • Check each member’s availability inside Team Members
  • Check time zone conflicts
This is the most common issue users face.

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Assigned Members (Controls Distribution)

This tab defines who handles the event. Now it behaves differently per event type:

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Managed Event

Assign only ONE primary member. If you assign multiple by mistake, behavior may not match expectation.

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Round Robin

Assign multiple members. The system will:
  • Distribute bookings evenly
  • Skip unavailable members
  • Rotate automatically
If bookings are not distributing:
  • Check member availability
  • Check booking limits
  • Ensure members are active

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Collective

Assign all required participants. The system will:
  • Only show slots where everyone is free
  • Book the same meeting on all assigned calendars
If no slots show:
  • Check overlapping availability
  • Check calendar conflicts

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Booking Limits (Prevents Chaos)

This tab protects your team. Set:
  • Buffer time
  • Advance notice
  • Daily booking limits
  • Future booking window
  • Required booking questions
For Round Robin especially:
If one member is overloaded, check:
  • Max bookings per day
  • Individual availability
  • Event limits

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Payments (If Applicable)

Enable this only if:
  • You charge per session
  • You sell consulting
  • You offer paid discovery calls
For internal team meetings → leave this disabled.

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Workflows (Automation Layer)

This controls:
  • Reminder emails
  • Internal notifications
  • Follow-up sequences
Example:
  • Send Slack notification when new Round Robin booking is made
  • Send reminder 24 hours before meeting
If notifications aren’t working:
Check workflow trigger conditions.

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Integrations

Important for:
  • CRM auto-updates
  • Lead tracking
  • Marketing attribution
Especially useful for Round Robin sales teams.

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Advanced Settings (Power Controls)

Only adjust these if needed. Common useful settings:
  • Disable rescheduling
  • Require manual approval (good for Collective)
  • Redirect after booking
  • Custom slot intervals
If event behavior feels “wrong,” check here.

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Common Problems & Why They Happen

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No slots showing

  • Collective event with no overlapping availability
  • Team member availability misconfigured
  • Booking window too restricted

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Round Robin not distributing equally

  • One member unavailable
  • One member hit max bookings limit
  • Member not properly assigned

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Only one member getting all bookings

  • Others have limited availability
  • Others have calendar conflicts
  • Booking limits misconfigured

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Final Advice for Team Events

When configuring:
  1. Choose correct event type first
  2. Assign members correctly
  3. Double-check availability
  4. Then configure booking limits
  5. Test with a real booking link
Team events are powerful — but small configuration mistakes cause most confusion.