Help / Team & admin

Templates

When everyone on a team should offer the same meeting — same duration, same booking questions, same reminders — you don't want each person rebuilding it (and drifting). An admin creates a template, picks who gets it, and 42min rolls it out to those users as an event type (or workflow) they can use but not freely edit. Templates are managed from Templates.

What it is

• An event-type template — a standard event type definition (duration, location, booking questions, buffers, etc.) created by an admin.
• It's distributed to selected users. Each recipient gets it on their Event Types page with their own booking link — but because it came from a template, its settings are locked, so the meeting stays consistent across the team.
• There are workflow templates too — the same idea for workflows: a standard reminder/follow-up set, rolled out and kept in sync.
• Editing the template updates everyone's copy, so you fix or change it in one place.

Zoom

When to use it

• A sales team that should all offer an identical "Book a demo" — same length, questions, and reminders, just with each rep's own link.
• Onboarding/support calls that must follow a set script of questions.
• Any case where consistency matters more than per-person customization.

How to do it

1. Open Templates (admin).
2. Create an event-type template (or workflow template): set it up the way every recipient should have it.
3. Choose which users it's distributed to.
4. Recipients see it among their event types/workflows with their own link; if you edit the template later, their copies update.
5. Who's allowed to create templates is governed by the "who can create shared events" permission.

Common pitfalls

• Recipient wants to tweak it. Template-based event types are intentionally locked — if one person needs a variant, they should make their own separate event type instead.
• Template change not reflected. Edits flow to recipients' copies; if something looks stale, re-check the template and that the user is still a recipient.
• Confusing it with sharing a link. A template gives each recipient their own booking link with consistent settings — it's not one shared link (that's a round-robin team).