Can admins set up meetings for their team?

Yes, on Enterprise. Owners and Admins create event templates with the length, minimum notice, video app and booking questions. When a teammate creates a new event, they pick a template and those settings fill in. Each person can still adjust their own event afterwards.

Roles, permissions and team directory features

In this group

3 features for roles, permissions and team directory.

From EnterpriseTeam roles and admin controlsTeam admin controls put everyone in one Caletus workspace, with roles, shared event templates and one bill.Four rolesInvite several at onceOne billSee team roles
Every planContact history and client profilesContact profiles keep every past and upcoming meeting with each client in one place.Added automaticallyMeeting timelineLinks to meeting notesSee contacts
From EnterpriseEvent templates for your teamEvent templates let admins set up a meeting once, so everyone on the team starts new events with the same settings.Build it onceStart new events from itStill adjustableSee event templates

Compare

Team admin features compared.

Team admin features compared
Feature	Best for	What makes it different	Plan
Team roles	Best forWorkspaces with several people and shared billing	What makes it differentOwner, Admin, Finance and Member roles in one workspace.	From Enterprise
Event templates	Best forTeams that run the same kinds of meetings	What makes it differentAdmin-made templates that fill in a new event's settings.	From Enterprise
Contacts	Best forLooking back at client meeting history	What makes it differentOne timeline of meetings per contact, across every host.	Every plan

The details

Roles, permissions and team directory at a glance.

The idea: Keep scheduling consistent across your team. Manage members and roles in one workspace, give new events a common starting point, and keep a shared record of every client meeting.
Who it's for: Workspace owners, team leads, finance staff and admins.
How it works: Everyone gets one of four roles: Owner, Admin, Finance or Member.
Timing and buffers: Event templates give new events the same length, notice and questions from the start.

Use cases

Who uses roles, permissions and team directory.

See all solutions

Customer storyFinancial Services & Advisory

100%

Board meetings without double bookings

Firm and board calendars in Google Workspace and Microsoft 365, all checked before a time is offered

“Our partners serve on multiple corporate boards with distinct Microsoft 365 and Google Workspace accounts. Caletus checks all of them before a time is offered, blocking out busy periods without exposing confidential transaction titles to outside parties.”
JTJulian ThorneManaging Partner, Northfield Capital

Read the Northfield Capital story

Start from a template

Guides

Guides to roles, permissions and team directory.

Visit the Help Center

FAQ

Questions about roles, permissions and team directory.

About roles, permissions and team directory and how the features in this group fit together.

Talk it through with our team

Yes, on Enterprise. Owners and Admins create event templates with the length, minimum notice, video app and booking questions. When a teammate creates a new event, they pick a template and those settings fill in. Each person can still adjust their own event afterwards.