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Account & Billing

Erik Wetzel
By Erik Wetzel
• 13 articles

Secure Your Schedly Account: Tips and Tricks

Overview Securing your Schedly account is essential for peace of mind and protecting your scheduling information. This guide will help you create a strong password, enable Two-Factor Authentication (2FA), manage login activity and access logs, configure account recovery options, set up alerts for unusual activity, and know how to handle potential security breaches effectively. Prerequisites To follow the steps in this guide, ensure you have a Schedly account with access to the account security and settings options. Step-by-Step Instructions Creating Strong Passwords and Using 2FA 1. Log in to your Schedly account using your email and password. 2. Navigate to Settings located at the top-right corner of your dashboard. 3. Click on Security Settings. 4. In the Password section, click Change Password to set a strong password. A strong password includes a mix of uppercase, lowercase, numbers, and symbols. 5. Enable Two-Factor Authentication (2FA) by clicking on Enable 2FA. Follow the instructions to link your account with an authentication app. Managing Login Activity and Access Logs 1. Go to Security Settings in your account. 2. Click on Login Activity. 3. Review the list of access logs to monitor any unusual logins. Each entry includes IP addresses, device types, and timestamps. 4. Regularly check this page to ensure that all logins are authorized. Configuring Account Recovery Options 1. Navigate to Settings and click on Account Recovery. 2. Ensure your recovery email address is up to date. 3. Optionally, add a recovery phone number by selecting Add Phone Number and verifying it with a code. Alerts for Unusual Account Activities 1. In your Security Settings, locate the Account Alerts section. 2. Toggle on Unusual Activity Alerts to receive notifications via email or SMS when suspicious activity is detected. How to Handle Potential Security Breaches 1. If you suspect a breach, immediately change your password by going to Security Settings and clicking Change Password. 2. Disable any unknown devices by returning to Login Activity and selecting Log Out of All Devices. 3. Review and update your recovery options to ensure quick access recovery. Key Details & Limits - Password Requirements: Minimum of 8 characters, including a number and a symbol. - 2FA Setup: Requires an authentication app like Google Authenticator or Authy. - Unusual Activity Detection: Includes location-based and device-based checks. Frequently Asked Questions 1. What should I do if I forget my password? - Use the "Forgot Password?" link on the login page to initiate a password reset via your registered email. 2. Can I enable 2FA on all device types? - Yes, 2FA can be enabled on any device compatible with authentication apps. 3. How often should I review my access logs? - It's recommended to review your access logs weekly to monitor for unauthorized access. 4. What happens if I log out of all devices? - You will be logged out from all sessions except the one you're currently using, requiring re-login elsewhere. 5. How does Schedly detect unusual activity? - Schedly uses your login patterns, locations, and device types to identify inconsistencies and flag them. Troubleshooting - Not Receiving 2FA Codes: Ensure the authentication app is correctly set up and your device has internet access. - Unable to Log In After Password Change: Ensure you're using the most recent password. Use the "Forgot Password?" feature if necessary. Related Topics - How to Set Up Single Sign-On (SSO) for Schedly: A guide to configuring SSO with SAML/OIDC for streamlined access. - Understanding Schedly Access Logs: Learn how to interpret and use access logs for security monitoring. - Recovering Your Schedly Account: Steps to take if you're locked out of your account.

Last updated on Jun 23, 2026

Securing Your Schedly Account with Best Practices

Overview Securing your Schedly account is crucial for protecting your scheduling data and maintaining privacy across all interactions you engage in through the platform. Schedly offers multiple security features such as strong passwords, two-factor authentication, and secure login methods including SAML/OIDC and magic links. Understanding and configuring these security options enhances your data protection and mitigates unauthorized access. Prerequisites Ensure you have access to your account settings on Schedly and permissions to make changes if you're part of an organization. Step-by-Step Instructions Setting Strong, Unique Passwords 1. Navigate to the Schedly login page. 2. Click on your profile picture and select Settings. 3. Under the Security Settings tab, click on Change Password. 4. Enter your current password followed by your new strong, unique password in the provided fields. - Use a mix of uppercase, lowercase, numbers, and special characters. 5. Click the Save button to update your password. Using SAML/OIDC for Secure Authentication 1. Go to the Schedly login page. 2. Select Sign in with SAML/OIDC under the login options. 3. Follow the prompts to authenticate using your organization's credentials. 4. If successful, you will be redirected to your Schedly dashboard. Understanding the Importance of Magic Links - Magic links offer passwordless login. To use this feature: 1. On the login page, click Sign in with magic link. 2. Check your email inbox for an email from Schedly. 3. Click on the link in the email to be logged in automatically to your Schedly account. Regularly Reviewing Account Access History 1. In your Schedly dashboard, go to Settings. 2. Click on Account Access History to view recent login attempts and device activity. 3. Regularly check this section to ensure all access attempts are by you or known devices. Enabling Two-Factor Authentication (2FA) 1. Access Settings from your profile menu. 2. Navigate to Security Settings and click Enable 2FA. 3. Follow the prompts to set up and confirm your two-factor authentication method, typically using an authentication app. 4. Once enabled, follow on-screen instructions to test and confirm successful setup. Key Details & Limits - Passwords should have at least 8 characters: a combination of letters, numbers, and symbols. - Two-factor authentication requires a third-party authentication app such as Google Authenticator. - SAML/OIDC login relies on organizational support for these protocols. - Magic links require a working email address capable of receiving emails promptly. Frequently Asked Questions 1. What should I do if I forgot my password? Use the "Forgot Password?" link on the login page to reset your password via email. 2. How do I know if SAML/OIDC is set up for my organization? Check with your IT or system administrator to confirm if these protocols are enabled for your account. 3. How can I view all devices that accessed my account? Go to Settings > Account Access History for a detailed login and device activity report. 4. Can I disable magic link login? Yes, navigate to Settings > Security Settings and toggle off magic link under the login methods. 5. What if I don't receive the magic link email? Ensure the email is accurate and check your spam/junk folder. If not resolved, verify with your email provider. Troubleshooting - Not receiving Magic Link Email: Check your spam/junk folder. Ensure your email address is entered correctly and that your email provider is not blocking Schedly emails. - Login issues: Ensure your email address is correctly entered. If using SAML/OIDC, verify that your organization has configured it properly. Related Topics - Resetting Your Schedly Password: Learn how to reset your password securely using Schedly’s tools. - Using Magic Links for Login: Detailed explanation of the magic link system and its benefits in Schedly. - Setting Up Two-Factor Authentication: Guide on enhancing your account security with 2FA on Schedly.

Last updated on Jun 23, 2026

Upgrading Your Plan and Enhancing Features Seamlessly

Overview Schedly offers multiple subscription plans—Basic, Pro, and Enterprise—to best suit your business needs. Knowing how to smoothly transition between these plans is crucial for optimizing your scheduling capabilities. This guide will walk you through upgrading your plan, ensuring uninterrupted service, and leveraging new features available to you after the upgrade. Prerequisites - Access to the admin account associated with your Schedly account is required to upgrade plans. - An understanding of your organization's scheduling and collaboration needs can help you select the appropriate plan. Step-by-Step Instructions Understanding Plan Differences Before upgrading, it's important to understand what each plan offers: - Basic Plan: Costs $10/month and includes access to event types and service booking, with a limit of 10 team members. - Pro Plan: At $25/month, this plan includes all Basic features as well as team management and insights, with a cap of 50 team members. - Enterprise Plan: Custom pricing that includes all Pro features plus custom integrations and priority support, supporting unlimited team members. How to Upgrade Your Plan 1. Log in to your Schedly account as an admin. 2. Navigate to Settings from the main navigation menu. 3. Select Billing from the settings submenu. 4. Click on the Change Plan button. 5. Choose the desired plan from the options presented. 6. Review the pricing details and features that will be added. 7. Click Confirm Upgrade to complete the process. Ensuring Uninterrupted Service - Upgrading your plan does not require downtime. All your events, settings, and user data remain intact and accessible throughout the process. - Consider notifying your team about the upgrade to prepare them for accessing new features. Accessing New Features After upgrading: - Refresh your browser to ensure all new features are loaded. - New features such as enhanced insights can be accessed from the Insights section in the main navigation menu. Key Details & Limits - Plan upgrades take effect immediately upon confirmation. - Downgrading your plan will not take effect until the next billing cycle. - Payment updates can be done via the Billing section where plan details are changed. - Enterprises benefit from custom integrations and priority support which is not available on lower plans. Frequently Asked Questions 1. How can I check which plan I'm currently on? - Visit the Billing section in Settings to view your current plan. 2. Can I try features before committing to a higher plan? - Yes, Schedly offers trials of certain features upon request. Check the trial options in the Billing section. 3. What if I exceed the team member limit on my current plan? - You will need to upgrade to a plan that supports more team members. For instance, from Basic to Pro. 4. Is there a fee for canceling my subscription early? - No, there are no cancellation fees, but you will maintain access until the end of your billing period. 5. How does the custom integration in the Enterprise plan work? - Enterprise users can work with Schedly's support team to integrate bespoke solutions tailored for their business. Troubleshooting - Billing Not Updating: Ensure your payment details are up to date in the Billing section. - Unable to Access New Features: Refresh your browser or log out and back in after upgrading your plan. - Upgrade Not Reflecting: Double-check the confirmation of your upgrade in the Billing section to ensure the selection was finalized. Related Topics - Managing Team Members: Discover ways to effectively add or remove team members in your organization. - Configuring Event Types: Step-by-step guide on creating and managing event types effectively. - Using Schedly Insights: Learn how to maximize the potential of data analytics tools available in Schedly. - Single Sign-On Setup: Understand how to integrate and use SAML/OIDC protocols for user authentication.

Last updated on Jun 23, 2026

Managing Your Organization Policies in Schedly

Overview In Schedly, managing organizational policies is crucial for ensuring consistency across scheduling, events, and collaboration efforts. By defining these policies, you align your teams towards common goals, facilitate seamless operations, and enhance productivity. This guide will walk you through the process of setting up and managing organization policies using Schedly's robust features like Teams management and Insights. Prerequisites - You must have Admin access to manage organizational policies. - Ensure your organization is subscribed to at least the Pro Plan to access team management features. Step-by-Step Instructions Define Organizational Policies 1. Log in to Schedly: Navigate to the main login page and enter your credentials or use SAML/OIDC for single sign-on. 2. Access Organization Settings: Go to Settings > Organizations > [Your Organization Name]. 3. Set Policies: Under the organization's settings, define your policies in the appropriate sections. Policies might involve service bookings, event types, or team collaboration rules. 4. Save Changes: Click the blue Save button to apply the new policies. Organization Settings Enable Policy Adherence 1. Navigate to Teams: Go to Schedly Services and select Teams. 2. Communicate Policies: Share the defined policies with your teams using internal communications or Schedly’s team messaging. 3. Enforce Policies via Roles: Assign appropriate roles in Settings > Organizations > [Your Organization Name] > Members to ensure adherence. 4. Monitor Compliance: Use the Last active status in the Members tab to ensure policies are being followed. Monitor Compliance and Effectiveness 1. Access Insights: Click on Insights in the main navigation menu to view organizational activity and compliance. 2. Filter Insights: Use filters to analyze data by event types or member activity for compliance monitoring. 3. Export Data for Review: On the Insights page, click Export and choose CSV or PDF to evaluate policy effectiveness in meetings. Adjust Policies Based on Feedback 1. Gather Feedback: Solicit feedback via team meetings or surveys regarding current policies. 2. Review and Modify Policies: Return to Settings > Organizations and modify policies as needed based on collected feedback. 3. Repeat the Cycle: Continuously monitor insights and tweak policies to ensure optimal organizational performance. Key Details & Limits - Admin role is required to manage organization-wide policies. - Policies can be defined and managed only if your plan includes team management (Pro Plan or higher). - Insights data can be exported in CSV and PDF formats for detailed reviews. - Real-time updates are available on the Insights dashboard for monitoring compliance. Frequently Asked Questions 1. How can I ensure all members adhere to the new policies? - Regularly communicating policy changes and assigning appropriate roles ensures adherence. 2. What should I do if a policy is not working effectively? - Gather feedback and use Insights to make data-driven adjustments. 3. Can I view who last accessed our organization's settings? - Yes, check the "Last active" status in the Members tab. 4. How do I get feedback on the policies I set? - Use team meetings or digital surveys for comprehensive feedback. 5. Is there a limit to the number of policies I can set? - No, you can set as many policies as required to ensure organizational efficiency. Troubleshooting Members are not following policies: Ensure they have the correct role and privileges by checking in Settings > Organizations > Members. Related Topics - How to Use Schedly’s Insights: Learn how to analyze data for better decision-making. - Managing Teams in Schedly: Optimize team collaboration for better outcomes. - Configuring Event Types in Schedly: Guide to setting up different events for seamless scheduling.

Last updated on Jun 23, 2026

Managing Multiple Organizations and Accounts with Schedly

Overview Managing multiple organizations and accounts in Schedly allows users to efficiently handle scheduling needs across various business units or entities. Leveraging features such as Organization Members, Teams, and Insights, users can seamlessly switch between organizations, set permissions, and transfer ownership as needed. This functionality is key for admins and team leads who need a centralized control over multiple organizational operations. Prerequisites - Access to the Schedly admin account for each organization. - Applicable plan (Pro or Enterprise) that supports team management and insights. Step-by-Step Instructions Switching Between Organizations 1. Log In to Schedly: Enter your email and password on the Login page. 2. Access Organizations: Navigate to Settings > Organizations. 3. Select Organization: Click on the desired organization name from the list to switch. Ensure you have the correct admin permissions. Setting Up Organizational Permissions 1. Go to Organization Members: Navigate to Settings > Organizations > [Your Organization Name] > Members. 2. Adjust Roles: Click on the Role dropdown next to each member to set them as Admin, Member, or Guest. 3. Save Changes: Click the Save button to apply role changes. Role selection Viewing Organizational Data 1. Access Insights: Click the Insights button in the main navigation menu. 2. Filter by Organization: Use the filter options to narrow insights data to a specific organization. Transferring Ownership Between Accounts 1. Access Settings: Navigate to Settings > Organizations. 2. Select Organization: Click on the organization whose ownership you want to transfer. 3. Select Current Owner: In the Members section, click the current owner’s name. 4. Initiate Transfer: Choose a new owner from the list and click Transfer Ownership. 5. Confirm Transfer: Follow the confirmation prompts to finalize the transfer. Transfer ownership Best Practices for Managing Multiple Accounts - Regularly Update Roles: Ensure the roles of members are accurately updated as responsibilities change. - Utilize Insights: Frequently check insights to monitor activities across organizations. - Centralize Management: Use the Teams feature to group members who often work together, facilitating easier management. Key Details & Limits - Roles: Permissions such as Admin, Member, and Guest determine what actions a user can perform. - Plan Requirements: Team management and insights are available from the Pro plan upwards. - Transfer Ownership: Only current organization owners and admins can initiate a transfer. - Multiple Accounts: You can manage unlimited organizations per account in the Enterprise plan. Frequently Asked Questions 1. How do I switch from one organization to another without logging out? - Access Settings > Organizations and select the desired organization to switch. 2. Can I assign multiple admins to an organization? - Yes, go to Members and assign the Admin role to multiple users as needed. 3. What happens if I transfer ownership? - The new owner gains all administrative privileges, and the previous owner remains as a member unless demoted to a guest. 4. Are there additional costs for managing multiple organizations? - It depends on your plan. Pro and Enterprise plans offer broader management capabilities. 5. How do I know my role within an organization? - Check your role under Settings > Organizations > [Your Organization Name] > Members. Troubleshooting - Cannot Switch Organization: Ensure you have admin rights; only admins can switch organizations. - Permissions Not Updating: Refresh the page and ensure all changes were saved properly. Related Topics - Setting Up Your Team in Schedly: Guide on effectively using the Teams feature. - Advanced Insights Usage: Maximize your analytical capabilities within Schedly. - Event Type Management: Learn to create and manage different event types on the platform.

Last updated on Jul 07, 2026

Managing Your Schedly Subscription & Payment Details

Overview Managing your subscription plans and payment methods on Schedly is essential to avoid interruptions in service and maintain access to all necessary features. This guide helps you view and update your subscription plan, change payment methods, and understand billing-related inquiries using Schedly's robust and user-friendly interface. Prerequisites - Access to your Schedly account with the necessary admin permissions - The account must be subscribed to a Basic, Pro, or Enterprise Plan Step-by-Step Instructions Viewing and Updating Subscription Plans 1. Log in to your Schedly account: Use your credentials on the login page or opt for SAML/OIDC if your organization allows it. 2. Navigate to the Subscription page: Click on the main navigation menu and select Billing & Subscription. 3. View current plan details: Your current plan, billing cycle, and renewal dates are displayed. 4. Update your plan: Click on Change Plan and select either the Basic Plan ($10/month), Pro Plan ($25/month), or inquire for Enterprise Plan pricing. 5. Confirm changes: Click the blue Save button to update and activate your new plan. Changing Payment Methods and Billing Details 1. Go to Billing Details: Within the Billing & Subscription page, select Payment Methods. 2. Add a new payment method: Click Add Payment Method, enter your credit card or banking details, and click Save. 3. Set default payment method: Hover over the payment method and click Set as Default. 4. Update billing address: Click Billing Address, edit the necessary fields, and save changes. Understanding Plan Features and Limits - Basic Plan: $10/month. Access to event types and service booking. Limited to 10 team members. - Pro Plan: $25/month. Includes team management and insights with a limit of 50 team members. - Enterprise Plan: Custom pricing, includes all Pro features plus priority support, perfect for large businesses. Handling Billing Issues and Inquiries 1. Identify issues: Ensure your payment method has enough balance and your billing address is correct. 2. Check your subscription status: Confirm if the plan has renewed or if there are any outstanding dues under Billing History. 3. Resolve payment failures: Retry the transaction with a different payment method or check if your card is up to date. Key Details & Limits - Subscription changes take effect immediately upon confirmation. - Payment methods accepted include major credit cards and direct bank transfers. - Custom Enterprise pricing is discussed directly with Schedly sales representatives. - Ensure to input correct billing details to avoid subscription errors. Frequently Asked Questions 1. How do I upgrade my plan? - Navigate to Billing & Subscription and select Change Plan. 2. Can I downgrade my subscription? - Yes, follow the same steps as an upgrade and select a lesser plan. 3. What payment methods are accepted? - We accept all major credit cards and direct bank payments. 4. Will my plan change immediately? - Yes, plan updates are applied as soon as they are saved. 5. How do I know when my subscription renews? - Renewal dates can be viewed under Billing History. Troubleshooting - Failed Payment Notification: Ensure your card is valid, or add a new method in Payment Methods. - Unable to Change Plan: Check if you have the necessary admin permissions. Related Topics - Creating a New Event Type: Step-by-step guide on configuring new events in Schedly. - Logging in via Magic Link: A simple, secure login method using email links. - Setting Up SAML/OIDC for SSO: Increase security with SAML/OIDC authentication for your organization.

Last updated on Jul 07, 2026

Understanding Schedly's Billing Cycle and Invoices

Overview Schedly provides a seamless experience for managing your billing cycle and invoices. Whether you're an individual user or managing an organization's account, understanding how to access and handle billing information is crucial. This article guides you through viewing, downloading, and managing your invoices, as well as updating billing information. Prerequisites - Ensure you have an active Schedly account. - You need to be an Admin or Member with permission to view billing details. Step-by-Step Instructions Access Billing Information 1. Log in to Your Schedly Account: Navigate to the Schedly login page. Enter your credentials or choose your preferred sign-in method. 2. Navigate to Billing Settings: Once logged in, click on Settings in the main navigation menu. 3. Select Billing: In the settings menu, click on Billing to view your billing dashboard. 4. View Billing Summary: Here, you'll find an overview of your current billing cycle, previous payments, and any outstanding invoices. Understanding Schedly's Billing Cycle and Payment Terms - Billing Cycle: Schedly operates on a monthly billing cycle, charging users for the upcoming month based on their plan selection. - Payment Terms: Payments are automatically deducted using the payment method on file on the first of each month. Viewing and Downloading Past Invoices 1. Go to the Invoices Section: Within the Billing dashboard, locate the Invoices tab. 2. Select an Invoice to View: Click on any listed invoice to open and view detailed billing information. 3. Download an Invoice: When viewing an invoice, click the Download button to save it as a PDF for your records. Invoice Example Updating Billing and Payment Methods 1. Update Payment Method: In the Billing section, click on Payment Method. Enter your new card details in the required fields and click Save. 2. Change Billing Address: Navigate to Account Information and update the billing address fields as needed. Click Save Changes to apply. Key Details & Limits - Plans: Aligns with your selected billing plan (Basic at $10/month, Pro at $25/month, Enterprise with custom pricing). - Supported Payment Methods: Credit cards including Visa, MasterCard, and American Express. - Invoice Download Format: PDF only. - Billing Data Viewing: Limited to Admins and authorized Members. Frequently Asked Questions 1. How do I recover a failed payment? - Update your payment method and attempt the payment again in the Billing section. 2. Can I switch billing plans mid-cycle? - Yes, but the changes will take effect in the next billing cycle. 3. What if I don't receive my invoice? - Ensure your email address is correct under Account Information and check spam/junk folders. 4. How do I add multiple payment methods? - Currently, Schedly supports adding one primary payment method. 5. Can I receive a printed invoice? - Download the invoice as a PDF and print it using your printer. Troubleshooting Invoice Not Downloading: Ensure your pop-up blocker is disabled or allow downloads from Schedly. Payment Method Not Updating: Make sure to fill out all required fields and have a stable internet connection when saving new payment details. Related Topics - Managing Team Members in Schedly: Explore how to add or remove members in your organization. - Schedly's Event Type Configuration: Learn to create and modify event types for bookings. - Schedly API & Developer Tools Guide: Understand how to integrate Schedly's APIs into your workflows.

Last updated on Jul 07, 2026

Guide to Choosing the Right Plan: Basic vs Pro vs Enterprise

Overview Choosing the right Schedly plan ensures that your team can effectively leverage our platform's full potential without encountering unexpected limits. Schedly offers three primary plans: Basic, Pro, and Enterprise. Each plan is tailored to cater to varying team sizes and feature requirements, from small teams needing standard event scheduling to large enterprises requiring extensive integration and insights capabilities. Prerequisites - Access to Schedly dashboard - Role as Admin or Billing Manager to change plans Step-by-Step Instructions To Compare and Choose Your Plan 1. Log in to your Schedly account using your chosen authentication method. 2. Click on the Settings button from the main navigation menu. 3. Navigate to Billing within the Settings menu. 4. Click on Compare Plans to view the detailed breakdown of each plan’s features. 5. Review the features and limits of Basic, Pro, and Enterprise plans. 6. Decide based on your current team size, required integrations, and insights needs. To Upgrade or Downgrade 1. Follow steps 1-4 above to reach the Billing section. 2. Click on Change Plan. 3. Select the plan you wish to upgrade or downgrade to. 4. Click the green Confirm button to finalize your plan change. Key Details & Limits - Basic Plan - Monthly Cost: $10 - Up to 10 team members - Includes access to event types and service booking - Pro Plan - Monthly Cost: $25 - Up to 50 team members - Includes all Basic features plus team management and booking insights - Required for advanced insights and SAML/OIDC integration - Enterprise Plan - Custom pricing, please connect with our sales team - Unlimited team members - Includes all Pro features plus custom integrations and priority support Frequently Asked Questions 1. What happens if we exceed our plan's team member limit? - When your team exceeds the member limit, you will need to upgrade your plan to continue adding more users or you could face restricted functionalities. 2. How does the Enterprise plan custom pricing work? - Enterprise pricing is tailored based on the specific needs and volume of your organization. It typically involves a detailed consultation with our sales team to tailor the solution. 3. Can we access SAML/OIDC authentication on the Basic plan? - No, SAML/OIDC integration requires at least the Pro plan. 4. Will any data be lost if we downgrade our plan? - Downgrading your plan may result in loss of access to specific Pro or Enterprise features, but your data will remain intact. However, you will lose team member roles if they exceed new plan limits. 5. How do I get booking insights? - Booking insights are available from the Pro plan onwards and can be accessed via the Insights button in the main menu. Troubleshooting - Encountering errors during plan upgrade: Ensure that all billing information is current and correct. Verify your internet connection and try again. - Cannot access certain features after plan upgrade: Log out of your account and log back in. If the issue persists, double-check under your plan details to make sure the upgrade was successful. Related Topics - How to Manage Teams in Schedly: Learn how to add, edit, and manage team members effectively. - Using Schedly Insights for Better Scheduling: Get to grips with extracting and interpreting data from the Insights feature. - Integration with SAML/OIDC Protocols: A guide to setting up single sign-on for seamless logins.

Last updated on Jul 07, 2026

Creating and Managing Organization Policies in Schedly

Overview Schedly provides powerful tools to help organizations maintain consistency in their booking and cancellation processes. With the ability to create specific policies, assign behaviors based on user roles, and monitor compliance through insights and analytics, organizational administrators can ensure that all users adhere to set guidelines, enhancing operational efficiency and reducing potential scheduling conflicts. Prerequisites - Only Admins have permission to create and modify organization policies. - A valid Schedly account with admin access is required. Step-by-Step Instructions Create Policies for Booking Limits and Cancellation Rules 1. Navigate to Settings in the main menu. 2. Click on Organizations, then select your organization name. 3. In the organization menu, select Policies. 4. Click on the New Policy button. 5. Enter a policy name and description. 6. Define the booking limits by specifying the maximum allowed bookings per user per month. 7. Set the cancellation rules by choosing either a flexible or strict cancellation policy. 8. Click the Save button to apply the policy. Assign Policy Behaviors Based on User Roles 1. In the Settings menu, select Organizations, then your organization name. 2. Click on Members. 3. Select a member by clicking the checkbox next to their name. 4. Use the Role dropdown to assign a new role. 5. Click Update Role to apply the changes. The assigned policies will automatically reflect on the user's account based on their role. Monitor Policy Compliance Using Insights and Analytics 1. Click on Insights in the main navigation menu. 2. Use the filter options to focus on specific policies or events. 3. Review the analytics dashboard to monitor compliance. Here you can track the number of bookings, cancellations, and any violations of set policies. 4. To export compliance data, click on Export and select your preferred format (CSV or PDF). Automate Notifications for Policy Updates to Users 1. Go to Settings > Organizations and select your organization. 2. Click on Notifications. 3. Choose Policy Changes from the notification type. 4. Enter the message to be sent out regarding policy updates. 5. Select the roles or individual members who should receive this notification. 6. Click Send Notification to automate the communication. Key Details & Limits - Admins are the only users who can create and modify policies. - The Basic Plan allows up to 10 team members; Pro Plan up to 50; Enterprise Plan has unlimited members. - Insights data can be exported in CSV and PDF formats for further analysis. Frequently Asked Questions 1. How do I change a booking limit in a policy? - Navigate to Settings > Organizations > Policies, select the policy and edit the booking limit as needed. 2. Can policies be assigned to a specific event type? - Currently, policies are applied globally to all event types within an organization. 3. Who can view policy compliance data? - Only Admins have access to view and export compliance data from the Insights page. 4. Can I automate policy notifications for non-admin users? - Yes, select the members or roles in the Notifications section under Settings. 5. Are there limits on the number of policies I can create? - No, you can create an unlimited number of policies within your organization. Troubleshooting - Unable to Save Policy Changes: Ensure all required fields are completed and check for any permissions issues if you're not the admin. Related Topics - Managing Booking Limits: Learn how to apply booking limits to streamline scheduling. - Configuring Event Types: Set up event types to match organizational needs. - Role Management in Schedly: How to assign and manage user roles effectively.

Last updated on Jul 07, 2026

Managing Multi-Organization Access in Schedly: A Comprehensive Guide

Overview Managing access across multiple organizations in Schedly ensures seamless scheduling and collaboration for businesses that operate in more than one organizational context. The platform allows users to create separate organization structures, assign specific roles and permissions, and enhance security measures, all while maintaining a user-friendly navigation system. This functionality is vital for businesses that manage diverse teams across multiple locations or business units. Prerequisites - You must be an Admin to set up and manage organizations. - A Pro or Enterprise Plan is required to manage multiple organizations. - Ensure you have login credentials with valid SAML/OIDC setup if using single sign-on. Step-by-Step Instructions Setting Up Multiple Organizations 1. Access Organizations: Navigate to Settings and select Organizations. 2. Add New Organization: Click the New button to create a new organization. 3. Enter Organization Details: Fill in the organization name and any other required fields. 4. Save Changes: Click the blue Save button to create the organization. Create New Organization Configuring Roles and Permissions 1. Select Organization: Go to Settings > Organizations, and choose the organization you wish to configure. 2. Manage Members: Click Members. 3. Assign Roles: For each member, click the Role dropdown and assign either Admin, Member, or Guest. 4. Save Changes: Ensure roles are correctly assigned and click the Save button. Assign Roles Navigating Between Organizations 1. Use Organization Switcher: Click on the organization name at the top-right corner. 2. Select Organization: From the dropdown, select the organization you wish to access. Organization Switcher Tips for Maintaining Security - Enable SSO: Go to the main login page and set up SAML/OIDC for secure single sign-on. - Regular Audits: Go to Settings > Organizations > Members, review roles and access privileges regularly. - Magic Link: Use passwordless login by selecting Sign in with magic link for enhanced security. Key Details & Limits - Only Admins can create and manage multiple organizations. - Pro Plan or higher is required for full access to organizational management features. - SAML/OIDC Setup: Ensure proper configuration at the organization level for SSO. - Use Magic Link for enhanced security: setup via the login page. Frequently Asked Questions 1. How do I switch between organizations easily? - Use the organization switcher at the top-right corner of your dashboard to switch between different organizations quickly. 2. Can I have different roles in different organizations? - Yes, roles can be configured per organization, so you can be an Admin in one and a Member in another. 3. What happens if I need to manage more than 50 team members? - You would need an Enterprise Plan to manage more than 50 team members, available with custom pricing. 4. Is it possible to restrict members to view only schedules? - Yes, the Guest role is ideal for members who need minimal access, limited to viewing events and schedules. 5. How do I ensure that my organization's data remains secure? - Enable SAML/OIDC for SSO and conduct regular role audits via the Members settings page. Troubleshooting - Cannot Access Multiple Organizations: Ensure you are on a Pro or Enterprise Plan and that you have admin privileges. - Roles Not Updating: Confirm you are pressing the Save button after making changes in the Members tab. - Trouble With SSO: Double-check SAML/OIDC configurations on the login page are set correctly. Related Topics - Setting Up SAML/OIDC for Secure Access: Learn how to enable single sign-on for your organization. - Assigning Roles and Permissions for Team Members: Detailed instructions on how to manage team members within an organization. - Exploring Schedly Insights: Discover how to make the most of comprehensive booking insights. - Ensuring Data Security in Schedly: Best practices for maintaining security across your Schedly account.

Last updated on Jul 07, 2026

Managing GDPR Compliance with Schedly

Overview Managing GDPR compliance with Schedly involves understanding and configuring specific data privacy settings, obtaining and managing consents, and effectively handling data requests. Schedly provides tools for customizing event types, managing participants, and utilizing APIs for secure data handling, which are crucial for adhering to GDPR regulations. Prerequisites - Administrator access to the Schedly account. - Familiarity with basic GDPR regulations. - Access to Schedly's Schedly Services and Settings sections. Step-by-Step Instructions Understanding GDPR Requirements 1. Familiarize with GDPR: Ensure your team understands GDPR's data protection and privacy standards, which require informed consent, data protection measures, and the ability for users to request their data. 2. Review Schedly's Data Handling: Go to Settings > Privacy to review how Schedly manages data related to event bookings and user information. Configuring Data Privacy Settings 1. Navigate to the Settings menu on your Schedly dashboard. 2. Click Privacy Settings to access the data privacy configuration page. 3. Enable data protection measures by toggling the Activate Data Security setting. 4. Set visibility options for your events under the Event Types in Schedly Services, using the Hidden checkbox to control public access. 5. Configure single sign-on (SSO) mechanisms via Sign In Methods to enhance secure access, choosing SAML/OIDC where applicable. Obtaining and Managing Consents 1. Under Event Types in Schedly Services, ensure the Requires Confirmation checkbox is selected for events where explicit consent from participants is needed. 2. For each event type, provide detailed consent information in the Description field. 3. Use the Schedly API to automate consent documentation and retrieval for auditing purposes. Handling Data Requests 1. To access user data, go to Settings > Data Requests and follow the prompts to compile a user’s data. 2. Utilize the Export feature found in Insights to download data in CSV or PDF formats as required by GDPR data portability requests. 3. Process data deletion requests by directing them to the Account Security settings, ensuring users have clear instructions on how to request data removal. Staying Updated with New Regulations 1. Regularly check the Schedly News feed accessible from your dashboard for updates on GDPR compliance features. 2. Subscribe to Schedly's newsletter to receive notifications about changes to data privacy legislation and product updates. Key Details & Limits - Event Type Visibility: Use the Hidden checkbox for events not intended for public viewing. - Duration Settings: Events can last between 15 to 120 minutes. - Authentication Methods: Secure logins via Email/Password, SAML/OIDC, and Magic Link. - User Data Export: Available in CSV and PDF formats, supporting GDPR data portability. Frequently Asked Questions 1. How can I hide an event type from public view? - Select the Hidden checkbox when configuring or editing an event in Schedly Services. 2. What are the requirements for GDPR consents? - Ensure participants are informed about the data use and confirm their participation via the Requires Confirmation checkbox. 3. Where can I access data request settings? - Go to Settings and click on Data Requests to manage user data requests and exports. 4. How do I enable SAML/OIDC for added security? - In the login settings, select Sign in with SAML/OIDC for secure authentication protocols. 5. Can I customize the event duration? - Yes, specify the duration between 15 and 120 minutes when creating or editing an event type. Troubleshooting - Not receiving data request confirmations: - Ensure your email settings allow Schedly communications and check junk/spam folders. - Event privacy not updating: - Double-check that the Hidden checkbox is selected and saved in Schedly Services. Related Topics - Creating GDPR-Compliant Event Types: Step-by-step guide on setting event privacy and duration. - Data Security Best Practices on Schedly: Tips for securing user data and managing privacy settings. - Using the Schedly API for Automation: How to integrate data handling processes with Schedly APIs.

Last updated on Jul 07, 2026

Navigating Plan Upgrades and Downgrades in Schedly

Overview Switching plans in Schedly allows users to customize their access to features such as service booking, team management, and advanced insights. Perfect for both growing businesses needing more capabilities and those seeking cost savings, plan transitions help align your resources with your current needs. Prerequisites Ensure you have administrative access to manage billing settings within your Schedly account. Additionally, review your current plan's benefits and limitations to effectively decide on an upgrade or downgrade. Step-by-Step Instructions To Upgrade Your Plan: 1. Log in to your Schedly account using your admin credentials. 2. In the main navigation menu, click on "Settings". 3. Select "Billing" from the dropdown. 4. Under the current plan section, click "Upgrade Plan". 5. Choose your new plan — "Pro Plan" or "Enterprise Plan" — by clicking on the corresponding button. 6. Review the plan feature details and billing information. 7. Click the "Confirm Upgrade" button to finalize the transition. 8. You will receive a confirmation email detailing the changes. To Downgrade Your Plan: 1. Log in to your Schedly account using your admin credentials. 2. In the main navigation menu, click on "Settings". 3. Select "Billing" from the dropdown. 4. Locate your current plan and click "Downgrade Plan". 5. Choose the "Basic Plan" from the list of available options. 6. Carefully review the features you will lose access to upon downgrading. 7. Click the "Confirm Downgrade" button. 8. A confirmation email will be sent with details of your new plan. Plan Selection Key Details & Limits - Basic Plan: $10/month, includes 10 team members, access to event types, and service booking. - Pro Plan: $25/month, includes 50 team members, access to insights, and team management. - Enterprise Plan: Custom pricing, offers unlimited team members, custom integrations, and priority support. - Switching plans may affect available features: the Basic Plan does not include team management and insights. - Downgrade restrictions: features unique to higher-tier plans will be lost. Frequently Asked Questions What happens to my data if I downgrade? Your data remains intact; however, access to features such as advanced insights or extra team management options will be unavailable unless you upgrade again. Can I upgrade my plan at any time? Yes, you can upgrade your plan through the settings menu whenever needed. Are there any fees for changing my plan mid-cycle? Plan changes are prorated, so fees will depend on your billing cycle and the time of upgrade or downgrade. How do I view the features of each plan before switching? Navigate to the "Pricing" page on Schedly's website or within the billing section in your account settings. What support is available during a plan change? For Enterprise users, priority support is available. All users can access our comprehensive help center guidance. Troubleshooting Unable to upgrade due to payment issue: Ensure your payment information is up-to-date in the Billing section. Features lost after downgrading: Review the feature list provided before confirming the downgrade to understand which capabilities will be restricted. Not seeing plan options in Billing: Make sure you are logged in as an admin, as only admins have access to billing details. Related Topics - Understanding Schedly's Feature Map: Learn about the different features available across Schedly plans. - How to Manage Billing Information in Schedly: Step-by-step guide to updating your payment methods. - Exploring Team Management in Schedly: Discover more about managing teams within Pro and Enterprise plans. - Maximizing Insights for Better Scheduling: Best practices for using Schedly’s insights to optimize your scheduling process.

Last updated on Jul 07, 2026

Managing User Permissions Across Multiple Organizations in Schedly

Overview Managing user permissions across multiple organizations in Schedly is essential for maintaining security and operational efficiency. Schedly allows administrators to view, edit, and control role-based permissions for users within different organizations, ensuring the right access levels. This feature is critical for organizations of all sizes to streamline processes and enhance teamwork. Prerequisites - User must have Admin role within their organization. - Access to the Settings > Organizations section. - Schedly account with relevant access levels according to the subscription plan. Step-by-Step Instructions Viewing and Editing Organization Access 1. Log in to your Schedly account via the login page using your preferred sign-in method. 2. Navigate to Settings in the main navigation menu. 3. Select Organizations from the dropdown. 4. Choose the organization you wish to manage by clicking on its name. 5. Go to the Members tab to view current users and their roles. 6. To edit a user's access, click the Role dropdown next to their name and select the desired role. 7. Click the Save Changes button to apply any modifications. Setting Role-Based Permissions 1. Access the Roles section under Organization Settings. 2. Define or modify roles by clicking on the Edit button. 3. Specify the permissions for each role, such as event creation or viewing insights. 4. Assign roles to users by returning to the Members tab and using the Role dropdown. Syncing Permissions Across Systems 1. If your organization uses SAML/OIDC, ensure the same permissions are mirrored in your identity provider settings. 2. Configure your SSO settings via the Integrations section. 3. Test the synchronization by logging in with user accounts to ensure roles and access levels match. Resolving Access Conflicts 1. Identify conflicts by reviewing the Activity Log under Organization Settings. 2. Use the log to see any authentication or permission errors. 3. Address conflicts by revisiting the Roles section and adjusting role permissions accordingly. 4. Communicate changes with affected users to ensure smooth transitions. Best Practices for Security - Regularly audit user roles and permissions. - Implement SAML/OIDC for secure authentication and streamlined permission management. - Minimize access levels for non-essential users. - Use two-factor authentication to enhance account security. Key Details & Limits - Admins can manage all roles and permissions for their organizations. - Role changes are instant; however, it may take a few minutes for them to propagate across synced systems. - SAML/OIDC must be configured separately within your identity provider. - Enterprises have unlimited team members; other plans are limited based on plan tiers. Frequently Asked Questions 1. How do I add a guest user? Invite guests by entering their email in the Members tab and assigning them the Guest role. 2. Can I change multiple users' roles at once? No, user roles must be updated individually for accuracy. 3. What is the impact of changing a user's role from Admin to Member? Changing the role will remove their access to manage members and settings. 4. How often should we review user permissions? Review permissions quarterly or after any organizational changes. 5. Why can't I see certain organizations? Ensure you are logged in to the correct account; access may be limited by your role. Troubleshooting - User sees 'Access Denied' message: Verify their role under the Members tab and adjust permissions. - Changes aren't reflecting: Ensure that changes were saved. Check for system sync delays. Related Topics - Setting Up SSO with SAML/OIDC: Learn how to configure SAML/OIDC for seamless authentication. - Creating and Managing Event Types: Optimize your event scheduling process within Schedly. - Understanding User Roles and Permissions: A guide to roles and their permissions in Schedly. - Insights for Better Event Management: Utilize Schedly Insights to improve your scheduling efficiency.

Last updated on Jul 07, 2026