Shared Event Types experiment

Originally run as an experiment to let users add other hosts at any point in the meeting lifecycle, Shared Event Types opened flexibility for teams
WHY THIS MATTERED

Shared event types reduced coordination overhead while keeping the experience simple for the end customer booking the meeting.

OUTCOMES

Shared event types became the 2nd largest driver of paywall conversions.

SSO, SAML and SCIM Provisioning

To be enterprise ready, we needed to set the foundation of privacy and security, starting with building SSO/SAML, and SCIM provisioning.
WHY THIS MATTERED

This was a blocker for enterprises such as Adobe to offer Calendly as an approved vendor for their teams.

OUTCOMES

Released Enterprise pricing plan

TEAM

Lead Designer (myself)
Principal PM
3 engineers

TIMELINE

1 Month

Audit Log

Audit Log became a fast follow to complete our initial Enterprise Pricing tier.
WHY THIS MATTERED

Audit log enabled admins to check for unauthorized, past user activity. Also a hard requirement for enterprise companies.

OUTCOMES

Added to Enterprise pricing plan

TEAM

Lead Designer (myself)
Principal PM
3 engineers

TIMELINE

1 Month

Workspaces

Workspaces aimed to enable cross functional teams to collaborate.
WHY THIS MATTERED

Often, cross functional teams need access and visibility into member’s external meeting lifecycle. Think an Account Executive sitting in on renewal conversations or Product Managers supporting customer’s onboarding.

OUTCOMES

Workspaces can expand to house Routing Forms and Workflows.

TEAM

Lead Designer (myself)
Principal PM
3 engineers

TIMELINE

1 Year

Object-Level Permissions

Further an event type’s permissions with object-level permissions. Adding hosts at the right time.
WHY THIS MATTERED

Shared event types only got us so far. We needed to enable teams to add teammates to one-on-one event types like Support and Sales meetings.

OUTCOMES

Team enablement across the meeting lifecycle

TEAM

Lead Designer (myself)
Principal PM
3 engineers

TIMELINE

4 months

Admin Dashboard

Let an admin see account health to provide assistance to those not set up yet. See overall event stats.
WHY THIS MATTERED

Users are exponentially more successful when the connect their calendar and add video conferencing. The dashboard provides a window into who may have errors so they can reach out and provide assistance if needed.

OUTCOMES

Onboard admins to Calendly and provide a window into account usage.

TEAM

Lead Designer (myself)
Principal PM
3 engineers

TIMELINE

3 months

Work
About
Resumé
Calendly B2B: Scaling individual user delight to enterprise-grade scheduling
A series of projects that pioneered Calendly’s B2B strategic initiative by shipping security, governance, and scale without sacrificing simplicity.
Key Projects
Shared Event Types (team collaboration primitive)
Admin-Managed Event Types (governance + scale)
SAML/SSO + Audit Log (enterprise trust)
Workspaces (org structure)
Object-Level Permissions (control + safety)
Admin Dashboard (adoption + seat management)
Basics
2019 - 2023
Senior Product Designer
Expanded design team by 2 designers, 2 PMs, and 8 engineers
Researched, design and built 10 features
Supported 2 scrum teams — 2 PMs, 12 Engineers
Phases
PHASE 1
Create a collaboration primitive that felt effortless
PHASE 2
Turn team usefulness into admin-ready standardization
PHASE 3
Earn enterprise trust with security + compliance signals
PHASE 4
Build the org model—structure + permissions that scale
PHASE 5
Help managers measure adoption of the system
Basics
2019 - 2023
Senior Product Designer
Expanded design team by 2 designers, 2 PMs, and 8 engineers
Researched, design and built 10 features
Team: 2 PMs, 12 Engineers
Skills
Discovery interviews & research
User journey mapping
Growth and experimentation
Technical discovery
Usability testing via Usertesting.com and with customers
Wire framing
Development ready hi-fidelity designs
Phases
PHASE 1
Create a collaboration primitive that felt effortless
PHASE 2
Turn team usefulness into admin-ready standardization
PHASE 3
Earn enterprise trust with security + compliance signals
PHASE 4
Build the org model—structure + permissions that scale
PHASE 5
Help managers measure adoption of the system
Key Projects
Shared Event Types (team collaboration primitive)
Admin-Managed Event Types (governance + scale)
SAML/SSO + Audit Log (enterprise trust)
Workspaces (org structure)
Object-Level Permissions (control + safety)
Admin Dashboard (adoption + seat management)
Calendly had won over individuals, now it needed to win businesses and teams.
Calendly’s success spoke for itself with individual users. But by 2019, it was clear the next stage of growth required serving organizations: sales teams, customer success teams, recruiting teams, and cross-functional groups that schedule external meetings every day.
PHASE 1

Shared events types: a collaboration primitive

When scheduling became collaborative, the product needed a new building block. We experimented with Shared Event Types, allowing people within the same Calendly account to collaborate on a single event type—without duplicating setups or coordinating through workarounds.

View project overview
PHASE 2

Turn team usefulness into admin-ready standardization

That insight shaped the next leap: Admin-Managed Event Types—a way for managers to create, distribute, and maintain event types with the right settings (branding, language/tone, structure) so every customer interaction stayed consistent and premium.

View work
The results was a whole lot of calendar tetris requiring extra coordination internally just to get the right people on external calls.
Common use cases: Sales pulls a SME into a call Sales hands off to Customer Success / Account Management Teams need consistent scheduling experiences across reps
PHASE 3
Earn enterprise trust with security + compliance
As larger customers entered the funnel (e.g., Adobe), collaboration and governance weren’t enough. Enterprise buyers required strong standards for identity, access, and accountability. In tight collaboration with engineering, I designed a SAML/SSO integration and an Audit Log. This unlocked our Enterprise Tier offering.

SAML/SSO to meet enterprise identity requirements

View project overview

Audit Log to provide traceability and administrative confidence

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SAML/SSO to meet enterprise identity requirements

View project overview

Audit Log to provide traceability and administrative confidence

View project overview
PHASE 4
Build the org model with structure + permissions that scale
Collaboration in companies became even more essential in 2020. As adoption grew, we needed clear organizational structure and safe controls.

Workspaces

Workspaces to support how organizations are structured and allows a space for cross-funtional teams to work.

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Object-Level Permissions

Object-Level Permissions control who can create, edit, manage, and govern event types and other objects in Calendly's system.

View work
PHASE 5
Help managers measure adoption and operate the system
As Calendly became a customer-facing operational tool, leaders needed visibility into rollout and usage.

Turn team usefulness into admin-ready standardization

We created an Admin Dashboard so managers could:
- spot team members who needed help getting set up
- reassign unused seats to the right people
- understand adoption patterns across a growing org

View work
Genius
Co-Founder, Designer
Sales Planning
Design Lead, Sprint
A&D Marketplace
Design Advisor
Anna Wagner, MBA
Work
About
Resumé
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Additional B2B initiatives
Alongside the flagship capabilities, I designed and led several initiatives that rounded out the B2B motion and enterprise readiness:

Users page re-design

2021

Domain Control

2021

Organization consolidation

Strategy and alignment workshop

2021

Groups

2022