How to merge or migrate organizations
Need to transfer team members from one Calendly organization to another? Follow these steps to make sure the process goes smoothly.
Step 1 – Add seats to the new organization
Before you move anyone, make sure your new organization has enough open seats. You’ll need one open seat per user you plan to invite.
Once seats are available, you’re ready to move users.
Step 2 – Remove the user from their old organization
An admin from the user’s current organization must remove them first.
Removing a user from their organization does not delete any of their event types or settings.
Step 3 – Invite the user to your new organization
After they’re removed from their previous organization, you can invite them to join yours.
Once they accept, Calendly automatically assigns them to an open seat in your organization.
What information is migrated?
Expand the section below to see what information is and isn’t moved during account migration.
What are the limitations of account migration?
Account migration comes with a few limitations:
- Users can’t belong to two organizations at once: Users can only be added to a new organization after being removed from their current organization.
- No historical data is moved: Past meetings and events won’t transfer. Future meetings will still appear in the Meetings page.
- Billing records stay with the original organization: These are kept for tax and record-keeping purposes.
- Polls aren’t moved: Any in-progress polls will be deleted during migration.