You can create folders in a space to manage calendars and Instant Scheduling.
Folder names are not shown to the people you schedule with.
Folders are available to all registered TimeRex users.
For how to manage calendars in folders, see Manage Calendars in Folders.
View folders
After creating folders, click a folder name to view the calendars and Instant Scheduling in that folder.
On Home in the Dashboard, you can view calendars and Instant Scheduling that are not associated with a folder, as well as those in folders you have permission to access.
Create a folder
Any user in the space can create a folder, regardless of their team role.
Switch to the relevant space.
In the left sidebar, click Create Folder next to Folders.
Enter a Folder Name.
If necessary, change the Folder sharing settings.
Select All Members or Limit Members.
If you select Limit Members, use Member settings to click members or drag and drop them into the selected members area. Selected members are shown in green.
Enter text in Search member to show only matching members. You can search by a team member's account name.
The members shown in green can access the folder. The difference between All Members and Limit Members is described below.
Click Create Folder.
Folder sharing settings
You can select either All Members or Limit Members.
If you select All Members, every team member can access the folder.
If you select Limit Members, only the selected members can access the folder.
Members with access can do the following for the folder:
Change the Folder Name
Change the Folder sharing settings
Delete the folder
Members with access can do the following for calendars in the folder:
Create a calendar in the folder
View and edit calendars
Be selected as a participant in a calendar
View Bookings confirmed through calendars
Export confirmed Bookings as a CSV file (Premium plan only)
Create Routing in the folder (Premium plan only)
View and edit Routing (Premium plan only)
View guest responses in Routing (Premium plan only)
Members with access can do the following for Instant Scheduling in the folder:
Create Instant Scheduling in the folder
View and edit Instant Scheduling
Be selected as a participant in Instant Scheduling
View Bookings confirmed through Instant Scheduling
Notes
When a member is granted access to a folder
The member can access all calendars and Instant Scheduling in the folder, including those that were created before access was granted.
When a member's access to a folder is removed
The member immediately loses access to the folder.
If the member being removed is the only participant in a calendar or Instant Scheduling, that calendar or Instant Scheduling is deleted when the member is removed.
If a calendar or Instant Scheduling has two or more participants including the member being removed, that member is automatically removed from the participant settings.
When a folder is deleted
Access to the folder is removed immediately.
All calendars and Instant Scheduling in the folder are deleted.
When a member is removed from the team
The removed member immediately loses access to the folder.
For security reasons, if the removed member rejoins the team, access to folders they previously used is not granted automatically.
If no members with access remain, the folder itself is automatically deleted.
Reorder folders
Reordering folders is currently available only on a computer.
To change the folder order, drag and drop the folders into the desired order.
Folder settings
Select the relevant folder, click the ellipsis icon (⋮), and select Settings to open the folder settings.
Delete a folder
Select the folder you want to delete.
Click the ellipsis icon (⋮) to the right of the folder.
Click Delete.
Review the notes, then click Delete.
Deleting a folder also deletes all calendars and Instant Scheduling in that folder.
To keep a calendar, move it to another folder before deleting the folder.
Instant Scheduling cannot be moved to another folder. You must recreate it in the destination folder.