Organizational Unit
An Organizational Unit or OU is your workspace in Cronofy were all you scheduling and user information will reside. It connects people with shared settings, tools and permissions to simplify collaboration and scheduling. From here you can add users to share calendar data, create helpful templates, customize your link branding and more.
What setting are there in my OU?
You can find your setting on the left hand side on your Cronofy page. From here you’ll find three main tabs:
Members: were you can add/manage users and rooms along with organizational accounts for syncing your directory.
Scheduling: scheduler settings, setup your groups, templates and workflows.
Admin: branding, integration setup, billing and reports.
Can’t see some of these? Speak to your company admin about changing your role.
How do I join an OU?
You can join an OU by being invited. An OU owner will send you an invitation via email through the members tab. You’ll need to contact them to arrange this.
Alternatively, if they’ve enabled Domain sign-up, you can automatically join the OU once you create an account.
How do I leave an OU?
You can leave an OU by going to (Your OU name) Setting, clicking the admin tab and then the red box “Leave OU“.
Note: If you are the only owner in the OU it will not be possible to leave, you either need to designate another user with the owner role, or reach out to support to have your OU off-boarded.
How to I off-board an OU?
Cronofy is a pay as use product, so as long as its not used, you will not be charged. In the event however that you would like to remove your OU completely you can reach out to our Support and we will get this sorted for you.
Note: we cannot close individual accounts on behalf of someone else, only the OU and the requestors account.
What is a selection rule?
Groups are called selection rules in Cronofy and can be used in along with templates or scheduling request. These created user pools that can be used for scheduling events with multiple users, like panel interviews. These can have 1 or multiple mandatory attendees from the group and will be selected in a round robin fashion.
How do I setup groups?
On the left hand tab you can see your Organizational Unit Settings based on the name of your OU.
To create a group (selection rule) you can click on:
- (Name of your OU) Settings > Scheduling > Selection Rules.
- Click Create Selection Rule, you will then first choose a name for your group.
- You can now choose any members from your Organizational Unit by searching them and clicking on them.
If you wish to add these users in bulk please reach out to our support.
The required field:
Specifies the number of users needed for mandatory attendance based on the selection rule. Users are chosen randomly but the system attempts to cycle fairly through all users included in the rule.
The pool now appears in Selection Rules and can be added to any Templates or Scheduling request.
How do I create templates?
To create a template you need to click you OU one the left hand panel and select Scheduling and then the Templates tab.
- (Name of your OU) Settings -> Scheduling -> Templates.
From here you can see and edit your already created templates or click on the Create template to get started and name your new template.
Now that you have create the template you will be taken to the page to fill out any information. You can start from the name.
Template types: there are 3 types of templates you can select from,depending on how you intend to use them. The main thing to remember here is that only Scheduling Request type can have no host. We will look further into why below.
A host can be set pre-selected here as an individual user or a selection rule with multiple people. You need to set them up beforehand or you can click create selection rule right there, more info here.
The rest of the template is set up pretty much the same way a scheduling request is, and includes the additional information prompts at the end for Public link conversion.
How do I create workflows in my OU?
Please reach out to our support for more information.
How do I setup my billing?
After your 14 day free trail you will need to setup billing in order to continue to use Cronofy.
You start by adding your billing details in the Organizational Unit.
OU Settings → Admin → Billing click on Setup billing.
Billing details can only be edited only by a billing owner, this is a special role that is assigned to the person that created the organizational unit.
This role cannot be assigned by any user and need to be specially assigned by our support. Please reach out if you need this changed.
How do I change my card details?
Card details can be edited in the billing plan in the billing tab. From here a billing admin can change the details.
Billing details can only be edited only by a billing owner, this is a special role that is assigned to the person that created the organizational unit.
This role cannot be assigned by any user and need to be specially assigned by our support. Please reach out if you need this changed.
How do I add branding to my scheduling links?
Can I setup custom branding for my scheduling links?
You can edit the scheduling slot selector page your invitees will see when accessing a public link or a scheduling request. These are unique to each OU you have and can be edited by accessing:
Admin -> Branding
From here you have some color, font and logo options which you can edit if you have the owner or scheduler admin role.
Next to these options you will see a live preview of how the page will look.
- You can use the primary and secondary colors to match your branding color scheme with the CSS Hex codes.
- You can choose from the provided fonts, or request one to be added via our support. However, please note that some fonts are not available for addition.
- Should be a PNG, SVG or JPEG file, less than 1MB. For best results, use a square image at least 350 x 350px.
If you belong to multiple Organizational Units, choose a “Primary Organizational Unit” to determine the branding of your Public Link.
