How to book events for others in Robin (Google + Microsoft 365 users)

Supported calendar systems

    • Google Calendar
    • Microsoft 365
    • Exchange

Required settings

    • Allow Personal booking 
    • Personal calendar integration

Required user permissions

  • Delegate booking  

If you're a power scheduler in the office, like the administrative assistant or team lead, you often have to organize events you don't plan on attending. The Robin event composer makes it easy to juggle scheduling responsibilities with the delegate booking tool. Follow this guide to learn how to book an event for someone using the Robin event composer. 

The steps in this guide assume you have been granted delegate access in your native calendar system. Learn more about delegate access for Google here and Outlook here. 

 

Booking events for others in Robin

1

Navigate to the dropdown menu in the bottom left corner to open a list of calendars you have permission to book on.

Note: Delegate permissions are granted in your native calendar system (Google or Outlook). If you're not seeing the calendar you wish to book on, contact your office admin to check your delegate booking permissions. 

Common Pitfalls for Microsoft 365 users

In order for Robin to pull in the calendars you have delegate access on, you need to "open" the delegate calendar in Outlook first. This adds it to your Outlook “My Calendars” list, and it will appear in the dropdown menu in the Robin event composer.  Watch the video or follow the Microsoft guide to learn more. 

2
Select the person's calendar the event should live on, or in other words, the person you're organizing the event for.
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3
Then remove yourself from the invitee list by selecting the "X" next to your name. This will keep your calendar clear of other folks' events. Then continue to fill out the remaining event details.

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If you've removed yourself from the event, but need to make changes to it, use the schedule page to locate the event and make any necessary edits.  

 

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