How to Offboard Experts by Deleting Calendly Accounts

Learn the step-by-step process to offboard experts by deleting their Calendly accounts, ensuring a smooth transition.

21 Oct 2024 By Maria Cristina Bitao

In this guide, we'll learn how to delete a Calendly account as part of the off-boarding process for experts transitioning out. The process involves checking for any upcoming meetings, accessing the Admin Center, and removing the user account. It's important to note that once an account is deleted, it cannot be recovered. Finally, we'll update the Notion Board to mark the task as completed.

Let's get started

Hi. To begin offboarding our experts when they transition out, we need to delete their Calendly accounts. We can start by checking if they have any scheduled meetings, such as for Sina for example.

Step #1: Click on "My Calendly" — Click on "My Calendly"

Type the Experts name "Sina"

Step #3: Click their account — Click their account

Click on Meetings.

This is necessary to see if there are no upcoming meetings, as we cannot delete an account if there are existing ones. For this example, as you can see, there are no upcoming meetings, so it's a good time to delete their account. After this, go to the Admin Center and click on Users.

Step #5: Click on "Admin Center" — Click on "Admin Center"

Once you click on "Users," use the search bar to type in their name.

Step #7: Type name here — Type name here

Type the Experts name. For this example: "Sina"

Step #9: Click the three dots. — Click the three dots.

Step #10: Select "Remove" — Select "Remove"

From the options, please choose "Remove" and "Delete."

Step #11: Click on "Remove and delete" — Click on "Remove and delete"

Step #12: Click on "Delete" and that's it! The account is now deleted. — Click on "Delete" and that's it! The account is now deleted.

The next step is to update the Notion Board on [to add the link here] to indicate that the account has been deleted.

Select the Calendly account deletion under the expert's name and then mark it as done.

Step #13: Click on "Calendly Account Deletion" — Click on "Calendly Account Deletion"

Step #14: Click on "Done" — Click on "Done"

And that's it. Thank you.