How to Create Round Robin Calendars

More Tutorials From the Community

https://youtu.be/x7ADBvcjoqY

https://youtu.be/BOzRUFylbiM

https://youtu.be/AWUVwKyNxXM

https://youtu.be/7Vj-JE2WZak

https://youtu.be/4lh4jP2jhzU

Empower your team with Round Robin events, offering flexibility for invitees to choose a time with any available team member. Ideal for:

1. Linking leads with sales reps for intro calls and demos.

2. Pairing new customers with the client services team for onboarding and training.

3. Matching existing customers with a support team member.

4. Pairing candidates with recruiters for phone screenings.

TABLE OF CONTENTS

• Step 1: Setting up a Round Robin event:
• Step 2: Adding Team Members
• Step 3: Distribution Logic

Related Article

• Round Robin Calendars Appointment Distribution Logic
  

Step 1: Setting up a Round Robin event:

• To create a Round Robin event, click on the Create Calendar icon on the Calendar Settings page and select "Round Robin" option
  
  

Step 2: Adding Team Members

• You can add multiple team members in the Round Robin calendars and distribute the appointments which would be scheduled amongst them using the distribution logic.

Step 3: Distribution Logic

• You can configure Round Robin automated meeting assignments in two ways:

  
  

  • Optimize for availability

  • Optimize for equal distribution

Check this article to know more about the Round Robin Logic here 

Setting User Priority in Round Robin Calendars