How it decides
Round robin looks at everyone on the calendar, shows any time at least one person is free, and gives the booking to the next person in line. You can make it favour availability (whoever's free) or an even share (taking turns).
Create it
CRM > Calendars > Meeting Calendars > + New calendar > Round robin.
CRM› Calendars› Meeting CalendarsAdd the team
In the staff section, add each person and set their priority if some should get more.
Hours and rules
Set the hours customers can book and the booking rules (length, buffers, notice). Each person's own calendar conflicts still block their time.
Tell the person who got it
Notifications go to the assigned person by default. Check it in Advanced settings > Notifications & policies.
One booking link for the team, with work shared out automatically.
Next up
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Which calendar do I need? Every type explained
Personal, round robin, class, collective, event calendar, service booking, rentals or Events. Pick in 30 seconds.
- 1Where they live
- 2Personal booking: just you
- 3Round robin: share the work
Let customers book any of your team
One calendar that shares bookings across your staff, or books several people together.
- 1Create a calendar
- 2Pick the type
- 3Add the team
Sync your Google or Outlook calendar so you don't get double booked
Connect your calendar so busy times block bookings, and bookings show on your phone.
- 1How sync works
- 2Connect it
- 3Pick the conflict calendars
Auto-assign new leads to your team
Share new leads between staff automatically, so someone owns every enquiry.
- 1Make the workflow
- 2Add Assign to User
- 3Tell them