Scheduling · 1 min read
Round Robin Team Member Assignment
On round robin calendars you can control which team member gets an appointment.
- Appointment owner: the team member assigned to the appointment.
- Assigned user: the team member assigned to the contact, shown on the contact record.
Reschedule preference
Choose who gets the appointment when a contact reschedules from the booking widget:
- Keep the original appointment owner.
- Let round robin pick whoever is available.
Always book with the contact's assigned user
When on, new bookings from contacts with an assigned user go to that user. Only their times are shown.
- Edit the round robin calendar.
- Open the team settings.
- Set your reschedule preference and turn on booking with the assigned user if you want it.
- Save.
Before you use it
The assigned user must be on the calendar's team. New contacts without an assigned user are shared out as normal.