Empower your team with Round Robin events, offering flexibility for invitees to choose a time with any available team member. Ideal for:
- Linking leads with sales reps for intro calls and demos.
- Pairing new customers with the client services team for onboarding and training.
- Matching existing customers with a support team member.
- Pairing candidates with recruiters for phone screenings.
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 the "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