Setting Up Round Robin Scheduling

Round Robin calendars automatically assign new bookings to the next available team member, optimizing your team's schedule and response times.

Step 1: Create a Round Robin Calendar

Navigate to Settings > Calendars and click Create Calendar. Choose the Round Robin type.

Step 2: Add Team Members

Select the users who should be included in the rotation. You can set their priority (e.g., give more leads to senior reps) or keep it set to "Optimize for Availability" to ensure the fastest booking time for the client.

Step 3: Set Meeting Details

Configure the meeting location (Zoom link or physical address) and duration. The system will now check the combined availability of all selected users.

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