How to Create a Round Robin Calendar

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 calendar, go to settings > calendars > click on the Create Calendar icon on the Calendar Settings page and select "Round Robin" option

  

  
  

Step 2: Adding Team Members & Other Relevant Calendar Information

• 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 out this article here for more information on Distribution Logic.