How To Set Up A Round Robin Appointment Distribution

Round Robin is a way to rotate assigned appointments from one user to another on a team. If you have multiple people on your team, a round-robin calendar setup is a great asset to have! Your team members can get appointments and contacts assigned to them every time someone books on any of your team calendars.

How to Set Up 

Go to Calendars.

Once on the "Settings" menu, go to "Calendars". Edit Selected Calendar. Click on the "..." next to the calendar you'd like to edit. Then click on "Edit".

Add User to Calendar

Under Team and Event Setup, scroll down and click on "+ Add User".

Select the User(s) for the Team

Click on the dropdown and select the team member you'd like to assign the calendar to. The minimum is 1 person per calendar.

Click on "Save" to save the changes.

Set Up A Round Robin Distribution

Go to Team & Event Setup. On "Appointment Distribution" you can choose how meetings from your calendar will be distributed amongst the team members.

• Optimize for Availability will assign appointments to the team members based on High, Medium, or Low priority.

• Optimize for Equal Distribution will divide the appointments equally as they come in.

Once you edit each team member's appointment distributions and priority, click on "Save".