How To Set Up A Round Robin Appointment Distribution

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 1:50 PM by Belinda Henry

How Does A Round Robin Work?

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.

Add Team Members to Team Calendar

Go To "Settings".

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

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.

Save the Changes

Click on "Save" to save the changes.

Set Up A Round Robin Distribution

First thing first, click on the "Settings" menu.

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Go To Calendars

Once on the Settings menu, go to "Calendars". Then, select the calendar you want to edit by clicking on the ellipsis "..." next to the calendar's name.

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Go to

1. Team & Event Setup

2. On "Appointment Distribution" you can choose how meetings from your calendar will be distributed amongst the team members.

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

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

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Save Changes

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

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