📆 How to create a Round Robin calendar

Round Robin calendar events offer 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.

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 "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