Team Member Assignment (Round Robin Calendar)

You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for reschedule preferences and new appointment preferences.

What’s New?

Previously, any rescheduled or new appointment would always assign a team member through round-robin scheduling. Now, users can choose how the team member should be assigned—whether to continue using the round-robin method or to select a specific team member.

Reschedule Preference

You can now decide who should be assigned to a rescheduled appointment when a contact reschedules using the booking widget. You can either:

  • Reassign through round-robin scheduling, or
  • Keep the same appointment owner every time, ensuring that the same user gets assigned to the rescheduled appointment.

New Appointment Preference: Always Book with the Contact’s Assigned User

  • This feature lets you book new appointments with the contact’s assigned user instead of using round-robin scheduling. You can determine if you want the contact to be booked with the same user every time the contact schedules a new appointment.
  • To schedule new appointments with the contact’s assigned user, the form must be first in the booking widget order. You can reorder the widget from the Forms & Payments tab

How to Use?

These settings can be found in any Round Robin Calendar:

  1. Navigate to Meeting Details > Team Members > Advanced Settings
  2. Choose your preference for new appointments and rescheduled appointments

Recommendations:

  • Turn off ‘Allow Staff Selection’: This prevents bookers from changing the staff member on the booking widget.
  • Confirm Your Settings: Check your ‘Assigned User’ settings from Notifications & Additional Options.
  • Ensure Consistent Settings: Maintain consistent settings across all your calendars to prevent any conflicts in updating the contact’s assigned user.
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