How does round robin booking decide who gets the appointment?#
Each booking goes to the team member who is free at that time and has the fewest upcoming appointments; when two are tied, the one booked longest ago wins. Busy reps stop getting stacked, new hires get their share from day one, and the customer sees one clean booking page.
| Type | Who attends | A time is open when |
|---|---|---|
| Round robin (team) | One member, picked for each booking | Any team member is free |
| Collective (whole team) | Every member | The whole team is free |
| One-on-one | You | You are free |
How do I set up a round robin calendar?#
Create a team calendar
Step 1: Create the calendar
Open CRM → Calendars, create a calendar, and set Type to Round robin (team) or Collective (whole team).Open CalendarsStep 2: Add your team
In the Team section, use Add from your team to pick teammates, or press Add team member and type a name and email. The email ties each person to their bookings across every calendar.Step 3: Set length and spacing
Set Length (minutes), Start times every (minutes), Buffer before and Buffer after so reps get breathing room between calls.Step 4: Set notice and range
Use Minimum notice (hours) to stop last-minute surprises and Book up to (days ahead) to keep the calendar near-term.Step 5: Share and automate
Share the calendar's booking page link, then add a workflow on the Appointment booked trigger to confirm by text.Open Automations
How does Agent Studio stop double bookings across calendars?#
A member's appointments on any other calendar in the account block that time on the team calendar too. If Jordan is on a one-on-one demo at 2pm, the round robin skips Jordan at 2pm and offers the slot to whoever else is free.
How do agencies roll team calendars out to every client?#
Build the calendar once in a snapshot with numbered seats such as Team member 1 and Team member 2. When the snapshot loads into a new client account, the Assign Calendar Team workflow step puts the client's real staff on those seats, by email or from the account's own team, in order.