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How To Set Up A Round Robin Appointment Distribution

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Angie | PurpleCow Digital
Updated 1 year ago
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.

Step 1: 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 assign the calendar to. The minimum is 1 person per calendar.

 

Save the Changes

Click on "Save" to save the changes.

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