What is Round Robin Scheduling?
Round Robin scheduling automatically rotates one-on-one meetings among available team members, assigning the next meeting to the next person in a sequence based on customizable rules like availability or equal distribution, efficiently handling high-volume requests without manual assignment. It helps teams share workload, ensuring fairness and quick responses, perfect for sales calls, onboarding, or support, by letting invitees book with any available host.
Steps to Create
-
From your workspace scheduling dashboard, select the box 'Create Scheduling Event'.
- Select the 'Round Robin' event type.
- Complete the 'Name & Details' section, then continue.
- Complete the 'Availability' section, then continue.
- Complete the 'People & Places' section, then continue.
- For Round Robin it is required to Assign Members and set the Location.
- Complete the 'Additional Options' Section, then save.
- The most important item here is to set up email or SMS reminders to help prevent no-shows.
- Once saved, you will be taken back to the scheduling dashboard. Here you can copy the link to share and invite people to your Round Robin event.
Check out the YouTube video tutorial.
Comments
0 comments
Article is closed for comments.