Round Robin Calendar: Team Member Assignment
When a new client schedules an appointment, the system automatically assigns the appointment to the next available team member in the rotation, ensuring all team members get an equal number of appointments.
Round Robin Calendar: Team Member Assignment: This feature allows for automated and fair distribution of calendar appointments among team members, enhancing efficiency and balance in workload management.
⭐️ Why Does It Matter To Your Business?
Automate Scheduling: Automatically distribute calendar appointments evenly among your team members, saving time and reducing manual effort.
Improve Efficiency: Ensure a balanced workload, preventing overbooking and burnout for any single team member.
Enhance Client Experience: Provide clients with prompt and consistent service by efficiently managing team member availability.
⭐️ How To Use Round Robin Calendar: Team Member Assignment:
Access the settings in your account.
Access the “Calendars” tab from the left navigation menu. Click on Calendars from the upper navigation menu and create a new Round Robin calendar or edit an existing one.
Navigate to Meeting Details > Team Members > Advanced Settings.
Choose your preference for new appointments and rescheduled appointments and hit on the Apply button.
The Team Member Assignment Round Robin Calendar feature within the CRM optimizes appointment scheduling, balancing workloads and improving overall team productivity.
