How to create a round-robin booking type
A round-robin booking type automatically distributes meetings among a group of team members. It's perfect for sales teams, support staff, or any situation where you want to assign a new meeting to the next available person.
Step-by-Step Guide to Creating a Round Robin Booking
- Click Teams at the top menu
- Click Booking Types
- Click + Create Team Booking Type
- Choose Round Robin
- Select the team members to rotate through - Only team members who have accepted their invitations will appear here.
- Set the duration, buffers, and any other advanced settings as needed
- Click Create Booking Type.
How Availability and Distribution Works
It's important to understand the logic TidyCal uses:
- Pooled Availability: The booking page will show clients all available slots from everyone in the pool. If Person A is free at 10 AM and Person B is free at 11 AM, the client will see both 10 AM and 11 AM as options.
- Even Distribution: When a client books a time, TidyCal intelligently assigns the meeting to the team member who has been assigned the fewest meetings from this specific booking link. This ensures a fair and even distribution of work over time.