Team Member Assignment (Round Robin Calendar)

You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for reschedule preferences and new appointment preferences.

What's New?

Previously

, any rescheduled or new appointment would always assign a team member through round-robin scheduling.

Now

, users can

choose

how the team member should be assigned—whether to continue using the round-robin method or to select a specific team member.

Reschedule Preference

You can now decide who should be assigned to a

rescheduled appointment

when a contact reschedules using the booking widget. You can either:

Reassign through
round-robin
scheduling, or
Keep the
same appointment owner
every time, ensuring that the same user gets assigned to the rescheduled appointment.

New Appointment Preference: Always Book with the Contact's Assigned User

This feature lets you book
new appointments
with the
contact's assigned user
instead of using round-robin scheduling. You can determine if you want the contact to be booked with the same user every time the contact schedules a new appointment.
To schedule new appointments with the contact's assigned user, the
form must be first
in the booking widget order. You can reorder the widget from the
Forms & Payments tab

How to Use?

These settings can be found in any

Round Robin Calendar

Navigate to Meeting Details > Team Members > Advanced Settings
Choose your preference for new appointments and rescheduled appointments

Recommendations:

Turn off 'Allow Staff Selection':
This prevents bookers from changing the staff member on the booking widget.
Confirm Your Settings:
Check your 'Assigned User' settings from Notifications & Additional Options.
Ensure Consistent Settings:
Maintain consistent settings across all your calendars to prevent any conflicts in updating the contact's assigned user.