Enable Round Robin Staff Selection in Calendar
Understanding Round Robin Staff Selection
The Round Robin Staff Selection feature enhances scheduling flexibility by allowing clients to choose a specific team member for their appointments while maintaining fair distribution of bookings across your staff. When enabled, customers can select their preferred staff member during booking. If they don't choose one, the system will automatically assign an available staff member using Round Robin logic. This feature is only compatible with the Neo widget, ensuring a modern and user-friendly booking experience.
Benefits of Staff Selection
- Improves customer satisfaction by letting clients book with their preferred staff.
- Ensures fair distribution of appointments among team members.
- Reduces scheduling conflicts by integrating with calendar settings.
- Works seamlessly with the Neo widget for an optimized booking flow.
How to Enable Staff Member Selection
Follow these steps to configure staff selection for your Round Robin calendar:
Step 1: Navigate to Calendar Settings
In your CRM account, go to Settings → Calendars and find the calendar where you want to enable staff selection.
Step 2: Edit the Calendar
Click the three-dot menu next to the calendar you wish to modify, then select Edit from the dropdown.
Step 3: Enable Staff Selection
Under the Customizations section, locate the Staff Selection option. Toggle on Allow staff selection during booking.
Note: This toggle is only available when the Calendar widget style is set to Neo.
Managing Staff Availability
To ensure the Staff Selection feature works effectively, update each staff member's availability:
- Navigate to Subaccount Settings → My Staff.
- Select the staff member whose availability you want to update.
- Under the Actions tab, click the pencil icon (Edit).
- Adjust their working hours and timezone, then save the changes.
For information on cancellation and rescheduling policies, refer to the Cancellation & Reschedule Policy (Booking Widget) article.
Testing the Booking Flow
To verify that staff selection is working correctly from a customer's perspective:
- Click the three-dot menu next to the calendar and select Share from the dropdown.
- Copy either the Scheduling Link or Permanent Link.
- Open the copied link in a browser.
- The booking page should display an option to choose from available staff members.
Frequently Asked Questions
Can staff selection be used with the Classic calendar widget?
No, staff selection is only available with the Neo widget.
What happens if no staff is selected by the client?
The Round Robin logic will automatically assign an available staff member.
Can I enable this feature for multiple calendars?
Yes, follow the same steps for each calendar where you want staff selection enabled.
Does this setting affect how appointments are assigned?
Yes, it overrides the standard Round Robin assignment when a client selects a specific staff member.