How to create a team booking page with round robin assignment
In this article we will demonstrate how to create a Round Robin team booking page. This is typically used by customer success teams, support staff, sales teams, and other use cases where you might need to create a unified page to book a meeting with one of your team members.
IMPORTANT: to create a team booking page, first you'll need to create an organization and invite members (billing can be centralized), then make sure that each member has their own one-on-one page.
To create a Round Robin team booking page:
Go to Pages > click on "New Page" > choose "Teams" as a booking page type:
Choose "Pooled availability":
Add your team members' booking pages by clicking on "Add Booking Page":
Select your teams' calendars from the list, then click on "Save":
Choose one of the available strategies (Round Robin flexible, Round Robin strict, and Prioritized assignment) depending on your use case:
Follow the rest of the setup wizard then click on "Save".