With our round-robin, you can combine the availability of multiple team members in one scheduling page. When an invitee selects your round-robin event, all they need to do is pick a day and a time that works for them. The event will thus be assigned randomly to a team member who is available at the time.
These events are perfect for:
Connecting leads with sales reps for intro calls and demos
Connecting new customers with the client services team for onboarding and training
Connecting existing customers with a member of the support team
Connecting candidates with recruiters for phone screenings
How to set up a round-robin Event Type
Within your Event Type, you will be able to select your preferred option: strict or flexible round-robin.
The logic behind the algorithm is the following:
The booker selects an available time slot
The algorithm checks which of your team members is available then
It thus calculates how many meetings each rep has in that week concerning the start date of the meeting
It then divides the number of calls of each team member with the percentage assignment that is set in the event type for each team member.
Finally, the user with the minimum value gets the meeting. If two have the same value, we choose randomly.
The meeting is scheduled for the 18th of July at 2 pm
User A has five meetings, and User B has two meetings in that week
The assignment matrix says user A has 100% and User B has 50%
Value for User A is (5 meetings * 1/100% ) = 5 and for User B it is (2 meetings * 1/50%) = 4
User B gets the meeting, because he still has less meetings
What is the difference between strict and flexible round-robin?
Important: The difference between strict and flexible round-robin only affects the Scheduling in the Demodesk Dashboard. Customers or prospects that book meetings via the booking link can never select the host of their meetings.
If you wish to allow your Bookers to choose the meeting host, the flexible round-robin is what you are looking for. All you have to do is to select that option in the related Event type. With flexible round-robin, you have the flexibility as a booker to choose the best host according to the meeting's topic. For example, you can book for a sales team member that represents different regions when scheduling with a new client.