Hey there @Shelby - great question!
While there’s currently no workaround that will allow round robin style hosts for a group event type, there is a workaround for your booking page option that might make it so that creating multiple event types is a non-issue.
I understand you’re currently using your Calendly landing page to allow invitees to book, and that embedding the event types is not an option (yet).
However - you can work around this by using a routing form instead of your landing page. You’d share it the same way, but it would be cleaner and allow for you to create multiple event types for this use case!
Routing forms let you request information such as industry, company size, specific interests, etc. from website visitors and automatically direct them to a specific scheduling or web page based on their responses. It's great for screening and qualifying sales leads on a website or matching clients or students to the booking page of the right subject-matter expert based on their interests, program, or other criteria. You can read more about setting up routing forms, here!
With that in mind, you’d do something like:
- create multiple event types for this use case
- create a routing form
- create questions on that routing form with answers that tell you which event type the invitee needs to book
- use routing logic to auto-route the invitees to the appropriate event types
- you’re all set!
Here’s some more info:
I know this isn’t perfect - but hopefully it’s helpful. Let me know if you have any more questions!
Also - check out our Company Admin Guide. It’s a great resource as you learn the ropes, too!
@Kelsi at Calendly Thanks for the response!
Do you have any examples of what an embedded form would look like in a client’s website? Would it be similar to the embedded event link but a form?
(Reference used: https://help.calendly.com/hc/en-us/articles/223147027-Embed-options-overview)
Hey @Shelby - the embedded routing form would be very similar, yes. I do not have a live example right now, but, I would suggest creating one and testing it out before making it live, anyway! So you can see what it looks like and how it would work.
In this help center article that goes over how to embed a routing form, the second GIF (in step 2) shows what an embedded form looks like (briefly).
@Kelsi at Calendly
For testing purposes, I created 3 instances for each group training topic (one per trainer) but am still running into an issue. For the routing form question, we went with “What is your preferred time of day to attend training?” and allowed three options that are basically morning (8-11), midday(11-3), and afternoon (3-6).
I am now running into the issue of the question not making sense when a trainer is offering both a morning and afternoon session of the same training topic. If “Morning” is selected, you would be shown times for morning and late afternoon.
This is almost our exact situation:
Is there any solution you can think of or phrasing you’ve seen other clients use to work around this?
Hey again @Shelby - I can see the issue, here!
In this situation I’d suggest that instead of asking what time invitees prefer to attend training, you ask something like, “What training topic are you interested in booking today?” or, “What day of the week would you prefer to attend training?” etc.
Find what works for the current scenario. You can always go in and change the question/s if need be, as well, if availability amongst hosts switches up at a later time.
I hope this helps!
