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I’ll preface by stating I have looked through Calendly resources and community topics but couldn’t find a solution to my question. 

 

Business structure:
➢ We are a mobile massage business. 
➢ There are 4 team members (users) besides me (owner).
➢ We have 4 different locations in Southern California that we serve.
➢ End-users can select their closest location (from landing page / website), we then present the Calendly Event Type link for their booking with a preferred masseuse or we can select one for them. 
➢ Each “user” (my team), has been invited and they have updated their availability, as well as integrated their calendar. 

 

Question(s):
→ How do we create a system within Calendly that helps us create the options (above) and add the right team members to those event types (locations)? 
→ Which process will allow end-users to see all available therapists after selecting their day and time?


I have looked at groups, teams, event types, round-robin, adding users….it all starts sounding the same after a while and not sure if I’m doing it correctly or re-inventing the wheel.  

Thank you. 

Hi @EthericBW!

I can think of three Calendly features together that would help you make this happen.

The first is a Team page. This functionality allows a team admin/owner to create a page that list specific event types across their Calendly Teams account. You can learn more about Team pages here: https://help.calendly.com/hc/en-us/articles/16831517906711-How-to-set-up-a-team-page. This page would allow your customers to select the masseuse they want to book with and view their availability as well as seeing other team events that might help them narrow down a time and masseuse.

The second is a Routing form. This functionality allows a team admin/owner to use conditional logic to direct invitees to the correct event type. In your scenario, you’d create logic based on location. More on Routing forms here: https://help.calendly.com/hc/en-us/articles/4418606043927-Getting-started-with-Routing-Forms

And finally - as you mentioned - a Round Robin. This functionality would allow you to help match customers to available masseuses at the right time. This feature is great if customers just want to find the next available service or service at a specific time with whoever is available. More on Round Robins here: https://help.calendly.com/hc/en-us/articles/4402432846999-Round-Robin-Distribution-Overview

If you need any extra help piecing these together, let us know. We’re here to help!