Hi,
I’m sure this has been asked before, but there has to be a simpler way of enabling conditional location availability than via routing. Here is our use case:
Financial Advice firm with 7 advisers, many of whom have 1-2 days per week working from home and the rest in the office. They are availabel for remote meetings all week and in person meetings in the office. We have 5 different types of meetings - Initial meetings, plan presentations, review meetings and catch up meetings. All of these require varying levels of pre-work so we must retain these to apply different booking rules to each.
We currently have the 4 admin managed events. I’ve now been playing around with creating an additional 4 managed events for these meeting types and separate availability profiles, but for remote only meetings. Fine.
Then I’ve realised I need to create 4x7 = 28 different routing forms to enable clients to book meetings for:
- the right adviser
- the right type of meeting
- the right meeting location
- then finally book their actual meeting
There has to be an easier way to manage this? If there isn’t yet can I please request it is added to the roadmap as everyone is now doing hybrid work.
