One Link for All Team Members

Hi ​@EricShreve - Thanks for reaching out here!

The best way to go about something like this is by using our Round Robin event type! Round robin events allow you to combine multiple hosts under one event, when a user books with you, it will automatically be assigned to one host in the rotation, then another for the next booking based on the distribution method. The Round robin event type offers 2 different ways to distribute meetings between hosts:

Maximize for availability - allows invitees to book meetings whenever a host is available. Use this to maximize the number of potential meetings booked and when the even distribution of meetings across hosts is less important.

Optimize for equal distribution - allows for the most even distribution of meetings across hosts. This can lead to fewer booked meetings overall as equal distribution is given priority over host availability.

This way, if the clients specific trainer is not available, they can book through the Round Robin event to be assigned to another one! Keep in mind, this is only available on our Teams Plan and above. Let me know if you have any questions!

David, thanks for the reply.  Would the Round Robin allow for selecting a particular member of the team when available?  So, if Client A wants to request my time, and is willing to wait until I am free, they can select the first available time, where Client B really wants training in the next few days, so they just select the first available.  Will that type of setup be available in Round Robin?  I don’t just want to have the Round Robin to assign the request to the next available team member.  

Thanks for getting back ​@EricShreve - There isn’t a way to select a specific team member through the Round Robin page at this time. However, if your organization upgrades to the Team Plan, you’ll also have access to Routing Forms. Routing Forms allow you to create a questionnaire that your clients can fill out, then based on their answers, they can be sent to a specific users booking page OR to the Round Robin page to book the next available. 

So as an example, you can setup a Routing Form like so:

Question 1: Who would you like to book with?
A: Trainer 1
B: Trainer 2
C: Next Available

Question 2: How long would you like this meeting to be?
A: 30 Minutes
B: 60 Minutes
C 90 Minutes

In this case, based on their answer, they can be routed to a specific booking page with their designated trainer and time-frame, or be booked for whoever is available next.

Let me know if you have any questions here!