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Question

Optimizing Scheduling Processes for Appointments with Multiple Variables

  • 7 November 2023
  • 3 replies
  • 75 views

We work with different meeting rooms for appointments. Therefore, a Calendly event needs to align with both the availability of a staff member and the availability of a meeting room. We're having trouble figuring out the best way to set this up; can someone assist with this?

Hello @Ruben41014

The best way to make this work would be to ensure that you create an event type for each meeting room and assign the appropriate staff member (Calendly user) as the host of that event. You can do this using Admin Managed Events or events on a Teams Page

Then you’ll just want to make the availability for each event hours that both the room and the host are available. This should work out perfectly!

You can read more about scheduling for teams here. I hope this helps!


Hello @KelsiEllie,

Thank you for your response. The only issue with this is that it seems a customer would have to choose a meeting room, right? Ideally, we would like the customer not to have to make this choice, and have the availability of 3 meeting rooms linked to one employee.


Hello again, Ruben!

Yes - this would mean having each customer pick from one of three event types on a teams page, essentially.

What you could do to get around this is use a routing form. This would allow you to set logic to route each invitee (customer) to the appropriate event type from the form based on answers they provide to questions asked.

You can read more about setting up routing forms, here! That said, there is not going to be any way to set up a single event type that automatically rotates through rooms (locations) like this. On one-on-one event types you *can* give multiple location options which allows the invitee to select the location! I am not sure if that would help, but you can read more here