Skip to main content

Hi there,

Hoping for some guidance please. I am trying to set up an arrangement where - we have two staff members, each with their own outlook calendar. I would like customers to be able to book in with either staff member, depending on their availability, through the one calendar widget in a Jotform form. So I would like availability for both staff members to be combined to be shown in one calendar. 

My thinking was that a round robin event would allow this, however I have not had any luck making this work.

I would also like for the relevant staff member to receive a specific email, and have an associated workflow after a booking is made, specific to the staff member - is this possible?

Can I please get some guidance and advice on how to achieve our goal?

Thanks so much!

Hi ​@Ange17601 - Thanks for reaching out!

The best way to go about this would be to use the Round Robin event. This way, both of their availabilities would be shown on the calendar, and any bookings made would be assigned to them. Keep in mind, this would require both of them to be in the same Calendly organization, so they can be added to the event.

This article will give you some steps on setting up a round robin event: How to create a Round Robin team event

In regards to the Workflow question, there is not a way to setup a different workflow for each host - However, Workflows use Variables to adjust the information included based on the time/date/host that was booked for the meeting:
 


It uses variables like (Event Name) (Invitee Name) (Event Organizer) to fill in information pertaining to that specific event.

Is there any specific issues you’re running into with the Round Robin event? I can take a closer look from there!


Reply