Routing meetings to sales reps based on rules

Hey ​@contact15102,

This is possible, but it will require setting up a custom Calendly scheduling page using the developer API - https://developer.calendly.com

1. Load the round robin event type availability using the event type availability API
2. After the invitee selects a time, check if the sales rep for the invitee’s country of residence is available using this endpoint.
3. Use the scheduling API to schedule the event with the matching sales rep; if they are unavailable, schedule the event with the first available user.

Hi ​@contact15102 - Thanks for reaching out.

At this time, Calendly does not have additional booking rules like this built in to the flow. However, you do have a few options to workaround this.

1. You can still use the Routing forms, then send those users to a Round Robin page based on their location. Then, in the Round Robin Pool settings, you can change the priority of your Reps to ensure that those who cover that specific location, get booked first before offering times of another rep. You can read more about the Round Robin Distribution rules here: Round robin distribution overview
   
   - So it would look something like this:
   User selects Location A : Then they get routed to a Round Robin pool for that location
    - Salesman A has the highest priority, so would get booked first
    - Salesman B has the second highest priority, so would be offered in the case that Salesman A isn’t available at that time
    - Salesman C has the lowest, so would be only offered in the case that the first two aren’t available.
    
2. If your team uses Salesforce or Hubspot, you can route through their lookup function. You can read more on this here:
   How to set up routing with Salesforce lookup
   How to set up routing with HubSpot lookup
    

Let me know if you have any questions!