Solved

Sending whole team availability for 1-on-1 customer research

  • 3 May 2024
  • 1 reply
  • 29 views

I’d like to send a link to customers that shows cumulative availability of everyone in my team. If, for example, the customer selects 10am, they’ll get a call with whoever happens to be free at that time (just one person, not all of us).

Any help much appreciated.

icon

Best answer by jillian 3 May 2024, 23:30

View original

1 reply

Userlevel 6

Hi @Glenloch2024!

It sounds like a Round Robin event is exactly what you need. This event type basically checks to see which team member (host) is available and assigns the event to whoever is available. You can also optimize it for availability or equal distribution.

You can learn more about Round Robin events and distribution here:

https://help.calendly.com/hc/en-us/articles/14076667333783-How-to-set-up-a-Round-Robin-shared-event

https://help.calendly.com/hc/en-us/articles/4402432846999-How-does-round-robin-distribution-work 

Hope this helps!

Reply