Round Robin
Last updated
Last updated
Note: To use Round Robin invites in zcal, you must have a zcal team. Create one here:
Round Robin invites in zcal offer a streamlined way to manage appointments and meetings by evenly distributing meeting requests among team members. This feature is ideal for ensuring that workload related to meetings is balanced across your team.
When an invitee books a Round Robin invite, zcal intelligently routes the invitation to the highest priority host who is available at the selected time. If there are multiple available hosts with the same priority, it selects the host that was least recently booked on the invite.
This feature is particularly useful for:
Sales Consultations: Distribute sales calls or demos evenly among your sales team, ensuring fair opportunities for all sales representatives.
Customer Support Sessions: Manage customer support schedules by evenly distributing support session requests among team members.
Appointments: Balance appointments across multiple practitioners.
Recruitment Interviews: In recruitment settings, evenly distribute candidate interviews among HR team members or departmental interviewers.
Service Appointments: For services like financial consulting or legal advising, ensure clients are evenly assigned to available consultants or advisors.
Educational Counseling: In educational institutions, balance student counseling or advisory sessions among available counselors or advisors.
Create a Round Robin invite: Start by choosing the Round Robin option in the meeting setup.
Select hosts: Add team members who will be part of the Round Robin rotation.
Assign host priorities: Set each host to Low, Medium, or High priority. When higher priority hosts are available, they will always be booked before lower priority hosts.
Share the invite: When an invitee selects a time, zcal assigns the meeting to optimal host.
