When a Round Robin Event Type meeting request is received in the GHL, our system instantly checks the availability of all linked team members. Using configurable Round Robin logic, the GHL then assigns the meeting automatically. This eliminates the need for endless email exchanges to coordinate schedules! By minimizing the delay between receiving a request and assigning a team member, this process enhances efficiency and accelerates response times.
You can configure Round Robin automated meeting assignments in two ways:
Enhancing availability is like upgrading the customer experience—offering more scheduling options and cutting down wait times. Picture your entire team’s open time slots merged into one shared pool. When a customer selects a time, the GHL seamlessly assigns the meeting to the next available team member.
If multiple team members are free at that time, the GHL gives you control over who gets the meeting first. This smart automation helps you efficiently manage your team, improve response times, and align with your team’s unique goals:
1. Send meetings to someone who needs more chances to hit their monthly goal.
2. Give a new team member a chance to build their skills or customer base.
3. Make sure reps with specific know-how are available for certain meetings.
4. Boost engagement by sending inquiries to team members who speak the preferred language.
Setting team member priorities is easy – just select the priority from the drop down next to their names when editing the Event Type. And if a few team members have the same priority, the meeting goes to the person who hasn’t had a scheduled meeting in the longest time.
If there are 2 users available with the same priority in that case the system would check for the total appointments booked for the users in the last 24 hours and then whoever has lesser appointments would be picked for booking the new appointment.
Choosing equal distribution means spreading out meetings evenly among the team. GHL keeps an eye on how many meetings each person gets. If one team member has way more meetings than the others in the last 24 hours, they won’t get assigned any more until their teammates catch up.
Opting for equal distribution ensures a fantastic customer experience while automatically balancing workloads among your team members. By evenly spreading out meeting assignments, everyone gets fair chances to connect with customers. This approach also prevents burnout by ensuring no team member is overwhelmed with too many assignments.
The system checks for the total appointments booked for the users in the last 24 hours and then whoever has lesser appointments would be picked for booking the new appointment.
When optimizing for equal distribution, some time slots may not be offered if the only available team members have received too many meetings.
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Overview You now have the ability to add and monitor notes for specific appointments. All notes associated with an appointment are displayed in the Appointment Modal, allowing you to view contributions from multiple users. Moreover, these notes can be found in the Contacts & Conversations tab under the Notes section, providing a comprehensive record of […]
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Class Calendars are built to handle one-to-many events, allowing multiple participants to join a single session. They are perfect for workshops, webinars, training programs, and sports events. Each Class Calendar has a single appointment owner, usually the host or instructor. The available spots per session can be customized, with a maximum capacity of 9,999 attendees, […]
Overview You now have the ability to assign specific team members to appointments using a round-robin calendar. Plus, you can customize preferences for both rescheduling and new appointments. Reschedule Preference: Choose who the appointment should be assigned to when a contact reschedules using the booking widget. New Appointment Preference: Choose whether new appointments should always […]
Step 1: Setting up a Round Robin event: Step 2: Adding Team Members Step 3: Distribution Logic
What’s New? Now, with the rich text editor, you can elevate your calendar descriptions using a variety of formatting options. Explore the features available to you: These improvements allow you to emphasize key details, enhance readability, and create visually engaging calendar descriptions that align seamlessly with your brand. How to Use?