Sharing Bookings

What is Round-Robin Booking?

Round-robin means new bookings are automatically shared out evenly between your team. Instead of all appointments going to one person, the system takes turns assigning them, one after the other.

Why Use Round-Robin?

If your business has several employees, round-robin helps you:

• • Share appointments fairly between team members.
  • Keep calendars balanced. No one gets overwhelmed.
  • Reduce waiting times for clients.
  • Make sure everyone gets a chance to work with new bookings.

How to Set Up a Round-Robin Calendar

1. Go to Your Calendar Settings
   • Click on Calendars in the main menu.
   • Click “+ New Calendar” or edit an existing one.
2. Choose Round-Robin Booking
   • When setting up your calendar, look for the section labelled “Team Members” or “Assigned Users”.
   • Select two or more staff members.
   • Choose the option for “Round-Robin” booking.

This means bookings will rotate between the selected staff automatically.

How It Works

Here’s an example:

• • You have 3 team members: Sarah, Lee, and Chloe.
  • A client books an appointment, it goes to Sarah.
  • The next booking goes to Lee, then Chloe, then back to Sarah and so on.

The system will check who’s available and assign fairly.

Customising the Setup

You can also:

• • Set working hours for each team member (in their user settings).
  • Adjust availability in the calendar settings (e.g. breaks, holidays).
  • Limit how far in advance clients can book.

Quick Tips

• • Make sure each team member has their own user account.
  • Round-robin only works when all selected users have availability in their calendars.
  • You can remove or add users from the rotation at any time.