July 1

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Team Member Assignment (Round Robin Calendar)

By Oliver Corless

July 1, 2024


Configure appointments in round-robin calendar: choose team member for appointment, reschedule preferences, new appointment preferences, either round-robin or specific user selection. Option to select same user for rescheduled appointments. Feature enables booking new appointments with contact’s assigned user instead of round-robin scheduling. Settings available in Round Robin Calendar under Team Members > Advanced Settings. Turn off ‘Allow Staff Selection’, confirm ‘Assigned User’ settings, maintain consistency in calendar settings for smooth operation.

Oliver Corless

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