How to Set Up Round Robin Calendly

Quick summary

A round robin event in Calendly automatically distributes meeting bookings across available team members, ensuring balanced scheduling. This guide walks you through every step to set up, configure hosts, adjust scheduling settings, and manage permissions for a round robin event type.

Steps

1. Click on the '+ New Event Type' button to begin creating a new event.
2. Choose 'Round Robin' as the event type.
3. Enter a name for your event.
4. Set the duration for the event.
5. Add and choose a host from your team members.
6. Click 'Continue' to proceed to the next configuration step.
7. Click 'Scheduling Settings' to open advanced scheduling options.
8. Select 'Use same hours for all hosts' to apply uniform availability.
9. Click 'Save and Close' to save the availability settings.
10. Limit the number of meetings per day for each team member to control workload.
11. Add buffer time before and after meetings to prevent back-to-back bookings.
12. Specify the minimum amount of notice required for scheduling an event.
13. Click 'Save and Close' to confirm scheduling preferences.
14. Click the gear icon to manage which users can edit, share, or view the event.
15. Click 'Edit Permissions' to open the permissions panel.
16. Add the name and click 'Apply' to confirm permission changes.
17. Your round robin event is now successfully set up in Calendly.