Round robin team scheduling

Round robin calendars share bookings across a team, so appointments are spread out instead of all going to one person. HLB adds controls for when a customer wants a specific staff member and when you want to keep a customer with the same team member.

When enabled, staff member selection adds a dropdown to the Neo booking widget that lists everyone on that round robin calendar. A salon client can pick their usual stylist, or a homeowner can request the technician who came last time. If the chosen person isn't available, the widget says so and suggests the next available slots. When customers reschedule, they see the staff choice again and can keep or change it. Turn off Allow Staff Selection to stop customers from choosing.

Advanced settings are under the calendar's Meeting Details, then Team Members, then Advanced Settings:

• Reschedule preference: reassign rescheduled appointments through round robin, or keep the same appointment owner so only that person's slots appear.
• New appointment preference: always book with the contact's assigned user. The form must come first in the booking widget. You can reorder it from the Forms & Payments tab. If the contact has no assigned user, or that user isn't on the calendar, the booking goes through round robin. With this setting off, every new appointment goes through round robin.

Two related options control the contact's assigned user. Both are under Notifications & Additional Options. One updates it to the booked team member every time an appointment is made. The other leaves it unchanged if the contact already has an assigned user. Keep these settings the same across your calendars to avoid conflicts.