Use this feature if you want to include multiple Users or Team Members in a single Scheduling Page and automatically assign bookings on a rotating basis.
This is set up in the first stage of the scheduling page creation process, under “Who from your team will attend?”.
The steps below will show you how to add multiple Users or Team Members to the appointment and assign bookings on a rotating basis:
Under Who from your team will attend?, choose Multiple Team Scenario. Note: If you select this option, at least one team member must be specified as required or in rotation. |
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DISCRETIONARY: By default, this option has only one required User, the booking link creator. If the creator of the booking link should not be included, you will need to remove the User by clicking the ‘x’ next to the User’s name before adding the Users or Team Members who should be included. |
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Click the Add New Logic button at the bottom of the page to add a new User section. Remove the default User that’s been added by clicking the ‘x’ button next to the User’s name. |
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Click inside the Add User box in the newly added User section. Select the User you would like to add from the dropdown list that appears. Next, click the dropdown arrow on the second box and select is required and must attend from the list. Click the Add button. If you would like to add more Users, continue to Add New Logic and repeat these steps until you have added all Users or Team Members you’d like to be included in the rotation. |
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When you've finished adding all of the Users or Team Members you want to include in the rotation, you can choose whether you want appointments to be assigned in the order they're listed in this section or if you want bookings to be assigned randomly. By default, the booking assignment is distributed in the order listed. If you want to change this setting, go to the bottom of the page and click the dropdown box that says "In order listed," and select "Randomly Assigned." |
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