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How to create a Round-Robin event template?
How to create a Round-Robin event template?

Learn how to configure an event template such that FreeBusy selects host in a round-robin manner

Macrina Damian avatar
Written by Macrina Damian
Updated over a week ago

Teams who cater to activities like customer support, lead generation, inbound sales, and many other business scenarios, expect that the calls from prospects and customers be balanced and divided across every member of the team. And it is natural to have a similar expectation for new meetings getting scheduled as well.

So let me show you how you can configure the round-robin distribution in a template:

Step 1: Go to the template you need these configurations for and click the Edit button

Step 2: Click on the section that says: 'Who will host this meeting?'

Step 3: In the text field to enter email, you can add the email ids of other team members you want to include in these specific meetings and click on Add button

Step 4: Once you have more than one host required for the meeting, a couple of other options would open up. So in the section on 'People can propose meetings...', select the option 'When any required host is available'

Step 5: Just click the 'Save Button'

And that's it. Now you have this template that follows the round-robin method of selecting the host for the scheduled meeting. If you have questions about certain specifics of this configuration, you can look at our FAQs about round-robin settings.

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