When it comes to booking appointments with your company’s leads and customers, it’s critical that meetings are booked with the right people—whether you’re scheduling sales, support, or customer success calls.
Scheduler, Nutshell’s built-in meeting scheduling tool, now supports the ability to schedule round-robin meetings, in addition to solo and co-hosted meetings. Round-robin scheduling allows you to maximize your team’s availability to book more appointments and meet with more leads.
What is round-robin assignment?
Round-robin assignment allows you to assign a specific team to a Scheduler meeting and automatically rotate meeting assignments between team members based on who is available. That way, instead of a meeting attendee having to wait for one team member who isn’t available at their preferred time slot, they can meet right away with someone who is.
Round-robin lets you set and forget your Scheduler availability and keep the bookings rolling in!
Frequently asked questions
Where is this feature available?
Round-robin scheduling is available in the full version of Scheduler, which is included in our Business and Enterprise CRM plans. Scheduler Lite, which does not include round-robin assignments, is included for Pro CRM customers.
Want to learn more about the differences between Nutshell’s plans? Visit our pricing page here.
Why would I use round-robin assignment?
Some useful applications for round-robin scheduling include “Meet with our sales team,” “New client onboarding,” and more.
What are the benefits of round-robin scheduling?
One of the most important benefits of round-robin scheduling is the ability to evenly distribute meetings across members of a team and avoid overburdening one person’s schedule. It also saves valuable time that is often wasted manually adjusting.
How do I get started?
If your team is on a Business or Enterprise CRM plan, you can configure round-robin meetings by selecting “Round-robin” from the dropdown menu when creating a new meeting. Learn more at the Scheduler support article here.
Optimize your team’s availability with round-robin scheduling
Round-robin assignment in Scheduler is available on our Business CRM plan and above. If you have a Foundation, Growth, or Pro CRM plan, you can unlock round-robin (and many other efficiency-boosting features) by upgrading today.
