Sales
How to Set Up Team Scheduling with Round-Robin and Routing
Why Team Scheduling Matters
When multiple team members handle bookings — sales reps, support agents, or consultants — you need a system that distributes appointments fairly and efficiently. Manual assignment leads to bottlenecks, uneven workloads, and slower response times.
Round-Robin Scheduling
Round-robin distributes incoming bookings evenly across team members in rotation. Each new booking goes to the next available person in the queue. This ensures fair distribution and prevents any single team member from being overwhelmed.
BookMyDay's round-robin considers each team member's current load and availability, so the distribution is truly balanced — not just sequential.
Pooled Availability
With pooled availability, your booking page shows all available times across your entire team. When an invitee picks a time, BookMyDay assigns the booking to whichever team member is free at that slot. This maximises the number of bookable times and reduces scheduling friction.
Smart Routing
For more complex scenarios, routing rules let you direct bookings based on criteria like:
- Geography or time zone of the invitee
- Type of meeting or service requested
- Company size or deal stage (via form fields)
- Specific team member preferences
Role-Based Access
Admins can control who can view bookings, edit team settings, and access analytics. This keeps your scheduling organised and secure as your team grows.
Get Started with Team Scheduling
Set up your team on BookMyDay in minutes. Visit bookmy.day to create your team workspace and start distributing bookings automatically.