Elevate Your Scheduling
Introducing Team Booking Feature for Calendar Appointments!
02 October 2023 , New Features
At Cloudoffix, we're committed to enhancing your scheduling and appointment management. Today, we're thrilled to introduce new features that take your calendar appointments to the next level. Say hello to Team Booking feature, now powered by Round Robin and Collective Rules!
Team Booking
Efficiently manage appointments involving your team with the new Team Booking feature. Whether it's client meetings, project meetings or consultations, you can now seamlessly schedule appointments involving multiple team members. Specific to the respective meeting type, you can select your team members from the attendees field. You can create them from the meeting type creation page, by selecting the team booking option from the meeting type list and adding team members from the attendees field.
Round Robin Rule
Simplify your appointment allocation with the Round Robin Rule. This feature ensures that appointments are distributed evenly among your team members. It's a fair and efficient way to assign appointments and avoid overburdening any one team member. For example, if there is more than one available attendee in the selected slot, the round-robin rule should be used and the meeting is assigned to one of them in order.
Collective Rule
When appointments require the expertise of multiple team members, the Collective Rule comes into play. This feature enables you to assign a group of team members collectively to an appointment. So the intersection set of all attendees' availability is shown on the portal side. It's perfect for collaborative efforts and group consultations.
You can choose appointment distribution rule on Meeting Types creation page.