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How to Create a Round Robin Calendar

Create a Round Robin Calendar to automatically distribute bookings across team members using availability- or workload-based routing.

Updated over 2 months ago

Who This Is For / When to Use

  • You have multiple team members who need to share inbound bookings.

  • You want bookings assigned automatically instead of manually.

  • You want fair distribution or priority-based assignment.


What a Round Robin Calendar Does

A Round Robin Calendar distributes new bookings to team members based on assignment rules you choose.

Key behaviors

  • Automated assignment: Kyrios assigns bookings automatically in the configured rotation/routing rules.

  • Balanced workload: Helps prevent one team member from being overloaded.

  • Routing preferences: You can control how new vs rescheduled bookings are assigned.


Step 1: Start a New Round Robin Calendar

Steps

  1. Go to the Calendars tab in your account.

  2. Click Calendar Settings.

  3. Click + New Calendar.

  4. Select Round Robin.


Step 2: Enter Meeting Details

After selecting Round Robin, complete the required calendar fields:

  • Calendar logo

  • Calendar name

  • Description

  • Group (optional)

  • Custom URL

  • Meeting duration


Step 3: Configure Meeting Locations

Round Robin calendars support multiple meeting locations, including:

  • Phone: defaults to the account phone number (editable)

  • Address: defaults to the account business address (editable)

  • Custom: any static value (e.g., directions, static Zoom link)

  • Zoom: generates unique links when Zoom is integrated in My Profile → Calendar Settings → Video Conferencing

  • Google Meet: generates unique links when Google is integrated and Google Calendar is selected as the linked calendar in My Profile → Calendar Settings

  • Ask the booker: lets the booker select a preferred location (saved for future)


“Ask the booker” Limitations

“Ask the booker” is limited to:

  • Event Calendar and Round Robin Calendar with a single team member

  • Neo widget only


Step 4: Set Appointment Distribution

Choose how Kyrios should assign meetings to your team.

Optimize for Availability

  • Assigns based on priority

  • If priorities are equal, assigns to the team member who has gone the longest time without a scheduled meeting


Step 5: Select Team Members and Routing Preferences

Select team members

Choose which team members participate in the Round Robin rotation.

Routing preferences

Choose how new and rescheduled appointments are assigned:

  • Assign via round robin, or

  • Assign to a specific team member (based on your chosen preference rules)


Conversation AI Booking Behavior

For Round Robin Calendars, Conversation AI can book appointments directly with the contact’s assigned user.

Requirement

You must enable “Always book with the contact’s assigned user” in the Round Robin calendar settings.


Configure Availability

Availability controls when bookers can see time slots.

Weekly Working Hours

Use for a repeating weekly schedule.

Date-Specific Hours

Use for specific dates and to override weekly hours.


Booking Widget: Open First Available Date

If you want the widget to open directly to the earliest available date:

Requirement

  • Configure Date-Specific Hours

  • Do not set Weekly Working Hours (no recurring weekly hours)


Look Busy

“Look Busy” hides a percentage of available slots to create urgency. Hidden slots are randomized across the week.

Applies to

  • Event calendars

  • Round Robin calendars

  • Collective calendars

  • Service calendars


Recurring Meetings

Use recurring meetings to schedule repeated sessions with a defined rhythm.


Advanced Scheduling Controls

These settings affect booking frequency, spacing, and limits:

  • Duration & interval

  • Buffer time (pre-buffer / post-buffer)

  • Maximum bookings per day

  • Maximum bookings per slot (per user)

  • Minimum scheduling notice

  • Date range (bookable window)

Important behavior: If maximum bookings per slot is exceeded for a user, Kyrios either:

  • Switches to the next user in the queue, or

  • Marks the slot unavailable


Forms, Consent, and Sticky Contacts

Forms

Use a default/curated form for the booking widget.

Pre-populate fields

Enable sticky contacts to remember attendee info for future bookings.

Consent checkbox

Enable consent collection when contacts provide a phone number.


Guests

You can allow bookers to add guests to the appointment.

Options

  • Enable guest inclusion

  • Require at least one guest (optional)

  • Collect guest details (useful for industries requiring intake info)

  • Use guest count if the booker doesn’t have guest emails


Payments and Partial Payments

If you charge for bookings, configure payments:

  • Integrate a payment gateway (e.g., Stripe)

  • Enable Accept Payments

  • Set amount + description

  • Enable Accept Partial Payment if you want deposits (flat or percentage)


Collect Payment for All Attendees

Enable this to charge based on number of attendees:

  • Payment amount is multiplied by total attendees

  • The booker is charged via the booking widget


Payment Gateway Settings

If using Stripe, key settings include:

  • Amount

  • Currency

  • Test vs live environment

  • Charge description


Notifications

You can control both in-app and email notifications per calendar.

In-app notifications

Can notify:

  • Assigned user, or

  • Specific users you select


Email Notifications

Enable email notifications and customize message content for different recipients.

Default recipients

  • Event calendars: account admin is default for in-app notifications

  • Other calendar types: assigned user is default


Reminder and Follow-Up Emails

You can:

  • Pick an email template or create a new one

  • Set timing for reminders and follow-ups

  • Send test emails (if available in your setup)


Save Your Calendar

Click Save to apply and activate your configuration changes.


Google and Outlook Calendar Integration

You can allow Google/Outlook to:

  • Send appointment invitations or update emails to attendees

  • Assign contacts to calendar team members upon booking


Cancellation and Reschedule Link Rules

You can disable cancel/reschedule links after a defined timeframe.

Important note

If the value is blank, links never expire.


Calendar Cover Image and Widget Customization

Cover image

Visible in group view for Neo template; not shown on individual calendar link.

Widget appearance

  • Neo vs classic style

  • Primary/background colors

  • Button text

  • Show/hide calendar title and description

  • Calendar details display


Custom Code and Staff Selection

Custom CSS

Add custom CSS to control styling.

Staff selection

Allow contacts to pick the staff member during booking.


Troubleshoot Calendar Tool

Use this tool to understand why time slots are unavailable.

Steps

  1. Go to Calendar Settings

  2. Select your calendar

  3. Open the three-dot menu

  4. Select Troubleshoot Calendar

You’ll see available/unavailable slots and the reason each slot is blocked.


Pro Tips

  • Use Look Busy to increase urgency by hiding some slots.

  • Use date-specific hours only to open booking on the first available date.

  • Enable Auto-confirm New Appointments to confirm instantly on available slots.


FAQ

Can I customize which team members are available for round robin scheduling?

Yes. Select the team members you want included when configuring the Round Robin calendar.

How does “Optimize for Availability” work?

It assigns appointments based on priority. If priorities are tied, it assigns to the person who hasn’t had a scheduled meeting for the longest time.

What happens if no availability is found within date-specific hours?

The booking widget continues searching into future dates until it finds the next available slot.

Are custom forms supported in round robin calendars?

No. Round Robin calendars support default forms only.

Why are some time slots unavailable on my calendar?

Use Troubleshoot Calendar from the calendar’s three-dot menu to see exactly what is blocking each slot (conflicts, availability rules, calendar settings, etc.).

Can I customize email and in-app notification content?

Yes. You can customize both notification types and choose which recipients receive them.

Who receives default notifications for different calendar types?

For Event Calendars, the default in-app recipient is the account admin. For other calendar types, the assigned user is the default recipient.

What if I want to manually assign rescheduled appointments?

Use Routing Preferences to control whether rescheduled bookings follow round robin or remain with the originally assigned team member.

How do buffer times work for appointments?

Buffer times add extra time before (pre-buffer) or after (post-buffer) appointments to prevent back-to-back bookings.

Can I exclude a team member temporarily without deleting them from the calendar?

Yes. You can turn off that user in the team member section or set their weekly hours to unavailable while keeping their configuration intact.

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