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Round Robin Calendar Staff Selection in Stack

Enhance your scheduling flexibility with Stack's Round Robin Calendar feature. This allows your customers to book appointments with a specific team member while still utilizing a fair and efficient round-robin appointment distribution system.

Table of Contents​

Understanding Round Robin Staff Selection Logic​

In Stack's Round Robin Calendars, the Staff Member Selection feature allows your clients to choose their preferred staff member when booking an appointment. Here's how it works:

  • Clients can select a specific staff member.
  • If no selection is made, the system assigns an available staff member using the Round Robin logic.
  • This feature is available exclusively with the Neo Widget, ensuring a modern and user-friendly experience.

Key Benefits of Staff Member Selection​

  • Improves customer experience by allowing users to book with their preferred staff.
  • Enhances efficiency through fair appointment distribution.
  • Reduces scheduling conflicts by seamlessly integrating with calendar settings.
  • Optimized booking experience with the Neo widget.

How to Enable Staff Member Selection​

To personalize your scheduling process and improve customer satisfaction, enable the Staff Member Selection feature in your Round Robin calendar:

  1. Navigate to the Calendar Settings
    Go to Settings → Calendars in your Stack account and find the calendar you wish to modify.

  2. Edit the Calendar
    Click on the three-dot menu next to the calendar and select Edit from the dropdown.

  3. Enable Staff Selection
    Under the Customizations section, find the Staff Selection option and toggle on Allow staff selection during booking.

    Important: This feature is available only when the Calendar widget style is set to NEO.

Managing Staff Availability for Round Robin Selection​

Ensure the effectiveness of the Staff Selection feature by keeping each staff member's availability updated:

  1. Navigate to Subaccount Settings → My Staff.
  2. Select the staff member whose availability you wish to update.
  3. Under the Actions tab, click the pencil icon (Edit) to adjust their Working hours and Timezone, then save changes.

For details on handling cancellations and rescheduling, refer to the Cancellation & Reschedule Policy (Booking Widget).

Testing the Booking Flow as a Customer​

To optimize the booking experience, it's important to view the process from your client's perspective:

  1. Click on the three-dot menu next to the calendar and select Share from the dropdown.
  2. Copy either the Scheduling Link or Permanent Link.
  3. Open the copied link in a browser to see the booking page, which will display an option for customers to choose from available staff members.

Frequently Asked Questions​

Q: Can staff selection be used with the Classic calendar widget?
No, staff selection is only available with the Neo widget.

Q: What happens if no staff is selected by the client?
The Round Robin logic will automatically assign an available staff member.

Q: Can I enable this feature for multiple calendars?
Yes, follow the same steps for each calendar where you want staff selection enabled.

Q: Does this setting affect how appointments are assigned?
Yes, it overrides the standard Round Robin assignment when a client selects a specific staff member.