Round robin booking that keeps reps honest

Distribute booked calls across the team fairly, keep ownership consistent from booking to close, and stop the "whose lead is this" argument forever.

1. 1

   Connect every rep’s calendar first

   Each team member syncs their personal Google or Outlook calendar under their user profile. Round robin only respects real availability when it can see it.

2. 2

   Create the round robin calendar

   Calendars, then Create Calendar, choose Round Robin. Add the team members who take these calls.

3. 3

   Pick the distribution logic

   Optimize for equal distribution when fairness matters most, or for availability when speed-to-meeting matters most. Equal distribution is the default that prevents resentment.

4. 4

   Keep sticky ownership

   Enable assigning the contact to the booked user so the same rep owns the lead across reschedules and follow-up. Reassignment chaos kills accountability.

5. 5

   Set per-rep limits

   Max meetings per day per rep prevents one person’s Tuesday from becoming nine back-to-back calls while a colleague has none.

6. 6

   Test with three bookings

   Book three test slots and confirm they rotate across reps, land on the right personal calendars, and assign contact ownership correctly.