# Round Robin Calendar Staff Selection

> Our booking widget includes a popular feature: Staff Member Selection. This function lets your clients select their preferred staff member when making appointments, offering a personalized touch to their booking experience.

- Source: https://docs.ghlcustomercare.com/docs/calendars-and-appointments/round-robin-calendars/round-robin-calendar-staff-selection
- Section: Calendars & Appointments / Round Robin Calendars
- Reading time: 3 min
- Images: 8, each explained below

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This article talks about how the feature enhances scheduling flexibility, ensuring customers can book with a specific team member while leveraging round-robin appointment distribution.

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**TABLE OF CONTENTS**

-   [Understanding Round Robin Staff Selection Logic](#understanding-round-robin-staff-selection-logic)
-   [Key Benefits of Staff Member Selection](#key-benefits-of-staff-member-selection)
-   [How to Enable Staff Member Selection](#how-to-enable-staff-member-selection)
    -   [Step 1: Navigate to the Calendar Settings](#step-1-navigate-to-the-calendar-settings)
    -   [Step 2: Edit the Calendar](#step-2-edit-the-calendar)
    -   [Step 3: Enable Staff Selection](#step-3-enable-staff-selection)
-   [Managing Staff Availability for Round Robin Selection](#managing-staff-availability-for-round-robin-selection)
-   [Testing the Booking Flow as a Customer](#testing-the-booking-flow-as-a-customer)
-   [Frequently Asked Questions](#frequently-asked-questions) 
-   [Related Articles](#related-articles)

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## **Understanding Round Robin Staff Selection Logic**

The Staff Member Selection feature in Round Robin Calendars allows clients to choose a preferred staff member when booking an appointment. The **R****ound-Robin** system fairly distributes appointments among available team members. When the **Staff Selection** feature is enabled:

-   Clients can select a specific staff member.
    
-   If no selection is made, the system will assign an available staff member based on the Round Robin logic.
    
-   The feature only works with the **Neo Widget**, ensuring a modern and user-friendly experience.
    

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## **Key Benefits of Staff Member Selection**

-   **Improves customer experience** by allowing users to book with their preferred staff.
-   **Enhances efficiency** by ensuring fair appointment distribution.
-   **Reduces scheduling conflicts** by integrating seamlessly with calendar settings.
-   **Works with the Neo widget** for an optimized booking experience.

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## **How to Enable Staff Member Selection**

The Staff Member Selection feature ensures that customers have the option to book appointments with their preferred team members while maintaining the efficiency of Round Robin scheduling. This helps businesses personalize their scheduling process, improving customer satisfaction and workload distribution among staff. Follow these steps to configure the staff selection feature in your Round Robin calendar:

### **Step 1: Navigate to the Calendar Settings**

-   In your **GHL Customer Care** account, go to **Settings → Calendars** andlocate the calendar where you want to enable staff selection.
    
    
![Step 1 of 1: In your GHL Customer Care account, go to Settings → Calendars andlocate…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042355976/original/JXyKo1WO3GOwXwWTtOEQq35jIflbn71hoA.gif)

**Step 1 of 1: In your GHL Customer Care account, go to Settings → Calendars andlocate…**

This animation accompanies step 1 of 1 in the "Step 1: Navigate to the Calendar Settings" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you in your GHL Customer Care account, go to Settings → Calendars andlocate the calendar where you want to enable staff selection.
- What this covers: In your GHL Customer Care account, go to Settings → Calendars andlocate the calendar where you want to enable staff selection.
- Controls: GHL Customer Care, Settings → Calendars

    

### **Step 2: Edit the Calendar**

-   Click on the three-dot menu next to the calendar you wish to modify.
-   Select **Edit** from the dropdown.
    
    
![Step 2 of 2: Select Edit from the dropdown](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042356271/original/JX_vkU_9csFrxvSqyTuRBHXhsDoqGPQEeg.png)

**Step 2 of 2: Select Edit from the dropdown**

This screenshot accompanies step 2 of 2 in the "Step 2: Edit the Calendar" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you select Edit from the dropdown. For context, this section explains: Click on the three-dot menu next to the calendar you wish to modify. Select Edit from the dropdown.
- What to choose: Select Edit from the dropdown.
- Controls: Edit

Full procedure:

1. Click on the three-dot menu next to the calendar you wish to modify.
2. Select Edit from the dropdown.  <- this image

    

### **Step 3: Enable Staff Selection**

-   Under the **Customizations** section, locate the **Staff Selection** option.
-   Toggle on **Allow staff selection during booking**.
    
    
![Step 2 of 2: Toggle on Allow staff selection during booking](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042356436/original/B0gfGT293iO3cOu7i_Y6cP1P9Ywsz4GUUQ.png)

**Step 2 of 2: Toggle on Allow staff selection during booking**

This screenshot accompanies step 2 of 2 in the "Step 3: Enable Staff Selection" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you toggle on Allow staff selection during booking.
- What to choose: Toggle on Allow staff selection during booking.
- Controls: Allow staff selection during booking, Customizations, Staff Selection, NEO

Full procedure:

1. Under the Customizations section, locate the Staff Selection option.
2. Toggle on Allow staff selection during booking.  <- this image

    

**IMPORTANT:** The toggle for enabling staff selection can be enabled or used only when the Calendar widget style is set to **NEO**.

![Step 3: Enable Staff Selection (image 4 of 8)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042356781/original/V4cOvux9kWpiCF03J-RgpOBz8ZUEPBKEAA.png)

**Step 3: Enable Staff Selection (image 4 of 8)**

This screenshot appears in the "Step 3: Enable Staff Selection" section of "Round Robin Calendar Staff Selection". The text alongside this image reads: Under the Customizations section, locate the Staff Selection option. Toggle on Allow staff selection during booking. Immediately after, the guide continues: To ensure the Staff Selection feature works effectively, each staff member should have their availability updated.
- What to choose: Under the Customizations section, locate the Staff Selection option. Toggle on Allow staff selection during booking.
- Controls: Customizations, Staff Selection, Allow staff selection during booking, NEO
- Next: To ensure the Staff Selection feature works effectively, each staff member should have their availability updated:

Full procedure:

1. Under the Customizations section, locate the Staff Selection option.
2. Toggle on Allow staff selection during booking.

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## **Managing Staff Availability for Round Robin Selection**

To ensure the **Staff Selection** feature works effectively, each staff member should have their availability updated:

1.  Navigate to **Subaccount Settings → My Staff.** Select the staff member whose availability you want to update.
    
    
![Step 1 of 2: Navigate to Subaccount Settings → My Staff. Select the staff member…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042358015/original/DBzI9yH0okg30UwHq1Y83uw4BONaZwJhoQ.png)

**Step 1 of 2: Navigate to Subaccount Settings → My Staff. Select the staff member…**

This screenshot accompanies step 1 of 2 in the "Managing Staff Availability for Round Robin Selection" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you navigate to Subaccount Settings → My Staff. Select the staff member whose availability you want to update. The next step is to under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.
- Where to go: Navigate to Subaccount Settings → My Staff. Select the staff member whose availability you want to update.
- Controls: Subaccount Settings → My Staff., Staff Selection, Actions, Edit, W, orking hours, Timezone
- Next: Under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.

Full procedure:

1. Navigate to Subaccount Settings → My Staff. Select the staff member whose availability you want to update.  <- this image
2. Under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.

    
2.  Under the **Actions** Tab, click on the pencil icon (**Edit**). Adjust their **W****orking hours** and **Timezone** and save changes.
    
    
![Step 2 of 2: Under the Actions Tab, click on the pencil icon (Edit). Adjust their W…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042358548/original/_tcB-I6bONd-z185Oe8bbPs5bfB-a281Ww.png)

**Step 2 of 2: Under the Actions Tab, click on the pencil icon (Edit). Adjust their W…**

This screenshot accompanies step 2 of 2 in the "Managing Staff Availability for Round Robin Selection" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.
- How to confirm: Under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.
- Controls: Actions, Edit, W, orking hours, Timezone, Staff Selection, Subaccount Settings → My Staff.

Full procedure:

1. Navigate to Subaccount Settings → My Staff. Select the staff member whose availability you want to update.
2. Under the Actions Tab, click on the pencil icon (Edit). Adjust their W orking hours and Timezone and save changes.  <- this image

    

For Cancellation & Reschedule of any existing appointments, you can refer to the [Cancellation & Reschedule Policy (Booking Widget)](https://docs.ghlcustomercare.com/docs/calendars-and-appointments/creating-calendars/cancellation-reschedule-policy-booking-widget)

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## **Testing the Booking Flow as a Customer**

Understanding how customers interact with your booking system is essential for optimizing their experience. By viewing the appointment booking process from the client's perspective, you can ensure that staff selection is working correctly and troubleshoot any potential issues before they arise.

1.  Click on the three-dot menu next to the calendar and click on **Share** from the dropdown and then copy either the **Scheduling Link** or **Permanent Link**.
    
    
![Step 1 of 2: Click on the three-dot menu next to the calendar and click on Share…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042360828/original/Dh5uun2p6fxYZIFijT2ZUwApQmPH1-7pag.gif)

**Step 1 of 2: Click on the three-dot menu next to the calendar and click on Share…**

This animation accompanies step 1 of 2 in the "Testing the Booking Flow as a Customer" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you click on the three-dot menu next to the calendar and click on Share from the dropdown and then copy either the Scheduling Link or Permanent Link. The next step is to open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.
- What to choose: Click on the three-dot menu next to the calendar and click on Share from the dropdown and then copy either the Scheduling Link or Permanent Link.
- Controls: Share, Scheduling Link, Permanent Link
- Next: Open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.

Full procedure:

1. Click on the three-dot menu next to the calendar and click on Share from the dropdown and then copy either the Scheduling Link or Permanent Link.  <- this image
2. Open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.

    
2.  Open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.
    
    
![Step 2 of 2: Open the copied link in a browser. Here the booking page will display…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042361049/original/NHvEXUMWMX3EOnQKnd-cjzTuUiwm0WULtg.png)

**Step 2 of 2: Open the copied link in a browser. Here the booking page will display…**

This screenshot accompanies step 2 of 2 in the "Testing the Booking Flow as a Customer" section of "Round Robin Calendar Staff Selection". At this point in the walkthrough you open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.
- Where to go: Open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.
- Controls: Share, Scheduling Link, Permanent Link

Full procedure:

1. Click on the three-dot menu next to the calendar and click on Share from the dropdown and then copy either the Scheduling Link or Permanent Link.
2. Open the copied link in a browser. Here the booking page will display an option to choose one of the available staff members.  <- this image

    

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## **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.

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## **Related Articles**

-   [How to Create a Round Robin Calendar](https://chatgpt.com/g/g-677feb441e1881918421467ab32158d8-kb-article-writing-bot/c/67c04f8c-171c-8012-b605-38120f4ed0e8#)
-   [Understanding Round Robin Scheduling](https://chatgpt.com/g/g-677feb441e1881918421467ab32158d8-kb-article-writing-bot/c/67c04f8c-171c-8012-b605-38120f4ed0e8#)
-   [How to Manage Staff Availability](https://chatgpt.com/g/g-677feb441e1881918421467ab32158d8-kb-article-writing-bot/c/67c04f8c-171c-8012-b605-38120f4ed0e8#)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com