A Round Robin calendar is one of the most useful calendar management features available in AGM. Think of it like a fair way to share the workload. With a Round Robin Calendar, incoming appointments are automatically assigned to your team members in rotation.
Let's say you have a team of three installers: A, B, C. Here's how it works:
A potential client visits your website and wants to book a free estimate.
They pick a time slot on your Round Robin Calendar.
The calendar automatically assigns the appointment to Installer A.
You, Installer A, and the client get notifications.
The appointment shows up on everyone's calendars.
Another guest books an appointment, which is now automatically assigned to Installer B.
… and so on. No more figuring out who's available – the calendar takes care of it. Most importantly, everyone on your team gets a balanced amount of leads.
AGM's Round Robin Calendar offers a range of settings to ensure it perfectly matches the way your artificial grass installation business operates. Here's a breakdown of the key options:
Pick from Your Team Members: Select who will be included in your Round Robin calendar. AGM will pull up team member from your “My Staff” information so you don’t have to do this manually.
Set Priorities: The Round Robin calendar also lets you optimize for availability. If needed, you can give certain installers higher priority. This might be useful when training new hires (give them fewer appointments initially) or if you have installers with specialized skills.
Appointment Types: Create different appointment types based on the services you offer (e.g., "Free Estimate," "Site Survey," "Installation"). We can also help you pre-qualify your prospects as part of the workflow.
Slot Duration: Define how long each type of appointment should take.
Recurring Appointments (if applicable): Allow clients to schedule recurring maintenance visits if you offer that service.
Installer Working Hours: Set accurate working hours for each installer to prevent overbooking. This can include limiting the slots per day or per user.
Buffer Time: You can add buffer time before and after appointments to allow for travel between installations or for unexpected delays.
Confirmation Messages: Automatically send appointment confirmations to both your clients and the assigned installer via email or SMS.
Reminders: Set up reminders to reduce no-shows and keep your schedule running smoothly.
Add to Workflows: You can connect your Round Robin calendar as a trigger to workflows or funnels.
For instance, when a client books a "Free Estimate" on your Round Robin Calendar, you can automatically:
Send a welcome email with essential information.
Add the client to a nurturing email sequence.
Offer a referral incentive or discount.
Add them to a sales funnel tagged as “Opportunity”.
Custom Forms: Collect essential client information during the booking process, like address, project details, and contact preferences.
Sticky Contact: Automatically create contact cards using the client’s input during the booking process.
You can also use view and manage your Round Robin calendars via the AGM app.
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