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ScheduleOnce 8.8 is live – Distributing bookings among teams

We are excited to announce ScheduleOnce 8.8!

This release is all about giving you more flexibility in distributing bookings among each of your teams. You may have multiple teams conducting meetings. For example, your account executives may be conducting sales calls, while your customer success team may be conducting onboarding sessions. Each team and each business scenario may have different requirements for how bookings should be distributed.

With ScheduleOnce 8.8, comes ground-breaking new features giving you full control over how bookings are distributed among team members. Resource pools are the foundation for this functionality. Resource pools allow you to group team members together and distribute bookings according to the team’s needs.

As bookings come in, they will be automatically assigned to pool members. You will have real-time visibility into the team’s booking distribution and be able to make adjustments as needed. You will be able to monitor the pool’s booking metrics and statistics for each pool member, including how many bookings each team member receives, and how many are canceledreassigned, or are marked as no-show. With our autocorrecting distribution algorithm, you can compensate team members for cancellations, reassignments, and no-shows. Any team member who falls behind will be moved to the front of the line until caught up.

With the use of resource pools, you can create a single master page with multiple distribution methods. This gives you more flexibility, helping you ensure an optimal booking distribution for every team.

What distribution method can each team have?

  • Round robin: This is an organization-focused distribution method that should be used if achieving an equal booking distribution is most important. When customers visit your page, they will only see the availability of the team member who is next in line to receive a booking. Round robin is great when distributing demos or initial consultations to account executives. Each account executive will have an equal opportunity to achieve their sales goals.
  • Pooled availability: This is a customer-focused distribution method and should be used if providing customers with the maximum number of time slots is most important. With pooled availability, your entire team’s availability will be combined into a single booking calendar. When customers select a time, the booking is automatically assigned to the team member with the longest idle time, meaning the team member who has not received a booking in the longest time. This is great for your customer success team, which may be conducting onboarding or support sessions.
  • Pooled availability with priority: This a hybrid distribution method that provides customers with the maximum amount of time slots while also giving priority to specific team members. With pooled availability with priority, your entire team’s availability will be combined into a single booking calendar. When customers select a time, the booking is automatically assigned to the available team member with the highest priority. This method is great for distributing bookings to tier-two support representatives. You want to provide maximum availability to customers in need of tier-two support, while ensuring your most qualified support representatives conduct your meetings.

Whichever method you choose, you will be able to provide more availability for meetings with your prospects and customers, be better able to utilize your team, and ensure an optimal booking distribution at all times.

In addition to resource pools, ScheduleOnce 8.8 includes other new features including panel meetings and dynamic assignment rules. To learn more about this release, join our webinar or read our article on What’s new in ScheduleOnce 8.8.

As always, if you have any questions or feedback, we would love to hear it. You can add a comment to this post or use our Contact page.

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