Overview

This package is tailored for agencies and businesses looking to streamline team scheduling with a professionally configured HighLevel calendar. We’ll set up a Round Robin system that distributes appointments among team members in a rotating order, ensuring a fair and seamless process. This setup is perfect for sales calls, onboarding sessions, or any scenario requiring shared team responsibilities.

What’s Included: Done-For-You Round Robin Calendar Setup

With our expert assistance, we’ll configure your HighLevel calendar for Round Robin scheduling to optimize team efficiency and client satisfaction.

Here’s what we’ll deliver:

1. Branding & Customization

• Logo Integration: Add your logo to maintain branding consistency across your scheduling pages.

• Custom Widget Styling: Personalize the calendar widget with your brand’s colors (primary, background, and button text).

• Professional Event Naming: Name your events professionally to align with your business image.

• Event Descriptions: Create clear and engaging descriptions tailored to Round Robin scheduling scenarios.

2. Round Robin System Configuration

• Team Member Integration: Add your team members and sync their availability for scheduling.

• Customizable Priorities: Configure booking rules to prioritize certain team members when necessary.

• Availability Settings: Ensure accurate availability syncing across all team members to avoid conflicts.

3. Notifications & Additional Options

• Enable automated email and in-app notifications for:

  • Appointment booked (confirmed or unconfirmed).

  • Appointment rescheduled or canceled.

  • Reminders before the meeting.

  • Follow-up messages after the meeting.

• Integrate with Google/Outlook Calendar to automatically update and sync invitations for each team member.

• Configure rescheduling and cancellation policies, including expiration periods for reschedule links.

4. Meeting Type Integrations

• Zoom Integration: Connect Zoom accounts for virtual meetings with all team members.

• Phone Meetings: Add options for phone-based appointments.

• In-Person Meetings: Include location details for face-to-face meetings with assigned team members.

5. Custom Calendar Page Setup

• Configure calendar titles and descriptions to ensure clients understand the Round Robin process.

• Add necessary details, such as meeting durations, intervals, and team member profiles, to the calendar page.

6. Walkthrough & Best Practices

• Provide a walkthrough of the Round Robin calendar feature, showing how to:

  • Manage and edit team availability and booking rules.

  • Monitor and adjust team schedules as needed.

  • Update branding or widget styling for future use.

• Share best practices for managing team bookings, ensuring fairness, and maximizing efficiency.

Why Choose This Package?

• Professional Customization: Your Round Robin calendar will reflect your brand and business professionalism.

• Streamlined Team Scheduling: A seamless system for distributing appointments evenly among your team.

• All-in-One Integration: Meeting types and notifications work seamlessly within HighLevel.

• Time-Saving: Avoid the hassle of configuring a complex scheduling system yourself.

Upon completion of this service, your HighLevel Round Robin calendar will be fully customized and configured to ensure fair distribution of appointments, making it effortless for your team to manage their schedules and deliver exceptional client experiences.