Round robin meeting location options

In this guide we will discuss the following topics as they relate to round robin meetings:

  • Video conferencing

  • Outbound calling

  • Multiple locations

Connecting video conferencing options

Each host on a round robin event type can choose their own meeting location. This means that one member of a round robin event can use video conferencing while another can choose to have a phone call or an in-person meeting.

RR_Video.png

Each individual host is responsible for setting up their integrations with their preferred video conferencing option(s). If you see an error message like the one below when selecting video conferencing, the host has not yet set up their integration for that platform.

RR_Video_Error.png

Individual hosts can complete the setup for any of the video conference platforms by logging into Calendly and navigating to the integrations page.

Outbound calling for round robin event types

Because of how hosts and locations are assigned, Calendly currently does not support the standard “I will call my invitee” phone call option for round robin event types. You can see this option is greyed out in the image below.

RR_Phone_Call.png

Outbound calling workaround

If you need to create an “I will call you” experience in a round robin event type, you can use a custom location in combination with an invitee question.

  1. Set your location in the round robin event type to Custom and include text such as “I’ll call you!” as the description.

I_ll_call_you.png

  1. Create a required invitee question and choose phone number as the answer type to capture the invitee's phone number. 

Required phone number invitee question.png

How to offer multiple locations to your round robin invitees

Because each round robin host sets their desired location ahead of time, Calendly does not normally allow the invitee to select their meeting location preference.

Location choice workaround

You can add a custom location question to let your guest pick their meeting spot. After they book, you can update the invitation with their choice. Since this question will be shown to every guest, no matter who their host is, make sure all location options work for every host.

  1. Set your location in the round robin event type to Custom and include text such as “Please choose a meeting location” as the description.

RR_Custom_Location.png

  1. Create an invitee question (make it required) to allow the invitee to select their desired meeting location.

Required location invitee question.png

Be sure to update the initial calendar invitation with the information for the invitee’s desired location.