Round Robin
D
David Hall
Is there a way to round robin appts and include persons day off in a schedule ?
Shelby Parker
Hey David Hall — thanks for reaching out! Just want to make sure we’re understanding your round-robin + days-off workflow correctly so we can point you in the right direction. A couple quick questions: which appointment types are you trying to rotate (sales/service/BDC, etc.), and who should be included in that rotation? When someone is marked as off, should the system automatically skip them in the assignment, or do you still want the option to manually assign to them if needed? And how are you tracking days off today (in DriveCentric or somewhere else), and is the goal to use that same schedule to block them from receiving appointments?