Round-Robin Settings
Round-robin pools in Lawmatics ensure appointments are distributed evenly among team members, eliminating bias and maximizing client engagement. By circling through user pools for scheduling, this approach promotes fairness and accountability within the team, enhancing overall collaboration.
The round robin feature is available at an additional cost of $25 per month. Please contact your Account Manager if you are interested in adding this feature!
To use round-robin scheduling, first you have to create your pools following the steps below:
1. Navigate to your Lawmatics settings page.
2. Look for the "Round-Robin" option on the left side of the screen.
3. Click on the "Add New Round-Robin Pool" button at the top right of the page to begin the pool creation process.
4. Name your round-robin pool and give it a description (optional).
5. Select the "Save" button.
6. Add users who should be included in the pool and ensure they are in the correct order.
7. Repeat this process to create additional pools as needed.
Once a user has created round-robin pools, they can be used on booking forms to ensure that appointments are being distributed evenly to the desired users. When a form is using a round-robin pool for scheduling, it will go to the next user each time the form is shared with someone new. If you wish to re-order or edit your round-robin pools you can always head back over to your round-robin settings page to do so.