How to Configure Staff Selection in Round Robin Calendars
Enable Staff Selection on a Round Robin calendar by editing the calendar, switching the widget to Neo, and toggling on Allow staff selection during booking. If no client picks a staff member, Round Robin logic assigns one.
Round Robin calendars distribute appointments across a team. With Staff Selection on, clients can pick a preferred team member while the system still falls back to fair distribution when no one is chosen.
How Staff Selection works
- Clients see a list of staff and can choose one.
- If no selection is made, Round Robin logic assigns an available staff member.
- This feature only works with the Neo widget style.
Requirements
- An existing Round Robin calendar.
- Each staff member must have working hours and timezone configured under Subaccount Settings > My Staff.
- The calendar widget must be set to Neo, not Classic.
Step 1: Open the calendar settings
- In your Sparkforge account, go to Settings > Calendars.
- Locate the Round Robin calendar you want to update.
Step 2: Edit the calendar
- Click the three-dot menu next to the calendar.
- Select Edit.
Step 3: Enable Staff Selection
- Open the Customizations section.
- Confirm the widget style is set to Neo (the toggle is locked unless Neo is selected).
- Toggle on Allow staff selection during booking.
- Save the calendar.
Step 4: Set staff availability
- Go to Subaccount Settings > My Staff.
- Open each staff member.
- Under the Actions tab, click the pencil icon.
- Set working hours and timezone, then save.
Step 5: Test the booking flow
- From the calendar list, click the three-dot menu and select Share.
- Copy the Scheduling Link or Permanent Link.
- Open the link in a private browser window.
- Confirm staff options appear and a chosen staff member receives the booking.
Frequently Asked Questions
Does Staff Selection work with the Classic calendar widget?
No. The feature is only available on the Neo widget. Switch to Neo before enabling the toggle.
What happens when a client does not pick a staff member?
Round Robin logic assigns an available staff member based on standard distribution rules.
Can I enable Staff Selection on multiple calendars?
Yes. Repeat the same steps on every calendar where you want clients to choose a staff member.
Does selecting a staff member override Round Robin?
Yes. When a client picks a specific staff member, that selection takes priority over the standard Round Robin assignment.
Where do I update staff working hours?
Go to Subaccount Settings > My Staff, open the staff member, and edit Working hours and Timezone under the Actions tab.
Was this article helpful?
Thanks for the feedback.