Resource pools allow you to dynamically distribute bookings among a group of team members in the same department, location, or with any other shared characteristic. Each resource pool can have its own method for distributing bookings. As bookings come in, you will be able to monitor how many bookings each team member receives and ensure an optimal distribution of bookings at any point in time.
You can create as many Resource pools as you need to meet your organization’s requirements. To get started follow the instructions below.
To create Resource pools, you must be a OnceHub Administrator.
How to create a new Resource pool?
- Go to Setup open the left sidebar and select Resource pools in the tools section.
- Click the Plus button in the Resource pool paneThe New Resource pool popup appears. (See Figure 1)
- Define the properties for your Resource pool. Note, these properties cannot be changed once the Resource pool has been created.
- Name - Name the Resource pool according to what it represents. For example if the pool will group together team members in the Sales, name the pool Sales team.
- Distribution method - Select a method for distributing bookings amongst team members in the pool. The right method depends on each team’s requirements.
- Round robin: This method is organization-focused and should be used if you want to ensure a fair and equal distribution among team members. When scheduling, Customers will only be presented with the availability of the next team member in line.
- Pooled availability: This method is customer-focused and should be used if you want to provide Customers with the maximum number of time slots. When scheduling, Customers see the combined availability of all team members in one booking calendar. When the Customer selects a time, the booking is assigned to the team member with the longest idle time.
- Pooled availability with priority: This is a hybrid method which provides Customers with the maximum amount of time slots while also giving priority to specific team members. When scheduling, Customers see the combined availability of all team members in one booking calendar. When the Customer selects a time, the booking is assigned to the team member with the highest priority ranking.
Reporting cycle - Choose the reporting cycle for your resource pool. This determines how often the statistics for your pool will be reset. The reporting cycle can be monthly, quarterly, or go on continuously. Select the reporting cycle you use in your organization to ensure your scheduling stats are fully aligned with your business metrics.
Click Save & Edit. You will be redirected to the Resource pool Overview section. This section gives you a summary of your Resource pool’s main properties. Here, you will also see real-time booking metrics once your pool starts receiving bookings
- Now it is time to add your team members’ booking pages. Simply go to the Resources section and select the Booking pages you want to add from the drop down menu. You can add as many Booking pages as you like. All types of Booking pages can be added to the pool, regardless of any existing associations between Booking pages and Event types.
- Your Resource pool is ready! To start distributing bookings to your pool members, you need to add it to a Master page with Rule-based assignment. Once your pool starts receiving bookings, you will have visibility in how many bookings each team member received and how many were removed.
NoteIf your Resource pool's distribution method is Pooled availability with priority, you will be able to set a priority for each booking page. Bookings will be assigned to the booking page with the highest priority available at the selected time.