Filters in the Booking Hub determine which Team members a visitor can book with by matching the visitor’s selections to the User Attributes assigned to each Team member. This ensures that the visitors only see and schedule meetings with team members who match their selected options.
This feature eliminates the need to create and manage separate Teams for every service you provide. Instead of building a separate Team for Spanish Sales and another for English Sales you can create one unified Team that dynamically filters based on the visitor's selection. This simplifies your administration while ensuring visitors always connect with the most relevant expert.
For detailed instructions, read our How to Configure User Attributes article.
Any Available Team Member
When a Booking Calendar is set to assign meetings to Any available team member from a Team:
- Only the combined Availability of team members who meet the guest’s filter criteria will be displayed.
- Meetings will only be scheduled with the team members who meet the guest’s filter criteria.
Round-robin Assignment
When a Booking Calendar is set to assign meetings based on Round-robin:
- Only the Availability of the team member next in line who meet the guest’s filter criteria will be displayed.
- Meetings will only be scheduled with the team members who meet the guest’s filter criteria.
