Primary team members

Each Dynamic rule you create in a Rule-based assignment Master page must have a Primary team member. The Primary team member is the member who receives the booking. 

You can define a Primary team member either by specifying a Booking page or by specifying a Resource pool. If you choose a Resource pool as the Primary team member, bookings will be assigned to a Booking page within the Resource pool according to the pool's distribution method. You can choose from Round robin, Pooled availability, or Pooled availability with priority.

If your Dynamic rule also includes Additional team members, the meeting then becomes a Panel meeting. In the case of a Panel meeting, the Primary team member owns the calendar event and determines settings including the location, the booking form, the post-scheduling flow, notifications, and third-party integrations

Requirements

To create a Master page and add a Primary team member, you must be a OnceHub Administrator.

How to select a Primary team member

  1. Click Setup in the top navigation bar.
  2. Click the Plus button  in the Master pages pane.
  3. The New Master page pop-up appears (Figure 1).
    Figure 1: New Master page pop-up
  4. In the Scenario field of the New Master page pop-up, select the Rule-based assignment scenario (Figure 1).
  5. Populate the pop-up with a Public name, Internal label, Public link and an image if you choose. Then, click Save & Edit. You'll be redirected to the Master page Overview section to continue editing your settings.
  6. Go to the Assignment section of the Master page.
  7. In the Rule types section, select Dynamic (Figure 2).
    Figure 2: Select Dynamic as the Rule type
  8. In the Event-based rules section, click Add rule
  9. Select which Event types will be offered in your Master page (Figure 3). For each Event type you want to add, you'll need to add a new rule. Master pages with Dynamic rules can only include Event types configured to Automatic booking and Single session. Learn more about conflicting settings when using Dynamic rules
    Figure 3: Add an Event-based rule
  10. Under Primary team member, choose a Booking page or Resource pool from the dropdown. You can only select one Primary team member.
  11. Click Save.

You're all set! The Event type in your Master page now has a Primary team member. If your Master page includes multiple Event types, you can select a different Primary team member for each one. You can also add Additional team members if required. 

NoteThe existing associations between Booking pages and Event types do not affect choosing a Primary team member. Any Booking page can be selected as a Primary team member to provide any Event type.

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