Rule-based assignment: Dynamic rules

ScheduleOnce provides robust functionality for automatically distributing bookings to team members according to rules you define. Rules can be defined for Master pages using Rule-based assignment. Rules can either be Dynamic or Static. In this article we are going to discuss Dynamic rules.

We recommend that when you create a new Rule-based assignment Master page, you always use Dynamic rather than Static rules. Dynamic rules give you more flexibility, allowing you to create rules and associations that can be different for each one of your Master pages.

Dynamic rules allow you to:

  • Use Resource pools to dynamically distribute bookings to team members
  • Use different distribution methods for each of your Event types per Master page. For example, bookings for one Event type can be distributed via Round robin, while bookings for a second Event type can be distributed via Pooled availability.
  • Create Panel meetings, allowing your customers to book a time to meet with multiple team members simultaneously.
  • Associate Booking pages with different Event types on each Master page
  • Change the display order of the Event types on your Master page.

What scenarios can I create with Dynamic rules?

There is a wide variety of scenarios that Dynamic rules allow you to create. Here are some of the most common.

One-on-one meetings with prospects and customers

When you conduct one-on-one meetings with prospects and customers, you may have multiple team members who are capable of conducting the meetings. For example, your account executives may be conducting product demos, or your customer success managers may be conducting onboarding sessions. Using Dynamic rules, bookings can be automatically assigned to team members in a Resource pool. Bookings will be assigned according to the pool's distribution method, whether via Round robin, Pooled availability, or Pooled availability with priority.

Meetings with multiple team members simultaneously

You may offer meetings that require participation from multiple team members from your organization. For example, a consulting firm may need a team of consultants to attend a meeting, or a university conducting admissions interviews may need multiple faculty members and professors present in the interview. With Dynamic rules, you can create Panel meetings with multiple team members. Each Panel meeting has a Primary team member who is the owner of the meeting. You can select any number of Additional team members to participate in the meeting. You can select specific Booking pages to participate in your meetings, or Resource pools to automatically assign a team member. When Customers visit your Master page, they will only see availability for possible panel combinations.

How do I set up Dynamic rules?

  1. Create a Master page with the scenario Rule-based assignment.
  2. Go to the Assignment section of the Master page. In the Rule types section, select Dynamic.
  3. In the Event-based rules section, select which Event types will be offered in your Master page.
  4. Next, select the Primary team member who will provide your Event types. The Primary team member can be a specific Booking page or a Resource pool.
  5. If your Event type requires multiple team members from your organization, add Additional team members.
  6. Reorder the Event types to ensure they appear in the order you want them on your Master page.
  7. Press Save and you are all set!
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