1. When round-robin beats individual links
If marketing sends prospects to one URL and any qualified partner can take the call, round-robin removes friction. Clients pick a time; Zitli assigns the next host in rotation.
Use collective scheduling instead when every host must attend the same slot—for example a partner review or multi-disciplinary intake.
2. Add your team and connect calendars
On a Team plan, invite colleagues and confirm each person connects Google or Microsoft calendar with two-way sync. Without live calendar data, round-robin will offer slots that are already taken.
Set roles: who can edit event types, who appears on public booking pages, and who receives assignment notifications.
3. Configure routing rules
Choose rotation mode: strict round-robin (equal turns), load-based (fewer bookings to less busy hosts), or manual pools (e.g. French-speaking consultants only).
Add buffers between client meetings so partners do not back-to-back across cantons. Match Calendly's "max meetings per day" with Zitli availability limits.
4. Align availability and holidays
Each host keeps personal working hours; Zitli intersects them for collective events or rotates among those marked available for round-robin.
Enable canton holiday blocking per host's primary location so Jeûne genevois or Berchtoldstag do not surprise Geneva or Bern clients.
5. Publish one firm link and monitor
Embed the team booking page on your site and replace individual Calendly links in email templates. Confirm assignments reach the right inbox and calendar.
Review distribution after the first two weeks—adjust pools or weights if one partner receives disproportionate inbound volume.
See also: Zitli vs Calendly · Team pricing · All guides