A selection rule is a pool of one or more people that can conduct the meeting. It is where you create the criteria of who needs to be in a specific meeting.
Do you want flexibility with scheduling?
Create selection rules that can be used as a host when you are creating a request. This will allow you to take a pool of people in consideration as the host for the meeting instead of just one single person. You can still use other flexibility such as using specific slots or changing the duration of the meeting.
Do you want to standardize scheduling?
Then you can add one or more selection rules into a meeting template so all meeting details are pre-defined and you can schedule these recurring meetings with just 1 click!
How to: Create a selection rule.
Log into Cronofy and go to your Organizations Settings -> Scheduling -> SelectionRules.
Commonly asked questions
How does Cronofy decide who gets selected from the pool?
The selection is 100% randomized. If you want to do load balancing or have specific meeting limitations set for people (e.g. 2 meetings per week) please contact us at email@example.com.
Can't find the person you are trying to schedule for?
In order to schedule for anyone else in your organization they need to have an account in Cronofy so we have access to their calendar.
How can I get someone an account?
- Invite them manually via the 'members' section in your Cronofy dashboard (see below). The person you are inviting will receive an e-mail invitation that they need to accept within 48 hours. See more about user roles here.
- Your IT can sync accounts via a Service Account in a matter of minutes! This way anyone is added without needing to accept an invitation or receiving a notification. You can find more information for your IT here for Microsoft/O365 and for Google. You will not be charged for the synced users. You will only be charged for any user that has been part of a scheduled meeting.