Routing and Assignment
Routing decides who hosts each booking — one person, a whole group, or a rotating team pool. Copera Bookings offers three host modes — Solo, Collective, and Round-robin — plus per-host availability and the ability to reassign bookings after they are made. Choosing the right mode means the right person is always on the call, and the workload is shared fairly across a team.
The Three Host Modes
| Mode | Who hosts | Best for |
|---|---|---|
| Solo | One host handles every booking. | A personal booking page or any meeting only you run. |
| Collective | All listed hosts must be free; the meeting goes on everyone's calendar. | Panel interviews, group reviews, anything needing the whole team present. |
| Round-robin | Copera rotates bookings across a pool of hosts. | Sales calls, support sessions, or any queue you want spread evenly. |
Solo
The simplest mode: you are the only host. Every booking lands on your calendar, and open slots come straight from your availability. Use it for a personal booking page or any meeting only you run.
Collective
Every host you list must be free for a slot to appear, and the confirmed meeting is added to all their calendars. This guarantees the full group is present — perfect for a panel interview where the candidate should meet three interviewers at once, or a review that needs every stakeholder in the room.
Because all collective hosts must be available, open slots can be sparse when several busy people are involved. Keep collective host lists as small as the meeting truly requires.
Round-robin
Copera rotates bookings across a pool of hosts so the load spreads evenly. When someone books, Copera picks the next host and only offers slots where that host is free. This keeps a team's calendar balanced without anyone manually assigning meetings.
Tuning Round-Robin
Round-robin assignment is shaped by three controls:
| Control | What it does |
|---|---|
| Weighting | Give some hosts a larger or smaller share of bookings. A host weighted higher receives proportionally more meetings. |
| Priority | Mark preferred hosts to be chosen first when they are available, before falling back to others. |
| Fairness | Keep the distribution balanced over time, so bookings even out and no single host is overloaded. |
Together these let you model real teams: a senior rep who should take fewer calls, a specialist who should be first pick for certain bookings, and an overall balance that keeps everyone's day reasonable.
Start with equal weighting and let fairness do the work. Only adjust weighting or priority once you see a real reason — like one teammate who handles a different role and should take fewer bookings.
Per-Host Availability Overrides
In collective and round-robin booking types, each host can contribute their own availability. The slots a booker sees reflect every host's real schedule, so:
- A collective slot only appears when all hosts are free.
- A round-robin booking only offers a time when the host who would take it is actually available.
This means you never have to flatten the team into a single shared schedule — each person keeps their own working hours, time off, and busy times, and Bookings does the math.
Reassigning a Booking
Sometimes a booking needs to move to a different host — someone is out sick, or a specialist is a better fit. From the Booking Hub, you can reassign any booking on a team booking type:
- Open the booking in the Booking Hub.
- Choose Reassign.
- Let Copera auto-pick the next fair host, or assign a specific person manually.
The booking moves to the new host's calendar, and invites update so everyone sees the change.
Settings and Configuration
| Setting | Description |
|---|---|
| Host mode | Solo, Collective, or Round-robin. |
| Host pool | The people who can host this booking type. |
| Weighting | Per-host share of round-robin bookings. |
| Priority | Preferred hosts chosen first when free. |
| Fairness | Keeps round-robin distribution balanced over time. |
| Per-host availability | Each host contributes their own schedule. |
| Reassign | Move a booking to another host (auto or manual). |
Limits and Notes
- Round-robin and collective modes are for team booking types with more than one host.
- Collective slots require every host to be free, so availability narrows as you add hosts.
- Reassignment is available on team booking types from the Booking Hub.
Example Use Cases
- Sales team — a round-robin "Discovery call" weighted so junior reps take more calls and senior reps take fewer, with fairness keeping it balanced.
- Hiring panel — a collective "Final interview" that only offers slots when all three interviewers are free.
- Support desk — a round-robin "Help session" where the on-call specialist is set as priority so they get first pick when available.
- Coverage swap — a teammate calls in sick, so you reassign their bookings to the next fair host in one click.
Frequently Asked Questions
What are the host modes in Copera Bookings?
There are three host modes. Solo sends every booking to one host. Collective requires all listed hosts to be free for a slot to appear and puts the meeting on everyone's calendar, which is ideal for panel interviews. Round-robin rotates bookings across a pool of hosts so the load spreads evenly across the team.
How does round-robin decide who gets a booking?
Round-robin picks the next host using weighting, priority, and fairness rules. Weighting lets some hosts take a larger share, priority lets preferred hosts be chosen first when they are free, and fairness keeps the distribution balanced over time so no one is overloaded. Copera also only offers slots where the chosen host is actually available.
Can each host have different availability in a team booking?
Yes. With per-host availability overrides, each host in a collective or round-robin booking type contributes their own schedule. The open slots a booker sees reflect each host's real availability, so a round-robin booking only offers a time when the host who would take it is free.
Can I move a booking to a different host after it is made?
Yes. From the Booking Hub you can reassign a booking on a team booking type. Copera can automatically pick the next fair host, or you can assign a specific person manually. The booking moves to the new host's calendar and invites update accordingly.
Related Features
- Creating a Booking Page — set up the booking type these modes apply to.
- Managing Bookings — reassign and manage bookings from the Booking Hub.
- Bookings Overview — how routing fits into the wider Bookings system.
- Tempo AI Scheduler — reassign and manage team bookings by asking in plain language.
- Find a Time — line up multiple people's availability for internal meetings.