If you're using a team calendar for tour bookings and notice that a parent gets reassigned to a different staff member after they book, this is usually caused by your enrollment page settings or calendar assignment rules.

What's Happening

When a parent books a tour through a team calendar, Enrollio needs to decide which staff member should own that family's record. If your enrollment page has different assignment rules than your calendar, the parent might get reassigned after booking.

How to Fix This

Step 1: Check Your Enrollment Page Assignment

  1. Go to the enrollment page where parents are booking tours
  2. Look at the assignment settings in your page configuration
  3. Make sure the assignment rule matches your team calendar setup
[SCREENSHOT: Enrollment page settings showing assignment rules configuration]

Step 2: Review Your Team Calendar Settings

  1. Open your team calendar settings
  2. Check which staff members are included in the rotation
  3. Verify that the assignment method (round robin, availability-based, etc.) aligns with your enrollment page
[SCREENSHOT: Team calendar configuration showing staff member assignments and rotation settings]

Step 3: Align Your Settings

The key is making sure both your enrollment page and calendar use the same assignment logic. If your page assigns leads to one person but your calendar rotates among a team, reassignments will happen.

Pro Tip: If you want specific staff members to own families who book with them, use individual calendar links instead of a team calendar. This ensures the person who conducts the tour stays as the assigned owner.

Still Having Issues?

If parents are still getting reassigned after you've aligned these settings, check any automations that might be triggering on appointment bookings. Some automations include assignment actions that could override your calendar settings.