Calendar Types: Agent, Team, Resource, and Shared

Under Calendar → + Calendar you can create as many calendars as you need. Each one has a type, which decides who ends up handling the appointments booked on it.

Available types

• Agent: belongs to a single person (the "owner"). Every appointment on it is assigned to that agent. Great for individual reps, professionals, or advisors who keep their own schedule.
• Team (round-robin): belongs to a group of agents. When someone books, Omnifox assigns the appointment to whoever is free at that time, rotating fairly across members so the workload stays balanced.
• Resource (room/equipment): represents something that isn't a person — a room, a vehicle, a piece of equipment — that can't be in two appointments at once.
• Shared: a general-purpose calendar with no single owner, useful for a front line where any agent can pick up a booked slot manually.

Configuration

When creating a calendar you set: Name, Type, color, time zone and business hours. If the type is Team, you also pick the team members (round-robin) from a list.

Example

A clinic creates an Agent calendar for each doctor, a Resource calendar for the ultrasound room, and a Team calendar for the "General consultation" line staffed by three nurses.

Tips

• Use Agent when the customer needs to keep seeing the same person.
• Use Team when anyone in the group can handle the appointment — it spreads the workload better.
• A Resource calendar almost never needs an owner assigned; it just blocks out the resource's time.

Troubleshooting

If no agents show up to pick when creating a Team calendar, no users have been added to that workspace yet — add them from team management first.