Setting Up a Round Robin Calendar in Surplus Systems: Ensure Fair Scheduling | SURPLUS SYSTEMS

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Setting Up a Round Robin Calendar in Surplus Systems: Ensure Fair Scheduling

Discover how to create a round robin calendar in Surplus Systems, ideal for distributing appointments or meetings evenly among team members. This guide will take you through the steps to set up a fair and efficient scheduling system, helping to balance workloads and improve team availability for clients.

1. Start by clicking on the Settings icon.

1 To start off, click on the element.

2. Next, click on Calendars to view all calendars.

2 Click on "Calendars".

3. Click on Create Calendar to start a new calendar.

3 Once that's done, click on "Create Calendar".

4. Select the Round Robin calendar option.

4 Click on "Select".

5. Enter the name of your new calendar here.

5 Click here.

6. Add more details by clicking on Add Description.

6 Then, click on "Add description".

7. Now select team members by clicking here.

7 After, click here.

8. Click on Custom URL to customize your calendar link.

8 After that, click on "Custom URL".

9. Again, click on Meeting Duration.

9 Click on "Meeting duration".

10. Proceed to Booking Availability.

10 Afterwards, click on "Booking availability".

11. Confirm your settings and create the calendar by clicking on Confirm.

11 Afterwards, click on "Confirm".

12. IF you wish to view the calendar. click this button.

12 Click on "Close".

13. Proceed to set the date and time for the round robin schedule.

13 Click on "Select Date & Time".

14. Click 'Close' to view the Calendar on the list.

14 Upload

15. And you're done! You can click here to view the new Round Robin Calendar you've just created.

15 Click here.

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