Simple Steps to Create a Round Robin Calendar: A Comprehensive Guide

As technology continues to advance, creating a round robin booking calendar has been simplified with various tools readily available. One of the most effective techniques that businesses use when scheduling appointments, meetings, or scheduling events, is round robin scheduling. In this article, we will take a look at the simple steps to create a round robin calendar.

Introduction

A round robin booking system is a tool that allows users to manage and schedule appointments among multiple staff members effectively. With this type of calendar, users can assign appointments to staff members in a cyclical or even distribution pattern, ensuring that everyone gets a fair share of the appointments.

Creating a Round Robin booking calendar involves following a few simple steps. Let’s have a look.

Step 1: Navigate to Calendars

User navigation to Calendars is the first step in creating your round robin calendar. In this particular case, the user needs to be on the “Location” or “Account” section, on the “Calendars” page.

Step 2: Click on Settings

Once on the calendar page, users need to click on “Calendar Settings.”

Step 3: Create a New Calendar

After clicking on “Calendar Settings,” users need to click on the “New Calendar” button.

Step 4: Select the Type of Booking and Add Staff to the Calendar

To customize the new calendar, users can select the type of booking they want to create and then add staff members to the calendar.

Step 5: Optimize the Calendar for Availability or Equal Distribution

There are two options available when optimizing the calendar, either for availability or equal distribution. Selecting “availability” allocates appointments to staff that are free at that particular time. On the other hand, selecting the “equal distribution” option divides appointments equally among the staff.

Step 6: Name the Calendar, Add Description, Appointment Title and Availability Time Slots

Naming the calendar and adding a description, appointment title, and availability time slots are crucial steps in creating a round robin booking calendar. When adding an appointment title, users need to ensure that it is precise and available to all the staff members. Availability time slots ensure that users schedule their appointments at the appropriate time.

Step 7: Activate the Sticky Contacts and Acknowledgment Notification

When creating a round robin booking calendar, acknowledging your clients is crucial. The sticky contact setting and acknowledgment notification ensure that your clients receive the necessary feedback when they schedule their appointments.

Step 8: Copy and Paste the Link to View the Calendar

Once done, users can preview the created calendar by copying and pasting the scheduling link on the browser.

Conclusion

Creating a round robin booking calendar allows you to manage and schedule appointments among multiple staff members effectively. Following these simple steps enables businesses to optimize their appointment scheduling and improve efficiency. Whether you choose to optimize for availability or equal distribution, you can be confident that everyone gets a fair share of the appointments. Indeed, with readily available tools available, creating a round robin booking calendar is a breeze.