We’ve upgraded the
ā€œOptimize for Equal Distributionā€
logic to ensure fairer and more consistent appointment allocation across your team.
Appointments are now distributed intelligently within each month, helping maintain balance and prevent any team member from getting overloaded.
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āœ… What’s New
  • Appointment distribution is now
    calculated monthly
    , based on the booking date
  • Bookings are assigned to the
    least-booked team member
    in that month
  • If a team member gets too far ahead, their
    availability is temporarily limited
  • Availability updates dynamically to maintain
    fair distribution across the team
  • Troubleshooting View highlights imbalance with a
    ā€œROUND ROBINā€ status
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šŸ” How It Works
  • This logic applies only when
    ā€œAny Available Staffā€
    is selected
  • If a specific team member is chosen, the booking will go through regardless of distribution
When a booking is made:
  • The system checks how many appointments each team member has in that month
  • The
    least-booked member is prioritized
  • If there’s a tie, the system uses the
    predefined team order
  • If the selected member is unavailable, the system moves to the
    next eligible member
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šŸ“Š Monthly Distribution Logic
  • Distribution is evaluated
    within the same month as the booking
  • No team member can be more than
    3 appointments ahead
    of another
  • If this limit is exceeded, their
    availability is temporarily hidden
    and it is restored once others catch up
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šŸ’” Example
If a customer is booking an appointment for
April
, the system only considers bookings in
April
.
  • User A has
    3 bookings in April
  • User B has
    0 bookings in April
User A will be temporarily hidden until User B receives bookings and the gap reduces.
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āš ļø Important Notes
  • Adding or removing a team member will
    reset distribution counts
  • Switching between
    ā€œOptimize for Equal Distributionā€
    and
    ā€œOptimize for Availabilityā€
    will also reset counts
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šŸ’” Best Practices
  • Disable
    ā€œAllow Staff Selectionā€
    to maintain true equal distribution
  • Works best when team members have
    similar or overlapping availability
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šŸŽÆ Why This Matters
  • Ensures
    fair workload distribution
    across your team
  • Reduces confusion from uneven scheduling
  • Improves
    predictability and reliability
    of Round Robin bookings