We’ve upgraded the
“Optimize for Equal Distribution”
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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✅ 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
“ROUND ROBIN” status
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🔐 How It Works
This logic applies only when
“Any Available Staff”
is selected
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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📊 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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💡 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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⚠️ Important Notes
Adding or removing a team member will
reset distribution counts
Switching between
“Optimize for Equal Distribution”
and
“Optimize for Availability”
will also reset counts
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💡 Best Practices
Disable
“Allow Staff Selection”
to maintain true equal distribution
Works best when team members have
similar or overlapping availability
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🎯 Why This Matters
Ensures
fair workload distribution
across your team
Improves
predictability and reliability
of Round Robin bookings