Improved Equal Distribution in Round Robin Calendars

Modified on Wed, 29 Apr at 4:45 AM

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.
---
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
---
How It Works
  • This logic applies only when 
    “Any Available Staff”
     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
---
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
---
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.
---
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
---
Best Practices
  • Disable 
    “Allow Staff Selection”
     to maintain true equal distribution
  • Works best when team members have 
    similar or overlapping availability
---
Why This Matters
  • Ensures 
    fair workload distribution
     across your team
  • Reduces confusion from uneven scheduling
  • Improves 
    predictability and reliability
     of Round Robin bookings

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