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
• 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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📊 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
• Reduces confusion from uneven scheduling
• Improves predictability and reliability of Round Robin bookings