We’ve enhanced the appointment scheduling system to ensure fair and consistent distribution across your team. This upgrade helps prevent any team member from becoming overloaded.
What’s New:
- Appointments are now distributed monthly, based on booking date.
- Bookings are assigned to the team member with the fewest appointments that month.
- If a team member is ahead, their availability is temporarily limited.
- Availability updates dynamically for balanced distribution.
- Troubleshooting view highlights imbalance with a “ROUND ROBIN” status.
Why It Matters:
This update ensures fair workload distribution, reducing confusion from uneven scheduling. It enhances predictability and reliability in appointment bookings.
How It Works:
- Applies when “Any Available Staff” is selected.
- System checks each team member’s monthly appointments.
- Prioritizes the least-booked member, using predefined team order if needed.
- If a 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.
- Availability is hidden if limits are exceeded and restored once balanced.
Example:
If a customer books for April, only April bookings are considered. If User A has 3 bookings and User B has 0, User A will be temporarily hidden until the gap reduces.
Important Notes:
- Adding/removing a team member resets distribution counts.
- Switching between distribution modes resets counts.
Best Practices:
- Disable “Allow Staff Selection” for true equal distribution.
- Works best with similar or overlapping availability among team members.