With Upsales Easy Booking Pro you can automatically assign appointments to your team members. It’s a new way to manage your team’s schedules, while making sure appointments are distributed equally.
This article covers:
How the algorithm works
The add-on works with an algorithm that calculates:
The algorithm starts with the preferred appointment date and time.
- Booking limit
Maximum number of appointments per user or role set by the Admin. This is the booking limit. Set a higher booking limit for a specific user or role, and they'll receive a higher proportion of appointments.
- Appointment ratio
The algorithm calculates how many appointments have already been booked for each user or role. It then compares that against the booking limit. This is the appointment ratio.
What happens in different booking scenarios
- When a user has reached their booking limit
The user can't be booked and is not included in the algorithm's calculations
- When users/roles have different booking limits
The algorithm calculates the appointment ratio. It then books the appointment with the user/role that has the fewest bookings but the highest booking limit
- When two or more users/roles have the same number of appointments booked and the same booking limit
The algorithm randomly chooses between the users/roles