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Friday, March 20, 2026

Zoho Bookings - Smarter Appointment Allocation with Round-Robin Distribution

Zoho Bookings now offers multiple appointment distribution methods including round-robin, load-based, and priority-based allocation to balance workload among team members. You can configure your preferred distribution method for each event type and adjust user sequence or weight percentages on the fly.

Zoho Bookings - Smarter Appointment Allocation with Round-Robin Distribution
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You can now choose how appointments are distributed among users for each event type using multiple distribution methods to balance workload and align with user capacity.

  • Default method evenly distributes appointments across users when no specific method is configured
  • Round-robin method assigns appointments sequentially in a fixed rotation based on the order you define, ensuring equal and predictable distribution
  • Load-based method proportionally distributes bookings based on configured weight percentages for each user
  • Priority-based method allocates bookings based on priority tiers (Highest, High, Low, or Lowest)
  • Round-robin distribution ensures predictable and transparent allocation, equal opportunity for team members, and balanced workload without manual intervention
  • Drag-and-drop interface allows you to arrange users in your preferred sequence for round-robin distribution
  • Weight percentages can be adjusted on the right side when using load-based distribution
  • Appointments are distributed among active and available users based on your selected method at the time of booking
  • Round-robin works best when users have similar responsibilities and capacity
  • Load-based distribution can be switched to during peak seasons to assign more sessions to senior consultants with higher capacity
  • Availability: Available for all plans. Super admin and admins can configure appointment distribution settings. Workspace admins can manage settings within their assigned workspace. Managers can view the configured method.
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