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[Automatic dispatch] "How does Booxi determine which staff member to assign appointments to?"
[Automatic dispatch] "How does Booxi determine which staff member to assign appointments to?"
Updated over 2 weeks ago

[For services whose time selection mode is set to "Display time slots with automatic dispatch" or "Display time slot with automatic dispatch (resource)"] Booxi assigns appointments to staff members based on the following factors (in order):

  1. Availability

  2. Number of assigned appointments

  3. Back Office order

In other words, Booxi first checks if a staff member is available at the proposed date/time, then, if multiple staff members are available at the chosen time, the appointment will be assigned to the staff that has the least amount of bookings that day. In case staff members have the same number of assigned appointments that day, the assignment will be based on the order of personnel in the Back Office. In the below example, Jim Smith would be selected first.

You can change the order of personnel in the Back Office:

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