> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumisreach.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Round-Robin Distribution

> Distribute calls and bookings evenly across your team.

Automatically distribute calls and appointments across team members. Keep workloads balanced.

***

## What is round-robin?

Instead of all calls going to one person, round-robin distributes them:

```
Call 1 → Alice
Call 2 → Bob
Call 3 → Carol
Call 4 → Alice (back to start)
...
```

This ensures fair distribution and prevents burnout.

***

## Distribution methods

### Simple round-robin

Each person gets the next call in sequence:

* **Pros:** Perfectly equal distribution
* **Cons:** Doesn't account for availability

### Availability-based

Only routes to available team members:

* **Pros:** Respects calendars and working hours
* **Cons:** Some may get more if others are busy

### Weighted round-robin

Some team members get more:

```
Alice: 40% (senior, higher capacity)
Bob: 30%
Carol: 30%
```

* **Pros:** Account for experience/capacity
* **Cons:** Requires more setup

### Least recent

Routes to whoever hasn't had a call in longest:

* **Pros:** Natural balancing
* **Cons:** May not respect preferences

***

## Setting up round-robin

<Steps>
  <Step title="Create a team">
    Go to Settings → Team → Create Team
  </Step>

  <Step title="Add members">
    Select who should be in the rotation
  </Step>

  <Step title="Choose method">
    Pick your distribution style
  </Step>

  <Step title="Set as destination">
    Route calls to this team instead of individual
  </Step>
</Steps>

***

## Configuration options

### Working hours

Respect each member's schedule:

* **Only route during working hours**
* **Skip members who are marked away**
* **Account for lunch breaks**

### Capacity limits

Set maximum appointments per person:

```
Alice: Max 8 calls/day
Bob: Max 6 calls/day
Carol: Max 10 calls/day
```

Once capacity is hit, skip to next person.

### Priority routing

Some calls go to specific people first:

```
VIP customers → Senior team member first
New leads → Sales team
Support → Support team
```

***

## Round-robin for bookings

When customers book appointments, distribute across team:

1. **Show combined availability** - All team members' open slots
2. **Customer picks time** - Any available slot works
3. **Assign automatically** - System picks who gets it

Or let customers choose:

1. **Show team members** - Display available people
2. **Customer picks person** - They choose who they want
3. **Book directly** - Goes to chosen calendar

***

## Monitoring distribution

Track how calls are distributed:

| Team Member | This Week | This Month | All Time  |
| ----------- | --------- | ---------- | --------- |
| Alice       | 12 calls  | 48 calls   | 520 calls |
| Bob         | 10 calls  | 45 calls   | 498 calls |
| Carol       | 11 calls  | 47 calls   | 512 calls |

Look for imbalances and adjust weights if needed.

***

## Handling unavailability

When someone is unavailable:

* **Skip them** in the rotation
* **Try next person** automatically
* **Queue for later** if no one available
* **Notify admin** if all unavailable

***

## Use cases

### Sales team

Distribute leads evenly:

```
New lead comes in → Assign to salesperson
→ They follow up → Track who converts best
```

### Service technicians

Balance service calls:

```
Customer books → Assign to available tech
→ Based on location, skill, capacity
```

### Support team

Route support calls:

```
Support call → First available agent
→ Based on who answered least recently
```

***

## Best practices

<AccordionGroup>
  <Accordion title="Keep teams small">
    3-7 people per rotation works best. Larger teams make it harder to track.
  </Accordion>

  <Accordion title="Review weekly">
    Check distribution reports. Adjust weights if someone's overloaded.
  </Accordion>

  <Accordion title="Account for PTO">
    Mark team members away when they're out. The system will skip them.
  </Accordion>

  <Accordion title="Consider time zones">
    If your team spans zones, set working hours per member.
  </Accordion>
</AccordionGroup>

***

<CardGroup cols={2}>
  <Card title="Set Up Round-Robin" icon="arrows-rotate" href="https://app.lumisreach.com/settings/team">
    Configure team distribution
  </Card>

  <Card title="Teams" icon="users" href="/getting-started/features/teams">
    Learn about team management
  </Card>
</CardGroup>
