Step 4: Import Past Role History (Optional)¶
This step is technically optional — but if your club has been meeting for any length of time, doing it pays off immediately.
Why Bother?¶
The scheduling algorithm uses past role history to keep things fair: members who haven't been Toastmaster in a while get the next slot, members who just gave a speech get a break before the next one, and so on.
Without imported history, the algorithm starts from a blank slate. It assumes everyone has done every role exactly zero times. That means the first few schedules can feel lopsided — the same names keep appearing because the system has no reason to spread them out.
Import a few months of past meetings and the very first schedule you generate already reflects who's been carrying the load.
What You Need¶
A CSV (or copy-and-paste from a spreadsheet) of past meetings, with one row per role assignment. Required columns:
- Meeting date
- Role name
- Member name (or member email)
Use the format shown in the import screen. Don't worry about getting every meeting in — even three months of recent history makes a real difference.
How Long?¶
Five to fifteen minutes depending on how much history you bring in.
Continue Reading¶
Skip If…¶
- Your club is brand new and has no meeting history yet, or
- You don't have access to past role assignments.
You can come back to this step at any time. Importing history later still helps the algorithm — it just won't affect the schedules you already generated.
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