How can I limit the number of meetings per day

Modified on Sat, 23 Sep 2023 at 08:41 PM

You will need some concentrated work from time to time, so you may want to limit the number of appointments you schedule every day. To accomplish this, set up a meeting limit as shown below.

Setting a Limit for a Specific meeting type

  • Select the meeting type: Identify the specific event type for which you want to set a limit. This could be a particular service, meeting, or appointment category.
  • Access meeting Type Customization: Go to the event type customization settings. 
  • Navigate to Availability Preferences: Within the event type customization settings, find the "Availability Preferences" section. Click on it to access the settings related to availability.
  • Set meetings Limit per Day: Look for the field that allows you to specify the maximum number of meetings for that meeting type per day. Enter the desired number in the highlighted field (field highlighted in red color). Once you set this limit, Leadmonk will prevent any further appointments from being scheduled using that specific event type once the limit is reached.

Setting a Limit Across All Event Types

  • Access Profile Settings: Go to the Settings page in Leadmonk and locate the Profile section. Click on it to access your profile settings.
  • Find Maximum Allowed Appointments per Day: Within the profile settings, look for the Maximum allowed appointments per day field. This field will be highlighted or clearly labeled.
  • Specify the Daily Appointment Limit: Enter the desired number in the highlighted field to set the maximum number of appointments you want to allow per day across all event types. Once you define this limit, Leadmonk will ensure that the total number of appointments scheduled for any event type does not exceed the specified daily limit.

Using Both Settings Together

When you utilize both settings, Leadmonk follows a specific order to determine the available slots for each event type:

  • Leadmonk checks the limit defined at the user account level (Profile setting). If the number of appointments for that day is already at or above the limit, Leadmonk will not display any available slots for any event type.
  • If the user account level limit allows for additional appointments, Leadmonk then checks the limit defined at the event type level (Event Type customization). If the number of appointments for that specific event type is already at or above the limit, Leadmonk will not show any available slots for that particular event type.
  • By using both settings, you can effectively control and manage the number of appointments scheduled per day. This allows you to maintain focus during concentrated work periods. If you have any further questions or require assistance, please don't hesitate to reach out to our support team.

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