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How to limit number of event appointments?

Can I limit number of appointments withing event date range set

Updated over 2 weeks ago

In case you would like to limit number of appointments within date range, without changing your daily availability you can use Rules automations.

Note that Automations → Workflows & Rules are available with Business and Enterprise subscription plan users (see full pricing and feature breakdown here). Learn more about the Rules feature here.

Here's a quick guide on how to limit number of appointments to host. Navigate to AI Scheduler → Automations → Rules page and click on the "Create Rule" button:

  1. Click on the "Maximum number of calls" rule

  2. Set "Rule Name" first

  3. Select which events this rule applies to

    1. An event can have only one rule of the same type

    2. If you don’t see the Event in the events dropdown, you might have already applied a rule of the same type to that Event

  4. Set the number of calls a closer can get for selected event

  5. The list of Closers assigned to the event will appear below

    1. In case you wouldn't like to apply this Rule to specific Closers, simply click on the dropdown menu in the Status column and set "Mark inactive".

    2. This helps you precisely filter out individuals to whom the Rule should and shouldn't be applied

Important notes

In case you would like to strictly limit number of appointments daily that wont be available at the moment as we're working on such Rules improvement.

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