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Community Member
October 17, 2023

Add rule to limit / set maximum number of meetings of a type per week

  • October 17, 2023
  • 102 replies
  • 6537 views

I have appreciated the ability to limit the number of meetings of a certain type that can be scheduled per day (under ‘additional rules for your availability’)… but would LOVE to be able to also limit the number of meetings of a certain type per week.

 

My situation… for 2024 I have a personal goal to host a new acquaintance for lunch once a week… but afraid if I use my standard lunch Calendly invite with this group, I could end up with multiple in the same week… and I would prefer not to have to manually block my calendar to do so.

This topic has been closed for replies.
Pinned Reply By Sean Marlin

Hi all, a lot of different types of asks in here associated with Meeting Limits. Just to update everyone - Meeting Limits can be set at increments of total per day, week, and month. Additionally, they can be set per event type as well as per host. Setting per host is a new feature we are very excited to announce. You can read all things Meeting Limits here - How to set meeting limits

102 replies

New Community Member
September 26, 2024

Same request here. I need to do 10 usability tests, which can be booked through one week. It needs to be capped at 10. Can’t wait to see this feature live!

Community Member
November 15, 2024

YES .. --- THIS  … very Please !!!

 

New Community Member
November 21, 2024

Is there an update on when this feature is being rolled out? I desperately need this!

David
Community Manager
Community Manager
November 21, 2024

Hi all! Yes our team is working on rolling out updates that adds the ability to add limits per day, week and month! The editor will look like this!

 

This feature was added in a new release which is currently being rolled out slowly so not all customers will see it right away. We are currently taking time to address early customer feedback so it will be a bit before it is available to all users yet. But keep an eye out for it! 😁

New Community Member
November 21, 2024

So there is no per event type. Is the monthly limit a rolling limit? For example, I set monthly to three. Then three meetings are scheduled. One meeting happens. Is it then allowed for one additional meeting scheduled since one meeting already occurred?

David
Community Manager
Community Manager
November 21, 2024

@eytta - This setting would be per event type. In this case, if you set monthly to 3, it would allow 3 total events in January, 3 total in Feburary, ect. In your example, if three meetings are scheduled in January, then one meeting passes, it would still not allow any more meetings for that month as the limit has already been reached.

New Community Member
November 21, 2024

@eytta - This setting would be per event type. In this case, if you set monthly to 3, it would allow 3 total events in January, 3 total in Feburary, ect. In your example, if three meetings are scheduled in January, then one meeting passes, it would still not allow any more meetings for that month as the limit has already been reached.

@David  Oh no. I needed a rolling setting. Is there any other way to accomplish this? Again, the use case is that you set a maximum number of meetings (future meetings) can be scheduled per event type. So if I set it to three, then only three future meetings can be scheduled at a given time. If one of them occurs, then only two meetings are scheduled for the future which means the user can schedule one additional meeting for that event. Makes sense? How can I accomplish this? Can this be done by using the routing capability perhaps to check number of meetings scheduled per a variable (email, or string) then route to a rejection text rather than scheduling.

David
Community Manager
Community Manager
November 21, 2024

@eytta, unfortunately there is not a way to set a rolling limit for your event types. Routing forms are based off of the invitee answers and do not currently check ‘current scheduled meetings’. I can pass along this feedback to our team, so hopefully we can see this in the future. If you share more about your specific use case, I’d be happy to forward it on to their team.

However, at this time, the event limits effect the month, day or week, so even if the event passes, it will still effect that timeframe. The closest thing I would recommend is also including daily and weekly limits, as those won’t effect the entire month, but reset each week.

Apologies for the inconvenience here, let me know if you have any other questions.

New Community Member
November 21, 2024

@David  The specific use case would be to prevent someone filling my calendar. I have clients who have students whom send to me for assessments. The issue I had was one client books my entire week with placeholder meetings for those assessments, leaving no room for my other clients. So, I want one client to be able to book a certain amount of meetings, like three, for a given time before they can book any other. This way, I can equally make my time available to all of my clients.

 

I was planning on creating multiple event types, one per client, then use routing the route the requests to specific event type. This would have been great if I could limit each event type with a rolling limit.

New Community Member
November 22, 2024

Hi all! Yes our team is working on rolling out updates that adds the ability to add limits per day, week and month! The editor will look like this!

 

This feature was added in a new release which is currently being rolled out slowly so not all customers will see it right away. We are currently taking time to address early customer feedback so it will be a bit before it is available to all users yet. But keep an eye out for it! 😁

 

But is possible add this feature on how request, like me? Please

i need this feature on my account