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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
  • 6528 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
March 5, 2024

A limit on event type. 

Kelsi
CalPal Emeritus
March 5, 2024

A limit on event type. 

Hi again, Kieran! Thanks so much for this additional feedback. Do you mind elaborating just a bit more so that our product team and take what you (the customers posting on this topic) are hoping to see and then implement feature updates? 👀

Based on your first comment, it seems that you are hoping for weekly and/or monthly limitations so that you can, for example, limit a specific event type to two meetings a month. Could this be done, in theory, with a weekly limitation per event type - so that you can limit one week to one meeting, skip a week, and limit the next week to one meeting - and so on? 🤔

Thanks so much for working with us here so that we can work harder to help you and others like you! 🤗

Kelsi - Calendly Community
New Community Member
March 6, 2024

Personally I’d like the functionality to place event limits that spans across all events per week. I’m in recruiting and I have different events for each role that I’m working. If I’m recruiting for 5 different roles, I’d have 5 different live booking links on my Calendly account for each role. Thus, I’d REALLY appreciate the ability to place a global limit -- for example, setting a limit for a certain amount of total events booked per week, across all event types. This would go a long way in ensuring that I’m not overbooked with loads of external meetings.

As far as I know, Calendly only has the ability to place a limit on each individual event type, and this limit does not extend to other events. With Calendly’s current functionality, if event A allows a max of 3 meetings per day, and event B also allows 3 meetings per day, I could have up to six meetings on one day across both event types. I’d like the ability to place a limit on all events, ideally on a weekly AND daily basis, and it seems other users feel the same.

New Community Member
March 6, 2024

Upvoting this feature and also adding my use case.

 

I interview people once a week but my work hours are 9 to 5, Mon to Thurs. Right now 2 different people could schedule interviews on the same week but ideally if someone schedules an interview on the 24th week of the year, I don’t want that week to be available to anyone else. 

New Community Member
March 7, 2024

I have so many use cases for this feature (and am frustrated it does not exist yet). Like many here, my use cases covers several iterations of:

I need to schedule X number of appointments with Y type of individual over Z period of time 

To make that real, two use cases I have needed most recently:

  • I needed to schedule 20 customer interviews with users of my client’s product over a 2-week timeline
  • I needed to schedule 5 stakeholder interviews with employees of my client over a 1-month period

I noted that some requests here are for a max number per week — that would not always work for my use cases. I would recommend that in the event limit section shown below, the prompt says something like:

[   ] events max per [   ] week(s) and

[   ] events max per day

This would cover nearly all the requests in this thread. It would cover rolling windows for the folks trying to stem the flow (e.g. sales calls per week) and could be used by people creating meeting windows with respondent quotas (e.g researchers like myself). Thanks!

 

New Community Member
March 12, 2024

I need the ability to limit how many meetings any customer/email can schedule overall.

So the option to set limit and interval together might be optimal.

 

I will try to create a workaround with routing by creating a new owner property, and route based on owner.

New Community Member
March 13, 2024

I want to upvote this feature as well! I do consulting/coaching, and I like my clients to have as much flexibility to book with me as possible, but because of prep and other support I do around each client, I don’t want my week to be booked up.

And so, if I have twenty slots available in a week, but I’m only really wanting to accept 6, I’d want the other 14 slots to go unavailable, as an example, when that limit is reached.

I’m realizing that I was hoping Calendly could help protect my unscheduled time so I could get some of this other work done. And it has, to a great extent, preserved blocks of time I don’t want to anyone to take. Yet, because of this, I’m still ended up overbooked.

I would really love this feature! Thanks for having it in development.

New Community Member
March 15, 2024

Any update on this rollout?  Excited to test…. any chance it will be before end of March 2024? 
(And all the consultants said amen. :) 

jillian
Community Member
March 15, 2024

Hi all. No updates on this rollout yet, but trust me - our Product team is well aware (and actually getting an update with every single post) and working to figure it out.

Y’all will be the first to know when it drops. Promise!

New Community Member
March 15, 2024

Googled to see if there was a way to set a limit for all event types per day on calendly, and found this so I thought I’d add in my use case. I am a CSM that has many shared calendlys with AMs I share accounts with. So even limiting to 1 event per day with each AM, could leave me with a completely booked calendar because I have 8+ event types. Would love to be able to set a global limit.