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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 6, 2024

Ended up here as I was googling how to turn this setting on. 😅

Surprised it doesn’t exist. 

I would very much appreciate this as well. About to offer folks on my mailing list the opportunity to book a limited number of free calls with me. My workaround is going through the pain of manually creating a different availability simply for this event to limit the number of slots available. :/

Would be AWESOME if I could just just set a limit for total number of calls that could be booked on a particular event.

Community Member
September 12, 2024

Hi @Roxy Kellogg

 

I’ve seen the update come through now and it is very welcome. We just need you to go that step further and enable global limits over all event types. For example:

 

Event type 1

  • 5 meetings per week

  • 2 meetings per day

Event type 2

  • no limit per week
  • 2 meetings per day

Global across all event types

  • 10 meetings per week
  • 3 meetings per day

 

This would solve our remaining issues with Calendly. Please ask the dev to prioritise this ASAP.

 

Without this, we are still having to manually block out calendars and manage what meetings clients have booked and when manually. Not a great outcome for a solution that is intended to automate all of this.

 

Please help 🙏.

Employee
September 12, 2024

Hi @Jason55355 

I appreciate the feedback and am glad to hear it's helping! With this new release you will notice we have expanded your options for managing availability through the addition of max limits and double booking via free/busy rules in the new editor.

Our goal is to simplify how you manage availability by moving more of these settings to the event type editor, and moving away from global settings which can get complicated as we expand our features.

However I would love to hear more about how you are using max limits and continue to see how these limits are working for you. I will pass your feedback onto the team and update you if there are any upcoming changes to this!

 

best,

Roxy

New Community Member
September 12, 2024

Hi @Jason55355 

I appreciate the feedback and am glad to hear it's helping! With this new release you will notice we have expanded your options for managing availability through the addition of max limits and double booking via free/busy rules in the new editor.

Our goal is to simplify how you manage availability by moving more of these settings to the event type editor, and moving away from global settings which can get complicated as we expand our features.

However I would love to hear more about how you are using max limits and continue to see how these limits are working for you. I will pass your feedback onto the team and update you if there are any upcoming changes to this!

 

best,

Roxy


This new update is so painful for me that I’m working with my team to get us off Calendly and onto another tool.

We’re now able to set max limits on meetings added? Awesome!

But that is coming at the cost of being able to set a global availability calendar for all events/meeting based on specific dates?!?!?! What the heck? So now my only choice is to manually go into every single individual meeting/event individually to set the specific availability? I can’t believe it. 

Community Member
September 13, 2024

Hi @Jason55355 

I appreciate the feedback and am glad to hear it's helping! With this new release you will notice we have expanded your options for managing availability through the addition of max limits and double booking via free/busy rules in the new editor.

Our goal is to simplify how you manage availability by moving more of these settings to the event type editor, and moving away from global settings which can get complicated as we expand our features.

However I would love to hear more about how you are using max limits and continue to see how these limits are working for you. I will pass your feedback onto the team and update you if there are any upcoming changes to this!

 

best,

Roxy

Hi @Roxy Kellogg 

 

I’m not advocating for more complexity, just more flexibility. My request is for you to implement the same “per day” and “per week" maximum meeting limits you now have for each event type as a global option as well.

 

We are a Financial Advice business and we hold different types of meetings with our clients depending on the stage of the process we are in. Different meeting types require different levels of pre-work and we can accommodate only so may per day and per week of each type and overall across all meeting types.

 

A review meeting for instance requires substantial pre-work and at most we can comfortably accommodate 2 of these per day and 5 per week. Whereas an initial meeting requires almost no pre-work and we could comfortably accommodate 3-4 per day and over 10 per week.

 

However, given the expected mix of meetings we expect to hold each day and through the week it is only realistic that we can comfortably accommodate 10 meetings total per week and 3 meetings total across all meeting types per week without overloading our team and processes.

 

At the moment we have set up:

Initial meetings

  • max 3 per day
  • no weekly limit

Plan presentation meetings

  • max 2 per day
  • max 2 per week

Review meetings

  • max 2 per day
  • max 5 per week

There are other meeting types as well, but these are the key examples.

 

What we are trying to avoid, for example, is for clients to be able to book 2 review meetings along with 2 plan presentation meetings per days. Or the ability to book 5 reviews per week, 2 plan presentations and 7 other meetings in one week. Each of these scenarios is not achievable for us and we need to restrict the ability for clients to book this many meetings.

 

With Calendly’s current implementation we are manually managing this which defeats the purpose of an automated online booking tool.

 

Please, please make our lives easier 🙏

New Community Member
September 19, 2024

@Roxy Kellogg Can you help… I’m not seeing this feature (limiting number of appointments in a week) but feedback/comments in the last weeks say it’s been released?

Employee
September 19, 2024

@SamWS 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.

Employee
September 19, 2024

Hi @Robb17638 

 

I hear your feedback and appreciate you taking the time to share it. I understand the new release introduced a lot of new pain points for you and our other calendly users, specifically around global availability settings. 

Rest assured the team is looking very closely at this feedback and formulating a plan to improve this. We will be able to share more details soon and we are actively working on addressing this feedback. 

We apologize for the inconvenience and hope you can bear with us while we work to improve this experience.

 

best,

Roxy

 

New Community Member
September 23, 2024

I do research calls and the first hundred people to sign up the people that I will attend to. The problem is some people have sent out my Calendly links and all of a sudden my calendar has been filled with over 1000 people booking. It is absolutely unthinkable that has existed for so long and such a crucial feature is missing to be able to have a link close just like ticket sales close when it reaches its limit. This is been discussed for a long time and nothing has happened. As a result, I have researched alternatives And see that you can do it with other providers like Paperform. From the coding perspective, is it really so hard to just add another type of maximum limit?

New Community Member
September 24, 2024

Upvoting this as well. If users could only select so many slots per week for a specific calendal event, we would use it school wide.