Our Client Success team consists of 8 Implementation Managers (IMs) and 16 Client Success Managers (CSMs), with each IM/CSM combination being assigned to specific clients for kickoff calls. Due to the variety of possible IM/CSM pairings, we currently have 108 unique meeting links for scheduling these calls. While it is possible to limit the number of calls per individual link, there is currently no way to group similar event types together, such as the "kickoff call" events, to limit the total number of calls scheduled for each unique IM/CSM combination. To streamline our process and avoid scheduling conflicts, we need a way to limit each IM/CSM combination to only one kickoff call per day.
Given that there are 8 Implementation Managers (IMs) and 16 Client Success Managers (CSMs) on the team,
When two IM and CSMs combination are assigned to multiple clients, and each sends out a link for the kickoff call,
Then I would like to have the ability to limit the number of calls scheduled per day for any given combination of IM and CSM to only one per day. This ensures no overlap and provides a smooth experience for both the team and clients.
As a member of the Client Success team,
I want to ensure that each unique IM/CSM combination can only schedule a single kickoff call per day,
Because we have 108 unique combinations of IM/CSM team members, and limiting the number of calls will streamline scheduling and ensure no conflicts.
Feature Request: Allow Customizable Event Limitations Per IM/CSM Combination
To address this need, I would like to request an enhancement to Calendly that allows event types to be grouped under a single permission level, with specific limits on scheduling:
- Kickoff Call event types should be grouped per IM/CSM combination.
- This group would be limited to one meeting per day.
- This limit should be customizable per user and team, to allow flexibility depending on team structure and scheduling needs.
This would allow us to effectively manage the 108 unique IM/CSM combination links without running into conflicts while ensuring smooth, organized client kickoff calls.
