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What are the “Assignee booking limits” features?

What are the assignee booking limits?

The “assignee booking limits” are features that exclude agents from the assignment process once they have reached their maximum number of available time slots or total number of bookings on a booking page where automatic agent assignment (round-robin or assignment list) is enabled. Regular booking pages that do not use automatic agent assignment (such as booking pages run by a single host) are not covered.

  • Balancing Staff Workloads

    • Prevents bookings from being concentrated on specific members

  • Standardizing Operational Rules

    • Allows the same rules to be applied uniformly to individuals, groups, or the entire team

The assignee booking limits feature is available on the Business plan.

Additionally, only team administrators or users with owner permissions can set the assignee booking limits.

Feature Overview

  • Restriction target: “Booking Page” and “Calendar”

    • “Booking Page” ... You can set specific booking pages or all booking pages as the target for restrictions.

    • “Calendar” ... You can set the calendar to target entries that “includes specific keywords” or those that “does not include specific keywords.”
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  • Scope: “Per member,” “Group,” “All team members”

    • “Per member” ... The selected members will be subject to the registration limit

    • “Group” ... Members of the selected group will be subject to the registration limit

    • “All Team Members” ... All members of the team will be subject to the registration limit
      ​

  • Booking count limit: “Daily” “Weekly,” “Monthly”

    • “Daily” ... You can set a limit on the number of bookings per day

    • “Weekly” ... You can set a limit on the number of bookings per week

    • “Monthly” ... You can set a limit on the number of bookings per month
      ​

  • Booking time limit: “Daily” “Weekly,” “Monthly”

    • “Daily” ... You can set the maximum reception hours per day (in minutes)

    • “Weekly” ... You can set the maximum reception hours per week (in minutes)

    • “Monthly” ... You can set the maximum reception hours per month (in minutes)

Set assignee booking limits

You can set assignee booking limits by following the steps below.

Setting assignee booking limits

  1. Open Team Settings > Rules
    You can also access it via this link
    ​

  2. Click [Create rule] at the assignee booking limits.
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  3. Enter the title for the assignee booking limits
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  4. Under “Restriction target,” select either [Booking Page] or [Calendar].
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    ​If you select [Booking Page]

    You can select booking pages where automatic agent assignment is enabled. You can select multiple booking pages.
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    ​If you select [Calendar]

    Among the events on the calendar, events whose titles match the condition are counted toward the booking count and booking time limits. Not only bookings made in Jicoo but all events on the calendar are counted. You can set multiple conditions.
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    ● When to restrict events whose calendar titles “include” the word “meeting”
    ​

    ​→Events whose titles include “meeting” are counted. For example, if the booking count limit is 5 per day and there are 5 events including “meeting” on a day, the member is excluded from assignment for that day. Events that do not include “meeting” are not counted.
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    ● When restricting events where the calendar event title does not include “meeting”
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    →All events whose titles do not include “meeting” are counted. Internal meetings and personal events are also counted, so a member may be excluded from assignment even if their Jicoo bookings have not reached the limit. To count only Jicoo bookings, set the restriction target to “Booking Page.”

    *In a rule that targets “Calendar,” members who have not set any “calendars to check for conflicts” are excluded from assignment.

  5. Select one of the following options for the scope: [Per member], [Group], or [All team members]
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  6. Set a booking count limit and booking time limit
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    ​

  7. Click [Save] to save the assignee booking limits. That completes the setup.
    ​

Edit or Delete an Assignee Booking Limit

You can edit or delete an assignee booking limit by following the steps below.

Editing the assignee booking limits

  1. Open Team Settings > Rules
    You can also access it via this link
    ​

  2. Click the [︙] next to the assignee booking limits rule, then select [Edit].
    ​

  3. Once you edit the content and click [Save], the assignee booking limits will be updated.
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Deleting of the assignee booking limits

  1. Open Team Settings > Rules
    You can also access it via this link
    ​

  2. Click the [︙] icon next to the assignee booking limits rule, then select [Delete].
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    ​

  3. In the confirmation dialog, click [Delete].
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  4. The assignee booking limits will be removed.
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When you want to temporarily exclude a specific member from assignment

To temporarily take a specific member out of host assignment, set the scope to “Per member”, select that member, and set the booking time limit (per day) to 1 minute (0 minutes cannot be saved). For the target, select the booking pages you want (or all booking pages). When the period is over, delete the rule or restore the original value.

For a member who works reduced hours, you can keep the booking count or time limits low on an ongoing basis.

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