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) is enabled.
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.”
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
Open Team Settings > Rules
You can also access it via this link
Click [Create rule] at the assignee booking limits.
Enter the title for the assignee booking limits
Under “Restriction target,” select either [Booking Page] or [Calendar].
If you select [Booking Page]You can select booking pages where automatic agent assignment is enabled. You can select multiple booking pages.
If you select [Calendar]The booking limit applies if there are events on the calendar that contain or do not contain the specified keyword. You can set multiple conditions.
● When to restrict events whose calendar titles “include” the word “meeting”
→If a calendar event’s title includes the word “meeting,” booking for that time slot will be restricted. If a calendar event’s title does not include the word “meeting,” booking for that time slot will not be restricted.
● When restricting events where the calendar event title does not include “meeting”
→If the title of a calendar event does not include the word “meeting,” booking for that time slot will be restricted. If the title of a calendar event includes the word “meeting,” booking for that time slot will not be restricted.
Select one of the following options for the scope: [Per member], [Group], or [All team members]
Set a booking count limit and booking time limit
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
Open Team Settings > Rules
You can also access it via this link
Click the [︙] next to the assignee booking limits rule, then select [Edit].
Once you edit the content and click [Save], the assignee booking limits will be updated.
Deleting of the assignee booking limits
Open Team Settings > Rules
You can also access it via this link
Click the [︙] icon next to the assignee booking limits rule, then select [Delete].
In the confirmation dialog, click [Delete].
The assignee booking limits will be removed.
