I do not want a limited number of my customers to be able to book all of my user’s time. I would like to be able to limit the number of appointments that they are able to sign up for.
Janet, are you familiar with the existing SUMO features that limit availability? You can read about them here:
If you need additional enhancements, please clarify the specifics. Thank you!
Those are some great features, however, they limit the number of appointments that my users can take in a day and do not limit the number of appointments a single customer can make with the user. I want to be able to limit the number of appointments a customer can make to 1. They should not be able to schedule another appointment until after that one has been completed. I often have customers blocking my user’s already limited time.
I envision this as a setting that the SUMO Admin could add to your existing Salesforce “Account” Page Layout. Your admin could set FLS for managers or whoever to have read/write access to this field. This way each customer account in Salesforce could have a limit:
Field Name: Max # of Outstanding Appointments
Field Type: Number
-Empty is considered unlimited
-0 will prevent them from booking any appointments
-1 means after anyone from this account books 1 future appointment, until this appointment is canceled or in the past, then no one can booked another appointment from this company.
-How would we check if an existing appointment is outstanding?
–This would require us to match the self-scheduling guest user with an existing Account… I’m pretty sure this could only be implemented if the self-scheduling guest user was matched with an existing CONTACT… so we could look up to that account for a limit.
–We could then set another Limit for self-scheduling guest user that do NOT match to an Account… so like a Global Setting… to 1 outstanding appointment.
Admin Settings would also have a configurable User Error that could say something like:
Your organization has already met your limit of # of outstanding appointments you may have booked. Until your existing appointment/s are completed or canceled, then you may not book another appointment.
1) Would the solution above solve the requirement?
2) This would require someone like the SUMO Admin to set this “Max #” field on every account. Is that manageable?
Placing the value on the account for the max number of appointments would be unmanageable. Is there a way that on the process level we could have the max number of appointments? Placing the value on the account level could prevent customers from the same company with different projects from scheduling with different users.
Ok, let’s discuss offline.
Our org can benefit from this feature that originally existed on SUMO Scheduler as we have the same use case where selective individuals book 10+ appointments in a week for one department and takes up slots that could be given to other customers.