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How do I set appointment/inspection appointment limits in GovPilot?

Limit how many appointments can be booked per day and define available hours to better manage your schedule.

Appointment limits control how many appointments can be scheduled for a user on any given day, as well as what hours they are available. This ensures workloads stay balanced and appointments don’t exceed what staff can handle.

In GovPilot, you can access appointment limits in two ways:

  1. From the Scheduler (for users to set or adjust their own limits).

    You can access the Scheduler directly from the home page navigation bar. Simply click on the Scheduler icon to view and manage your schedule.

    Next, click on the gear icon to access the settings menu.



  2. From the User Management section (for administrators to set limits for others).

    1. From the Home page, click the gear icon in the top-right corner to open Account Settings.

    2. Select User Role Management.



    3. Click the User Management tab, then select the user and click Setup Daily Appointment Limits.

Both options will open the same appointment limits panel.

Set Appointment Limits

On the right-hand side of the interface, you'll find options to set the limits for each day of the week (Sunday through Saturday).

  1. For each day, you can specify the maximum number of appointments allowed within that day. (Default is 99)
  2. Additionally, you can define the starting and ending hours for each day, indicating the time range during which appointments can be scheduled.
  3. Click "Save" when finished.

Set Appointments for Specific Dates

If you have specific dates with unique scheduling requirements, such as holidays or special events, you can select those dates on the calendar and modify the appointment limits accordingly.

  1. Click the date on the left hand side calendar.
  2. Set the appointment limits for the selected date.
  3. Repeat as needed.
  4. Click "Save" when finished.

By setting appointment limits, you can maintain better control over your schedule and ensure that appointments are scheduled in a way that aligns with your availability and preferences.

Related terms: appointment limit, scheduler settings, manage availability, calendar setup, daily appointment cap, limit schedule, manage appointments, scheduler gear icon, user settings, admin settings, available hours