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How Do I Edit Scheduling Preferences
How do I edit my long-term scheduling limit?
How do I edit my long-term scheduling limit?

How to edit each technician's 'Long-term scheduling limit'.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

Editing a specific technician's 'Long-term' scheduling limit is easy!


Step 1: Go to Settings > Scheduling > Select a technician > Select 'Preferences'

Step 2: Select the 'Long-term scheduling limit' and make a selection.

Step 3: Save & done.


NOTE: Appointment slots beyond this setting will NOT be offered to customers who request dates too far into the future. Instead a message (which you can customize here) will be displayed instructing them to " ..please contact our office to schedule'. In general we recommend setting this long-term rule to 180-375+ days in the future so that clients who want to pre-schedule (or reschedule future events) are able to do so easily online. We also recommend crafting this message to be as inclusive / generic as possible for all the scheduling scenarios that might result in no appointment slots being found within a specific search criteria.


This setting can only be changed by logging into the Web App at this time.

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