Original Question:
Kaysha Wells asked:
“Hi! I only allow interviews on my calendar Monday through Friday and have it set to only allow them to book two days out maximum. On Fridays, it shows no appointments available for the following Monday. Is there a way to allow people booking interviews on Friday to see the following Monday and Tuesday, like a rolling business week?”
Answer:
The Agent CRM scheduling system calculates availability based on calendar date range settings, which include weekends even if no appointments are available on those days.
Right now, because your Date Range is set to 3 days, your calendar does not allow scheduling beyond Sunday when booking on a Friday.
Solution: Increase the Date Range to 5 Days
Steps to Adjust the Date Range in Agent CRM
- Go to Scheduling > Calendars
- Select your Interview Calendar
- Find the setting labeled “Date Range”
- Change the value from 3 days to 5 days
- Click Save Changes
This will allow:
- Friday bookings to see Monday and Tuesday as available slots
- Prospects to book up to 5 business days out
Limitations of This Setup
Kaysha Wells asked:
“During the week, wouldn’t that allow them to book out 5 days if they scheduled on Monday? That is not what I want.”
Yes, this is correct. The only way to allow Friday bookings for Monday/Tuesday is to increase the Date Range to 5 days. However, this will also allow people scheduling earlier in the week (e.g., Monday) to book through Friday instead of only two days out.
Unfortunately, Agent CRM does not currently offer a setting for a “rolling business week” that excludes weekends but still keeps a strict 2-day rolling window.
Alternative Workaround
If allowing a 5-day window is not an option, consider:
- Manually opening Monday/Tuesday slots on Fridays by adjusting availability just before the weekend.
- Creating a separate Friday-only calendar with a custom date range to control bookings specifically for the next business week.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
Watch and Learn
For additional insights, check out our YouTube channel for helpful tutorials like this one:
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