Maurice Walker Asked:

“Is there a way to have my calendar available for only two weeks at a time vs. the whole month? I prefer people not to book out so far in advance.”

The Answer:

Yes, you can adjust your calendar settings in Agent CRM to limit availability to only two weeks at a time. This feature helps you maintain control over your schedule and prevents bookings too far in advance. Here’s how to make this change.

Step-by-Step Guide to Adjust Calendar Date Range

1. Navigate to Calendar Settings

  • Log in to your Agent CRM account.
  • Go to Settings >> Calendars.

2. Select the Calendar to Edit

  • Locate the specific calendar you want to modify and click Edit.

3. Adjust the Date Range

  • In the calendar settings, look for the Date Range or Booking Window option.
  • Set the booking availability to 14 days (2 weeks) from the current date.

4. Save Your Changes

  • Once the date range is updated, click Save to apply the new settings.

5. Test Your Calendar

  • Preview your calendar to ensure that availability is restricted to the next two weeks.

Why Limit Calendar Availability?

  1. Prevent Last-Minute Changes: Limiting the booking window ensures a manageable schedule.
  2. Encourage Timely Engagement: Leads are more likely to commit to near-term appointments.
  3. Maintain Flexibility: Avoid over-committing to future dates that might later conflict with your availability.

Pro Tips for Calendar Management

  • Set Clear Expectations: Include a note on your booking page explaining that availability is limited to two weeks.
  • Monitor Bookings Regularly: Check your calendar frequently to stay ahead of appointments.
  • Automate Reminders: Use Agent CRM’s workflows to send automated reminders to clients for their scheduled appointments.

Learn More

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Bonus Resource: Watch and Learn

 


Calendar, Software

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