Tobin Allen Short Asked:

“Hi guys, is there a way to set the CRM calendar so leads can’t book any further than a certain number of days out? That way they can only see availability for the next week or two. I call to try and get them earlier, but seeing people book MONTHS out stops the campaign for them and that stops the nurturing process.”

The Answer:

Yes! Agent CRM allows you to limit how far in advance leads can schedule appointments, ensuring they can only book within your specified timeframe, such as the next week or two. Here’s how to set it up:

Step-by-Step Guide to Restrict Booking Dates

  1. Access Calendar Settings:
    • Log in to your Agent CRM account.
    • Navigate to Settings > Calendars.
  2. Edit Your Calendar:
    • Locate the calendar you wish to modify.
    • Click the three dots next to the calendar name.
    • Select Edit to open the calendar’s settings.
  3. Set the Date Range:
    • In the calendar settings, proceed to the second page.
    • Find the Date Range option.
    • Specify the maximum number of days in advance that leads can book appointments (e.g., 7 days for one week, 14 days for two weeks).
  4. Save Your Changes:
    • Click Save to apply the new settings.
  5. Verify the Changes:
    • Visit your booking page to ensure that the available dates align with the restrictions you’ve set.

Benefits of Restricting Booking Dates

  • Maintain Campaign Momentum: By limiting how far out appointments can be scheduled, you prevent leads from booking too far in the future, which can disrupt your nurturing campaigns.
  • Encourage Prompt Engagement: Shortening the booking window creates a sense of urgency, prompting leads to schedule sooner rather than later.
  • Optimize Scheduling: Focusing on near-term appointments helps in better resource planning and follow-up strategies.

Learn More

For additional insights on managing your calendar and appointments in Agent CRM, explore these resources:

Bonus Resource: Watch and Learn

For a visual demonstration on managing your calendar settings, check out this video:


Calendar, Software

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