NextGen Knowledge Center

Set Up Limits for an Event

The Limits tab on the Add Event or Edit Event window is used when you want to limit the number of appointments that can be scheduled in a day for an event. The limits are defined per resource and can be by the day of the week or by a specific date.

When a resource has reached their daily appointment limit for the event, the following apply:
  • When attempting to schedule another appointment on that day for the event and resource, a scheduling conflict is generated. The appointment can only be scheduled if the user has security access rights to override appointment conflicts.
  • When using the Appointment Search Ahead window to schedule an appointment for the event, the search results do not find or display appointment time slots for resources who have reached their daily limit.
  1. In NextGen® Enterprise PM, select Admin > Scheduling Admin.
    The Scheduling Administration window opens.
  2. Select the Events tab.
  3. Select the event from the list, right-click, and select Open from the menu.
    The Edit Event window opens.
  4. Select the Limits tab.
    Existing resource appointment limits are listed on the tab with the following information:
    • Resource: The name of the resource.
    • Limit: The daily default limit for the event or resource.
    • Mon-Sun: The daily override limit for each day of the week for the event or resource.
  5. Do one of the following:
    • To add an event or resource limit, select the open menu button, and select New.
    • To modify an event or resource limit, select the event in the list, select the open menu button, and select Open.
    The Add/Edit Event/Resource Appointment Limit window opens.

  6. In the Resource field, select a resource. This field is required.
  7. In the Limit Default field, use the up or down arrow buttons to select the default daily limit for the event or resource.
  8. Select OK to save changes and close the window.
    The Limits tab displays all Resource Appointment Limits for the event.

  9. Select OK to close the Add Event or Edit Event window.
    After you enter the Date Limit Override and save, you cannot edit the date. If you have entered the wrong resource, you must delete the entry and re-enter it with the correct resource.