Overbooking in an Appointment Slot
The Allow Overbooking setting controls the ability of a User to save an Appointment in a Slot where the maximum number of Appointments has been reached.
- Access to overbook is controlled by User Permissions.
- This maximum number of Appointments for a Slot is defined in Scheduling Setup.
Allow Overbooking by Role
- Under Security on the Admin Dashboard, select Security Roles.
- Select View in the Permissions column.
- Select the Role where this permission should be allowed or disallowed.
- Type Overbooking on the Search line.
- Select the Allow Overbooking checkbox (Uncheck to Prevent Overbooking).
Scheduling an Appointment Beyond the Slot Capacity
When attempting to schedule an Appointment beyond the capacity of the Slot, a Warning displays highlighted in red at the top of the Add Appointment screen.
When saving the Add Appointment screen, a Validation Warning or Error will display depending on your User Permission for Allow Overbooking,
- If you have the User Permission, a Validation Warning will display.
- The option to Save All is available.
- If you choose the Save All button, the Appointment will be added even though the slot is being overbooked.
- If you do not want to overbook the slot, select the Skip Appointments with Conflict button.
- If you do not have the User Permission, a Validation Error will display.
- You will not be able to Save the Appointment.
- Select the X on the upper right of the popup to select another appointment slot.