What is a session policy?
A session policy allows workspace administrators to control how many sessions a staff member can claim during the current assignment period.
Creating a Session Policy
To create a session policy, follow the steps below:
ℹ️ To continue, you'll need the permission Workspace Admin.
Go to Workspace Settings > Sessions > Policies.
Click Create Policy.
Customize your policy by giving it a name, which workspace roles it will get assigned to and the types of session you wish to apply this policy on.
Hit Save to save changes.
Note: When selecting sessions to apply a policy on, all sessions are selected by default. Enable the session types you wish to exclude this policy on.
Settings to consider
Here are some settings to consider when creating a session policy:
In the Host Claim Limit, select how many sessions per (week or day) a staff member can claim.
In the Minimum Booking Gap, define how long (in minutes) the gap between sessions hosted by the same staff member. (Leave it to 0 if none)
For Allow Override, enable if you want your staff members who reached their limit be allowed to schedule more sessions.
For Applies to schedules, select which session types you wish to exclude to this session policy.