Limit how many sessions a staff member can claim during the current period.
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.
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Go to Workspace Settings > Sessions > Policies.
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Click Create Policy.
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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.
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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:
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In the Host Claim Limit, select how many sessions per (week or day) a staff member can claim.
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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)
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For Allow Override, enable if you want your staff members who reached their limit be allowed to schedule more sessions.
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For Applies to schedules, select which session types you wish to exclude to this session policy.