Set Capacity for Shifts

For each shift, set the number of appointments that can be booked for a particular work type.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To view, create, and update shifts: View, create, and edit on Shifts, Service Territories, Service Resources, Service Territory Memberships
  1. From the App Launcher, click Shifts.
  2. Select the shift that you want to edit.
  3. Click Related and edit the Shift Work Topic that you want to set capacity for.
  4. In Maximum Appointment Capacity, set the maximum number of appointments that can be scheduled.
  5. Edit the capacity for other shift work topics, but make sure that the total capacity for all shift work types doesn’t exceed the overall capacity of the shift.
  6. Save your changes.