Enable and Configure Capacity-Based Scheduling

Control the number of appointments that can be scheduled for a given shift and type of work. Service resources can control the number of appointments per shift to meet customer needs. Territory managers can choose whether to distribute capacity in a shift for a work topic or across multiple work topics

Required Editions

Available in: Lightning Experience.

Available in: Enterprise and Unlimited Editions

Prerequisites to Enable Capacity-Based Scheduling
Before you use capacity-based scheduling, perform these prerequisites.
Considerations for Capacity-Based Scheduling
An appointment is assigned to a shift and service resource based on the shift’s availability and capacity. When a particular shift or work type reaches capacity, the additional appointments are scheduled in the next ‌shift or with another service resource with available capacity.
Enable ‌Capacity-Based Scheduling
To view and control the number of service appointments at a shift and work-type level, enable capacity-based scheduling.
Available Limits for Capacity-Based Scheduling
Capacity-based scheduling provides two types of limits that can be set for a service territory to validate capacity.
Set the Capacity Limit for a Service Territory
Specify the number of appointments that can be scheduled for a shift work type.
Add the Shift Capacity Component
Add the Service Territory Capacity Summary component to view shift capacity information for a service resource or service territory.
Set Capacity for Shifts
For each shift, set the number of appointments that can be booked for a particular work type.