Advanced Scheduling Options

The Advanced Scheduling Options are useful when you want to limit:


  • When time slots are available with the Availability Window
  • When visitors can access your calendar through the Booking Window
  • How far into the future visitors can book time slots using Advance
  • When you need to allow your Appointment Types to have Independent Availability


Potential Use Cases for Advanced Scheduling Options


  • Take interview appointments during a three-day job fair using Availability Window
  • Offer a limited-time offer for a free consultation session using Booking Window
  • Schedule only seven days into the future to avoid making long term-commitments

How To Access Advanced Scheduling Options

Step 1: Go to Lime Appointment Settings


Step 2: Click the Edit on the Advanced Scheduling Options card

Within the Advanced Scheduling Options page, you’ll see two toggles:

Give appointment types independent availability

By default, when someone books a time slot for an Appointment Type, all your other Appointment Types block off that same time slot. Turn this on if you’d like to allow your Appointment Types to book appointments during the same time slots.

Enable Advanced Scheduling Options for Appointment Types

Turning this on will allow you to use three more settings within the Appointment Type settings


  • Availability Window – Availability Tab

Under the Availability tab in the Appointment Type Settings, you’ll see a start and end date setting for the Availability Window.

This will let you choose a date range for when to show time slots. A customer looking at your Booking Calendar can only see time slots within these chosen dates.

In this example, appointments will only happen between December 1 and December 19, 2024


You could also just use one of the fields.


Only use the Start Date to show time slots starting at a specific date and time.


Only use the End Date to show time slots up until a specific date and time.

  • Advance – Scheduling Options Tab


In the Scheduling Options tab in the Appointment Type Settings, you’ll see a setting called Advance.


This limits how far into the future customers can book appointments. 


Note: A customer looking at your Booking Calendar can’t see time slots beyond this chosen time.

In this example, it allows customers to book appointments only 60 days into the future.


  • Booking Window – Scheduling Options Tab


you’ll see a start and end date setting for a Booking Window. This limits when customers can access your calendar to book any time slot.


A customer visiting your Booking Calendar outside this date range can’t book any time slots. A message says, “This appointment type cannot be booked at this time”.

Booking window for when customers can access the booking form to book


You could also just use one of the fields.


Only use the Start Date to give access to all the time slots starting at a specific date and time.


Only use the End Date to give access to all the time slots up until a specific date and time.


Booking Window vs Availability Window

The Booking Window limits when customers can access the Booking Calendar to book any time slot. The Availability Window limits when the time slots take place.


Example


You want to do 20-minute photography sessions during a company holiday party.


The holiday party is happening on Saturday, December 14, from 4 PM to 8 PM.


Employees of the company can start booking at noon on Wednesday, December 4.


Here’s how you’d set that up:


Define a new Appointment Type and name it Company Photo Sessions


Then set up the following settings on your Appointment Type:


  • Duration to 20 minutes
  • Availability from 4 PM – 8 PM on Saturdays
  • Availability Window to start on December 14 at midnight and end at midnight on December 15.
  • Booking Window to start on December 4th at noon

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us