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Preparing for a Semester Switch
Setting up Appointment Emails
Logging in as Different Users
Order Reasons by Active
Login Screen Info Boxes

Students & Consultants

Custom Student Fields
Student View
Consultant Setup
Deactivating Consultants
Creating Lists and Watchlists
Creating Student Profiles
Student Listing Quick Reports


Appointment Rules: Days
Appointment Rules: Weeks
Appointment Rules: Same Types
Center and Reserve Blocks
Missed Appointment Restrictions
Reset Missed Appointments


Maximizing Kiosk Functions
Creating Custom Questions
Appointment Tolerance
Kiosk Options
Auto Termination Function
Meeting with Students Remotely

Maximum Appointment Rules - "This Week" and "That Week"
This is the second of three Newsletters all about Appointment Rules. Newsletter one and three can be found here and here respectively, or they can be reached via the sidebar on the left.

In this article we are using “This Week” and “That Week” with the Max Appointment Rules.

These preferences can be found in Trac Navigation > Search Glass > Center Profiles > [Your Center] > Prefs > Scheduling > Max Appointment Rules.

By entering “This Week” and “That Week” in Max Appointment Rules, you are limiting your students to booking a set number of appointments that cannot be exceeded within a Sunday to Saturday for the current week or upcoming weeks.

Booking Example - This Week

In the example below we are setting our rule as; Maximum of 2 Appointments since “This Week”

This allows the student to book no more than 2 appointments from Sunday to Saturday in the current week.


The Student already has appointments booked on Monday and Tuesday. They would like to book another appointment on Friday, but they won't be able to since they've already booked two appointments between the Sunday-Saturday window.


Booking Example - That Week

In the example below, we've set our rule as; Maximum of 2 Appointments since “This Week” AND Maximum of 2 Appointments since “That Week”


The Student has appointments on Monday and Tuesday in the current week, and Wednesday and Saturday booked in the following week.

The Student would like to book an appointment This Friday or the next coming Friday but will not be able to do so since they have already booked two appointments with in the Sunday to Saturday window for either week.