Max Customer Appointments

Max Customer Appointments controls how many appointments a single customer is allowed to book within a specific time period. It has two configuration fields:

Limit: The maximum number of appointments (e.g., 3)
Type: The time window the limit applies to (Daily, Weekly, Monthly, or Monthly – Rolling)

If a customer attempts to book an appointment and the number of their existing appointments already meets or exceeds the limit within that defined window, the system will prevent the booking.

Types of Time Windows

Daily

Limit applies to each calendar day.
Example: “3 per day” means a customer cannot have more than 3 appointments on the same date.

Weekly

Limit applies to the calendar week (Sunday–Saturday).
Example: “5 per week” means the customer cannot exceed 5 appointments from Sunday through Saturday.

Monthly

Limit applies to the calendar month.
Example: “4 per month” means all appointments in March count toward March’s total; the limit resets on the 1st of each month.

Monthly – Rolling (Rolling 30-Day Window)

This option uses a moving 30-day window, not a calendar month.

When checking a booking date:

The system looks back 30 days from the selected booking date.
It finds the earliest appointment the customer already has within that 30-day span.
It then creates a 30-day window starting from that earliest appointment date.
The system counts how many customer appointments fall within that window.
If the count is greater than or equal to the limit, the customer cannot book.

This prevents customers from clustering too many appointments near month boundaries.

Simple version:

Rolling means “the last 30 days from the booking date,” not the calendar month.

Example for Rolling

Limit: 3 per rolling month

Booking date: April 20

System looks back to March 21 → April 20.
Customer’s earliest appointment in that range is March 25.
The rolling window becomes March 25 → April 24.
If the customer already has 3 appointments in that window, the booking is blocked.