You can set rules limiting how frequently reps can books with your office. You can set rules for all reps and then use a different rule for your "favored" reps, which means the reps you want to see most can book more frequently then everybody else.
- Go to "MY OFFICE"
- Select the "OFFICE SCHEDULE" tab
- Set your visitation limitations. The setting for "Favored Reps" will only apply to reps you designate as "Favored". All other reps will be subject to rules set for "Individual Reps". Select the number of times you want reps to visit, the type of appointment you want to restrict (select "Any" for all appointments) and the time period you want the restriction to apply and click "Add Rule". The restriction will appear in the window below under the appropriate tab ("ALL REPS", "FAVORITES", "SAMPLES")
- If you ONLY want to see certain reps, you can use visitation rules to "close" your office. Reps will not be able to book until you approve them. Set the "Individual Rep" rule to "0" and "Any" (use any time period). Then, set the "Favored Rep" rules to whatever you want (i.e. "1" of "Any" per "Quarter").
- Individual Reps will see the opening on your schedule, but, when they try to book it, will be advised that they must be approved in order to book -- the appointment will NOT be booked until they are, so a rep that has already been approved would be able to book the appointment. Once approved, reps do not have to be approved again. For more information, please visit How To "Close" Your Office Schedule.