Set a member’s working hours and capacity for new clients
Each member has working hours, working days, and a maximum number of new clients per hour and per day. Automatic distribution uses them, so a client never goes to an employee outside their hours or over their capacity.
The employee hours and capacity fields may not show for every account yet.
Before you start · for owners and managersThe “Edit users” permission
- You need: The “Edit users” permission
Steps
How it works
These settings belong to the employee, and they’re different from the workspace’s business hours, which set when the company is open.
They’re used by automatic distribution, and by the automation step that waits until the record owner’s working hours.
They show only when you edit a member, not in the Add User form, so add the member first.
A real example
An employee works part-time, from 4 PM to 10 PM.
- Her hours were set to 16:00–22:00, and her days to Sunday through Thursday.
- Her limit is 5 clients an hour and 25 a day.
She no longer gets clients in the morning, and her load never goes over her capacity.