Capacity Planning

Capacity planning is an extension of the My Schedule feature. Under Features & Menu > My Schedule, check the box labeled Events are Reservable. Once this setting is enabled, you will need to set the maximum capacity of your locations and also specify that you want the sessions using that location to be constrained (see below).

Give Locations a Maximum Capacity Value

Related Resources > Locations
Set the maximum number of attendees permitted at a particular location by editing the Capacity value of that location.

Set the Session to be Constrained

Agenda > Edit Session
From the edit view of your session, toggle the Capacity Constrained checkbox to turn on capacity planning.

Setting Session as Constrained

Monitor Capacity Levels

Reports > My Schedule Report
The My Schedule Report will let you monitor available seats in each of your locations.

To see which attendees have scheduled a particular session, you can select the Scheduled value to bring up a list of attendees who have added that session to their My Schedule.

In-App User Experience

Session can be Schedule

Schedulable Session Screenshot

Session Scheduled

Scheduled Session

Full Session

Full Session Button

Cannot Reserve Warning

Session Full Warning

Capacity Planning Spreadsheet Upload

To set a session as Capacity Constrained via a spreadsheet upload, use the column header Constrained with a value of yes/no or true/false. Setting the maximum capacity of a location must be done manually through the cms > locations as shown above.

Setting Session as Constrained via upload