---
title: "Setting the scheduling rules"
url: "https://docs.pexipengage.com/en/managers/scheduling-rules"
description: "Configure meeting types, durations, and booking windows"
---

## Accessing planning rules

1.  Go to the **Team** tab.
    
2.  Select your **office**.
    
3.  Go to **Scheduling** > **Planning rules** tab.
    

![Planning rules overview](/_astro/team-planning-rules.B_gO4ZMd_Z2c7Dpj.webp?dpl=dpl_AmK11wLqSzcxjEg28YTY78j1WG4Y)

Screen 1 Planning rules overview

## Configuring meeting types

Use the toggles to enable or disable meeting types for your office:

-   **Physical** – In-person meetings at the office
-   **Phone** – Phone call appointments
-   **Video** – Video conference appointments

> You can only enable meeting types that your Administrator has enabled at the organisation level. If a meeting type is not available, contact your Administrator.

## Per-subject planning rules

For each subject assigned to your office, you can configure the following rules:

| Rule | Description |
| --- | --- |
| Auto accept | When enabled, appointments are automatically confirmed. When disabled, Agents must manually accept each request. |
| Duration | The length of the appointment in minutes. |
| Trailing buffer time | Time reserved after each appointment before the next one can be booked (for wrap-up, notes, or travel). |
| Granularity | The interval at which time slots are offered (for example, every 15 minutes or every 30 minutes). |
| Earliest slot shown | The minimum amount of time before an appointment can be booked (for example, 2 hours from now). |
| Latest slot shown | The maximum number of days in the future that slots are offered (for example, up to 30 days ahead). |
| Rank 1 priority threshold | The number of top-priority Agents shown first to the customer. |
| Rank 2 priority threshold | The number of second-priority Agents shown next. |
| Maximum concurrent appointments | The maximum number of overlapping appointments an Agent can have at the same time. |

![Expanded planning rules](/_astro/team-rules-expanded.CwGKXa2K_Z8LlvT.webp?dpl=dpl_AmK11wLqSzcxjEg28YTY78j1WG4Y)

Screen 2 Expanded planning rules

## Saving your changes

After configuring the rules, click **Save** to apply them.

> Planning rules set here become the default for all Agents in the office. Individual Agents can override these defaults in their appointment hours settings if needed.