Overview
Simplify your scheduling by adding time blocks to appointments! This feature allows you to easily block off time before or after appointments directly in the booking process, saving you time and hassle. Customize your time blocks with flexible durations and labels to keep your calendar organized and efficient.
Additionally, if you need to remove multiple time blocks at once, the mass deletion feature enables you to efficiently manage and clean up your schedule.
How to Create Time Blocks
Create standalone time blocks to reserve availability and use them to manage prep, cleanup, breaks, and other non-appointment activities.
Click the arrow to learn how to enable time blocks
Click the arrow to learn how to enable time blocks
Navigate to the Appointment Book
Create a New Time Block:
Select +Create > New Time Block, OR
Click an open time slot in the Appointment Book, then select the Time Block tab
Enter the details for your Time Block:
When? - Choose the date and time range for the block.
Which Employee? - Select the staff member the time block applies to.
Description - Choose either Prep or Clean Up to label the purpose of the time block.
Check Repeat if you would like to create a time block schedule.
Repeat every - Choose how often the time block repeats, weekly or monthly.
Repeat on - Choose which days of the week the time block should apply to.
Ends on - Choose when the time block schedule should end
When you're satisfied with the time block details, click Schedule.
How to Setup Appointment Time Blocks
Block off prep or cleanup time around appointments directly during scheduling, with customizable durations and labels.
Click the arrow to learn how to enable time blocks around appointments
Click the arrow to learn how to enable time blocks around appointments
Navigate to the Appointment Book
Create/Edit an Appointment:
Select +Create > New Appointment, OR
Click an open time slot, then click Appt Details, OR
Select an existing appointment time, then click Appt Details
Input the required appointment information (Client, Service, etc.)
Click the "Block Time Off Around Appointment" box to setup the time blocks
Before/After Appointment - By default these are described as prep/clean up, however you can edit these based on your preferences
Time - Here you set the duration of how much time you would like before and/or after the appointment. The options are in 15 minute intervals or you can manually enter a custom time up to 60 minutes.
When complete, click "Schedule/Save".
Now the appointment is scheduled, the time blocks will automatically display in the Appointment Book.
How to Mass Delete Time Blocks
Quickly remove multiple time blocks using filters and bulk selection in the Appointment List.
Click the arrow to remove multiple time blocks simultaneously
Click the arrow to remove multiple time blocks simultaneously
From the Appointment Book, navigate to the "Appointment List" tab in the top right-hand corner.
Once on the Appointment List screen, click the Calendar Icon to select the date range you wish to search.
After you select the date range, click the "All Appointments" dropdown, and select "Time Block". This will pull up all the time blocks in that range of dates.
If you wish to only see a certain employees time blocks, click the "All Employees" dropdown and you can edit which employees will show.
After selecting the Date Range, Employee, and Time Block, you can delete the listed entries. To delete individual time blocks, check the box next to each entry. To delete all at once, check the box next to the ID column.
Once you've made your selections, click Delete Selected Time Blocks in the top right. The number of selected entries will appear next to the button. To clear selections, uncheck individual boxes or click Clear Selection in the top left.
