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Set up and manage blocked time
Set up and manage blocked time
Set up blocked time in your calendar to easily track when your team are on a break and prevent unwanted bookings during times that your team are busy. Learn how to create customized block time types to manage in your calendar.
Getting started
As the account owner, you can create and manage blocked time, including blocked time types. To allow team members to manage blocked time, grant them access by updating the following permissions settings:
- Manage own blocked time:
Allows team members to create and edit their own blocked time. - Manage all blocked times:
Allows team members to create and edit their own and everyone else's blocked time. - Manage blocked time types:
Allow team members to create and edit blocked time types.
Creating a new blocked time type
Blocked time types are customizable templates that help you schedule breaks or admin tasks in the calendar. You can use the default options or create your own to fit your business needs.
- Desktop
- Mobile
To create blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- Click Add and enter the following details to add a blocked time type:
- Type:
Enter a title and select an emoji that accurately represents the blocked time type. For example, “Training”, “Coffee break”. - Duration:
Use the dropdown to set a default duration. - Compensation:
If you have Team Pay enabled, choose whether you want the blocked time to be Paid or Unpaid within the team members' total worked hours.
- Type:
- Click Add.
To create blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- Tap Add and enter the following details to add a blocked time type:
- Type:
Enter a title and select an emoji that accurately represents the blocked time type. For example, “Training”, “Coffee break”. - Duration:
Use the dropdown to set a default duration. - Compensation:
If you have Team Pay enabled, choose whether you want the blocked time to be Paid or Unpaid within the team members' total worked hours.
- Type:
- Tap Add.
Drag and drop the blocked time within your calendar to reschedule a single blocked time. If it’s part of a recurring series, the change will only apply to the selected blocked time, not the complete recurring series.
Managing blocked time types
Make adjustments or remove a blocked time type at any time.
Edit blocked time types
- Desktop
- Mobile
To edit blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- On the relevant blocked time type, click Actions and select Edit.
- Change the blocked time type details as needed.
- Click Save.
To edit blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- On the relevant blocked time type, tap on the three dots and select Edit.
- Change the blocked time type details as needed.
- Tap Save.
Delete blocked time types
- Desktop
- Mobile
To delete blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- On the relevant blocked time type, click Actions and select Delete.
- Select Delete to reconfirm.
To delete blocked time types:
- Open Workspace settings, select Scheduling then Blocked times types.
- On the relevant blocked time type, tap on the three dots and select Delete.
- Select Delete to reconfirm.
Adding blocked time
Adding blocked time to your calendar helps you organize breaks and periods when you and your team are unavailable.
- Desktop
- Mobile
To add blocked time to your calendar:
- Open the Calendar.
- Click Add and select Blocked time.
- Under the relevant team member, select the time slot you want to block.
- Choose a block time type or add a custom type and enter a Title. For example, “Meeting”.
- Use the dropdowns to adjust the date, duration and team member as needed.
- To set the blocked time to repeat regularly, select your preference under Frequency.
- Add a Description for additional details about the blocked time.
- If you have added custom blocked time, check the box if you want to allow clients to book online during this time. This option is not available when a break type has been selected.
- Click Save.
Once the blocked time is set, your team will receive a conflict warning if they try to schedule an appointment during these times.
To add blocked time to your calendar:
- Open the Calendar.
- Tap the plus button (+) in the centre bar and select Blocked time.
- Under the relevant team member, tap the time slot you want to block.
- Choose a block time type or add a custom type and enter a Title. For example, “Meeting”.
- Use the dropdowns to adjust the date, duration and team member as needed.
- To set the blocked time to repeat regularly, select your preference under Frequency.
- Add a Description for additional details about the blocked time.
- If you have added custom blocked time, check the box if you want to allow clients to book online during this time. This option is not available when a break type has been selected.
- Tap Save.
Once the blocked time is set, your team will receive a conflict warning if they try to schedule an appointment during these times.
Blocked time can also be added through the calendar by clicking on the team member's name or an available time slot and selecting Add blocked time.
Managing blocked time
Blocked time is flexible and can be modified or deleted a blocked time type whenever you need to.
Edit blocked time
- Desktop
- Mobile
To edit blocked time:
- Open the Calendar.
- Click on the relevant blocked time.
- Change the blocked time details as needed.
- Click Save.
To edit blocked time:
- Open the Calendar.
- Tap on the relevant blocked time.
- Change the blocked time details as needed.
- Tap Save.
Delete blocked time
- Desktop
- Mobile
To delete blocked time:
- Open the Calendar.
- Click on the relevant blocked time.
- Select the trash can icon.
- Click Delete to reconfirm.
To delete blocked time:
- Open the Calendar.
- Tap on the relevant blocked time.
- Select the trash can icon.
- Tap Delete to reconfirm.
Creating recurring blocked time
Save time by setting up a series of recurring blocked times for your team members.
- Desktop
- Mobile
To create recurring blocked time:
- Open the Calendar.
- Create a new blocked time or select the existing one you want to make recurring.
- Choose a block time type and use the dropdowns to adjust the date, duration and team member as needed.
- Under Frequency, choose how often this time should repeat:
- Every day:
This can be used for things like daily lunch breaks. - Every week:
This can be used for weekly occurrences like team meetings. - Every month:
This can be used for monthly occurrences like monthly review sessions. - Custom:
This can be used to set a unique recurring pattern like biweekly meetings.
- Every day:
- Use the dropdown to choose when the recurring schedule Ends:
- On a specific date:
To end after a selected date. - After:
To end after the number of occurrences entered. - Never:
For an ongoing schedule.
- On a specific date:
- Click Save.
To create recurring blocked time:
- Open the Calendar.
- Create a new blocked time or select the existing one you want to make recurring.
- Choose a block time type and use the dropdowns to adjust the date, duration and team member as needed.
- Under Frequency, choose how often this time should repeat:
- Every day:
This can be used for things like daily lunch breaks. - Every week:
This can be used for weekly occurrences like team meetings. - Every month:
This can be used for monthly occurrences like monthly review sessions. - Custom:
This can be used to set a unique recurring pattern like biweekly meetings.
- Every day:
- Use the dropdown to choose when the recurring schedule Ends:
- On a specific date:
To end after a selected date. - After:
To end after the number of occurrences entered. - Never:
For an ongoing schedule.
- On a specific date:
- Tap Save.
Managing recurring blocked time
You can edit or delete the complete series of blocked time or just a single blocked time.
Edit recurring blocked time
- Desktop
- Mobile
To edit recurring blocked time:
- Open the Calendar.
- Click on the blocked time you want to edit from the series.
- Change the blocked time details as needed.
- Click Save and choose how you want to apply these changes:
- Update this blocked time only:
This will only update the currently selected blocked time. - Update this and future blocked times:
This option will update the current and future blocked times. - Update all blocked time
This will update the current, future and previous blocked times in the recurring blocked time series.
- Update this blocked time only:
- Click Update.
To edit recurring blocked time:
- Open the Calendar.
- Tap on the blocked time you want to edit from the series.
- Change the blocked time details as needed.
- Tap Save and choose how you want to apply these changes:
- Update this blocked time only:
This will only update the currently selected blocked time. - Update this and future blocked times:
This option will update the current and future blocked times. - Update all blocked time
This will delete the current, future, and previous blocked times in the recurring blocked time series.
- Update this blocked time only:
- Tap Update.
You can drag and drop the blocked time within your calendar to reschedule a single blocked time. If it’s part of a recurring series, the change will only apply to the selected blocked time, not the complete recurring series.
Delete recurring blocked time
- Desktop
- Mobile
To delete recurring blocked time:
- Open the Calendar.
- Click on the blocked time you want to cancel.
- Select the trash can icon and choose the relevant deletion option:
- Delete this blocked time only:
This will only delete the currently selected blocked time. - Delete this and future blocked times:
This option will delete the current and future blocked times. - Delete all blocked time:
This will delete the current, future, and previous blocked times in the recurring blocked time series.
- Delete this blocked time only:
- Click Delete to reconfirm.
To delete recurring blocked time:
- Open the Calendar.
- Tap on the blocked time you want to cancel.
- Select the trash can icon and choose the relevant deletion option:
- Delete this blocked time only:
This will only delete the currently selected blocked time. - Delete this and future blocked times:
This option will delete the current and future blocked times. - Delete all blocked time:
This will delete the current, future, and previous blocked times in the recurring blocked time series.
- Delete this blocked time only:
- Tap Delete to reconfirm.
FAQs
Can I accept online bookings during the blocked time?
How do I change the details of just one of the blocked times in a recurring series?
What happens if there's a scheduling conflict with blocked time?
Can I delete only one instance of a recurring blocked time?