Blocked Time Off w/ Video ►

If an employee will be absent during regular working hours, it must be entered on the appointment schedule so appointments cannot be scheduled for them during those times.

To Schedule a Single Time Block

Proceed to: Schedule

1

Select the start time

In the column under the employee's name, click on the space for the time you want to begin the time block.

2

Select the time off duration

In the Schedule Time Off for Employee section, select the amount of time the employee will be off.

If "Schedule Time Off for Employee" is not visible to you, this means you do not have the Time On/Off Permission.

3

Enter a reason

Enter a reason, if you wish, such as “personal”, “dentist”, etc...

4

Create the time block

Click Create.

Create new appointment

To Schedule a Recurring Time Block

1

Select the start time

In the column under the employee's name, click on the space for the time you want to begin the time block.

2

Select the time off duration

In the Schedule Time Off for Employee section, select the amount of time the employee will be off.

3

Enter a reason

Enter a reason, if you wish, such as “personal”, “dentist”, etc...

4

Enable recurring time off

Check the Recurring Time Off box.

5

Choose the duration and frequency

Choose the Duration and Frequency.

• Duration: How long the schedule change will continue, (i.e 5 days, 3 weeks, 6 months, etc...)

• Frequency: How often the block will occur during the Duration period, (if it is consecutive, you'll need to choose 1 day)

Example: An employee needs to take off every other Saturday for the next few months for personal reasons. Duration would be 3 months, and Frequency would be 2 weeks.

6

Create the recurring time block

Click Create.

Schedule Time off

Editing a Time Block

1

Select the time block

In the employee’s column, click on the time block you want tomake changes to.

2

Change the duration

Click Change Duration.

edit time block

3

Select the new duration

Select the amount of time you'd like to change the time block to.

If this time block is apart of a Recurring (Standing) time block, the changes will only effect the one you clicked on in particular.

4

Apply the change

Click Apply.

change duration

To Cancel a Single Time Block

1

Select the blocked time

In the employee’s column, click on the blocked out space you want tocancel.

2

Cancel time off

Click Cancel Time Off.

Cancel time off

3

Confirm cancellation

Click Yes in the confirmation box.

confirm cancelled time off

To Cancel a Recurring (Standing) Time Block

1

Select the blocked time

In the employee’s column, click on the blocked out space you want tocancel.

2

Cancel the standing time block

Click Cancel Standing.

Cancel Standing

3

Confirm cancellation

Click Yes in the confirmation box.

confirm cancelled standing