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02 Daily SOPCalendar and Block Time

Calendar Scheduling and Block Time

Video Walkthrough

What This Page Covers

Use timeline scheduling, quick status actions, and Block Time correctly to prevent overbooking.

Roles and Estimated Time

  • Roles: owner / front desk / scheduler
  • Time: 5-12 minutes

Entry

Bookings -> Calendar -> Block Time

Screenshot 1

Before You Start

  • Confirm target date and target technician(s).
  • Decide whether this is temporary blocking or a longer rule change.
  • Confirm you are operating in the intended view range (1/3/7 day or resource view).

Steps

  1. Open Booking Calendar, switch to the target date/view, and check technician columns.
  2. Resolve movable conflicts first by drag rescheduling where allowed.
  3. For unavailable slots, tap blank area and choose Block, then open Block Time.
  4. Set start/end time (or full-day block), verify technician/date, and save.
  5. Return to calendar to confirm blocked slots display as unavailable and cannot be booked.
  6. If needed, use drawer quick actions for visible range only: Confirm (count), Start (count), Complete (count), No-show (count).

Screenshot 2

Acceptance Checklist

  • Drag-rescheduled bookings show updated time in Booking Details.
  • Blocked slots are no longer selectable for new bookings.
  • Batch status actions match the intended visible date scope.

Key Notes

  • Batch actions apply to the current visible date range, so check scope first.
  • Leaving Block Time without saving discards edits.

FAQ

Why can a blocked time still be booked?

Most cases are wrong technician column, wrong date, or leaving the page before saving.

Batch action changed too many bookings.

Visible date scope was too broad. Re-check date range and correct key bookings one by one.

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