Blocking Time for Employee Breaks/Meetings

The Employee Block Time window allows you to block off time on the Appointment Book to prevent clients from scheduling appointments. This allows you to block off time for breaks and meetings.

Notes:

The productivity calculations on the Appointment Monitoring Station and on reports do not count block time.
You should not use block time to record employee absences due to vacation or illness. You should record these absences using work activities. Click here for more information on how schedule vacation or unpaid time off.
You should check the Appointment Book before scheduling block time to make sure there are no appointments scheduled during the proposed time.

Click on the toolbar.

The Appointment Book displays.

Click Block on the left side of the Appointment Book.

The Employee Block Time window displays.

Select the employee(s) that you want to schedule for a break/meeting:

(Optional) If you want to schedule the break/meeting on multiple days, select the days of the week on which to schedule the break/meeting and indicate whether the break/meeting occurs every week or every other week.

Select the date(s) and time(s) when you want to schedule the break/meeting.

Tip: If you are scheduling the break/meeting for multiple days, change the entry in the End Date field to the day when you want to schedule the last break/meeting.

In the Reason field, type the reason why you are blocking the employee(s) off.

Examples: "Lunch", "Break", "Huddle", or "Staff Meeting".

(Optional) Select Do not perform check conflict to schedule the block time regardless of any schedule conflicts.

Important: If you select this option, you have the ability to schedule a break/meeting when employees have an appointment scheduled or are not scheduled to work.

Click Save.

The block time displays on the Appointment Book (as shown below).

Notes:

If a notification displays to indicate that one of the employees is double-booked, click Yes to double-book the employee or click No if you want to adjust the date(s) and time(s) selected.
If a notification displays to indicate that one of the employees is not scheduled, click Yes to schedule the break/meeting or click No if you want to adjust the date(s) and time(s) selected.