Blocking Time for Resource Maintenance

The Resource Block Time window allows you to block off time on the Resource Appointment Book to prevent clients from scheduling appointments. This allows you to block off time for the maintenance of your service resources.

Note: You should check the Resource Appointment Book before scheduling block time to make sure there are no appointments scheduled during the proposed time.

Click on the toolbar.

The Resource Appointment Book displays.

Click Block on the left side of the Resource Appointment Book.

The Resource Block Time window displays.

Select the resource(s) that you want to schedule for maintenance:

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

Select the date(s) and time(s) when you want to schedule the maintenance.

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

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

Examples: "Cleaning", "Maintenance", or "Repairs".

(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 maintenance when appointments are scheduled.

Click Save.

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

Note: If a notification displays to indicate that one of the resources is double-booked, click Yes to double-book the resource or click No if you want to adjust the date(s) and time(s) selected.