How to Manage Schedule Blocks

How to Manage Schedule Blocks

Schedule blocks mark periods when a clinician (or all clinicians) is unavailable for appointments. Use them for lunch breaks, holidays, training, meetings, and other non-bookable time.

How to Create a Block

You can create blocks from two places:

• Availability page > Schedule Blocks tab > click Add Block
• Calendar page > click the Block button in the top bar

Block Settings

When creating a block, specify:

• Type - choose from: Admin Time, Lunch, Break, Meeting, Training, Holiday, Personal, or Other
• Title - a short label (e.g. "Team meeting")
• Date and time - set specific hours, or toggle All day for full-day blocks
• Applies to - a specific clinician, or All clinicians
• Reason - optional free-text explanation

Viewing Blocks

The Schedule Blocks table shows:

Column	Description
Type	Block type with icon
Title	Block label
Date	When the block occurs
Time	Time range (or "All day")
Applies To	Clinician name or "All clinicians"
Reason	Free-text reason

Filter by Type, Clinician, or Date range. Use the predefined views: All, Today, Holidays, or Admin Time.

Editing and Deleting

• Click a block to Edit its details
• Use the Delete action to remove it

Blocks appear on the Calendar as coloured background events, making it easy to see when clinicians are unavailable.

Tip: Use Holiday blocks with All clinicians to mark bank holidays or practice closures.nfigure Clinician Availability

• Using the Calendar

Recurring Blocks

For regular blocks like weekly admin time or monthly meetings, you can set a block to repeat instead of creating one entry per occurrence.

In the Block Out Time form, choose a Recurrence pattern:

• Weekly — repeats on the days you select (e.g. every Tuesday and Thursday).
• Monthly — repeats on a date (e.g. the 15th) or by weekday (e.g. the second Friday).
• Day-range / span — a single block that spans multiple consecutive days (e.g. a four-day course).

You can cap the series at a specific end date or after a number of occurrences (up to 52 weeks).

Editing a single occurrence

When you click an instance of a recurring block in the diary, the sidebar offers two scopes:

• This occurrence only — creates an override; the rest of the series keeps the original pattern.
• This and future occurrences — splits the series at this point and applies the change forward.

Deleting and restoring

You can delete a single occurrence (it disappears from the diary; the series continues around it) and later restore it from the deleted-occurrences list. To stop the series entirely from a date, use End series.