Block Availability on Calendar
Setting your availability within Healthie is an important part of your scheduling workflows. Having set availability will ensure that clients are able to see available days/times to book appointments with your business.
If you would like to prevent clients from booking with you on a one-off basis, you can block off availability on your calendar, and set Calendar Blocks to recur (weekly, biweekly, monthly, every 4 weeks).
If you have recurring availability set on your calendar, you'll need to add "Blocked Time" for the days/times that you'll be out of the office (as opposed to removing your recurring availability).
For Organizations: More information can be found on managing your team's calendar & blocked times here.
IN THIS ARTICLE:
Add a One-Time Time Block
Navigate to Calendar > Click +Add
A side panel will appear, with the tab option to select Block
- Enter the start date, time, end date, and any notes you'd like to include with the time block for internal team communication.
- Note: The blocked time should be for the full time you'll be out of the office (not just at the beginning/top of your schedule).
- Click Add Block to save.
- Once the time block is added, it will appear as a gray time block within your calendar. Clients will not be able to schedule calls during your blocked time.
Add or Delete a Recurring Calendar Block (Weekly, Biweekly, Monthly, Every 4 Weeks)
In order to further enhance the provider experience in the availability management process, Healthie now allows providers to set recurring blocked time on their Calendars.
If you have recurring availability set on your Calendar, you'll need to add "Blocked Time" for the days/times that you'll be out of the office (as opposed to removing your recurring availability).
You can be as granular as necessary on recurring Calendar blocks by selecting:
- Appointment Type: Either All Appointment Type or one specific Appointment Type
- Location: Either All Locations or one specific Location
- Contact Type: Either All Contact Types or one specific Contact Type
You have the ability to delete Recurring Calendar Blocks either on a one-by-one basis or ALL blocks at once.
Note: Clients will not be able to book over calendar blocks, but you or other Organization providers CAN book over your calendar blocks.
In addition, you cannot set a new or edit a pre-existing Calendar Block that spans multiple days to repeating/recurring (e.g. setting a Start Date of December 22, 2023 and End Date of December 23, 2023). "End Date" has to be listed as the same date as the Start Date.
Edit a One-Time Time Block
To edit your time block, simply click the time block > Edit Icon
From here revise your date(s), time, and notes. Click Update to save your changes.
Remove a One-Time Time Block
To remove your time block, simply click the time block > Trash Icon
You'll be prompted to confirm that you would like to remove the time block. If there is availability set for that time, appointments will be able to be booked on your calendar.
Google Calendar Sync Users
For any Google Calendar events that you want to ensure sync & create a time block within Healthie are not marked as "Free" but as "Busy"
More information can be found here.
Note: Calendar blocks within Healthie are not synced to external calendars like Google Calendar.