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:

• Reporting → Availability > Blocks tab > click Add Block
• Calendar page > open the Actions menu and choose Block time

Block Settings

When creating a block, specify:

• Block Type - choose from: Admin Time, Lunch Break, Break, Meeting, Training, Holiday / Leave, 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
• Notes - an optional free-text explanation (the field is labelled "Notes (optional)")

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	The block's notes

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 / Leave blocks with All clinicians to mark bank holidays or practice closures.

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.

When adding a block, choose a Recurrence pattern:

• Daily — repeats every day (or every few days).
• 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).

You can cap the series with an end date, up to 52 weeks ahead. (For a block that simply spans several consecutive days — for example a four-day course — set an End date on a single block instead; that's one multi-day block, not a recurring series.)

Editing a single occurrence

When you click an instance of a recurring block in the diary, the sidebar lets you choose the scope of your change:

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

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 remove the rest of a series from a given date, delete that occurrence using the This and following occurrences scope.