Blocking Out Appointment Slots

Appointments –> Appointments Diary or <Ctrl A> or Task Bar -> Appointments

The PPS Appointments Diary allows you to record all your client appointments, and manage your available appointment times. There are a variety of diary view styles to suit your needs including single day, whole week, single or multiple users.

Blocking out an Appointment Slot

An appointment slot can be blocked out in order to make it unavailable for booking. This can occur when a slot is not available on a certain day. This can be useful for practice meetings, training sessions etc. 

Creating a Blocked Appointment

1.

Highlight the appointment.  Either right click to display a list of options and select Add Blocked Appointment or click <Block> on the Appointment Diary Tool Bar to open the Block Appointment screen.

2.

Change the duration if you wish to block out several appointments.

3.

Select the reason for non-availability.  (These are set up in Tools -> Look Up Tables -> Appointments Diary Tables -> Non-Availability Reasons.)

4.

Enter any relevant notes relating to the blocked out appointment.

5.

You can repeat the blocked appointment by clicking <Repeat> and selecting the options in the same way as repeating an appointment.  (See Repeat Appointments.)

6.

Click <OK> to save the original blocked appointment.  A message is displayed confirming the repeat bookings.  It will also show how many appointments could not be blocked due to conflicts.

Modifying a Blocked Appointment

1.

Highlight the blocked appointment.  Either right click to display a list of options and select Modify Appointment, press <F3> or click <Modify> on the Appointment Diary Tool Bar to open the Modify Appointment Details screen.

2.

Modify the blocked appointment details in the same way as creating one. 

 

Related Articles
Archived Appointments
Viewed 468 times since Mon, Oct 4, 2010
Cancelling an Appointment
Viewed 741 times since Fri, Oct 8, 2010
Searching for a Client Appointment
Viewed 687 times since Mon, Oct 4, 2010
Diary Events
Viewed 847 times since Wed, Dec 9, 2015
Daily Appointments List
Viewed 881 times since Mon, Oct 4, 2010
Appointment Types
Viewed 179 times since Mon, Nov 14, 2016
Appointments Diary
Viewed 22486 times since Wed, Oct 27, 2010
Completing an Appointment
Viewed 481 times since Fri, Oct 8, 2010
Blocked Appointments
Viewed 1084 times since Mon, Oct 4, 2010