Create an Appointment Block from a Template

Blocks from templates are created to hold a specific amount of time on the scheduler in order to prevent appointments from being created, control the number of appointments created, or limit appointments created during that block to specific appointment types, or office locations. You can create blocks for lunch breaks, surgeries, meetings, etc. 

  1. Select Appointments > Scheduler.

  2. Right-click on the appointment slot you would like to block and select New Block From Template.

  3. Use the Search field or locate the template you want to use from the list.
  4. Select the template.

    Templates must first be added under configuration.  Visit our Add a new Block Template Help Article for detailed steps on how to add a new template.

  5. Repeat block every: Place a check in this box to make this a recurring block:

    1. Select the frequency to repeat the block(day, week, etc.)

    2. Select when to end the block:

      1. End After: Select this option to end the block after the selected number of instances/days.

      2. End on: Select this option to end the block on the selected date.

  6. Optional: Edit any block details (e.g., time, length, block color, comment, rules, etc.).

  7. Click the Save button.