Block Times will allow you to block out any unavailable times for any team you select. Any times you block out for lunches, breaks etc., will override all available times for Advisors that are linked to the team. This screen will override any available times you have entered for Advisors in the Advisor Setup screen.Â
You can have a selected repeat for the remainder of the day by entering how often you want it to repeat and at what time you want it to stop repeating.
Block times by default are applied to all slots for each team. If you want to leave some slots available using the drop down in the bottom of the image to the left.
In the option drop down you have the ability to:
Add New Rule
Edit Selected Rule
Delete Selected Row
Duplicate Selected Rule
Delete All Rules
Adding Block Time
Select the team you want to add block times to
Click Add New Rule from the options drop down
Choose a begin date by selecting the calendar drop down
Enter the start time and end time of the time you want blocked off
Frequency defaults to weekly but can be changed to daily
Interval - The interval, if 1, tells the system to repeat this same rule every week; if 2, repeat every other week; if 3, every third week and so on. This is based on the Frequency being set to Weekly.Â
Extra - If set to weekly the user can choose which days of the week this schedule will take place on.
Range - How long the block time will go on for
InfiniteÂ
Occurrence
Until a specific date