Professionals: How to block calendar availability and manage your Team and your calendar

This article shows how you can view and edit your clinic's calendar and block availability for you or any of your team of professionals. It's particularly beneficial for receptionists trying to manage the schedules of many professionals.

Using the blocking functionality allows you to manage your calendar.

There are times where you may not want to receive specific bookings in your calendar; in this instance, you can use "Block" the time, ensuring that clients are unable to book within that period.

This works particularly well if you are going on holidays or annual leave; you can simply block your calendar and this will prevent anyone from booking sessions with you during that time.

For example: If you are unable to take appointments from 12:00-13:00 because it's your lunch-time, you can place a "Block" at that time.

You can also set the "Block" to repeat everyday or else just have it in-place for individual days.

If you are and Administrator, you can place '"Blocks'" for all of your team members.

How to block availability for a certain professional

1. In your Kara Connect account, go to the top of the page and click Create event in the top-right of the page. Alternatively, you can simply click on the start time of your block in the calendar and drag it down to the end time.

2. Click Block time in the screen that pops up.

3. Enter a (i) Title for the block, (ii) select the relevant professional, (iii) enter the date, start & end times for the Block.

4. If you would like the block to repeat, click Repetitions and select the days and how long you would like to Block to repeat for. 

5. Click Save.

6. Review the details of the Block to ensure they are correct.

7. Click Block time.

Your Block will now appear in the calendar of the professional in-question.

How to view, select and unselect the calendars for certain professionals or multiple professionals in your team.

If you would like to have visibility of only a certain number of your professional's calendar's, you can "Unselect" whichever professional's calendar you don't want to see.

You can "Select" or "Unselect" as many professionals calendar's as you need to.

Please check the GIF below to see how to do this.

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