Christopher Duncan Asked:

“How do I block out a specific range of time (for time off) without having to change my whole calendar so appointments are not made?”

The Answer:

You can easily block off specific time slots on your Agent CRM calendar without modifying your entire availability. This feature ensures no appointments are scheduled during your time off while maintaining flexibility for other times. Here’s how you can do it.

Step-by-Step Guide to Blocking Off Time

1. Open Your Calendar

  • Log in to Agent CRM and navigate to Calendar in the menu.
  • Select the calendar you use for scheduling appointments.

2. Create a Blocked Time Event

  • Click directly on the time slot you want to block off. This will open an event creation window.
  • In the Title field, enter a clear label like “Not Available” or “Time Off.”

3. Customize the Event

  • Adjust the start and end times to define the exact range you want to block.
  • Add a description (optional) for context, such as “Vacation” or “Personal Errand.”

4. Save the Event

  • Click Save to confirm the blocked time. Your calendar will now show the time as unavailable.

Pro Tips for Blocking Time

  1. Recurring Blocks:
    • If you need to block off the same time regularly (e.g., weekly meetings or breaks), set the event to repeat.
  2. Test Your Availability:
    • Preview your booking page to ensure the blocked time is no longer available for scheduling.
  3. Communicate Time Off:
    • If appropriate, notify your team or clients of your time off to manage expectations.

Learn More

Explore these resources to optimize your calendar management:

Also check out these helpful resources on our Youtube channel:

Bonus Resource: Watch and Learn

 


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