ADMIN - Configure Block Types

1. Access Block Type Settings

• Navigate to the Admin Console.
• Go to Application > Calendar (or search “Calendar” in the search bar).
• Select the Visit Types section from the configuration menu.

2. Create or Edit a Block Type

For each block type, configure the following fields:

• Block type: Enter the name (e.g., “Lunch”) in the Block type required field.
• Enter the block description: Add a description for the block type
• Assign the block category: Determines fi the block type should be considered availabled or unavailable. Available means the block is treated as informational and any blocks or visits can be scheduled over without special permission. Unavailable means the block is treated as unavailable and special permission are needed to schedul an override.
• Assign a Color: Use the Color picker to choose how this block appears on the calendar view.
• Enable the Status: Ensure the Status box is checked so the block type is active and available for scheduling.

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Pro-Tip: Integrating Visit Types into Schedules

Once your Bloock Types are created, they are available when setting the weekly available schedule. You can add an ad hoc block on the Schedule when you click on the Create button from the calendar.