Applies To: All Users
When using Appointments, we recommend you keep your calendar updated to ensure customers only book during available time slots. When you have time off scheduled, make sure to block off your calendar accordingly.
Adding Time Off Overview
Select Appointments, then select +Add time off.
Create your time off either by generating time blocks or manually drafting them.
Automatic: Generate time off using Endear AI by writing out your planned time off in the text box, and select "Generate time off".
Manual: To add time off manually, select that option select Add block. Input your time off.
Add an optional reason and confirm the Calendar.
Select Confirm.
Editing and Removing Time Off Overview
New calendar view
To edit:
Click the blocked time on the calendar.
Adjust the dates, time, or label in the panel.
Click Save.
To delete:
Click the blocked time on the calendar.
In the panel that opens, click the ⋯ (more options) button.
Select Delete blocked time.
Classic appointments view
Note: Editing time-off blocks is not supported in the classic appointments view. To change a block, please use the new calendar view.
To delete:
Click the blocked time on the calendar.
Select Cancel.
Step-by-Step Guide: Adding Time Off
1. Select Appointments from the left-hand navigation, then select +Add time off.
2. There are two ways to add time off. You can use Endear AI to help generate your time off, or you can add your time off manually. We recommend using Endear AI, so we'll go over that option first.
2a. Help me generate time off: Simply write out your planned time off in the text box, and select "Generate time off". Don't worry, you will have a chance to review and adjust your time off before saving. Some examples of what you can input are included below the text box, and if any of them are a good fit for your needs, select the + to add them into the text box.
2b. Manually add time off: To add time off manually, select that option select Add block. Input your time off including the date range and times.
3. Review your time off for accuracy. Select the pencil icon to edit the date or time. Select the X to remove the block entirely. If you need to add more time off, select +Add block.
4. Optionally, you can include a reason for your time off. This will be visible to everyone who has access to the calendar. Select the calendar you want to block off, and then select Confirm.
Step-by-Step Guide: Editing and Removing Time Off
Note: Time off can only be canceled individually. For bulk cancellations, please contact Support for assistance.
New calendar view
To edit a time-off block:
Open Appointments from the left-hand navigation and locate the blocked time on the calendar.
Click the blocked time to open the details panel.
Adjust the dates, time, or label directly in the panel.
Click Save.
To delete a time-off block:
Open Appointments from the left-hand navigation and locate the blocked time on the calendar.
Click the blocked time to open the details panel.
Click the ⋯ (more options) button in the top-right corner of the panel.
Select Delete blocked time.
Classic appointments view
Note: Editing time-off blocks is not supported in the classic appointments view. To change a block, delete it and create a new one.
To delete a time-off block:
Open Appointments from the left-hand navigation and locate the blocked time on the calendar.
Click the blocked time.
Select Cancel to remove it.
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