Employees – Calendar tab

Use the Employees Calendar page to set up one-time blocks in the employee’s calendar:

  • by day (for example a vacation day)
  • by time segment (for example a doctor’s appointment or a lunch break)

Blocking changes are effective immediately in Appointment Manager. Days set as holidays for the employee on the Info page appear gray and cannot be selected.

 

To set up a day block:

  1. Click on the day(s) to be blocked.
  2. Click the “Lock” icon to block the day(s).  The date(s) turn red on the calendar and a confirmation notice is displayed. No appointments can be booked for the day for this Advisor in Online Scheduler or on the Time & Advisor page in the Appointment Manager.

Note: the DMS still allows a dealer to book an appointment and push it to Appointment Manager for this Advisor on a blocked day.

To unblock a day:

  1. Click on the date(s) in the calendar then click the “Unlock” icon . The date turns back to green (‘Open’).

A confirmation notice is displayed whenever a change is made.

 

To set up a time segment block, click on the day in the calendar. It is added to the Days Selected list at the top right of the page. Click the arrow as shown below to see the list. To return to the calendar, click the arrow again.

From the list, select the date for time segment blocking.  The employee blocking window for the selected Advisor and day appears using time lines to represent the working hours and blocks, as shown in the following example:

  1. The top time line shows the Advisor’s existing blocks for the date.
  2. To add blocks, click "Add" under One-time blockers.  Grab the circles on the time line and slide them to the desired start and end points to indicate the blocked times.  Multiple blocks per day are possible.
  3. Click “Save”  to save the block, or click “Cancel” to delete it.  The top time line shows any saved updates.
  4. To select another day, click on the date in the calendar pane on the right.
  5. To return to the full calendar view, click on the calendar icon at the top right.
    • The blocked dates turn orange on the calendar indicating that no appointments can be booked in certain blocked time slots in the Appointment Manager for this Advisor.
    • The time slots will not be available for the Advisor in Online Scheduler or on the Time & Advisor page in the Appointment Manager.