How To Add A Private Date

This article will talk you through how to block time out in your diary using our private date function.

Using our private date function allows you to add lunch breaks, holidays and generally block out time in your diary.

To learn how to block out times in your diary, watch our short video below. Alternatively, follow our simple steps.

Your first option with our private date function is adding in a lunch break to your diary.

From the calendar, you will first need to click to add a new appointment.

Then once in the appointment section, select the private date option.

Then you will be able to name your private date 'lunch break'.

Then you can select the colour of the private date and how the private date is for.

You then need to add when you would like the lunch break to start and end. For example it would start at 12pm and finish at 1pm.

Finally you can select if you would like this lunch date to repeat. You may wish this to be the same lunch break everyday or just every Thursday.

Once saved, this will add the lunch break into your diary preventing any patients from booking at this time.

Your second option with our private date function is blocking out a date range, this could be for a holiday you have planned.

From the calendar, you will first need to click to add a new appointment.

Then once in the appointment section, select the private date option.

Then you will be able to name the private date 'Holiday'

Then you can select the colour of the private date and how the private date is for.

You then need to add when you would like the holiday to start and end. You might be off from Monday at 9am to Friday at 5pm.

You can then select if you would like the the period of time you have blocked to repeat.

This will then block your days out from being booked in the diary.

Your third option for our private date is to use the function to block out any meetings, doctors appointments or even the school run from your diary. This will work in the same way you set up a lunch break and can either be a stand alone private date or a recurring one.

From the calendar, you will first need to click to add a new appointment.

Then once in the appointment section, select the private date option.

Then you will be able to name your private date for example 'school run'.

You can choose the colour you would like the school run to appear in and also which practitioner this is linked to.

You then need to select when you are blocking the time for. This would be for a school run 2:30pm to 4pm for example on the same date.

You can then select if private date needs to repeat. For a doctors appointment, you may not want the blocked time to repeat but if you do the school run every week day you may want this to repeat. In this instance you would need to set the repeat to either everyday or every week.

Once saved, this will appear in your diary as a daily or weekly private date.