Who this is for: All Barti users who manage provider or staff schedules.
Creating a recurring block
In the main menu, click Appointments.
Select Calendar or Schedule from the submenu.
Click a time slot on the calendar to open the appointment form.
Toggle on Recurring Event at the top of the form. The form title changes to Recurring Event and patient fields are removed.
Select an Event Type:
Out of Office
Lunch
Block
Break
Set the start time and duration.
Select a Repeat pattern:
Pattern | Description |
Daily | Repeats every day |
Weekly | Repeats on the same day each week |
Every Other Week | Repeats every two weeks on the same day |
Monthly | Repeats on the same date each month |
Yearly | Repeats on the same date each year |
⚠️ Important: Recurring blocks in Barti do not have an end-date field. Once saved, a recurring block repeats indefinitely. To stop a recurring series on a specific date, you will need to delete the entire series and recreate blocks only for the dates you still want blocked. See the "Removing all occurrences" section below for steps.
For Weekly recurrence, select which day(s) of the week the block applies.
Click Save.
Editing a recurring block
When you click to edit an event that is part of a recurring series, Barti will ask you to choose the scope of your edit:
This event — changes apply only to the selected occurrence.
This and future events — changes apply to the selected occurrence and all following occurrences. Note: this scope option is available when editing an event, but is not available in the delete flow.
All events — changes apply to every occurrence in the series.
Removing a single occurrence without affecting the series
Click the specific occurrence you want to remove.
Select This event when prompted for edit scope.
Delete the event.
The rest of the recurring series remains unchanged.
Removing all occurrences (ending the series)
Click any occurrence in the series.
Select All events when prompted.
Delete the event.
The delete prompt only offers two options: This event or All events. There is no "This and future events" option when deleting. To stop a series on a specific date, delete the entire series and recreate individual blocks for any remaining dates you need.
Blocking a date range (e.g. for a vacation or leave)
Because recurring blocks do not have an end-date field, the recommended approach for covering a specific date range is:
Create a Daily recurring block starting on the first day you want blocked.
When the leave period ends, go to the calendar, click any block in the series, choose All events, and delete.
If you need dates after the leave period to remain blocked, recreate a new recurring block starting from that point.