Block Specific Day Requests
There may be instances where you want to completely prevent clients from making requests on a specific day. The portal allows you to configure this block for single or multiple days at once.
- On the Admin › Business Settings › Time & Scheduling page find Date Naming & Blocking
- Click on "Add Date Naming & Blocking" to setup a new day. Add a name, date span and choose "Yes" for Block Client Requests
- If the block will only be for a specific Time Block (and not the entire day), select a Time Block from the drop-down list
- The Name ("reason") of the day will show up in clients' Schedule on the day(s) for which they were assigned.
- When a client makes a request using their Schedule page on days that are blocked they will receive a "Service requests not allowed on (date)" error message and the request will be blocked
Block Last Minute Requests
Sometimes clients aren't very thoughtful when making visit requests or changes and they make same day requests last minute and/or on weekends. The portal allows you to choose the number of hours before a visit to prevent clients from requesting service.
- On the Admin › Business Settings › Time & Scheduling page use the Block Last Minute Requests to turn on this functionality
- This only applies to visits requested or changed by clients on their Schedule page (adding new visits from the Master Schedule is not blocked)
- The Last Minute Request Error Message allows you to configure exactly what your clients will see when a request is blocked