Schedule Blocks

Using the Client Portal or the Client App, your customers can request service appointments which significantly cuts down on the number of emails and phone calls you have to handle. However, If customers were able to request appointments at any time on any day, it could quickly get out of hand. As the business owner, you should be in control of your schedule, not your customers.

This is where Schedule Blocks come in. Schedule blocks allow you to specify pre-defined periods of time on a day by day basis that your customers can then choose from when requesting services. Instead of selecting a visit at 7am, your clients can select a visit in the Early Morning schedule block. This allows you to control what times and days you are available.

In This Article

When clients are requesting visits in the Client Portal or the Client App, they will only be able to select one of your schedule blocks. This give you and your time more flexibility when you are approving and completing each event.

Accessing Schedule Blocks

  1. Login to your Dashboard.
  2. Using the sidebar navigation select “Settings”.
  3. Look for the "Schedule Blocks" section in Client Settings.

Schedule Blocks page in client settings

Creating A Schedule Block

Your Time To Pet system comes pre-populated with a default set of scheduled blocks. As each business is unique, you will more than likely need to adjust these to fit your schedule and availability. Here are the instructions on how to create new schedule blocks. We will include information on how to adjust existing schedule blocks in the Updating A Schedule Block section below.

  1. Click on any empty space in the calendar.
  2. A popup window will appear with a form to create the new schedule block. Modify the fields (descriptions of the fields immediately below) and click the button labeled “Save Block” to finish creating your schedule block.

    Create Time Block pop up window

Schedule Block Form Fields

Title: The name of this block. This will be visible to your customer when they are requesting services.

Block Time: The start and end time for this block. This can be as short or long as your desire.

Repeat On: Which days of the week the schedule block should occur on. You must select at least one day. This means that if say you select “Mon, Tue, Wed” customers could then only select this time block if they are requesting a service on those days of the week.

Tip: You can also specify the start and end time of the schedule block by dragging before letting go of your mouse button when clicking on an open space in calendar.

gif showing how to click and drag to create a new series of schedule blocks

Updating A Schedule Block

The details of a schedule block can be updated and modified at any time. You can change the title, the start and end time, and change which days of the week it is available.

  1. Click on the schedule block you wish to modify. If the schedule block is on multiple days you can click on any one of them; it doesn’t matter which one.
  2. The exact same form that you use to create the block will appear, except the fields will be populated your schedule blocks details.
  3. Make any modification and click the button labeled “Save Block”. If you make changes but do not wish to save them, simply click the “X” in the top right corner of the popup window.

Deleting A Schedule Block

Schedule blocks can also be deleted. Deleting a schedule block will completely remove it from every day that was previously available for (if instead you simply want to change which days an existing block is available on, update It instead).

  1. Click on the schedule block you wish to modify. If the schedule block is on multiple days you can click on any one of them; it doesn’t matter which one.
  2. The form popup window will appear just like when you are updating the block.
  3. Click the red button labeled “Delete Block”. Your schedule block should now be deleted.

Show Exact Time To Clients?

Image of the hide exact times feature at the bottom of the schedule blocks screen

When enabled, Time To Pet will not show clients the exact time their visits are scheduled for on the admin Scheduler. Instead, each event will include a “Client Time Display” field that can be customized. If a client requests their own services, the “Client Time Display” field will be populated with the schedule block name. If exact times are hidden, you can also set "Auto Client Time Display" rules that will automatically set the Client Time Display for events scheduled by an admin or office manager.

Understanding Exact v. In-Exact Times

Many pet sitting companies do not want to promise exact times to their clients. The reality is, it is nearly impossible to make an exact appointment time due to traffic, emergencies, and unexpected events. Fortunately, Time To Pet allows you to hide the exact scheduled time of an event from clients and instead show them a descriptive time i.e “Early Evening”.

When “Hide Exact Times From Client” is checked, a new field will appear on the scheduled event edit form called “Client Time Display”. This field allows us to specify a time that will be displayed to the client (other than the exact time). For example “Evening” or “Morning” instead of 9:00 AM – 10:00 AM.

Edit event form on a service with an arrow pointing to the client time display box

If a client requested this event through their Client Portal, the “Client Time Display” will automatically be updated with the name of the Schedule Block. If we are scheduling this service ourselves, we need to set the “Client Time Display”. You can set it manually for each event or you can configure the scheduler to automatically populate the value based on the time of the event.

Let's walk through an example:

Say you need to schedule an event for John Doe at 8:30 AM. We have “Hide Exact Times From Client” enabled. When we schedule the event, the “Client Display Time” will be empty, so we will have to manually change it to “Morning”.

If, however, we created an Auto Client Time Display with name “Morning” and a start time of 7 AM and an end time of 11 AM, when we scheduled that event for John Doe at 8:30 AM, the “Client Display Time” will have automatically been set to “Morning”.

What The Client Sees

If “Hide Exact Times” is disabled, the client will see a calendar with events having exact times and duration similar to the calendar on your scheduler. If “Hide Exact Times” is enabled they will simply see an agenda with each event having only the descriptive time i.e “Early Morning”.

The screenshots below should better illustrate the differences.

Image of client agenda view in the client portal when hide exact times is enabled

When “Hide Exact Times” is enabled, the client will simply see an agenda view.

Image of client's schedule in the client portal when hide exact times is disabled

When “Hide Exact Times” is disabled, the client will see a calendar.

Image of client service request form with hide exact times enabled showing dropdown of schedule blocks with only names of blocks

When “Hide Exact Times” is enabled, the client will not see a time range for the schedule block.

Image of client service request form with hide exact times disabled showing dropdown of schedule blocks with timeframes

When “Hide Exact Times” is disabled, the client will see times listed next to the schedule blocks.      

Note: If you want your clients to be able to see timeframes when selecting their preferred Schedule Block and you have Hide Exact Times enabled, make sure to add the timeframe into the Title of the block. This will allow clients to see a time frame of when their event will happen without showing the exact time you have scheduled it for. 

pop up window to update time block showing how to add the time frame into the title of the block

Image of schedule blocks showing time frame included in the name of the block

Limit Services to Specific Schedule Blocks

In order to simplify the process of service order requests, you do have the ability to limit services to specific schedule blocks. For example - you may want your "Boarding" service to only be available in the "Overnight" Schedule Block. You can customize what schedule blocks a service can be requested in by editing your service in the Services List.

When editing a service, look for the "Scheduling" tab.

You can create services that have no limits.

Or services that are limited to specific schedule blocks. When limiting a service to specific schedule blocks, you can check what schedule blocks and what days of the week your customers can request this service.

When enabled, your clients will not have the option to request service outside of the approved Schedule Block.

Next Help Article: General Staff Settings

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