Adding a Block (Employee Time or a Resource)

When adding a block to the Appointment Book, you'll need to select a Block Type. Make sure you've created a few Block Types to choose from, like Training, Lunch, and Meeting.

1. Open the Appointment Book by typing today into the Convobar, or go to Meevo > Appointments > Appointment Book.
2. In the desired employee or resource column, select a time.
3. Select Block to add a block. The Block Time Editor appears.

4. Date: Confirm the date of the one-time block.
5. Employees: This field is required if you are blocking off employee time. You can change the employee if needed.
6. Start Time and Duration: Select the time frame for this block. The Duration is auto-filled based on the Block Type definition and can be edited here if needed.
7. Block Type: Select a Block Type for this block.
8. Resources: This field is required if you are adding a block to a resource. You can change the resource from this drop-down if necessary.

Note: Depending on your configuration, it may not be necessary to select a Resource if adding an employee block or an Employee if adding a block to a resource.

1. Reason: Optionally, enter an reason if you wish to provide more information on the purpose of the block. A block's reason appears in the Appointment Book's Smart Assistant, and you can choose whether to display the Reason on the block itself using the option below.
2. Display Reason instead of Block Type in the appointment book: Enable this option to display the Reason in the block overlay instead of the Display Name.
   
3. Select Save to save your changes.