In this article
Objective
Create a busy or away time slot to schedule time in your calendar when you are unavailable for appointments, such as vacation.
Before you begin
For away/busy time slots that span multiple days, Coconut recommends entering the recurrence in daily all-day recurring events. For example, if taking vacation for 3 days, creating three away/busy time slots - one for each day - is recommended. This helps to ensure your availability in the Client View is not impacted by calendar scopes as set by our system.
Steps
A new away/busy time slot can be created from wherever you are within Coconut, and also from within Schedule.
Add an away/busy time slot from anywhere
To add an away/busy time slot from anywhere:
From the navigation menu, click +New
Click Away/Busy
The Away/Busy screen displays; complete the required fields
Click Save
Add an away/busy time slot from Schedule
To add an away/busy time slot from Schedule:
From the navigation menu, click Schedule
Do one of the following:
Click + New and select Away/Busy
Click the desired date and time from within the calendar and select Away/Busy
NOTE: To pre-populate the location and staff member for the Away/Busy time, select the calendar for the desired location and staff member prior to selecting an available date and time
If required, make any necessary changes to the staff and/or location
NOTE: This option is available only to Admins, Managers, and Staff Advanced users
Select the date and time for the Away/Busy period
NOTE: Start Date, Start Time, End Time, and End Date are automatically populated if the Away/Busy period was created by selecting a time slot from the calendar
Check All Day if the Away/Busy period is for the full business day
To set a recurrence for the Away/Busy time slot, click Repeat, then set the desired frequency and range
Hot tip! When creating a recurring Away/Busy time, set the start and end time for the first recurrence, and then set the number of times that recurrence will repeat
For example, if away for training from 2-4pm Monday-Wednesday:
Set the start date for Monday
Set the start time for 2:00
Set the end time for 4:00
Set the end date for Monday
Click Repeat
From Repeats, select Daily
From End Date, select Wednesday
Click Done
Within Details, select a reason for the Away/Busy time slot from the Reason dropdown
Within Details, complete the following optional items, if desired:
Enter a title for the Away/Busy time slot in the Title field
Enter a brief description explaining the event in the Additional Details field
Click Save
You are returned to Schedule, where you can review and/or edit the Away/Busy time slot
Hot Tip! Busy blocks created for the same date and time display in the calendar left to right by oldest created to newest created
A new away/busy time slot prior to saving
A note on access and visibility
Admin users, managers, and staff can create away/busy time slots for themselves and other users.