Overview
Sometimes you’d like to prevent individuals from booking at your business if they no-show too many times or they're not a respectful client. Once a client is blocked, they are no longer able to book an appointment from your self-booking overlay based on the email or phone number entered.
NOTE: Only employees with the Business Manager or Location Manager privilege can block or unblock clients.
To enable these privileges, navigate to the Privilege Groups tab of your Manage Business settings.
Block a Client
Navigate to the client’s profile and select the menu dropdown button in the upper right-hand corner and select Block client.
Enter a reason for blocking and attach any images or documents for proof. Confirm by selecting Yes, block client.
The client’s profile has a blocked message banner at the top. The reason for blocking and any attachment is also saved as a Client Note for reference.
When a blocked client is logged into the self-booking overlay, they do not see any available appointment times and are not able to add themselves to the waitlist.
When a client tries to book an appointment and enters the phone number or email on file for a blocked client, an error message pops up when they're trying to complete their booking.
NOTE: Blocking a client also blocks "View Times" when booking an appointment from within the dashboard. You are still able to book an appointment for the blocked client by choosing Select Time on Calendar.
Unblock a Client
Navigate to the client’s profile and select the menu dropdown button in the upper right-hand corner and select Unblock client.
Confirm that you’d like to unblock the client.
When the client tries to book an appointment from your self-booking overlay, they are able to view available appointment times and complete their booking.
Viewing a List of Blocked Clients
To view a list of clients blocked at your business, navigate to the Clients tab and select the Blocked Clients filter on the right-hand side. Any clients who are blocked are labeled in your client list.
