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 can no longer book an appointment from your self-booking overlay based on the email or phone number entered.
NOTE: Only staff members with the Business Manager or Location Manager permission can block or unblock clients.
To enable these permissions, navigate to the Manage Business Settings > Permission Groups, then click Edit Group next to the group you want to update. From there, enable the desired permissions under the Business Setup section.
Block a Client
Navigate to the client’s profile, and click the three-dot menu in the upper right-hand corner. Select Block client.
Enter a reason for blocking and attach any images or documents for proof. Confirm by selecting Yes, block client.
A blocked message banner will reflect at the top of their profile, and the reason for blocking and any attachments will be 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 cannot 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 click the three-dot menu in the upper right-hand corner. 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 can 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 Add Filter.
Under Client Details, select Client Status, and set it to filer by "is Blocked". Click Apply to view all of the blocked clients within your client list.
