Block dates (Schedule Engine)

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Overview

Blocked dates can be used to block off annual holidays, monthly training, company meetings, snow days, or any other event where you want to prevent customers from booking on specific dates.

Note: This feature applies only to the legacy Schedule Engine. ServiceTitan customers are encouraged to transition to Scheduling Pro, an upgraded tool designed to replace Schedule Engine on your website and provide a seamless booking experience.


Who uses this feature

  • Administrators, Office Employees, Managers, Technicians, Customer Service Representatives (CSRs), Dispatchers

  • Applies to all business types

Use case

Your office is closed on a holiday and you need to block out all appointments for that day.

Assign blocked dates (Legacy workflow)

Blocked dates work nearly the same as buffers, except they allow you to define an exact window of time to block rather than a rolling window.

With blocked dates, you can:

  • Define the blocked date area, including branches and service code zones.

  • Define services, including trades and service codes.

  • Set date durations for blocked dates.

  • Create descriptive labels for blocked dates to delineate between buffers.

To set up blocked dates:

  1. Go to https://provider.scheduleengine.net/settings/operations/advanced-scheduling/blockers.

  2. Click Settings > Advanced Scheduling and go to theBlocked Dates tab.
    Advanced scheduling interface showing blocked dates and options for appointment management.

  3. Click the Add button.

  4. On the New Blocked Dates window that opens, select the branches and service zones to which you would like to assign a blocked date and click Next.

    1. (Optional) You can choose to apply your selections to all trades and service codes for the blocked dates by checking the box next to this option
      Interface for selecting blocked dates and service zones in a scheduling system.

  5. Define the trade and service codes for your selected blocked dates and click Next.

    1. (Optional) You can choose to apply your selections to all trades and service codes for the blocked dates by checking the box next to this option.

    2. (Optional) Toggle the slider to only show trades and service codes already in use.
      Selection of trades and service codes for blocked dates in a scheduling interface.

  6. Select the start and end dates and times and click Next.
    Form for selecting blocked dates with start and end date options displayed.

  7. Enter a descriptive label name for the out-of-service date (maximum of 100 characters) and click Finish. The blocked date then appears in your Blocked Dates list.
    Form for entering blocked dates with a label for HVAC training dates.

Note: There is no limit on the amount of blocked dates you can create. These can be viewed, edited, or deleted at any time in the Advanced Scheduling section of the dashboard.

Want to learn more?

See Use availability buffers