Step 1: Open the blueprint form
In the left-hand navigation, go to Scheduling, then click Create Blueprint.
Step 2: Name your blueprint
At the top of the form, enter a Blueprint Name. This is the internal name you'll use to identify the blueprint in the console.
Step 3: Choose the availability type
Under Availability Type, select Unavailable - this blocks out time when bookings shouldn't be taken (e.g. a public holiday or a team training day).
You can also enter an optional Reason to give the schedule context - useful for unavailability blocks like "Bank holiday" or "Annual leave."
Step 4: Set the default timezone
Choose the Timezone the schedule should follow by default. You can override this on a per-account basis when associating resources or services in step 8.
Step 5: Choose the schedule type
Under Schedule Type, select one of the following:
Recurring - for a blocked schedule that repeats (e.g. to be blocked weekly).
Exception - for a one-off block that overrides the recurring schedule (e.g. a single closure date).
The fields below will change depending on which option you choose.
Step 6a: Set up a recurring schedule
If you've selected Recurring, fill in:
Frequency - how often the blocked schedule repeats (e.g. Weekly).
Interval - how many units between each repeat (e.g. an interval of 1 with weekly frequency means every week; 2 means every other week).
Days of Week - click the days the blocked schedule applies to. Selected days are highlighted.
Start Time and End Time - the daily window the schedule will block off.
Start Date - the first date the blocked schedule takes effect.
Until (Optional) - an end date for the blocked schedule. Leave this blank if the blocked schedule should continue indefinitely.
Step 6b: Set up an exception
If you've selected Exception, you'll be prompted to set the specific date and time window for the one-off block. Use this for things like a single-day closure or temporary change in hours.
Step 7: Choose what the schedule applies to
Below the schedule fields, choose whether the blueprint applies to:
Resources - for example, a specific staff member's working hours.
Services - for example, when a particular service should be unavailable.
Step 8: Associate resources or services
Under Add Resource Associations (or Add Service Associations, depending on what you chose in step 7), click Select resources... or Select services... and choose the items this schedule should apply to. You can select one or many.
The selected items will appear in a Resources to associate (or Services to associate) table below, showing the account each one belongs to. You'll see a Use Account Timezone checkbox for each row:
Ticked (default) - the schedule will follow the timezone set on the account in the back office. Use this when the schedule should respect each account's local time.
Unticked - the schedule will use the default timezone you set in step 4 instead. Use this when you want to override the account's timezone - for example, if a head office sets schedules in their own timezone regardless of where the store is based.
If you need to remove a resource or service, click Remove in the Actions column.
Step 9: Save and deploy the blueprint
Once everything's filled in, save the blueprint. You'll be taken to a summary page where the blueprint will show a status of Pending Create - saving alone doesn't push the blocked schedule to your accounts.
To deploy it, click Sync All in the top-right corner. The blocked schedule will then be applied across the associated resources or services.