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Creating and Managing Personal Appointments

Block out time for meetings, breaks, and non-client activities.

Personal Appointments allow you to block out time on your Zanda calendar for events that are not related to client bookings. This is essential for managing your availability, ensuring clients cannot book you during lunch breaks, team meetings, public holidays, or annual leave.

In this article:

Creating a Personal Appointment

You can schedule a one-off personal appointment directly from the calendar.

Here’s how:

  1. On the Calendar page, click or drag to highlight the time slot you want to block out.
  2. The Appointment Panel will open.
  3. Select Personal as the appointment type (indicated by a distinct icon).
  4. Enter a Title for the appointment (e.g., "Lunch", "Dentist", "Team Meeting").
  5. (Optional) Add a Description for more context.
  6. (Optional) Add a Description for more context.
  7. (Optional) Add one or more Resources (book a room or a piece of equipment) to be used woith this personal appointemnt.
  8. (Optional) Add a Flag to color-code the appointment on the calendar.
  9. Click Save.

The appointment will appear on your calendar with a grey sidebar, distinguishing it from client bookings.

💡 Note: Personal appointments automatically block this practitioner's availability for this time slot for online bookings in the Client Portal.

Recurring Personal Appointments

You can set personal appointments to repeat, which is perfect for regular lunch breaks or weekly meetings.

  1. Create the personal appointment as described above.
  2. Open the appointment and click the Recurring Options icon.
  3. Select Make Recurring from the dropdown.
  4. Configure the frequency (e.g., Daily, Weekly) and end date.
  5. Click Save.

Duplicating a Personal Appointment

You can easy duplicate a personal appointment to create another one with the same details (e.g., Title, Description).

  1. Open the personal appointment panel.
  2. Click the Recurring Options icon.
  3. Select Duplicate.
  4. Choose the new date and time.
  5. Click Confirm.

Learn more about Duplicating Appointments.


Team Meetings: Copying to Other Practitioners

Zanda makes it easy to schedule team-wide events by copying a personal appointment to multiple calendars at once.

  1. Create the appointment on one practitioner's calendar.
  2. In the appointment panel, locate the Resources or Copy section.
  3. Select Copy to other practitioners.
  4. Check the boxes next to the practitioners you want to invite.
  5. Click Save.

This will create identical personal appointments on their calendars, blocking out that time for the whole team.

 

Editing and Deleting

You can modify or remove personal appointments just like any other booking.

  • Edit: Click the appointment to open the panel, make changes (e.g., change time, location), and click Save.



  • Delete: Click the appointment and select Delete on the main appointment panel, or right-click the appointment block and choose Delete from the context menu.

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