Setting Up Blocking Rules

In this article

Blocking Rules stop new bookings when you need a break. Use Block Dates for days the business is closed. Use Block Customers to pause a specific account. Orders already on the calendar are never touched.

Contents

Two Tabs, Two Uses

Tab	What it does	When to use
Block Dates	Closes a date range for everyone	Public holidays, renovations, company breaks
Block Customers	Prevents one or more accounts from booking	Disputes, repeated no-shows, fraud suspicion

Click the ⚙️ Settings icon in the top-right corner.
Under the Bookings section, click Blocking Rules.

Block Dates

Date range

Pick this	Result
25 Dec to 25 Dec	Only Christmas Day is blocked
24 Dec to 26 Dec	Three-day closure
1 Feb to 28 Feb	Full month closure

Blocked business units

Pick this	Result
Empty	Blocks every business unit
One unit only	Only that unit is blocked. Others stay open.

Blocked booking types

Pick this	Result
Empty	Blocks all booking types
Pickup and Delivery only	Home services blocked. Store Pickup still open.
Store Pickup only	Only the counter is closed. Home services still run.

Also mark as non-working day

Pick this	Result
OFF	Dates show on the calendar but bookings still allowed
ON	Dates are closed and skipped when counting working days for lead time

⚠️ Important: For public holidays, renovations, and company breaks, always turn the non-working day switch ON.

Example 👉 : A shop blocks 25 December with the non-working day switch ON. A customer booking a 2-working-day service on 24 December sees 27 December as the earliest available date because 25 and 26 (weekend) are both skipped.

Block Customers

Customers Pick one or more accounts from the list. Only those accounts are affected.

Alert message

Pick this	Result
Empty	Default "Booking is unavailable" message shown
Custom text	Your message shown when the customer tries to book

Blocked business units

Pick this	Result
Empty	Block applies to every business unit
One unit only	Customer can still book other units

Blocked booking types

Pick this	Result
Empty	All booking types are blocked
Pickup and Delivery	Customer can still drop off at the store in person

Date range

Pick this	Result
Empty	Permanent block until you remove the rule
1 Feb to 28 Feb	Block auto-lifts on 1 March

Note: Customer blocks do not cancel existing orders. A block stops future bookings only.

Example 👉 : A customer has a history of last-minute cancellations. The shop sets a one-month block with a message asking them to contact the shop. The block lifts automatically on the end date. Their existing open orders continue as normal.

FAQs

Do I need Blocking Rules before I go live?

Use this only if you already know your first closures — for example upcoming public holidays. You can add rules at any time.

What does "Also mark as non-working day" actually do?

When ON, the blocked days do not count toward your lead time. When OFF, the date is only an annotation and bookings are still allowed.

What happens to orders already scheduled on a newly blocked date?

They stay where they are. You must handle them manually. The block stops new bookings only.

Can I block a customer for only a few weeks?

Yes. Fill in the date range. The block auto-lifts on the end date.

Does blocking a customer cancel their existing orders?

No. Existing orders continue as normal. Only future bookings are stopped.

What's Next

Now that your closures and customer pauses are configured, continue to [Setting Up Assignment Rules] to automatically send each new booking to the right driver or team without any manual dispatch.

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Up next

Setting Up Assignment Rules

Skip manual dispatch. Send each new booking to the right driver or team automatically based on area, day, time, or business unit.