topic Re: Blocking out dates in Tips, Tricks & Best Practices

Blocking out dates

Raeljf — Fri, 05 Jun 2020 17:50:40 GMT

I would like to know if there is a way to block out dates? In order to keep from double booking appointments, so that if you attempt to schedule an appointment on a blocked out date you get a warning message.

Thank you,

Jose R

Re: Blocking out dates

Josh — Fri, 05 Jun 2020 19:07:34 GMT

Hi @Raeljf,

If you want to block an entire date but that date would typically fall on a day and time of the week that you typically accept meetings, add a full day block to your calendar. For example, if I've got a day off, I'll add something to my calendar from 8-5 pm. It won't give an error, but it won't give them the option to book on that day.

Josh

Re: Blocking out dates

DBert — Tue, 16 Nov 2021 23:50:30 GMT

So there really is no way to block holidays or vacations? I set a 2 day event for thanksgiving on my google calendar, but hubspot is still allowing meetings for this time... It seems that hubspot does not recognize multi-day or all-day events.. Just ignores their existence.

Re: Blocking out dates

DBert — Tue, 16 Nov 2021 23:56:54 GMT

I stumbled upon the solution. Holidays show up as "free" which allows for bookings. You need to go to your holiday event and mark it as a "busy" status and then it will block bookings for the duration of the holiday/vacation.

Re: Blocking out dates

Sean_Wilson — Thu, 27 Jan 2022 05:23:11 GMT

Sounds good, so if we have a three week break we just go in and create 21 full-day events in google calendar?

Re: Blocking out dates

RSteuer — Fri, 08 Apr 2022 10:45:03 GMT

I understand the stated solution but don't love it. A vacation option on the meetings function would be helpfull. My calendar has a big blob of vacation just for this, which makes it difficult to schedule ('see') other non-hubspot/work activities.

UPDATE: I set for "all day" and "busy" and the stated solution works without issue. Thank you.

Re: Blocking out dates

MGranados7 — Fri, 17 Feb 2023 19:41:01 GMT

Necesitamos que activen con urgencia esta funcionalidad ya que hay veces que hay feriados o las oficinas cierran por una razón y esto causa confusión o mala imagen ante los clientes ya que pareciera que se le acepta su reserva

Re: Blocking out dates

jmo23 — Thu, 29 Jun 2023 14:02:07 GMT

@Josh- I have the 4th of July blocked on the Outlook calendar with 2 meetings: 1) All Day/Busy and 2) 8-5pm/Busy - but they are not showing as blocked off on the HubSpot meetings calendar. Any suggestions?

Re: Blocking out dates

MilenaMilanova — Tue, 12 Sep 2023 19:57:04 GMT

Another case that is currently unavaible is if you want to create a specific calendar for a meetings event that lasts only 3-4 specific dates in the year and you want to open a "Meet Us At... " calendar to book and personalise your event schedule. It's very important to be able to set up the meetings calendar not only per Day but also per Date, same as exclude certain dates that might be national holidays or so.

Re: Blocking out dates

BérangèreL — Wed, 13 Sep 2023 13:25:45 GMT

Hi @MilenaMilanova,

Thank you for reaching out to the Community!

I understand that on a meeting link, you'd like to have a custom date range, is that correct?

I found for you this article "Create scheduling pages with the meetings tool" that indicates that "if you are creating a scheduling page for an event or conference, you can specify a custom date range for booking. Select the Over a period of rolling weeks or Custom date range (users with assigned Sales Hub paid seats only) radio button, then select the number of weeks or use the date picker fields to set your time range."

I also wanted to invite a couple of subject matter experts to this conversation @danmoyle, @tverdokhlib1 and @Franci, do you have any suggestions to help @MilenaMilanova, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks and have a lovely day!

Best,
Bérangère

Re: Blocking out dates

danmoyle — Mon, 18 Sep 2023 13:23:59 GMT

@MilenaMilanova I've created meeting links for specific events (like Meet me at INBOUND for instance). Create the link, and in the "additional settings" of the scheduling set-up, there's "custom date range."

This should solve what you're looking for 🙂

Re: Blocking out dates

JonLackie — Tue, 24 Oct 2023 18:34:21 GMT

Hi Dan,
I'd like to add another layer to this question.
When I create a meeting profile like you've described, for example "Meet with Jon at XYZ trade show" on a set of specific dates, I would like to disable my standard meeting profile (which schedules phone call meetings) for those specific dates. Essentially, I want to block out the ability to schedule phone calls with me while I am at trade shows, but instead allow people to set up in-person meetings with me at the trade show.
I've looked at the controls, and don't readily see a way to do this.
Thoughts?

Re: Blocking out dates

dpu — Thu, 16 May 2024 03:59:58 GMT

Same issue here. Can someone help?