Blocking a client stops them booking online and getting marketing, while keeping their record and history. Your team can still book them on purpose, and nothing already booked is cancelled.
What a block does
| For a blocked client | |
|---|---|
| Online booking and their account | Refused, with a general message |
| Marketing emails and texts | Stopped |
| Booking by your team | Allowed, after a warning. The override is recorded in the audit log. |
| Appointments already booked | Kept. Nothing is cancelled for you. |
| Their record and history | Kept in full |
The client isn't told they're blocked. They simply can't book online.
Before you start
- Who can do it: anyone who can manage clients. Only admins and owners can use the Safety concern reason, or lift a block given for it.
- Think about a deposit first. For repeated no-shows, asking for a deposit may be enough. The profile suggests it when a client has several no-shows. See Deposits, cancellation and no-show fees.
Block a client
Open the block panel
Open the client's profile and select Actions → Block from booking.
Choose a reason
Pick a Reason: Repeated no-shows, Late cancellations, Payment issues, Policy violation, Safety concern or Other. Other needs a note.
Add a note
The Internal note is for your team only.
Set a review date if you like
A Review date reminds you to reconsider. When it's due, it shows on Today. It doesn't lift the block by itself.
Block
Select Block client.
If the client has appointments coming up, you're told how many. They stay booked: check them on the Appointments tab and cancel any yourself if that's what you want.
Lift a block
Open the client's profile and select Actions → Unblock from booking, then Unblock. Online booking, their account and marketing work again.
Check it worked
The profile shows Blocked, when, and by whom. The client list's Blocked filter shows every blocked client. Booking them from the calendar asks Book a blocked client? first.
If something goes wrong
A blocked client is still on the calendar
The appointment was made before the block, or a team member booked them past the warning, which the audit log records.
I can't choose Safety concern
Only admins and owners can use it.