Date Overrides

What Are Date Overrides?

Overrides take precedence over your weekly schedule for specific dates:

• Block entire days - Mark dates as completely unavailable
• Custom hours - Set different hours than your usual schedule
• One-time availability - Open up times on normally blocked days

Creating an Override

1. Go to Availability in the sidebar
2. Find the Date Overrides section
3. Click Add Override
4. Select the date
5. Choose the override type:
   • Unavailable: Block the entire day
   • Custom Hours: Set specific hours for that day
6. Save the override

Override Types

Unavailable (Full Day Block)

Mark a day as completely unavailable:

• No time slots will be shown for this date
• Overrides your weekly schedule entirely
• Use for: Holidays, vacation days, personal days

Example: December 25th - Block entire day for Christmas

Custom Hours

Set specific hours different from your weekly schedule:

• Only these hours will be available
• Replaces your regular schedule for that day
• Use for: Half days, special events, adjusted schedules

Example: Friday December 24th - 9:00 AM - 12:00 PM only (half day before holiday)

Managing Overrides

Viewing Overrides

• See all overrides in a list or calendar view
• Past overrides may be hidden by default
• Filter by date range

Editing Overrides

1. Find the override in your list
2. Click to edit
3. Modify the date, type, or hours
4. Save changes

Deleting Overrides

1. Find the override
2. Click the delete button
3. Confirm deletion
4. Your weekly schedule will apply to that date again

Use Cases

Holidays

Block standard holidays for your region:

• New Year's Day
• Independence Day
• Thanksgiving
• Christmas

Tip: Set these up at the beginning of each year.

Vacation

Block your vacation dates in advance:

• Prevents any bookings during your time off
• Existing bookings before the override will still show

Adjusted Hours

Handle special circumstances:

• Early close before holidays
• Doctor appointments
• Travel days with limited availability

One-Time Availability

Open availability on normally closed days:

• Weekend catch-up day
• Special client accommodation
• Event day with extended hours

Date Range Overrides

If your system supports date ranges:

1. Select a start date
2. Select an end date
3. Apply the override to all dates in the range

Example: Block December 23rd through January 2nd for holiday break.

How Overrides Interact with Events

Overrides affect all your events:

• A blocked date blocks all events
• Custom hours apply to all events
• Individual events cannot override the override

If you need different availability per event, consider:

• Creating separate events with different schedules
• Using calendar blocking strategically

Override Priority

When determining availability:

1. Date Override - Checked first (highest priority)
2. Weekly Schedule - Used if no override exists
3. Calendar Events - Block times within available hours

Example:

• Weekly schedule: 9 AM - 5 PM
• Override for Jan 15: 9 AM - 12 PM
• Calendar event Jan 15: 10 AM - 11 AM
• Result: Available slots are 9:00, 9:30, 11:00, 11:30 only

Best Practices

Plan Ahead

• Set holiday overrides at the start of each year
• Add vacation blocks as soon as dates are confirmed
• Review overrides quarterly

Use Descriptive Notes

If your system supports notes/labels:

• Add reasons for overrides
• Helps when reviewing later
• "Holiday - MLK Day", "Vacation - Family trip"

Don't Over-Block

• Only block what's necessary
• Consider custom hours instead of full blocks
• Leave some flexibility when possible

Communicate Changes

• Notify existing leads if their options change
• Update website/marketing if availability shifts significantly

Troubleshooting

Override Not Applying

• Verify the date is correct
• Check that the override is saved
• Ensure it's not a past date (may not display)

Can't Override a Past Date

• Past dates cannot be modified
• Only future dates accept overrides
• Historical bookings are unaffected

Wrong Hours Showing

• Check if an override exists for that date
• Verify the override hours are correct
• Clear any conflicting overrides

Related Guides

• Weekly Schedule - Your recurring availability
• Creating Events - Event-specific settings
• Google Calendar - Sync calendar blocks