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4.7.1 Setting Up Block Scheduling

1. Click the Scheduling icon in the menu bar

2. Click Schedule in the Schedule menu bar, point to Schedule Block, and then click Create.

3. In the Create Schedule Block dialog box, type a Title and Description.

4. Select a schedule template by clicking the checkbox beside a Template Name, and then click Save.

5. In the Set Up Block Schedule window, create your scheduling blocks by either:

a. Dragging Appointment Types from the Appointment Type bar to the schedule template or,

b. Clicking an appointment type in the Appointment Type bar and then double-clicking locations in the schedule.

6. Continue until your block scheduling template is complete. You can view the details of an Appointment Type by pointing to the view details icon beside the appointment type in the schedule.

7. Click Save Layout.

8. Click Schedule in the Schedule menu bar, point to Schedule Block, and then click View.

9. In the Schedule Blocks dialog box, click your block schedule from the list.

10. Click the Apply Layout icon (checkmark) in the Action column beside the schedule block name.

11. In the Apply Schedule Block to Schedule Template dialog box, click the dates on which the schedule applies. To click multiple dates, hold down CTRL on your keyboard while clicking dates.

12. Click Apply. Click Yes when asked, “Are you sure you want to create these scheduling blocks?

13. Close the Schedule Blocks dialog box.

Selecting dates for block schedule