STEP THREE: Create Slots
Creating Slots
To get started, go to Events > Preview, select your event, then click the Appointments tab. From the left-hand calendar, select the date you want to work with. Then open the Slots drop-down and choose Create Slots.
Step 1: Choose which resources to create slots for
In the slot generator, choose whether to create slots for selected resources or all resources. To select multiple resources, hold Ctrl while clicking names in the right-hand panel.
Step 2: Set your time and duration
| Field | Description |
|---|---|
| From | Start time of the first slot |
| To | End time of the last slot |
| Duration | Length of each appointment (in minutes) |
| Travel Break | Optional gap between appointments |
Example: 10-minute slots with a 5-minute travel break create slots at 8:00–8:10, 8:15–8:25, 8:30–8:40, and so on.
Note: If you need a break that doesn't align with your slot duration (e.g., 20-minute slots but a 40-minute lunch break), create slots in two batches — one before the break and one after.
Step 3: Choose appointment type
| Type | Description | Indicator |
|---|---|---|
| In-Person | Participants receive room/location info | P |
| Virtual | Participants receive a meeting link | V |
| In-Person or Virtual | Participants choose their preferred format | PV |
Step 4: Set slot visibility
| Option | What it does |
|---|---|
| Visible for Customer | Available for online booking |
| Hidden from Customer | Hidden from participants; visible in Admin UI only |
| Shown with "Call" Status | Visible to participants, but they're prompted to call the school to book |
| Make Unavailable | Visible in Admin UI but not bookable online (use for lunch breaks, meetings, etc.) |
You can optionally add a custom message for unavailable slots.
Step 5: Set maximum appointments per slot (optional)
Use this for group sessions, open labs, or any scenario where multiple participants/families can book the same time slot.
Creating Slots for Multiple Days or Resources
Same schedule across multiple days: Enable the Multiple Dates option and select all applicable dates before saving.
Different schedule per day: Create slots for the first day, then switch to the next date on the calendar and repeat.
Different schedules per resource: Select a resource (or group of resources), create their slots, save, then repeat for the next resource or group.
Tip: If you created identical slots for all resources at once, individual slots won't display until you click a specific resource's name in the right-hand panel.
Updating Existing Slots
Use Update Slots to change the characteristics of existing slots without deleting and recreating them. To access it, go to the Appointments tab, select a date and resource, then choose Slots > Update Slots from the drop-down.
You can update:
-
Appointment type (e.g., switch from in-person to virtual)
-
Maximum appointments per slot
-
Slot visibility (hidden, unavailable, etc.)
Important: Update Slots does not change start times, end times, or appointment duration. To change those, you must delete and recreate the slots.
The "Keep existing slot type on slots being updated" checkbox is useful when resources have already blocked parts of their schedules — it lets you change appointment type without affecting slot type.
Blocking Slots
Blocking is the preferred way to temporarily remove availability without permanently deleting a slot.
To block a slot, go to the Appointments page and click the X in the corner of the slot. It will turn red and display "Blocked." You can enter a custom message (e.g., "Lunch Break" or "Staff Meeting"). To unblock it, click the X again to restore it to available.
Blocked slots appear on reports when the Show All Slots option is enabled.
Deleting Slots
Use Delete Time Slots when you need to permanently remove slots. To access it, go to the Appointments tab, select a date and resource, then choose Slots > Delete Time Slots.
If appointments already exist on those slots, a second dialog will appear with these options:
-
Move appointments to the red Appointments List (a holding area where you can manually rebook or cancel them)
-
Cancel appointments without sending a notification
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Cancel appointments and send a cancellation email
Tip: Review whether participants need a cancellation notification before confirming any deletion.
Moving Slots
Use Move Slots to transfer an entire day's slots — and any existing appointments — to a new date. This is useful for snow closures, rescheduled days, or resource availability changes.
To access it, go to the Appointments tab, select a date and resource, then choose Slots > Move Slots. In the dialog, select the destination date, choose whether to move slots for all resources or selected resources, and confirm.
Existing appointments transfer to the new date with all participant information intact. Appointment times remain the same.
Important: Calendar notification emails are not sent automatically. Advise participants to update any calendar entries they've saved.
You can send a custom notification email to affected participants explaining the change.
Copying Slots
Use Copy Slots to duplicate a day's slot structure to another date or resource — without copying existing appointments.
This is helpful when multiple days share the same schedule, or when you want to quickly replicate one resource's setup for another.
To access it, go to the Appointments tab, select a date and resource, then choose Slots > Copy Slots. Select the destination date and/or resource(s) and confirm.
Slot visibility, appointment type, and availability settings are all preserved. If you also need appointments to transfer, use Move Slots instead.
Changing Slot Duration or Times
You cannot modify slot start times, end times, or duration in place. To change any of these, you must:
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Delete the slots you want to change (or all slots for that day)
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Recreate them with the correct settings
Example: If you have 10-minute slots from 8:00 AM–2:00 PM but want 9:00 AM–1:00 PM instead, delete the 8:00–9:00 AM and 1:00–2:00 PM slots (or delete all and start fresh), then create the new schedule.
Quick Reference: Which Tool to Use?
| Situation | Use |
|---|---|
| Temporarily remove availability | Block Slots |
| Permanently remove slots | Delete Time Slots |
| Change appointment type or visibility | Update Slots |
| Reschedule an entire day | Move Slots |
| Duplicate a schedule to another day or resource | Copy Slots |
| Change slot duration or times | Delete + Recreate |
Slot Color Guide
| Color | Meaning |
|---|---|
| Blue | Available |
| Red | Blocked |
| Grey | Resource is booked elsewhere (team meeting or personal appointment) |
| Yellow | Time has passed |
FAQ on Creating Slots
I created slots on the wrong date
On the Appointments page, select the Slots drop-down and then select the Move Slots option. This will allow you to move all slots (and any appointments) to a new date. You will have the option to send an email to any appointment holder whose appointment was moved.
My slots are 20 minutes in duration, but I wanted a 30-minute break for lunch
If your break will not have the same duration as your slots or is not a multiple of your slots (e.g., you have time slots of 20 minutes, and you want a 40-minute break), you will need to create your slots in sections. First, create the slots BEFORE your break time, and then create your slots AFTER your break time.
Why are my time slots yellow?
Yellow indicates that the time has passed.
I created time slots with the wrong duration, but my customers have already booked appointments.
Time slots can not be changed from one duration to another. If you need a different duration than what you originally created, you will need to delete your time slots with the incorrect duration and create new time slots with the correct duration. When you delete the time slots, the system will ask you what you want to do with the appointments. You can cancel them and send an email to each customer requesting that they rebook their appointment. Or you can put the appointments "on hold" and then cancel and manually rebook each appointment.
After selecting the Delete Time Slots option, you will see a new dialog box telling you the number of appointments on your soon-to-be-deleted slots:
The default option is set to move the appointments to a holding area on the Appointments List page. If you choose this option, you will have a list of the appointments that you need to either cancel or cancel and rebook.