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Appointment Blocking

Craig Weir
Updated
Appointment Blocking Manual

Appointment Blocking Manual

Document: 251.01B — Qmatic

Copyright Notice

The information in this document is subject to change without prior notice and does not represent a commitment on the part of Q-MATIC AB. All efforts have been made to ensure the accuracy of this manual, but Q-MATIC AB cannot assume any responsibility for any errors and their consequences. This manual is copyrighted and all rights are reserved. Reproduction is not allowed without written permission from Q-MATIC AB.

COPYRIGHT © Q-MATIC AB, 2022. Feedback and questions: documentation@qmatic.com.

1. Installation

1.1 General Information

Appointment Blocking is an application for adding blocks to the calendar during periods when appointments cannot be booked.

Important:
  • This application can only be used on the central system, not on distributed agents.
  • Blocks only affect the public booking API (i.e. appointments booked via Qmatic Web Booking, Concierge, or similar). Calendar Client is not affected by blocks.
  • Blocks can only be added at global level or branch level. Blocks cannot be added for specific resources.
  • When adding blocks at global level, time zone is taken into account and blocks are applied to local branch time.

1.2 Requirements and Prerequisites

  • Orchestra 7 or later.
  • Calendar functionality configured in Calendar Admin.

1.3 Install Appointment Blocking

If installing via Qmatic Xtend, skip to step 6.
  1. Copy appointmentblocking.war to <Orchestra_install_dir>\system\custdeploy.
  2. Copy appointmentblocking.properties to <Orchestra_install_dir>\system\conf\lang.
  3. Add the following lines to commonMessages.properties: 
    application.appointmentblocking = Appointment Blocking
application.appointmentblocking.description = Appointment Blocking Workstation
module.appointmentblocking = Appointment Blocking
  4. In the qp_central database, add records for the application and application_modules tables: 
    INSERT INTO qp_central.applications
  (id,branch_app,is_distributed,enabled,icon_url,url,version,view_index)
  VALUES('appointmentblocking',true,false,1,'images/icons/application.png',
  'appointmentblocking',1,120)

INSERT INTO qp_central.application_modules
  (id,is_distributed,enabled,icon_url,privilege_level,url,view_index,application_id)
  VALUES('appointmentblocking',0,1,NULL,20,NULL,110,'appointmentblocking')
  5. Restart the Orchestra Central service.
  6. Set up user rights. Users of Appointment Blocking need a role with access to the following modules:
    • Appointment Blocking
    • Appointment
    • Calendar Admin
    • Connector Entrypoint

2. Using Appointment Blocking

2.1 Open Appointment Blocking

Click the Appointment Blocking icon on the Orchestra home page.

2.2 Add Blocks

The first time you open the application, you are prompted to add a block. Enter the following information:

  • Title — Used to identify the block later.
  • Branch — Select a specific branch, or [GLOBAL] to apply the block to all branches.
  • Start — Start date and time for the block (based on local branch time).
  • End — End date and time for the block (based on local branch time).

Click Add Block to finish. To add further blocks from the list view, click Add block in the top right corner.

2.3 Delete a Block

Click Delete at the end of the row for the block you wish to remove.

2.4 Print Appointment Block List

Click Print in the top right corner to open a print preview of all blocks, then proceed to print.

Q-MATIC AB, Box 198, SE-431 23 Mölndal, Sweden. Phone: +46 31 756 46 00. Email: info@qmatic.com. Web: www.qmatic.com