Blocking Clients

Blocking Clients

In rare cases, you may need to prevent certain clients from booking appointments. EasyBook allows you to block clients while maintaining their history for reference.

When to Block a Client

Consider blocking a client for:

• Repeated no-shows without notice
• Inappropriate behavior toward staff or other clients
• Non-payment or payment fraud issues
• Violations of your business policies
• Safety or security concerns

How to Block a Client

To block a client from making bookings:

1. Open the client's profile
2. Click the "Block Client" option
3. Enter a detailed reason for the block (internal only)
4. Confirm the blocking action

What Happens When Blocked

When a client is blocked, several restrictions take effect:

• Client cannot make new online bookings
• Staff see warning alerts when attempting to book
• Existing future appointments can be cancelled if needed

The client's historical data and past appointments remain accessible for reference and reporting purposes.

Managing Blocked Clients

• View all blocked clients in a dedicated list
• Review block reasons and dates
• Unblock clients when circumstances change
• Track blocking history for compliance

Viewing Blocked Clients

To access your list of blocked clients:

1. Navigate to Clients section
2. Select "Blocked Clients" filter or tab
3. Review the list with block reasons and dates

Unblocking a Client

To restore a client's ability to book:

1. Open the blocked client's profile
2. Click "Unblock Client"
3. Confirm the unblock action

The client can immediately make new bookings after being unblocked.

Best Practices

Follow these guidelines for client blocking:

Documentation and Review

Always document block reasons clearly for future reference, review blocked clients periodically, and ensure your entire team understands the blocking policy and procedures.