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watsi

Scheduling

Spaces, blocks and breaks

Use spaces so rooms, vehicles or resources are never double-booked, block time so no appointments are booked, and add breaks to your appointment types or your schedule.

Spaces, blocks and breaks tell watsi when nothing can be booked: a space is a shared resource (a room, a vehicle to drive customers around, a virtual office) that can't hold two appointments at once; a block closes a specific time; and a break is a fixed slot inside the schedule, like lunch. The AI agent and your booking page respect all three.

Spaces

A space can be a Room, Equipment, Vehicle or Virtual.

  1. 1

    Create the space

    In an appointment type form, under Allowed spaces, use the create-space option and type the space's name.

  2. 2

    Assign it to appointment types

    Tick under Allowed spaces the spaces each type can use.

  3. 3

    See the calendar by space

    In Calendars, switch the view between the agenda and the per-space view to see each resource's occupancy.

A space is never booked twice at the same time, not even when an operator books by hand. If you delete a space, all its blocks are deleted too.

Blocks

A block closes a time so no appointments are booked: a meeting, maintenance, vacation.

  1. 1

    Create the block

    In Calendars, open Blocks and click Add block.
  2. 2

    Set when

    Enter the Title (for example, "Maintenance"), pick the date, start and end time, or mark it as all day.

  3. 3

    Repeat it if needed

    Choose whether it doesn't repeat, or repeats daily, weekly or monthly.

  4. 4

    Choose what it affects

    Pick the appointment type it applies to (or All types) and the affected spaces. Then click Create block.

Breaks

  • In an appointment type: slots inside the type's schedule where no appointments are booked (lunch, a break). You add them after saving the type.
  • In your schedule: in your availability, use Add break and pick the days and times. See Team availability.