How do I add exclusion dates to my schedules?

This article will walk you through the steps for adding closure dates to your schedules. You can choose to add these dates directly to individual schedules or create a custom calendar that can be applied across multiple schedules simultaneously.

 

Tip: We recommend setting up and reviewing custom calendars at the start of every term or year to ensure you have the latest exclusions dates included.

Important: Exclusions can be used to indicate specific dates when scheduled activities will not take place, such as during a half-term break.

For last minute changes or cancellations to a scheduled session, please read our 'How do I cancel or edit a session' for guidance on how to do this.

How to Create a Custom Calendar for Exclusions


Steps:

  • Navigate to Home > Settings > Schedules
  • Click on the Exclusion dates tab and click on the 'Add Exclusion Calendar' button
  • Give your calendar a name, for example 'School holidays' or 'Winter break' and Save

  • Use the 'Add a single date' and 'Add a date range of date' date picker to select all dates you need to add to your calendar
    • After selecting a date or date range, click on "Save" to add it to your calendar. You can come back to this page at any time to add more exclusion dates to the calendar, and it will update all schedules to which it has been applied.

Adding the exclusion/holiday calendars to your schedules

Once you have created an exclusion calendar, you can apply it to your existing schedules in the ways detailed below.

 

From Settings > Schedules > Exclusion Dates

  • Select the 'Apply Calendar to Schedules' button
  • Tick the checkbox next to the schedules you wish to assign the exclusion dates to
    • You can use the 'Select all' button to highlight every schedule
  • Click 'Assign'

    Note: This will tie the schedule to that custom calendar. Any changes made to the custom calendar will affect this schedule.


    How to add schedule-specific exclusions

     

    If you have a single schedule that requires its own exclusions, you can add the exclusion dates directly to the schedule.

    Adding an exclusion calendar

    • Navigate to Settings > Schedules
    • Click the 'edit schedule' icon
    • Navigate to the 'Excluded dates' tab
    • Select the Calendar
    • Click Save



    Adding individual dates

    • Navigate to Settings > Schedules
    • Find the schedule you'd like to add this and under "Action" click the edit schedule icon: editschicon
    • Click "Excluded dates" 
    • Input the date range or add individual exclusion dates
    • Click the icon to save the individual dates
    • Click the blue 'Save' button to update and close the schedule