Service Scheduling
Service items do not have a set inventory. However, if you need to make sure your services are set to deliver on the right day and your team isn't overloaded, you can use Service Blocks to schedule some of your service sales. Any service sale can be scheduled. You can even have multiple blocks for the saved service. Blocks won't prevent your team from selling a service, but they can keep your delivery team organized and prevent anything from getting double booked or sending out when it shouldn't.
First, you need to have a Service Block set up for each service you want schedule in a given day. Each block shows every day of the year and at least one slot. You can create as many slots per day as you want. Slots could be categories, time of day, or positions; whatever fits your service needs.
Note
The term 'slots' in this context refer to the spaces within the Service Block Scheduler where a service item can be scheduled. Slots on the Service Scheduler do not refer to, and are different than, digital media Slot products.
To create a Service Block, go to Settings > Tickets > Blocks. To access this page, you need the User Permission 'Blocks'.
Click on Add Block to define the service you want scheduled and how many slots you need. In this example, we will use a newsletter service that can go out in the Morning, Afternoon, or Evening. We will create three slots; one for each option.
Users can begin using the Service Scheduler once blocks are created. However, you can also map ticket statuses to block statuses, to provide additional information and control over the scheduler display.
The Service Scheduling system leverages the regular service ticket statuses. However, to add additional information and visuals to the scheduler, you can map a standard system status to a block status. Doing so will show a user of the scheduler what they need to know and give them a visual clue as to where the service is. For example, there may be multiple statuses to complete the service, but all the scheduler needs to know is if it is in production or ready to go.
You can create your Block statuses and mappings under Settings > Tickets > Blocks. To access this page, you need the User Permission 'Blocks'.
From here, click the Statuses action. This will bring you to the page where you can manage your Block Statuses.
Click on Add Status to create a new status and then edit the status to select a background color and font.
Once you have your list of block statuses, you can click on the Status Mapping action to set the block status when a service ticket status is updated. In this case, we will map the 'In Production' block status to multiple ticket statuses, and the 'Ready to Deliver' block status to a single ticket status.
Important
There is one default status that cannot be disabled. You can edit the name and color of the status only. The reason is this status is triggered only when a ticket is marked as done.
If statuses are mapped, when you view the service scheduling page, you can clearly see what items are in what status by name and color.
To use the Service Block Scheduler, go to Production > Service Scheduling. To access this page in a view-only format, you need the User Permission 'Service Scheduling'. To edit and schedule items on the Scheduler, you also need the sub-permission 'Edit Details'.
On the Service Scheduling page, first pick which block's information you want to see. You can only view one service block at a time.
Once selected, you will see each day of the month listed in a table format, with each day as a row. The columns of the table are based on how many slots you created for the block. For instance, if there was only one slot, which is the default behavior, you would see one column, and in total one cell available for each day of the month where the service can be scheduled. Alternatively if you had created three slots, like in our earlier example of having a slot for Morning, Afternoon, and Evening, you will see three columns on each day, one for each of those slots.
To schedule a service, click on an open cell for the desired slot and date. In the popup, you will need to enter a company name, and then you will see all of their orders/line items that are for the service. Pick from the available items, and click Add to schedule the service.
The service will now have a Schedule Date on all reports and no other service can be scheduled for that slot.
If you need to make changes to a scheduled item, click on the filled cell. This will re-open the popup where you can change the date, slot, status, or remove it from the scheduler.
If you are utilizing block statuses, you can clearly see what items are in what status by name and color. When tickets are marked done, the default block status will be uses and a check-mark will appear on the service block. There is also a legend for the statuses at the top of the table.
New 4/22/2026