Close vs Teeo

How to block a day in my calendar

To block an entire day in Close CRM's sales calendar, you work in Google Calendar by creating an all-day event marked as busy, or in Calendly by configuring an exclusion day. Close does not have this native functionality. The process takes 7 to 10 minutes. In Teeo, you tell the assistant which day to block and it is blocked immediately.

Teeo: 1 message · 1 minClose: 7 steps · ~10 min

How to do it in Teeo

Type or send a voice message to your Teeo assistant:

Block next Monday entirely in my calendar

The day is blocked. It will not appear as available for new appointments.

How to do it in Close?

How to block a day in my calendar in Close: step by step

Requirements

  • ·Close CRM has no native function to block calendar days; use Google Calendar or Calendly.
  • ·An all-day event marked as 'Busy' in Google Calendar automatically blocks slots in Calendly.
  • ·For frequent full-day blocks (vacations, training days), Calendly has a 'Date overrides' option.
  1. Open Google Calendar

    Go to calendar.google.com with the account connected to Close CRM.

  2. Navigate to next Monday

    In the calendar view, navigate to next Monday. You can use the navigation arrows or the mini calendar in the sidebar.

  3. Click on the all-day area

    In the week view, click on the header area of Monday (the all-day events area, at the top of the day column) to create an all-day event.

  4. Create the day blocking event

    In the popup, write the name: 'NOT AVAILABLE - Blocked Day'. Make sure it is an 'All day' event. Click 'More options' to configure the status.

  5. Mark the event as 'Busy'

    In the event options, change the status from 'Free' to 'Busy'. This setting is essential for Calendly and other scheduling tools to recognize the day as unavailable.

  6. Save the event

    Click 'Save'. The blocking event will be registered for the entire next Monday.

  7. Verify the block in Calendly

    Go to your Calendly page and check that next Monday no longer appears as available for scheduling. If you have the Google Calendar integration active, the block should be reflected within a few minutes.

Frequently asked questions

How do you block a day in Close CRM's calendar?

Close CRM has no native function to block calendar days. It is done indirectly: you create an all-day event marked as 'Busy' in Google Calendar synced with Close. If you use Calendly for scheduling, the block will automatically be reflected on your appointments page.

Does blocking in Google Calendar immediately affect Calendly?

Almost. Calendly syncs with Google Calendar in real time, but there may be a 1-2 minute delay for the block to be reflected on the scheduling page. It is recommended to check the calendar view in Calendly after creating the blocking event.

What is the fastest way to block a day in a sales calendar?

The fastest way is with Teeo CRM. You write: 'Block next Monday entirely in my calendar' and the day is blocked immediately, without creating manual events across multiple platforms.