A calendar lock date stops practitioners changing anything on the calendar on or before a date you choose, including appointments, support activities and busy times. It keeps past bookings fixed, so they can't cause billing mix-ups after you've invoiced.
This guide shows you how to set a lock date, what it stops practitioners doing, and what to check if a practitioner can't change a past appointment.
Before You Begin
You need access to Workspace Settings > Details to set or change the lock date.
How-to
Choose your lock date
Go to Workspace Settings.
Under Workspace, select Details.
Scroll down to Calendar lock dates.
Select the lock date.
Click Save.
Things to Note
Practitioners also can't add an invoice or a progress note to an appointment on or before the lock date.
Practitioners can't add busy times on or before the lock date.
splose uses the appointment location's time zone to decide whether a booking falls on or before the lock date.
Calendar lock dates are separate from the lock dates you set in Xero. If an invoice won't sync because of a Xero lock date, change it in Xero. More on Xero sync errors →
Frequently Asked Questions
Does the lock date stop practitioners from booking new appointments in the past?
Does the lock date stop practitioners from booking new appointments in the past?
Yes. Practitioners can't create or change anything on the calendar on or before the lock date.
A practitioner can't edit, invoice or add a progress note to an old appointment. Why?
A practitioner can't edit, invoice or add a progress note to an old appointment. Why?
The appointment is probably on or before your calendar lock date. Go to Workspace Settings, then under Workspace select Details, and check Calendar lock dates. A user with access to Details can move the date if the change is needed.