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Using exclusions to prevent checklists from populating

Logan Bowlby avatar
Written by Logan Bowlby
Updated over a week ago

Overview

Exclusions allow you to remove specific dates from schedules and calendars in Mobaro. Whether it's a national holiday, weather-related closure, or planned downtime, you can stop checklists from being assigned on days when operations are not running normally.

You can add exclusions at the master calendar level (which affects multiple schedules) or at the individual schedule level (which applies to a single instance). This flexibility helps you control exactly when and where checklists appear.


How Exclusions Work

When you add an exclusion to a schedule, Mobaro automatically removes any pattern slot that overlaps with that day. If you'd prefer more control, you can choose to also exclude specific slots as well.

Note: Keep in mind that exclusions only affect future checklist slots—they won’t remove any that have already started.


Exclude a date from a master calendar

If you use a shared calendar across multiple locations, this is the best place to manage holidays and other global closures.

Edit a calendar

Start by navigating to Schedules from the left-hand navigation menu in the Mobaro Backend. From there, click Calendars to open a list of all master calendars available for your organization. Find the calendar you want to update and click Edit to begin making changes.

Add the exclusion

Once inside the calendar, you can now go to add the exclusion period. To do this, click on Exclusions and then click + Add Exclusion.

Configure the exclusion

When adding the exclusion you will need to provide these details:

  • Reason: This is stored for reference within the calendar and any schedules inheriting from it.

  • Start and end time: Define when the exclusion begins and ends.

  • optional Exclude Specific Slots: By default, exclusions will include any pattern slots that overlap with the exclusion window. Toggling on Exclude Specific Slots will also add any specific slots to the exclusion window.

Click Save Changes when finished configuring the exclusion.


Exclude a date from an individual schedule

Sometimes, a specific location may need to skip a day—whether it's due to weather, a private event, or planned maintenance—even while other locations remain open. In those cases, you can apply an exclusion directly to that schedule without affecting anything else.

Access the schedule

Start by going to the Schedules section in the Mobaro backend. Locate the specific schedule you want to update and click to open it.

Add an exclusion

Once inside the schedule, you can now go to add the exclusion period. To do this, click on Exclusions and then click + Add Exclusion.

Configure the exclusion

When adding the exclusion you will need to provide these details:

  • Reason: This is stored for reference within the calendar and any schedules inheriting from it.

  • Start and end time: Define when the exclusion begins and ends.

  • optional Exclude Specific Slots: By default, exclusions will include any pattern slots that overlap with the exclusion window. Toggling on Exclude Specific Slots will also add any specific slots to the exclusion window.

Click Save Changes when finished configuring the exclusion. This exclusion applies only to the selected schedule—it won’t affect the master calendar or any other schedules tied to it.


Frequently Asked Questions

Q: What’s the difference between excluding a date in the master calendar vs. an individual schedule?
A: Excluding a date in the master calendar affects all schedules that use it. Excluding a date in an individual schedule only affects that one schedule—great for handling local closures or changes without affecting other locations.

Q: Will the exclusion remove checklists that are already scheduled?
A: Only if those checklists haven’t started yet. If the exclusion is added after a slot has already begun, Mobaro will not remove or cancel it.

Q: Can I exclude just one slot on a day instead of the entire day?
A: Yes. When creating an exclusion, you can choose to exclude only specific slots rather than all that fall on that day.

Q: What happens if the same date is excluded in both the master calendar and an individual schedule?
A: It depends on where the slots are defined.

  • If the schedule uses inherited slots from the master calendar, then the master calendar exclusion will remove them.

  • If the schedule has its own slots defined locally, then a schedule-level exclusion is needed to remove those.

  • In rare cases where a schedule uses both inherited and local slots, you may need to apply the exclusion in both places to fully prevent checklists from being assigned.

Q: Are exclusions visible to mobile app users?
A: No. Exclusions are used to control when checklists are assigned. Mobile users simply won’t see a checklist if it was excluded from being scheduled.

Q: Can I edit or remove an exclusion after it's been created?
A: Yes. You can open the Exclusions tab in the schedule or calendar and modify or delete any future exclusion. Changes will apply immediately. Already excluded active slots will not be re-triggered.

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