Exclusion Dates

Overview

The Exclusion Dates feature replaces the previous "Unsafe Dates" functionality with a more flexible way to restrict specific dates from being used in key processes.

These restrictions can prevent:

• Customers from being marked delinquent on days when support isn’t available
• Installations or service activations from being scheduled during restricted dates

Types of exclusion dates

gaiia supports two types of exclusions:

1. Delinquency exclusion: Prevents customers from being marked delinquent on the specified date. If a customer's delinquency check falls on an exclusion date, it is deferred to the next valid day.
2. Checkout exclusion: Prevents specific dates from being selected as installation or activation dates during checkout, regardless of workforce availability.

How exclusion dates affect checkout

Once exclusion dates are set up, they are automatically enforced during checkout.

• The Requested activation date field will disable any excluded dates
• The Appointment selector will also hide them, even if technicians are available

Supported date types

You can add:

• Specific dates: e.g. Thanksgiving (Nov 27, 2025)
• Recurring dates:
  • Weekly: e.g. Every Sunday
  • Yearly: e.g. New Year’s Day (Jan 1st)

Adding exclusion dates

You can create new exclusion dates from the Admin panel.

1. Go to the Admin menu
2. Select the Exclusion dates tab
3. Click Add Exclusion Date
4. Name your exclusion (e.g. "Christmas Day")
5. Choose the Exclusion type (Delinquency or Checkout)
6. Select the Occurrence setting:
   • Specific date – if the exclusion occurs only once or moves each year
   • Recurring – if it repeats weekly or yearly
7. Set the date or recurring pattern
8. Click Add to save

Managing existing exclusions

You can edit or delete any exclusion date using the ellipsis menu (⋮) beside each item.

A note on delinquency checks

Delinquency exclusion dates add an extra validation step when determining if a customer should become delinquent. To be marked delinquent, a customer must:

1. Have an outstanding balance equal to or greater than the threshold
2. Have one or more overdue invoices past the defined delay
3. Not fall on a delinquency exclusion date

If a customer fails any of these, they won’t become delinquent on that day. gaiia will retry the next day.