Schedule Templates help you structure your day efficiently and organize your appointments according to your preferences.

Creating a Schedule Template

Go to the ‘Schedule Settings’ (Gear) icon in the top-right of your schedule → Select ‘Schedule Templates’ → Click ‘CREATE’.

You will be prompted to name the template and insert template segments into it. Each segment will default to the name of the template you are creating unless edited. 

When inserting each template segment, you have the option to:

1. Select the time slot 
2. Choose a name
3. Choose a colour
4. Choose the appointment types you’d like to allow in the template segment
5. Choose to set any template segment as a "Do Not Book" status
6. Allow online booking availability for any template segment

Once you have created your new Schedule Template you can:

• Edit: by clicking the ‘Edit’ button to change the template Name, Interval, Add or Remove Schedule Segments, or change the time Interval → Click ‘Update’ when you’re done;
• Copy: If you want to add the template for another user, instead of building one from scratch;
• Delete: If you choose to remove the Schedule Template from your list;

Assign a Schedule Template

To assign a Schedule Template to a provider schedule go to the ‘Settings’ (Gear) icon on your Schedule → click on ‘Schedule Templates’ → go to the ‘Assignment’ tab.

Once in the template assignment, select the provider to which you would like to add the schedule template and then '+ Create assignment'. Once completed you can: 

1. Select the time period you would like to assign the template for
2. Select the template you would like to assign for each day of the week
3. Choose the site your template will be assigned to IF you are a multisite clinic
4. Select the 'Alternating Week Assignment' option to set a two-week template schedule
5. Select 'Create' when finished

Related Articles

Appointment Statuses, Types and Reminders 

Creating Schedule Groups 

Online Booking 

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