Schedule Templates help you structure your day efficiently and organize your appointments according to your preferences.
Creating a Schedule Template
- Go to the ‘Settings’ (Gear) icon on your Schedule;
- Click on ‘Schedule Templates’;
- Click ‘CREATE’;
- Select the time interval between appointments;
- Click the time slot where you want to start your Template, choose a colour and the appointment type you’d like to allow in that segment;
- You can make the Template available for Online Booking by clicking the toggle on;
- Repeat with other template segments, as needed;
- Click ‘CREATE’ when you’re done;
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 certain provider for a specific time frame:
- Go to the ‘Settings’ (Gear) icon on your Schedule;
- Click on ‘Schedule Templates’;
- Go to the ‘Assignment’ tab;
- Select the provider for which you would like to add the Schedule Template;
- Select the Template you want assigned for each day of the week;
- Click ‘UPDATE’ when you’re done;
💡 You can also check the ‘Alternating Week Assignment’ box to personalize your schedule templates for alternating weeks.💡
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Appointment Statuses, Types and Reminders
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