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.💡 

Related Articles

Appointment Statuses, Types and Reminders 

Creating Schedule Groups 

Online Booking 

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