Using Schedule Templates

Schedule Templates

If you have similar schedules across multiple locations or teams, templates can save you time.

Multiple locations with identical check-in requirements

Onboarding new locations quickly

Standardizing processes across teams

Open an existing schedule

Click More Options (three dots)

Select Save as Template

Give it a descriptive name

Choose which settings to include

Go to Schedules > Templates

Select a template

Click Create Schedule from Template

Customize location and staff assignments

Save the new schedule

Schedule title format

Checklist selection

Frequency and timing

Notification settings

Grace period settings

Specific location(s)

Staff assignments

Start date

Edit templates to update defaults

Delete unused templates

Templates don't affect existing schedules created from them