Skip to main content

Calendar Scheduling Templates

Learn how to use scheduling templates on your calendar to add ease to appointment booking based on capacity and team member schedules.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated over 3 weeks ago

Use calendar scheduling templates to indicate open appointment times based on resource availability by integrating your scheduling templates and appointment groups directly with the calendar.

How do I set up Calendar Scheduling Templates?

  1. Visit the Calendar

  2. Navigate to the "Template" tab on the left-hand side

  3. View, edit and delete your existing templates. Click "+ Add template" to create a new template

  4. Name the template

  5. Choose a schedule from your pre-configured schedule templates

  6. Add the resources relevant to the schedule (team members, rooms, etc.)

  7. Indicate the date on which your template starts

  8. Indicate how often the template repeats (e.g. weekly, once)

  9. Indicate any applicable period of pause

How do I use Calendar Scheduling Templates?

To use calendar scheduling templates, you simply need to click on an appointment type group! Then you will be able to select the relevant appointment type from the dropdown to continue booking.

Did this answer your question?