🎞️ View video tutorial: Creating and applying vacation schedule templates to providers schedules
📌 Note: To modify time off templates, you must have the Templates: Schedules permission. See Modifying a user's permissions.
You can modify vacation/time off templates in your schedules. For example, you usually schedule admin time for two mornings in the week from 8-9 am and therefore created an 'Admin time' template. You want to change the times in the 'Admin time' template to 4-5pm in the afternoon.
Steps
From the main menu, click Settings > Scheduling > Vacations.
Next to Practitioner Vacations, click Templates. The Vacation Schedule Templates window appears.
To delete a template, search for and click X next to it.
To modify a template, search for and select it. The Edit Vacation Schedule Template appears.
From here, you can change the template name.
Click on the working hour block to modify the working hours. The New Off Time window appears.
From here you can modify start time, end time, colour on the schedule, and the time off description that appears on the provider's schedule at the top of the time slot.
Click Save.
To save the updates to the template click Save again.
The next time you apply the template it will contain your changes.
Updated June 24, 2022