Copy a Specialist Schedule (How-To)

Article Details

Summary

You can create one day and copy it to other days. You can also copy one specialist's schedule to another specialist if the schedules match. You do not need to create each day on its own if they are all the same.

Steps

Copy One Day to Other Days for the Same Specialist

First, set up your time-based or slot-based blocks.

  1. Select a shift to edit it.

    Weekly employee schedule with service details.

  2. Select the Copy icon.

    Edit Shift window with time settings.

  3. Check each day to copy the service to, then select Copy Shifts.

    Shift scheduling interface with date options.

  4. Repeat for other services as needed.

A green success message shows when the shifts are copied. You may need to refresh the screen to see the changes.

Copy a Specialist's Schedule to Another Specialist

  1. Select Manage Specialists.

    Employee scheduling interface with shifts.

  2. Select the Copy icon next to the specialist's service to copy.

    Manage Specialists scheduling interface

  3. Select the User to copy to and all the services to copy. Then select Copy Specialist.

    Copy Specialist form in scheduling app.

A green success message shows when the shifts are copied. You may need to refresh the screen to see the changes.

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