Copy a Specialist Schedule (How-To)

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You can create one day and copy it over to the rest of the days or copy one specialist's schedule to another specialist if the schedules are the same. It's not necessary to create each day individually if they are all the same.

 

To copy from one day to the next for the same specialist:

First, set up your time-based or slot-based blocks following the directions above.

  1. Edit the shifts by clicking a shift.

    Weekly employee schedule with service details.

  2. Select the Copy Icon.

    Edit Shift window with time settings.

  3. Check each day to which that service should be copied, then select the Copy Shifts button.

    Shift scheduling interface with date options.

  4. Repeat for other services as needed.

  5. A green success message will display, your shifts are copied!

    Reference:  You may need to refresh the screen to see your changes.


To copy a specialist's schedule from one specialist to the next:

  1. Select the Manage Specialists button.

    Employee scheduling interface with shifts.

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

    Manage Specialists scheduling interface

  3. Select the User you wish to copy to and all of the services you wish to copy and then select the Copy Specialist button.

    Copy Specialist" form in scheduling app.

  4. A green success message will display, your shifts are copied!

    Reference:  You may need to refresh the screen to see your changes.

 

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