How to Create Scheduler Templates for Resources
Scheduler Templates can be created for providers (resources) to manage standard daily schedules including lunch hours and the type of visits desired throughout the day.
1. Click Admin > Setup > Resources
2. Click Manage Templates button
3. Click Add New Template
You can also click the dropdown arrow and pick an existing template to edit
4. Type in a Template Name and then Click Save
5. Click the dropdown and select the new Template Name
6. The update window opens
7. Click and drag to highlight a time block
8. The "Edit Time Clock" window opens
8.1. Select a color you want to represent the time block
8.2. Click on the appointment types to add to the block
8.3. Note you can add multiple
9. Click Save
10. Schedule a lunch time or "No Appointments"
Drag to highlight the block
10.1. Click No Appointments > Save
