Creating Schedule Templates
For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.
To create schedule templates
- Open the Schedule Template Setup window. See Opening the Schedule Template Setup Window.
- In the Actions section, click New Template.
- In the New Template window, enter a template name and click OK.To rename a template, in the Template Name & Available Date Range section, enter a new name in the Name field, and click Save Name.
- To add availability to the schedule template, click and drag your mouse cursor over the day and time, and perform one of the following actions:
- Right-click the time slot and select Add Availability.
- In the Actions section, click Add Availability.
To delete a time slot of availability, select the time slot, right-click, and select Delete.