Use the Replace Template feature to swap one scheduling template for another. After initiating the Replace Template function, you can choose to swap the template for the currently displayed date, or swap all future occurrences of a template with another template. Note that if scheduled appointments do not fit into the new template, they will be moved to your Scheduler Bar automatically.
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Scheduler ribbon bar >
Replace Templates.
Open your Scheduler to the day or week you want to work with. (See "View & Navigate Your Schedule" for details.)
Choose Replace Templates from the Template section of the Scheduler ribbon bar.
Replace the template for a single date - Open your Scheduler to the date you want to work with, and initiate the Replace Templates function. Then choose the
Replace Selected Templates option, and choose the template to use. Finally, click Replace to complete the action.
Replace the templates for each date in a week - Open your Scheduler to one of the dates you want to work with, using Week View or
Month View mode. Initiate the
Replace Templates function. Then choose the
Replace Selected Templates option, and choose the template to use for each day of the week. Click Replace to complete your action.
If you want to replace all the days of a week with the same template, you can instead enable the Replace with the Same Template option, and select the template to use.
Replace all occurrences of a template - If you want to replace all future occurrences of a template with a new template, regardless of the dates, enable this option. Then enter the date to begin the replacements, the template you want replaced, and the new template to use. Finally, click Replace to complete the action.
Removing a template - Note that you can choose the <<Remove Template>> option at the top of the drop down list to completely remove the scheduling template for the selected date or week.
Existing appointments - When you replace a template that contains scheduled appointments, any appointments that do not fit onto the new template are placed on a Scheduler board. The board heading defaults to the date, so you can easily re-schedule the appointments to a new location. See "Manage Scheduler Bar Clipboards & Lists" for details.
Remove / replace from Month View calendar - You can also add, remove, and replace templates for individual or multiple dates from Month View mode. See "View Monthly Schedule" for details.
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