How do I copy a schedule?

To help save you time, you can copy existing schedules and assign them to different products

Copying schedules is a very useful method to save time when running a new term, or creating similar schedules across different products or locations. Every setting that isn't changed will copy over including exclusions or custom calendars you have set up

This feature is incredibly useful for organisations running termly, block or schedule bookings of a fixed length and makes it quick to create the next term.

Note: The schedule name must be unique before you can copy. If you cannot click "Save copy as" it means that the name is not unique. 

Remember, your contacts will not see the schedule name.

How to copy a schedule for the same product

Steps:

  • Navigate to Home> Settings > Schedules
  • Find the schedule you'd like to copy and under "Action" click the edit schedule icon:  
  • Change the name, and make any other changes
    • Most commonly this would be a new start and end date for the schedule
  • Click on the 'Save copy as' button in the bottom-right corner to create the copy

How to Copy a Schedule to Another Product

Steps:

  • Navigate to Home > Settings > Schedules
  • Find the schedule you'd like to copy and under "Action" click the edit schedule icon:  
  • Using the "Product" drop down, choose the product you'd like to copy to
  • Change the name, and make any other changes

  • Click on the 'Save copy as' button in the bottom-right corner to create the copy