How do I copy or clone a schedule?

To help save you time, you can copy existing schedules you have and also assign these to different products if needed

Copying schedules is a super quick way to set up a new term or create similar schedules across various products or locations.

The 'save copy as' function allows you to duplicate existing schedule settings, such as the session times, whilst also making any edits to the schedule for the new term, such as the new start and end dates.

It is particularly beneficial for organisations that manage termly, block, or fixed-length schedule bookings.

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. 

Note: Any unchanged settings, including exclusions and custom calendars, will also be copied over. 

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 the schedule over 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


How to Clone an Archived Schedule to Another Product

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

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