Copying your schedule

Configuring your available schedule slots individually for every day could take a lot of time! Because of this, BookingTimes allows you to bulk copy your schedule across days, weeks or months in advance. In addition to this, if your availability is always the same, you can configure an option which will automatically copy your last schedule to the next week for a week at a time so you don't have to keep manually copying the weeks in advance.

This article covers how to copy your schedule by day, by week, to another staff member, configuring the automatic copy for a week at a time, and copying scheduled courses (included multi-day courses).

Copying your schedule will:

• Copy all public, private or hidden slots you have scheduled over
• Copy any public or private notes over
• Overwrite any existing notes
• Copy any scheduled courses over

Copying your schedule will not:

• Copy any Bookings over - it will just leave an available slot
• Affect any Bookings which have already been made on the dates you are copying to

Copying a day

Steps

1. Navigate to the Bookings page
2. Choose the day you want to copy over
3. At the top of the column click the "+" icon next to the date

4. Check the dates you would like to copy the schedule to
5. Click Copy

Copying a week

Steps

1. Navigate to the Bookings page
2. Select the week you want to copy
3. At the top of the Calendar, click the "+ icon

5. Check the dates you would like to copy the schedule to
6. Click Copy

Copying a day to another staff member

Steps

1. Navigate to the Bookings page

2. (Optional) Check the days of the week you would like to copy the Schedule to
3. Check the names of the Staff Members you would like to Copy the Schedule to
4. Click Copy

Automatically copy a week at a time

If your availability is generally the same, you can configure an option which will automatically copy your last schedule to the next week, and do this every week. This means you don't have to keep manually copying the weeks in advance. Before turning this option on, just ensure you have the last week of your schedule set up how you'd like it.

1. Navigate to Setup > Accounts & Security > Staff & Admins (depending on what terminology has been set up)
2. Select the relevant staff member
3. On the Staff tab go the Auto Schedule field, and select Copy the last schedule to the next week, every week
4. Click Save

Copying scheduled courses

When you're copying a day or week of a schedule that includes a scheduled course that you wish to copy over, there is an extra option that needs to be checked on the course itself.

1. Navigate to Setup > Bookings > Services
2. Select the relevant course service 
3. Go to the Options tab
4. Ensure the Regular Scheduling field is turned on
5. Click Save

6. Now follow the usual copying process by navigating to the Bookings page
7. Click the "+" icon next to the name of the team member you wish to copy from

4. Check the days of the week/weeks you would like to copy the Schedule to
5. Click Copy

Copying multi-day scheduled courses

When you copy a multi-day scheduled course the system will only copy the first day to the selected date. You will then have to manually schedule in the remaining days.

Steps

1. Follow the usual copying process by navigating to the Bookings page
2. Once the first day is copied and scheduled click on that new course booking slot in the calendar
3. Select the Create Schedule for Day xx link, or go to the Schedule tab, and you can then schedule any remaining days.