Shift Templates

A template is a shift you’ve saved so you can drop it onto the calendar again in one click — same time, same location, same tags. Build the shifts you use over and over, once.

Open the admin panel

Why templates

Most teams run the same handful of shifts again and again — a 7am–3pm at the front desk, a night shift on the unit. Instead of setting those up by hand every time, you save them as templates and add them with a click.

Set up your regulars once

Spend five minutes making templates for your common shifts, and every schedule after that goes faster.

Creating one

Describe the shift

In Configuration, open Shift Templates and set the time, location, and any tags for a shift you make often.

Save it

Give it a name you’ll recognize and save. It now lives in your template list.

Drop it on the calendar

When building a schedule, pick the template and place it. The details fill in for you — just choose the day and who works it.

Saving a template: a name, the times, a location, tags, and which days it repeats on.

Shift Templates FAQ

What goes into a template?

The parts of a shift you repeat — its start and end time, its location, and any tags. When you use the template, those fill in for you.

Can I still change a shift made from a template?

Absolutely. A template just gives you a head start. Once the shift is on the calendar, edit it however you need.

If I change a template, do old shifts change too?

No. A template is a starting point, not a live link. Shifts you already created stay exactly as they were.

Shift Tags

Next up

General Settings