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How To Use Templates With Booking Calendars [New]

Booking Calendar Templates streamline the process of setting up new Booking Calendars by applying pre-configured templates created by Administrators. This ensures a quicker onboarding process, brand consistency and enforces account wide standardization.

Create a New Booking Calendar using Templates

Follow these steps to create a new Booking Calendar using a pre-configured template:

  1. Select Booking Calendars from the left-hand navigation sidebar.
  2. From the Booking Calendars Lobby, click the Create booking calendar button in the top right.
  3. In the Create Booking Calendar pop-up, select the From Template option.
  4. Select a Template from the dropdown menu.
  5. Enter a Booking Calendar Name.
  6. (Optional) Edit the Meeting Subject.
  7. Click Create.

    NOTE: This field may be locked if your Administrator has enabled Centralized Control for this template.

Apply a Template to an Existing Booking Calendar

If you have an existing Booking Calendar created from scratch, you can apply any template to it by following these steps:

  1. Locate the Booking Calendar in the Booking Calendars Lobby.
  2. Click the three-dot menu next to the Booking Calendar you wish to apply the template to and select Apply template.
  3. In the Apply Template pop-up, select a template from the dropdown menu.
  4. Review the warning and click Apply template.

Change the Template of a Booking Calendar

Administrators can reassign a Booking Calendar to a different template to update its entire configuration using the following steps:

  1. Locate the Booking Calendar with a template applied in the Booking Calendars Lobby.
  2. Click the three-dot menu next to the Booking Calendar you wish to change the template for and select Change template.
  3. In the Change Template pop-up, select the New Template from the dropdown menu.
  4. Review the warning and click Change template.

Unlink a Template from a Booking Calendar

Unlinking a Booking Calendar from a template removes the control and allows the users to customize all settings. This option is only available if the Enforce Booking Calendar Templates setting is disabled under Account Permissions.

To unlink, follow the steps below:

  1. Locate the Booking Calendar with a template applied in the Booking Calendars Lobby.
  2. Click the three-dot menu next to the Booking Calendar you wish to unlink the template for and select Unlink template.
  3. Review the warning and click the Unlink template.

IMPORTANT: Unlinking only removes the connection to the template; all existing data within the Booking Calendar is retained. 

To learn how administrators can create, edit or manage these templates, read How To Create and Manage Templates article.

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