Duplicate schedules to save time.

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When to Use Copy

• Schedules repeat week to week
• Same staff/client pairings continue
• Minor adjustments needed, not rebuild

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How It Works

Copy Week takes all appointments from one week and creates drafts for another week.

Source Week (Mar 3-9) → Target Week (Mar 10-16)
All appointments duplicated as drafts
Adjust as needed, then publish

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Copying a Week

Step 1: Go to Schedule

1. Navigate to Schedule
2. Select Week View

Step 2: Choose Source Week

1. Navigate to the week you want to copy
2. Click Copy Week button

Step 3: Select Target Week

1. Choose destination week
2. Options:
   • Next week (default)
   • Specific week

Step 4: Review Options

Option	Description
Include cancelled	Copy cancelled appointments too
Copy as drafts	Create as drafts (recommended)
Skip conflicts	Don't copy if conflicts exist

Step 5: Copy

1. Click Copy Schedule
2. System creates appointments
3. All new appointments are drafts

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What Gets Copied

Item	Copied
Client	✓
Team member	✓
Time (day/time)	✓
Duration	✓
Service type	✓
Notes	✓
Transportation	✓
Recurring setting	✗
Completed status	✗

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After Copying

Review and adjust the draft appointments:

Common Adjustments

• Remove holidays — Delete appointments on holidays
• Cover absences — Reassign if staff is off
• Add new clients — Schedule additional appointments
• Adjust times — Fine-tune start/end times

Publish

When ready:

1. Review all drafts
2. Click Publish All

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Copying Multiple Weeks

Plan ahead for a month:

1. Copy Week 1 → Week 2
2. Copy Week 2 → Week 3 (or Week 1 → Week 3)
3. Copy Week 3 → Week 4
4. Adjust each week as needed

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Handling Conflicts

If a copy would create conflicts:

Pre-Copy Warning

System shows:

• Staff already scheduled
• Client already booked
• Outside working hours

Options

Choice	Result
Skip conflict	Don't copy that appointment
Copy anyway	Create with warning flag
Cancel	Don't copy anything

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Copying from Templates

For consistent weekly schedules:

Create Template Week

1. Build a "perfect" week
2. Save all appointments
3. Note the week (e.g., "Mar 3-9 Template")

Use Template

1. Navigate to template week
2. Copy to target week
3. Adjust as needed

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Tips

• Copy early in week — More time to adjust
• Always use drafts — Review before publishing
• Check holidays — Remove those days
• Verify unit availability — May change week to week

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Troubleshooting

Not all appointments copied

Check:

• Source appointments are in selected week
• No filters hiding appointments
• User has permission to copy

"Conflict detected"

• Review the conflict
• Decide to skip or override
• Manually resolve after copying

Staff can see drafts

• Verify appointments created as drafts
• Check "Save as draft" was selected
• Unpublish if accidentally published

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Related Articles

• The Draft Schedule Workflow — Review before publishing
• Creating Appointments — Manual creation
• Auto-Assignment — Fill gaps automatically