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How to Save and Apply Schedule Templates

Save a typical day as a template and apply it to other days.

Most show days look the same: load-in, soundcheck, catering, doors, set. Save a day once as a template, then apply it to every other show day in seconds.


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Save a day as a template

  1. Open the day you want to reuse.

  2. On the Schedule tab, click Templates, then Save as new template (⌘ S on a Mac).

  3. Give it a Template name.

  4. Under Select items, untick anything you don't want in the template. Deselect All clears everything.

  5. Under Include extra data, choose what to keep: - Keep visibility: keeps each item's visibility settings. If off, items become visible to everyone. - Keep notes: keeps the items' notes. - Keep attachments: copies attached files too. This can make templates slower to load.

  6. Click Create New Template.

Templates menu
Create New Template


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Apply a template to a day

  1. Open the day you want to fill.

  2. Click Templates. Recently used templates are listed at the top. Click one, or choose Browse all templates (⌘ B).

Recently used templates
  1. Choose how to apply it: - Merge template: adds the template's items to what's already on the day. - Replace schedule with template: overwrites the day's current schedule.

  2. Click Apply Template.

Apply Template

You'll see "Template name applied" with an Undo button, in case you picked the wrong day.

Items keep their clock times (a 3:00 PM soundcheck lands at 3:00 PM) in the time zone of the day you apply it to.


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Rename or delete a template

  1. Click Templates › Browse all templates.

  2. Hover over a template and use the pencil (Rename) or trash (Delete) button.

My Templates


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Tips

  • Set the day's location first. Times follow the day's time zone, so set the location before applying a template.

  • Use Replace carefully. It removes what's already on the day.

  • Keep visibility on if your template includes private items, like artist calls. Turning it off makes everything public.


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Related articles

  • How to Create a Schedule Item

  • How Visibility Works on Schedule Items

  • Faster Ways to Work with the Schedule

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