How do I create a shift template?

What are shift templates?

Shift templates let you save your most commonly used details for Vet or Tech shifts and reuse them when posting new shifts. Instead of re-entering the same hours, expectations, and descriptions each time, you can apply a template and post faster.

You can create as many templates as you need. For example, a half-day GP shift for extra client volume or a full-day Tier 3 Tech surgery assistance shift.

How do I create a shift template?

You can create a template in two ways:

From scratch

1. Open the Account menu and select Hospital Account
2. Select Templates under Tools in the left side menu
3. Click Create Shift Template and choose Vet Shift Template or Tech Shift Template

1. Enter your shift details, including any additional description you want included in all future shifts of this type
2. Click Save Template. You'll now see this template option in the template dropdown menu whenever you create a new shift

From a recently posted shift

1. After posting a shift, click Save in the green Shift Posted confirmation message to open the template creation screen with these details populated
2. Click Save Template to create a template with those same details
    

How do I manage templates?

From the Templates page, you can:

• Duplicate or delete a template using the three-dot menu on the right of each template
• Create a new template using the New Shift Template button in the upper right

How do I use a shift template?

When posting a new shift:

1. Select the shift date
2. In the What kind of shift are you creating? dropdown, choose one of your templates or a recent shift
3. The shift will auto-populate with the template details.
4. Review the information, confirm the price (or adjust the price if needed)
5. Click Post Shift