NextGen Knowledge Center

Apply Multiple Templates to a Resource

Multiple templates can be assigned to specific weeks or days for a resource to provide more flexibility in scheduling appointments. In the Appointment Book window while using Daily view or Weekly Schedule view, you can use the View Template button on the toolbar to toggle between the templates assigned to the resource. Appointments can be scheduled on any of the multiple templates assigned to the resource.

  1. In NextGen® Enterprise PM, select Admin > Scheduling Admin.
    The Scheduling Administration window opens.
  2. Select the Resources tab.
  3. From the list, select the Resource to assign the templates.
  4. Select the open menu button, and select Open.
    The Edit Resource window opens.
  5. Select the Templates button.

    The Assign weekly templates window opens for resources using weekly templates.

    The Assign daily templates window opens for resource using daily templates.

  6. Select the weeks or days on the calendar to apply the template.
  7. Select the Multiple button.
    The Multiple Templates for Resource window opens.

  8. Select a template in the Templates list, to apply for the selected weeks or days.
  9. To change the display order of multiple templates in the Appointment Book window, select the template, and select the promote button or demote button to move the template up or down in the list.
  10. Select OK to save changes and close the window.
  11. Select Close to close the Assign Weekly Templates window.
  12. Select OK to close the Edit Resource window.