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Make and set a planning guide template

After a practice manager makes a planning guide template, they can set it for a staff member. As a result, ezyVet automatically makes planning guide entries in the staff member's calendar.

Make sure that your ezyVet site has a configured appointment type that is applicable to the type of planning guide that you want to make.
Note: This procedure uses a planning guide template for a staff vacation as an example. Step 7 of this procedure refers to a Vacation appointment type.
To make a template, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Users/Resources.
    The Users/Resources setting in the settings list
  3. Select Planning Guide Templates.
    The Planning Guide Templates setting
    ezyVet shows settings to make a planning guide template.
  4. In the Name box, enter an applicable name for the template.
  5. In the second line of checkboxes, select the days that you want the template to make planning guide entries in.
    A row of checkboxes
    This example image shows checkboxes selected for Tuesday and Thursday:

  6. Use Start Time and End Time boxes to enter a time range for the template.
    Note: The time range controls the start time and end time for each day that the template makes a planning guide entry in.
  7. In the Appointment Type box, select an applicable appointment type.
    The box to select an appointment type
  8. In the Repeat Freq. (weeks) box, enter an interval for the template.
    If you enter a value of 2, ezyVet automatically sets the the planning guide template to an interval of two weeks from its start date.
  9. In the End By box, enter an end date for the template.
  10. Select Apply Template.
    The Apply Template button
    ezyVet shows an Apply Planning Guide Template dialog box.
  11. In the Resource box, select the calendar of the applicable staff member.
    The Resource box
  12. Select Confirm.
    ezyVet shows a confirmation message.
ezyVet automatically makes planning guide entries in the applicable calendar
Open the applicable calendar and make sure that the planning guide entries as a result of the planning guide template are correct:
A planning guide in a calendar