Templates

Templates are pre-defined appointment/ bookings used to quickly enter information into StaffCal.

They are the key to getting the most out of StaffCal, they make entry of commonly used appointments / bookings quick and easy.

For example: If a user wishes to enter that they are in for the day (probably the most common appointment), all they need to do is click on the 'In' template on the toolbar, then click on the 'accept' button on the appointment form. No data needs to be entered.

There are two types of templates:

Server based:

These templates are pushed out to the StaffCal clients when they login to the server.

Client based:

These templates are created by the user on each individual StaffCal client and are visible only to that client.

It is advisable for the StaffCal administrator to create server based templates for common appointments, this removes the need for each user to create their own template, and gives a level of standardization to appointments.