Operational Templates

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Templates are groups of predefined settings that reflect the operational needs of different types of organizations. When a template is selected, the organizational settings listed below are first set to default values and then the settings associated with the template are applied. After applying the template, system administrators can fine tune the individual settings for the organization. While templates modify organization settings, changing the organization settings do not change the templates. If you apply a template and then change any of the settings individually, all the individual changes will be lost if you apply the template again.

 

There are many settings that are not affected by templates, particularly concerning user access.

 


Default

Minimal

Meeting Room

Audio-Visual

Department

Education/

Training

Church

Technicians

Therapists

Professional Services

Laboratory Testing

Conference/

Exhibition

General Tab

Begin Day

8:00 AM



7:00 AM


7:00 AM





7:00 AM

End Day

6:00 PM



10:00 PM


9:00 PM





9:00 PM

Day Interval

30 Minutes







15

Minutes

15 Minutes



Disallow Bookings Outside Work Day

Off











Start of Week

Monday





Sunday






Disallow Weekend Bookings

Off











Conflicts Accepted By

Administrators Only











Text Source

Client

Booking



Booking

(Class)

Booking





Booking

(Event)

Color Source

Status











Browse Period

7











Time Format

am/pm











Date Format

mm/dd/yyyy











Clients, Resources, Categories Tab

Use Client

Optional

No










Multiple Clients per Booking

Off




On






On

Enable Client Groups

Off




On






On

Users are also Clients

Off











Who Can Create Clients

Admins Only




Admins and General Users


Admins and General Users

Admins and General Users

Admins and General Users



Check Clients for Conflicts

Off




On



On

On



Hide Notes From

No one






Reserve and View Users

Reserve and View Only




Hide URL's From

No one






Reserve and View Users

Reserve and View Only




Notify Clients

No











Misc. Field for Client

No











All Clients on Single Page

On




Off


Off

Off

Off



All Users For All Resources

No

Book and View










All Users for All Resource Groups

No











Enable Charge Out Fees

Off











Hide Notes From

No one











Hide URL's From

No one











Notify Resources

No











Misc. Field for Resources

No











Use Categories

Optional

No










Multiple Categories per Booking

Off











Bookings Tab

Bookings Cross Midnight

Off









On

Max Days 2


Default Start

12:00 PM











Default Duration

1:00











Allow Repeat Bookings By

General Users and Administrators











Gen. Users Can Change Others' Bookings

Off



On




On

On

On


Hide Detail From

No one







Reserve and View Only

Reserve and View Only

Reserve and View Only


Allow Private

Off











Max. Time

0:00 (no limit)











Max. Days to Book

0 (no limit)











Max. Days to View

0 (no limit)











Disallow Changes to Past

Off











Actual Times

Off











Misc. Field for Booking

No











Setup/Cleanup

Off



On



On





Setup Color

Pink











Cleanup Color

Pale Green











Labels Tab

Booking

Booking




Class


Job

Appointment

Appointment

Procedure

Event

Resource

Resource


Room

Equipment


Room

Technician

Therapist

Staff

Equipment

Venue

Client

Client


Room User


Student


Customer

Patient



Attendee

Category

Category