Create and manage schedule templates

Schedule templates help you create weekly schedules by reusing existing ones. If your schedule stays nearly the same every week, use a template to save time and avoid creating schedules all over again.

📌 Notes:

• Currently, schedule templates are only available on the Camelo web app.
• Templates can be made for weekly schedules, but not two-week or monthly schedules.
• Templates created in a schedule can not be used in other schedules.
• Only the Owner and Schedule Manager roles can create and manage schedule templates on Camelo Scheduler.

Add a schedule template

1. In the left sidebar, click Scheduler to go to the Scheduler.
2. Create the weekly schedule you want to reuse in the future.
3. Click the Copy button, then click Save Week as Template.
4. Enter the template name. The description is optional. Then click Save template.
   

Load a schedule template

1. In the left sidebar, click Scheduler to go to the Scheduler.
2. Select the week you want to load the template.
3. Click the Copy button, then click Load Week Template.
4. Click the Load button next to the schedule template you want to load.
   
5. If there are already shifts scheduled for that week, you’ll be asked how you want to handle them.
   
   Click on Show advanced options to see more solutions.
   
6. Click Confirm & Load when you finish.

Copy previous week

You can also copy the shifts from the previous week directly.

1. In the left sidebar, click Scheduler to go to the Scheduler.
2. Select the week you want to paste the previous week’s schedule.
3. Click the Copy button, then click Copy Previous Week.
4. Choose which types of shifts you want to copy to the week.
5. Click Yes to finish
   

Edit a schedule template

You can rename or make updates to an existing schedule template.

Rename a schedule template

1. In the left sidebar, click Scheduler to go to the Scheduler.
2. Click the Copy button, then click Load Week Template.
3. Hover over the template name and click the button.
   
4. Rename the template and click to save.
   

Edit a schedule template

1. Load the schedule template you want to edit.
2. Make updates to the schedule.
3. Click the Copy button, then click Save Week as Template.
4. Select Update Existing Template.
   
5. Click a template in the Template Name dropdown to select it for updating. Then click Save template when you finish.
   

Delete a schedule template

1. In the left sidebar, click Scheduler to go to the Scheduler.
2. Click the Copy button, then click Load Week Template.
3. Click the button next to the schedule template you want to delete. The template will be deleted immediately.