The Planner

The Planner shows the coming weeks of a template side by side: one column per week, one row per field. Fill in who serves and the notes for several weeks at once, create the events for empty weeks, or delete events. The Services page (About the Services page) uses the same grid for several templates at once.

Read the PlannerStaff

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• Forecast Events 1 (marker 1 on the screenshot) previews the events Scheduly would create (see below).
• Weeks 2 (marker 2 on the screenshot) is how many weeks show at once (5 to start).
• The arrows 3 (marker 3 on the screenshot) go back or forward that many weeks; the middle one goes back to the first weeks.
• Each column 4 (marker 4 on the screenshot) is one week, on the template's day. A column with an event shows its name (select it to open the event in a new tab) and Event. A week without an event has its name in grey. Scroll sideways to see more weeks.
• Each cell 5 (marker 5 on the screenshot) shows the notes and people of a field. On events, the icon shows each person's answer: a green check accepted, a red cross declined, a clock asked but no answer yet, a grey check not asked yet.

The first column is the next time the template's day comes: today, if the event hasn't started yet. Use the left arrow to see earlier weeks.

Change several weeks at onceStaff

1. 1
   Select a cell. Type the notes 1 (marker 1 on the screenshot) and pick the people 2 (marker 2 on the screenshot).
2. 2
   Select Done 3 (marker 3 on the screenshot) (or select outside the cell). Changed cells and their column turn yellow.
3. 3
   Repeat for other weeks, then select Save Template.

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The Info rows change the event's Start and End (as MM/DD/YY HH:MM, 24-hour), Notes (the event description) and Address.

Create events for empty weeksStaff

Fill in any cell of a week that has no event, then select Save Template. Scheduly creates the event for that date from the template: its time, schedule, alerts and teams, the people its rotations pick, and what you typed in the cells on top.

Fields linked to a role on the Services page (About the Services page) stay together: picking people for one fills the others in that column.

Delete eventsStaff

Select Delete Event 1 (marker 1 on the screenshot) at the bottom of an event's column. The column turns red and the button reads Undo Delete 2 (marker 2 on the screenshot). The events are deleted when you select Save Template.

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Forecast EventsStaff

Turn on Forecast Events to see what the weeks without an event would look like, with the people the rotations would pick. Those columns are marked Forecast 2 (marker 2 on the screenshot), and the cells a rotation fills are tinted. Nothing can be changed while it's on 1 (marker 1 on the screenshot): turn it off to edit.

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