How to make Booking Templates

Booking templates define the appointment types, times, and providers available in the diary. They prevent double-bookings and help staff find availability quickly. Templates can be created directly in the diary (user-created) or managed centrally through the Diary Template Manager.

For instructions on creating recurring Diary Templates in the Diary Template Manager, review our Usability Guide article here.

User-created templates

Use this method for ad-hoc or extra clinics - templates you create directly in the diary without going through the Diary Template Manager.


  1. Open the diary for the date and location where you want to add templates.
  2. At the bottom right of the diary, set the mode to Template Mode.

To create a template in the Diary, you will need to be viewing the Diary as 'Day + Room' or 'Week + Room'.

  1. In the Default Type drop-down, select the appointment type for the templates you are about to add.
  2. (Optional) In the Default MO drop-down, select the provider. Leave this blank if the reporting MO is not yet decided.

  1. Confirm the Day, Location, and Room are set correctly at the top of the diary.
  2. Double-click the time slot in the diary where the template should start. A template is created immediately - it displays the same colour as a booking but is transparent, with no patient details.

  1. To adjust the duration, drag the bottom edge of the template to resize it - no need to open it.
  2. To change template details, double-click the template to open the template window and edit the fields.

When in Template Mode, double-clicking a template opens it for editing. When in Booking Mode, double-clicking a template creates a new patient booking from it.

Delete a template

  1. When in Template Mode, right-click the template you want to remove.

  1. Select Delete Template.

Still need help? Contact Us Contact Us