People
Service Templates on a client
Client profile → Overview5 steps
A recurring pattern applied to one participant — the same supports, the same days, week after week. Build the pattern once under Templates, then apply it here and generate weeks of roster from it.
Step by step
- 1
Open the participant and scroll to Service Templates.
- 2
If nothing is listed, build the pattern first: go to Templates in the left menu and create one.
- 3
Come back here and apply the template to this participant.
- 4
Generate the weeks you need. The shifts appear on the scheduler as drafts.
- 5
Check the result before publishing — public holidays and approved leave are the usual exceptions.
The screen
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