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Step 2: This will take you to the list of templates in that category. Before you've made any adjustments to any templates in this category, you'll see that the "Default Template" listed there is in "Default" state. Your Default Template is the fall back template in case there's not been a customization made for a client's language or the reason that they're scheduled for. You'll see the clone button in the screenshot below. Click that the clone button is disabled because the default template has not been customized:
So first button to clone the template:
Step 3: Give the template a new name (it cannot also be named the "Default Template" so you'll need to click the "View" button to edit the default template in order to be able to clone it (please note: if your template is already in custom state, you can skip ahead to step 4):
Step 3: On that template's profile, click the "Edit" button next to the "Template" section:
You can update your default template to have language more specific to your business and then name it something specific to the Reason or Language you are creating it for). In this case, I'm making a template for my Consultation 2 service so I'm going to name the template "New Appt Template for Consult 2", check off "Consult 2" and press "Save":
Once you save changes to your template you'll see that it is now in "Custom" state:
Since it is now in "Custom" state, we can back out of the template profile view to the list of templates in order to clone the custom template to apply it either to the language we want to customize for or the reason we want to assign it to. To back out to the template list level, just click the link from the breadcrumbs bar at the top:
Step 4: Back on the list of templates in the New Appointment by Client category, the template will be in "Custom" state and you can now "Clone" the template:
Please note: any new template you create (i.e. any template in addition to the Default Template) is going to have to be assigned to a specific service or language to differentiate itself. You cannot have conflicting templates in the same category, meaning I can't have two templates assigned to no specific language for my "Consultation 2" service. I could have a template for Consultation 2 in English and a template for Consultation 2 in Spanish, but I can't have duplicate templates with the same reason/language assignments in the same category.
Now, when I look back and my template list for the "New Appointment by Client" category, I'll see the two templates listed there:
