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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 the appointment type that a client booked. For instance, if you happen to have a client that books a "Consultation" service but you've not created a template for "Consultaiton", they will receive the default template. So, before you can clone this template, you first have to edit it to move it out of it's default stateclient'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 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 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 to the language we want to customize for. 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:
to clone the template:
Step 3: On cloning it, you can assign the new template to a specific service (in this case "Scan"):
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I'd also recommend naming the template so that it's easy to distinguish. In this case, I'm going to name it "New Appointment by Client - Scan" and "Save" the template:
Step 54: Now that the "Details" customizations are in place, we can update the language in the template to Spanishfor the Scan specific instructions. Scroll down on the Template Profile and click "Edit" next to the Template section:
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If we look back at the category template list now, we'll see we have two templates the default and then the one we've customized for "Scan":
Step 65: Now, let's look at how this when clients book. I've got a client who's booking the "Scan" appointment...
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