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Editing Plan Templates
Editing Plan Templates

A quick description of how to edit existing Plan Templates

Matt Richards avatar
Written by Matt Richards
Updated over a week ago

To edit an existing Plan Template:

  1. Navigate to a calendar and open your Library

  2. Select the Plan Template you wish to edit

  3. Click the Edit button 

  4. Select a Preview Date (this date is for display purposes only, and has no bearing on the date that you will select when you apply the Plan Template to a trainee or group calendar)

This will open the selected Plan Template in the Canvas, where you can edit any of its various properties and/or content. You changes are saved in real-time, as you make them. The Exit button at the top of the screen will close the Canvas. 

Don't hesitate to reach out using the support chat below with any questions.

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