Calendar Templates are used to assign holiday and inset days to multiple schools simultaneously. This feature gives caterers central control over which days parents, students, and school administrators can and cannot book meals.
This article will teach you...
How to use the calendar functionality across the system.
What are Calendar Templates?
Calendar Templates are used to assign holiday and inset days to multiple schools simultaneously. This feature gives caterers central control over which days parents, students, and school administrators can and cannot book meals. When used in conjunction with Data Collection, the Calendars feature also prevents cooks from accidentally recording meal data on non-trading days.
Video Showcase
Creating a Calendar Template
First, a Calendar must be created:
- Navigate to System > Admin.
- Open Calendar Dropdown [1].
- Click Templates [2].
- Click Add [3].
- Enter the Template Description [4].
- Click Save [5].
- Click the on Created Template [6] from the calendar dropdown.
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Set the required Start Month [7].
- Set the required Year [8].
- Holidays/Inset Days can only be applied for trading days in the future, the Colour Coded Iconography [9] shows the available options.
- Click a blank trading day once to turn it into a Holiday [10].
- Click the same date twice to set an Inset Day [11].
- To remove the applied Holiday/Inset Day, click the trading day a third time to make it Blank [12].
- Click Save [13].
Now that you've created a template, you'll need to apply it to your sites. Click here for the article detailing the process.
IMPORTANT
Any pre-orders that have been selected on these days will be deleted from the system, its important to make sure this process is done well in advance.
Editing Calendar Template
Calendar templates can be edited by navigating to:
- System > Admin.
- Open Calendar Dropdown [1].
- Click the Relevant Calendar Template [2] within the template tab.
- Apply the required Holiday/Inset Day [3] using the calendar.
- Click Actions [4].
- Click Edit Calendar Template [5].
- Change the Calendar Template Description [6].
- Click Save [7].
- Click Save [8].
Deleting Calendar Template
Calendar templates can also be deleted from the system if required:
- Navigate to System > Admin.
- Open Calendar Dropdown [1].
- Select the Relevant Calendar Template [2] within the template menu.
- Click Actions [3].
- Click Delete Calendar Template [4].
- Click Yes [5].