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Plan Templates

Plan templates let you save a reusable snapshot of a plan's order of service or positions and apply it to future plans in one click. Instead of rebuilding the same structure every week, you save it once and stamp it onto as many upcoming plans as you need.

Before You Begin

  • Create at least one service plan with a service order or positions defined
  • You need access to the Serving area in B1 Admin

Saving a Plan as a Template​

  1. Open an existing plan from the Serving area.
  2. Click the Templates button (top of the plan page).
  3. Choose Save as Template.
  4. Give the template a name (for example, "Standard Sunday" or "Worship + Sermon").
  5. Save. The template captures the plan's current order of service and positions at that moment.

Managing Templates​

From the Templates button on any plan type page you can:

  • Rename — change the template's display name
  • Update from plan — replace the template's content with a plan's current state (useful after you refine your standard structure)
  • Apply — stamp the template onto one or more upcoming plans
  • Delete — remove a template you no longer need

Applying a Template to Plans​

  1. Click the Templates button on the plan type page.
  2. Click the Apply icon (copy icon) next to the template you want to use.
  3. Select which upcoming plans to apply it to by checking their boxes.
  4. Choose what to copy:
    • Order of Service — replaces the selected plans' service order items with the template's items
    • Positions — replaces the selected plans' positions (and their assignments) with the template's positions
  5. Click Apply.
perspėjimas

Applying positions replaces all existing positions and assignments on the selected plans. Make sure you have not already scheduled volunteers for those positions before applying.

patarimas

Apply the Order of Service without Positions when you want a consistent song/sermon structure but volunteers are already assigned differently each week.

Keeping Templates Up to Date​

If your standard service structure changes, open the template manager and use Update from plan to sync the template from your latest plan rather than rebuilding it from scratch.