> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/shifts/shift-management/apply-shift-template.md).

# Apply a Shift Template to the Schedule

**Page type:** Task Guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-07-08\
**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic

## What This Section Covers

This material covers how to stamp an existing Shift Template onto the schedule for a specific week, instead of building a shift from scratch.

## Before You Start

* You must have permission "Apply shift templates".
* At least one Shift Template must already exist. If none exist, you'll see a message telling you to create one first — see [Shift Template Library](/compassly-docs/core-modules/shifts/shift-template-library.md).

## Where To Start

1. Sign in to Compassly.
2. In the left navigation menu, select ***Shifts***.
3. In the left navigation menu, select ***Shift Management*** from the dropdown menu under ***Shifts***.
4. Click ***Apply Shift Template*** in the page header.

#### OR

1. Open ***Shift Management*** and switch to ***Table*** view.
2. Click ***Apply Shift Template***.

## Available Actions

1. **Choose the target week.**
   * Pick the calendar week you want the template applied to. If you opened this from ***Day*** or ***Week*** view, the target week is pre-filled based on what you were already looking at; from ***Month*** view, you'll need to pick it yourself.
2. **Choose a location, if applying from Table view.**
   * ***Table*** view spans multiple locations, so you'll pick which location's schedule you're applying the template to. From ***Day***, ***Week***, or ***Month*** view, the location is already set to whichever one you're currently viewing.
3. **Choose the Shift Template.**
   * The dropdown only lists templates that belong to the selected location.
4. **Choose whether it repeats.**
   * Select ***Does not repeat*** (or ***Never***) to apply it only to the target week, or ***Until end week*** to repeat it every week through a week you specify.
5. **Click Apply.**
   * The template's time blocks are created as real shifts on the selected week(s), inheriting whatever Team Member, Client(s), or blank assignment the template itself had.

## Role Differences

* ***Super Admin / Admin / Supervisor:*** Can apply a template to any location they have access to.
* ***Clinician / Basic:*** Has this permission by default, but since they cannot open the Shift Template Library, they can only apply templates that someone else has already built.

## Summary Of Section

**Upon reviewing this material, you should be able to:**

* Apply a Shift Template to a specific week
* Understand the difference between applying it once and repeating it until a given week

## Related Guides

* [Add a New Shift](/compassly-docs/core-modules/shifts/shift-management/add-new-shift.md)
* [Shift Template Library](/compassly-docs/core-modules/shifts/shift-template-library.md)


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