> 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-template-library/edit-shift-template.md).

# Edit a Shift Template

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

## What This Section Covers

This material covers how to change a template's title or location, and how to add, edit, or remove its time blocks — individually or in bulk.

## Before You Start

* You must have permission "View and manage shift templates".
* Changing a template's location unassigns every Team Member and Client currently set on its time blocks, since they may not have access to the new location.

## Where To Start

1. Sign in to Compassly.
2. In the left navigation menu, select ***Shifts*** > ***Shift Template Library***.
3. Open the action menu on the template you want to change and select ***Edit shift template***.

## Available Actions

1. **Change the title or location.**
   * Click the edit icon next to the template's title to reopen its settings. If you change the Location, you'll be asked to confirm — doing so clears the Team Member and Client on every time block in the template.
2. **Edit a single time block.**
   * Click the time block on the grid to open it, adjust its day, start time, end time, Team Member, or Client, and click ***Update***.
3. **Select multiple time blocks.**
   * Use the checkbox on each time block, on a day-column header to select everything in that day, or ***Select all*** to select everything in the template.
4. **Delete selected time blocks.**
   * With one or more blocks selected, click ***Delete*** and confirm.
5. **Bulk-edit selected time blocks.**
   * With one or more blocks selected, click ***Edit*** to open three independent toggles — ***Time***, ***Team Member***, and ***Clients***. Turn on only what you want to change; anything left off stays as-is on every selected block. At least one toggle must be on before you can continue. Confirm to apply the change to all selected blocks at once.
6. **Add more time blocks.**
   * Use ***Add shift*** or ***Import shift template*** the same way you would when first creating the template. See [Add a New Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/add-new-shift-template.md) and [Import Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/import-shift-templates.md).

## Role Differences

* ***Super Admin / Admin / Supervisor:*** Can edit any template for locations they're assigned to.
* ***Clinician / Basic:*** Does not have access to this screen.

## Summary Of Section

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

* Change a template's title or location, and know what resets when you do
* Edit, delete, or bulk-edit its time blocks

## Related Guides

* [View the Shift Template Library](/compassly-docs/core-modules/shifts/shift-template-library/view-shift-template-library.md)
* [Delete a Shift Template](/compassly-docs/core-modules/shifts/shift-template-library/delete-shift-template.md)
* [Understand Shift Templates](/compassly-docs/core-modules/shifts/shift-template-library/understand-shift-templates.md)


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