Updating Weekly Planner

When books extend, the default weekly plan and specified number of weeks are used for each book owner. Within the Extension Plan you can also modify planned weeks using different plans, for example a week 2 plan.

1. Open the Extension Plan view.
   
   See - Extension Plan.

2. The active weeks display in blue, along with the applied weekly template:

   

   Note - Only inactive weeks can be changed. To inactivate a week use the Undo Books function.
   See - Undo Books.

3. Right click on the inactive week that you wish to modify:

   

   The menu displays the following options:

   • Edit current template
     See - Edit Weekly Plans for details.

   • Duplicate current template - Copy the template and rename to modify. The new plan, can be used as a week 2 plan for example.

   • Copy - Copies the current template, then you can paste it into a different user's plan.

   • Paste This option is only active after selecting to copy a template.

   • Delete - Deletes the template from the book owners planner. This doesn't delete the template.

   • Extend now

     See - Extending Single Books for details.

   • Insert Blank - Inserts a blank template without any appointment sessions.

   • Select template - Displays all weekly plan templates for you to choose from.

   • Manage appointments

     See Ad-Hoc Book Management for details.

4. Select the weekly plan you wish to use:

   

   Alternatively, right click on a template you want to copy, select Copy, and then Paste into the book owner's planner:

   

5. The view refreshes, and the planner now reflects the changes for that week:

   

6. Repeat as required, and extend books. See - Extending Books.
7. Select Save at the bottom right of the screen to update the changes, or choose Reset to cancel any changes.