How do I make custom break templates I can use again later?

This guide shows you how you can create, save, and edit reusable break templates.

   Feature in Testing

This feature is currently in testing but will be available very soon.

Custom breaks let you quickly add common break types, such as team meetings, inventory counts, or performance reviews, to your calendar without having to set them up from scratch each time. They save time and help keep your schedule organized.

Creating a Custom Break

To create a custom break template, click on an empty space in your calendar > Add Break > Select the Break templates dropdown > Create new.

You can also view, create, and edit Custom Breaks via Manager > Business > Custom Breaks.

Next, select Create break, give your custom break a Name, Duration, and Color, and choose whether staff are paid during this break, then click Save & close to finish.


Applying Your Break Template

After creating your custom break template, you can then select it from the Break templates dropdown menu when you go to create a break.

After selecting your break template, choose whether you want to repeat the break or apply it to additional staff, then click Save to finish.

If the break exceeds 60 minutes, you will also see an option to adjust the Specific Duration for this break only. This won't affect the template's duration.

The break will then appear on your calendar.


Applying a Break Template in PhorestGo

You can also apply break templates when creating breaks in PhorestGo.


Viewing, Editing & Deleting Break Templates

You can view a list of your break templates by going to Manager > Business > Custom breaks.

Click a template to edit it, or select Delete template to delete it.


Multiple Locations in Phorest

If you have multiple Phorest locations, note that Custom Breaks must be created for each location individually. You cannot create a custom break for all locations at once.

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