Skip the admin, get back to selling and running the world's best events!
With Event Templates, you can:
Save time when building large bookings
Ensure an event type is always built correctly
Expedite quoting with cost estimates built-in
Here's how they work.
Where to Manage Event Templates
Event Templates are managed from your Organization's Offerings in Settings. From here you are able to create, edit and delete your templates.
Editing or deleting an existing template will not impact any events create from that template.
Event Templates are unique to a specific organization in Event Temple. If you have access to multiple organizations the templates will be unique to each one.
Who Can Manage Event Templates
Permissions for Event Templates work as follows:
User Role | Capabilities |
Admin | View, create, edit, and delete Event Templates
Create events from existing templates |
Regular | Create events from existing templates |
Read Only | None |
Creating an Event Template
Event Templates are very straightforward to create and the values filled in here will be applied when creating a new event from this template
Creating an Event from an Event Template
In Event Temple there are 2 ways to create events: multiple at once, or individually one at a time. Both ways support templates:
Select the template from the options under the Event Type and the template fields will auto-populate.
The Event Templates are group by their Event Type. By default, every Event Type has a default empty template available labeled "<event type> Default"
As you specify the attendees for an event, the event's Estimated Food & Beverage cost will auto-calculate:
