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How do I Perform Batch Actions in Event Temple?

Batch Actions or Bulk Edits when multiple rows are selected

Most lists in Event Temple that have a checkbox will allow you to batch select, and then make an update. Depending on where you are the actions will vary

  1. Open the Page you wish to perform Batch Actions on (Bookings, Events, Documents or Tasks) or Open the various Tabs of a Booking (Events on the Summary Subtab, Task Tab, Line Items Tab, Documents Tab)

  2. Select the checkbox at the top of the list or check the boxes next to the items you wish to edit

  3. Click the Batch Actions

  4. Select the action you want to perform. Depending on where you are the available actions will vary

  5. Click the Apply button

Batch Action examples:

Bookings Page Batch Actions when one or multiple rows are selected
Documents page Batch Actions options to export the selected Documents to PDF or HTML
Line Items subtab of a Booking, various Batch Actions are available if one or multiple rows are selected

Batch Actions for Contacts or Accounts or Invoices are not available

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