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
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)
Select the checkbox at the top of the list or check the boxes next to the items you wish to edit
Click the Batch Actions
Select the action you want to perform. Depending on where you are the available actions will vary
Click the Apply button
Batch Action examples:
Batch-Updating Bookings
If you need to update multiple bookings at once, follow these steps:
Navigate to the Bookings page in Event Temple.
Switch to the List View and apply filters as needed to narrow down your selection.
Select the bookings you want to update. You can either select individual bookings or use the Select All option.
Click on Batch Update and choose the field you want to edit.
Note: You can differentiate between Sales Assignee and Operations Assignee when updating booking assignees.
Batch-Updating Tasks
To batch-update tasks, whether they are standalone or part of a workflow, follow these steps:
Go to the Task List in Event Temple.
Select multiple tasks that you want to update.
Update the assignee in bulk by choosing the desired user.
Batch Actions for Contacts or Accounts or Invoices are not available