Skip to main content

Create an Event Template

Event Templates save time and prevent configuration errors by allowing you to instantly deploy reusable and standardised Event structures.

Event Templates streamline the creation workflow and ensure operational consistency by eliminating the need to build recurring Events from scratch. By saving standard configurations as a reusable template, Administrators can create Events efficiently with minimal manual data entry. This reduces configuration errors, maintains uniform branding and scheduling standards across the platform, and allows team members to quickly launch approved Event structures without managing backend settings.

  1. Click Events > Events > Templates.

  2. Click the Create button. The Create Event Template screen appears:

  3. Enter a Name. This is required.

  4. Click the Save button. The Event Configurations become available:

  5. Click Event Configurations. The Event overview and settings appear:

  6. Edit the Event configurations, as desired.

  7. Turn off the Allow change on creation toggle to lock a setting permanently.

  8. Click the Save button.

šŸ’”Tip: For a comprehensive list of field definitions in the overview, see the Creating and Updating an Event article.

šŸ’”Tip: For a comprehensive list of field definitions in the General, Advanced, Portal Visibility, and Shift Defaults tabs, see the Customising Event Settings article.

šŸ’”Tip: Event Templates can only be applied when creating a new Event. It is the first option that appears:

Did this answer your question?