Event Templates for Faster and More Standardized Event Management
Event templates offer a quick and easy way to add pre-populated event fields for common events.
- Fields are the same as when adding an event - you can add all the information that will not change from event to event, such as location, pricing, or registration, but can change details such as event title, speaker, or organizer for each individual event.
- Templates allow standardization - useful especially when multiple users or members are adding events.
- Pre-populated fields in a template allow you to save time when adding events.
..Because who wants to sit there and fill all of that out on a Friday afternoon??
Step 1: Add an event template.
To add an event template, first go to your events module under Apps -> 3.Events.
Then go to Events tab next to Reports and look for Add an Event Template
Fill in all the empty fields that are necessary for the event. If you need any assistance filling out the event template, you can use this help file to help you navigate through the form Adding New Events and Event Types to Your Events Calendar.
Step 2: Add an event using your template.
Go to the events module under Apps -> 3.Events -> Add Event or you can do this as well from Calander and Event Lists.
Then proceed to the Event drop-down next to Reports and look for Event Templates.
After clicking Event Templates, you'll be redirected to this page. Below the template you create you will see a link +Add an event using this template; click on it and it will redirect you to a new event using the information in the Template.
..As you can see below, certain fields are pre-populated with the details you've added to the template.
And voila! Your regular events can be quickly added using templates moving forward. You will still be able to edit any details that change from event to event, such as speaker or organizer.
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