Event Management
Event Config Templates
Save your event setup as a template and reuse it to create new events in seconds.
What Are Event Templates?
Event config templates capture your event's complete setup — ticket types, sessions, activities, crew roles, certificate settings, and more — so you can recreate similar events without starting from scratch.
What's Included in a Template
| Configuration | Included |
|---|---|
| Event settings | Description, timezone, location, refund policy |
| Ticket types | Names, prices, quantities, limits |
| Sessions | Names, locations, capacities, mandatory flags |
| Activities | Names, points, capacities, mandatory flags |
| Kit items | Names, quantities, mandatory flags |
| Crew roles | Role names and permission sets |
| Certificate templates | Certificate design configurations |
| Sponsor tiers | Tier names and details |
| Custom fields | Registration form field definitions |
| Feature toggles | Which features are enabled |
Saving a Template
From the Events Listing
- Go to Manage > Events
- Find the event you want to save as a template
- Click the Actions menu (three dots) on the event
- Select Save as Template
- Enter a template name and optional description
- Click Save
Template naming
Use descriptive names that help you identify templates later, such as "Annual Conference Setup" or "Half-Day Workshop Template".
Creating an Event from a Template
From the Templates Page
- Go to Manage > Templates
- Browse your saved templates
- Click Create Event on the template you want to use
- Enter the new event title and dates
- Click Create
The new event is created with all the template's settings pre-configured. You'll be redirected to the event management page to make any adjustments.
Review after creating
Always review the new event's settings after creating from a template. Update dates, descriptions, and any event-specific details before publishing.
Managing Templates
Viewing Templates
Access all your templates at Manage > Templates. Templates are scoped to your organization — all organization members can see and use them.
Template Details
Each template shows:
- Name — Template display name
- Description — Optional notes about the template
- Created by — Who saved the template
- Created date — When it was saved
Use Cases
Recurring Events
Save your monthly meetup or weekly workshop as a template. Each new instance starts with the same ticket types, sessions, and settings.
Standardized Programs
Organizations running standardized training programs can create a template with approved session structures, certificate templates, and crew roles.
Event Series
For conference series with consistent formatting, save the first event as a template and use it as the base for subsequent editions.
Tips
- Keep templates current — If your event format changes, save a new template from an updated event
- Use clear names — Include the event type and any key differentiators in the name
- Templates vs. cloning — Use templates for creating events with the same structure but different content. Use cloning to duplicate an event with its existing data
Next Steps
- Create your first event to save as a template
- Configure sessions and activities before saving
- Set up crew roles to include in your template