Create an event template
If you often create similar events, you can save time by setting up one or more event templates. Each template can hold all the same settings as a standard event, including:
Basic event setup (name, description, type, and the like)
Event venues
Event sessions and speakers
Event passes
Note
Session speakers aren't part of the event but are linked to from each session. These links are preserved in the template and included in events created based on a template. But the speaker records themselves aren't copied or otherwise affected.
To create a new event template, open the Event planning work area and go to Events > Event and select + New from the command bar.
A new event record page will open. Fill out all the necessary details and add any venues, sessions, speakers, and passes you want included in the template. When ready, select Save as a Template from the menu. In the dialog box, select OK.
To view your Event templates, open the Event planning work area and go to Events > Event and set the view selector to Event Templates. The list shows you all of your available event templates that you can view and manage. Please note that to see the Save as Template option, you may need to select the drop-down arrow next to the Save button on the main command ribbon. In the dialog box, select OK.
For more information, see Create and use event templates.
Create an event from a template
When you create an event from a template, the main template record and all related records are copied to create a new record. No link to the template remains. You now can work with your new event just as you would with an event that you created from scratch.
To create a new event from a template, open the Event planning work area and go to Events > Event, and then select + New from template from the command bar. The Create from template dialog opens. Use the dialog box to find the template you want and then select OK.
Once your new event appears, give it a new name, set the start date, and then select Save in the lower-right corner of the window.
When you create an event based on a template, it initially will show the start date, end date, and session schedule that was saved with the template. You can change the start and end date of the event and all its sessions at once simply by changing the event Start date and all other dates and times will be adjusted accordingly.
For more information, see Create an event from a template and View and edit your event templates.