Remembering how to set up your events, pricelists or settings in general can be difficult and tedious. Fortunately, we make it easy for you to save and re-use your settings so you don't have to.

Event templates

Event templates allow you to save your event's settings and apply those settings to new events. You can achieve this with the following steps:

• Click Event settings for any event you wish to copy from
• Scroll down to the bottom of the page
• Click on the menu that says, Save these settings for future use

• Click New event template in the menu
• Give your template a name in the text box that appears
• Save the event

Now you can apply your template to a new event by clicking on your desired template in the Events menu > New event > Add from template section. All your existing settings will be loaded into your new event. You can then modify the settings as necessary.

Pricelist cloning

You can clone pricelists that you have previously created.

• Click on the selling tab at the top of your dashboard
• Click on pricelists in the selling tab menu
• Click on manage pricelists
• Select a pricelist
• Click on clone

Form Cloning

If you would like to avoid re-doing your form, you can clone an existing form.

• Click on the event link
• Select an event
• Click on the event forms link
• Click on manage event forms
• Click on clone besides your form

You can also create a form by cloning an existing form.

• Click on the event link
• Select an event
• Click on the event forms link
• Click on new event form
• Select the form that you would like to clone.

Cloning products and services

You can clone custom products and services.

• Click on the selling link
• Click on products/services
• Click on manage custom products/services
• Click on clone under the name of the product that you would like to clone

Cloning packages

Similar to products, packages can be cloned as well.

• Click on the selling link
• Click on packages
• Click on manage packages
• Click on clone under the name of the package that you would like to clone

Contract templates

You can create a contract template to avoid re-doing your contracts.

• Click on the selling link
• Click on contracts
• Click on manage templates
• Click on new template

You can also save an existing contract as a template

• Click on the selling link
• Click on contracts
• Click on manage contracts
• Click on save as template

Updated on: 07/09/2020