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Creating an Event from a Template

Check out our YouTube Tutorial on Event templates for more details. (German only)

  • Open a new event from a template

    The use of event templates is recommended to simplify the planning of new events, save time and standardise procedures.

    1. Go to the Basis Home tab in the function bar and click on the dropdown triangle next to VAexpandEvents, and select vorlage va New from template and, if applicable, the companyM.
      Alternatively, you can create a new event from a customer account. The data from the customer account is used to prefill the organiser details.
      In the account, click on the dropdown triangle next to neuexpand New, then select Event > Adresse Contact person > betrieb CompanyM (if applicable) and a suitable vorlage va 32 Template.
    2. A list of available event templates will open. Filter by type, name and description to find a suitable template.
    3. Double-click the template you want.

    Check out our YouTube Tutorial on Event templates for more details. (German only)

  • Add general event data.

    An input window with the most important event data will open.

    1. Enter the event Date , the Organiser and the Occasion, then Confirm.
      Note: Mandatory fields are always underlined.
    2. A new event will open. Depending on the template selected, additional fields such as status or details on rooms, segments or schedules are already pre-filled, but can be overwritten or deleted.
    3. save Save your input by clicking on the icon in the top left-hand corner of the input window.

    Go to Creating an event template for more details.