Creating an event template

• Open a new event template

  Event templates are created on the basis of existing events. Before a template can be created, the so-called "sample event" must be created and saved as a template. Either use a real, well-planned event for this or create such an event for this purpose only.

  1. Go to the  Templates tab in the function bar and select   Events >  New, then select the company (if applicable).
  2. Select the Type of event from the picklist and give the template a meaningful Name. The template will be offered for selection under the name selected here when creating a new event.
     Note: Select table reservation events in the next step by assigning that Event type.
  3. Some event data can, but does not have to, be copied to the template. Not all options are available for templates for table reservation events:
     a) Timesthat are copied from the template overwrite the booking times that are selected for the new event.
     b) Rooms can be preassigned; a warning is issued in the event of double bookings.
     c) The Event schedule can be copied (including segment links).
  4. Copy either all types of segments (quote, order, invoice) or only selected ones. Activate by ticking Copy segment data > Only of type to select quotes, orders or invoices for copying.
  5. Decide to copy Booked items and tick Update prices if the prices are to be updated.
  6. Entire Attendee lists can also be copied from orders.
  7. A detailed Description of the template will appear when creating a new event with a template. This detailed description with information on default settings, possible scenarios and template recommendations is very helpful, especially if there are several templates to choose from.
• Select a master event

  Once you have specified which event template data are to be copied, select the event to be used as a template.

  1. Left-click on  Sample event to open the event search.
  2. Select the appropriate Event type (Regular, Table Reservation, ESC or In-house) to limit the number of sample events.
  3. Search for an event and select it by double-click.
     Note: Make sure that the sample event does not have the status "completed".
  4. Specify the date to which the sample event should be saved (previous date Retain, Today, Select). The date is only used as a reference date and is not copied to the events created from the template.
  5. If necessary, make changes and Save the sample template via .
  6. The sample event is saved under a new event number and only with the selected data.
  7. The template and its sample event can be changed at any time.
  8. Save and close the event template.
• Create to-do lists for event templates

  The same tasks that are always associated with certain events can already be created in the template. The to-do list is then copied from this template when new events are created.

  1. Open an   Event Template and click on   Open master event.
  2. Click on  To-Do in the horizontal toolbar and create a new list of tasks (Create a new To-Do list for a record).
  3.  Save the to-do list and the event template.