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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 Vorlagen Templates tab in the function bar and select vorlage vaexpand  Events > neu 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.