Event templates

Created on 09 Dec 2025

Event templates let you save the setup of an existing event so you can reuse it next time. Instead of starting from scratch, you start from a copy of a past event and update the details.

An event template is a snapshot of an event's main settings, along with any extra items you choose to include (such as waitlists, access codes and packages). You can still change anything after you create the new event.

When to use templates

Use templates when you:

• run similar events regularly (for example, a monthly meetup or annual festival)
• have a standard way you set up your event settings
• want your team to create events in a consistent way

Templates can help you:

• save time setting up repeat events
• reduce mistakes or missed settings
• keep your events looking and behaving the same way

Saving an event as a template

You can save any existing event as a template, as long as you have permission to create templates.

From the event tools page

1. Open your event.
2. Go to the Tools page for that event.
3. In the tools grid, find Save as template.
4. Click Save as template.
5. A Template details form will open.

Fill in:

• Template name – a short name you and your team will recognise.
• Description – a brief description of when to use this template.

If your event has any of the following, you can choose what to include in the template:

• Waitlists – select one or more waitlists to copy.
• Access codes – select any access codes you want to reuse.
• Packages – select any packages you want to copy.

If you are a platform admin, you may also see account options:

• Account – choose which organiser account the template belongs to, or leave it blank to make it global.
• Global – tick this to make the template available to all users on the current platform.

Click Save to create the template.

From the tools menu on your events list

You can also save a template directly from the events list:

1. Find your event in the My events list.
2. Click the Tools button for that event.
3. Choose Save as template.
4. Complete the Template details form as above and save.

Creating a new event from a template

Once you have at least one template saved (and permission to use templates), you can use it when creating a new event.

From the welcome panel

On your events page, in the Are you ready for your next event? section, you will see several options:

• Create event
• Quick create
• Copy existing
• Choose template (when you have templates available)

To use a template:

1. Click Choose template.
2. A list of templates will appear.

If you have your own templates, you will see a section with your organiser name, for example:

• Your organiser name templates

If there are templates that are available across the whole platform, you will see them under:

• Global templates

3. Click on the template you want to use.

You will then see the Create from template form:

1. Enter a new Event name.
2. Review and adjust the dates, times and location.
3. Check the Event settings, such as listing type (Public or Private) and colour theme (Light or Dark).
4. Make any other changes you need before you go live.

When you save, a new event will be created based on the template. The original event and the template are not changed.

Managing templates

From the Choose template screen you can:

• see the template name and description
• see who created each template (where shown)
• delete templates you no longer need (if you have permission), using the bin icon next to the template

Deleting a template does not delete any events that were created from it.

Tips

• Use clear template names, such as "Monthly meetup – standard" or "Festival – full weekend".
• Keep descriptions up to date so your team knows when to use each template.
• Create separate templates for different event types (for example, workshops, conferences or social events).
• Review your templates from time to time and remove ones you no longer use.