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.
- Go to the
Templates tab in the function bar and select 
Events >
New, then select the company (if applicable).
- 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.
- 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).
- 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.
- Decide to copy Booked items and tick Update prices if the prices are to be updated.
- Entire Attendee lists can also be copied from orders.
- 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.