Event Templates

What Are Templates?

Templates let you save a standard event configuration and reuse it. Instead of setting up the same budget line items, crew roles, and checklist every week, create a template once and apply it in seconds.

A template can include:

• Budget line items with default amounts
• Crew role requirements (e.g., “2 sound engineers, 1 lighting tech”)
• Checklist items
• Logistics setup (dock slots, load-in times)
• Hospitality rider defaults

Creating a Template

1. Go to Templates in the sidebar
2. Click New Template
3. Set up the template just like you would an event — add budget items, crew roles, checklists
4. Give it a descriptive name (e.g., “Friday Concert — Main Stage” or “Corporate Event — Rooftop”)
5. Save

Tip

You can also create a template from an existing event. Open the event, click the ⋮ menu → Save as Template.

Using a Template

When creating a new event:

1. Click New Event
2. Select From Template and choose your template
3. All the template’s configuration is pre-filled
4. Adjust anything specific to this event (dates, artist name, etc.)
5. Create the event

Managing Templates

• Edit — Update a template to change defaults for future events (existing events are not affected)
• Duplicate — Copy a template to create a variation
• Archive — Hide templates you no longer use