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Events & Tracking

Save an event as a template

Store a show's setup under a name — venue, times, booth fee, drive — and start next year's event from it in one click.

  1. 1Open an event that is set up the way you want and click Save as template.
  2. 2Give it a name you will recognise later — "Farmers Market", "Big E day". The event title is filled in as a starting point.
  3. 3On any new event, the templates you have saved appear at the top as buttons. Click one to fill the form, then pick the date.
  4. 4A template never carries a date, a status, income or expenses — only the things that describe the market itself.
  5. 5To change a template: start an event from it, edit the details, then Save as template again under the same name. Saving over a name updates it rather than creating a second one.
  6. 6Rename or delete templates in Settings → Event Templates.
  7. 7Templates are independent of the event they came from — deleting last year's show does not delete the template.

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