The Worksheet: Duplicating Events with Worksheet Templates

Just as you can save your recipes for future use, you can save entire events - including all recipes, quantities, and prices.

If you need to re-use an event or make a copy of it, this is the way to go. Creating a template is especially helpful if you do different types of events, offer packages, or have special items you design that are venue-specific. You can load them for new clients you add into the system and save precious time.

In this article, you will learn:

• How to create a template/clone an event.
• How to load a template.
• How to favorite all items on your Design Board.

Making a template from an existing event:

• Head to the event worksheet you would like to make a template from.
• Click 'Save' at the bottom of the page and use the 'Save As' drop-down menu to select 'New Template'.
• Enter your template name and any optional descriptors.
• Click 'Save'.
• Your template is now available to load for your clients!

How to load a template for a new client:

• Create the client from the Event List or select an existing client.
• Click the 'Options' button on the top-right corner of the Worksheet.
• Click 'Load Template' and select your desired template.
• Click 'Select Template'
• Save to complete.

How to favorite all items to your Design Board:

• Click 'Options' on the upper-right corner of the Design Worksheet.
• Click 'Favorite All Items'
• Once complete, you'll see all the items populated on the Design Board.

How to create a template from scratch:

• Create a generic event. You could use your own info for the client and call the event title something basic (i.e., 'Wedding')
• Go to the Worksheet.
• Build out your template event with any desired options.
• Click 'Save' at the bottom of the page and use the 'Save As' drop-down menu to select 'New Template'.
• Enter your template name and any optional descriptors.
• Click 'Save'.
• Your template is now available to load for your clients!