Re-use your events with Worksheet Templates

Another blush wedding? 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 event, offer packages, or have special items you design that are venue-specific. You're able to 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 to your Design Board.

     

     

    Making a template from an existing event:

    • Head to the worksheet of the event 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!
    • Note: If you completed any work in the event prior to saving it as template, make sure you save it as a New Version as well. Saving as a template does not save a New Version!

      Screen Shot 2018-12-19 at 4.50.49 PM

    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.
    ezgif.com-video-to-gif (6)

     

    Note: If you load a template that includes recipes, you can favorite all the items to your Design Board!

    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 populate on the Design Board.
    ezgif.com-video-to-gif (7)

     

    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!