Create a template

Set up a template once for each event that repeats. Staff and admins can create templates.

Create a templateStaff

1. 1
   Open Templates and select Add template. The editor opens on the Event tab.
2. 2
   Type the Template name 1 (marker 1 on the screenshot). Only staff see it, so make it easy to tell apart, like Sunday Worship (9 AM).
3. 3
   Optional: add a Template description 2 (marker 2 on the screenshot), a note for staff about this template.
4. 4
   Type the Event name 3 (marker 3 on the screenshot): what everyone sees on the calendar and in texts, like Sunday Worship.
5. 5
   Optional: add an Event description 4 (marker 4 on the screenshot). It shows on every event's page.
6. 6
   Optional: select Upload Picture 5 (marker 5 on the screenshot) for the events' picture. It's available once both names are filled in.
7. 7
   Under Time 6 (marker 6 on the screenshot), pick the day of the week in Days, and the Start and End times.
8. 8
   Optional: type the Location 7 (marker 7 on the screenshot). A map shows under it.
9. 9
   Select Save Template.

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Then add The Schedule: fields and times and Staff roles, and save again. Names can be up to 35 characters, descriptions up to 750.

Make a template from an eventStaff

Already have an event set up the way you like? Turn it into a template.

1. 1
   Open the event and select More Options 1 (marker 1 on the screenshot) (the ⋮ button).
2. 2
   Select Save as new Template 2 (marker 2 on the screenshot).
3. 3
   A new template opens with the event's name, times, picture, schedule, staff, people, alerts and teams. Answers (who accepted or declined) aren't copied. Check the tabs, then select Save Template.

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Can't save the template?

The message at the top of the editor says what's missing:

• Choose the start time and end time on the Event tab before saving the template: pick both times under Time.
• missing template name or missing event name: fill in both names on the Event tab.
• Field cannot be empty: a Schedule or Staff field has no name.
• … does not contain any members or groups or … does not contain any fields: a team needs people and fields.
• Auto create is missing …: finish the Automate: create events automatically tab, or turn Auto Create off.
• Maximum number of templates (…) already created!: your plan's limit is reached. Delete a template you no longer use, or email us.
• You are not editing the latest version: someone saved the template while you had it open. Reload the page and make your change again.