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Using Templates

How to make templates?

Updated this week

If you are creating multiple projects with similar Project Details, you can save these as a template to save time.

Creating a template

To create a template, first create a project by going to Bookings > Projects > All and selecting the +Create New button.

Fill in the details of the project you would like to create.

Then at the bottom, click the "Save as Template" button. This will bring up a pop up to confirm the creation of the template.

Once you confirm the template, you will be brought to the Blocks page.

Blocks and Sessions subsequently created will also be included in the template.

Create the Blocks you would like to add to the template. Once you have filled in all the details, click the "Save to Template" button at the bottom of the page.

Once you have completed creating the template, it will be saved to be used at another point. If you navigate back to the Bookings > Projects > All the project made in the template will not be shown within the list unless it has been used to make a project.

Using a Template

To use a template, navigate to Bookings > Projects > All and select Use Template. A pop-up will appear that will allow you to select the template you would like to use.

Once you have generated the template, rename it to something unique to help identify it and then change any details necessary to the particular project you would like to make. Make sure to press save on any changes made.

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