Knowledgebase

Meeting templates are useful for regularly occurring events or complex events that would be difficult to recreate. Meeting templates can be created in a few ways. 

To Create a Meeting Template in Meeting Manager

This method combines meeting setup with template creation.

1. Go to Meetings > Meeting Manager.
2. Click Add a Meeting.
   
   
   
   
3. Fill out the Meeting Name field.
4. Select "Create New Template from This Meeting" in the "Please select a template to use for your new meeting" drop-down.
   
   
   
   
5. Follow the prompts to complete the meeting set-up.
6. On the All Done step, click Save to Template.
   
   

If any edits need to be made to the template, go to Meetings > Settings > Categories and Templates, and click Edit for the correct template.

To Create a Meeting Template in Settings

This method doesn't require an active meeting to create a template.

1. Go to Meetings > Settings > Categories and Templates.
   
   
   
   
2. Under Meeting Templates, click Add a Template.
   
   
   
   
3. Fill in the Template Name.
4. Fill in the template venue, times, and/or description, if needed for the template.
   
   
   
   
5. Click Next.
   
   
   
   
6. Add tickets, products, and/or an icon , if needed.
7. Click Next.
   
   
   
   
8. Review the template, and click Complete.