Summary:
Template events are events or proposals without a specific client tied to them. They serve as a starting point for real events, saving you time.
Instructions:
Introduction to Template Events
Template events are events or proposals without a specific client tied to them.
They serve as a starting point for real events, saving you time.
Accessing Templates
From your dashboard, navigate to the "Data" page.
Click on the "Templates" tab to view available templates.
Examining an Example Template
Explore an existing template, such as the "Outline Template."
Notice that it lacks client-specific details like client name and event date.
Observe the inclusion of blank recipe cards, which serve as a starting step.
Creating a New Template
Click on "New Template" to start a template from scratch.
Give the template a name for easy identification.
Modifying an Existing Template
Click on "New Template" again to create a template based on an existing one.
Name the new template and customize it for a specific use or design.
Converting an Event into a Template
Navigate to the "Events" page.
Find an event you want to use as a template, e.g., "Tony and Megan Wedding."
Click on the icon with a page and a plus symbol to create a template from the event.
Provide a generic name for the new template.
Click "Create" to generate a template with all event information, including recipes, inspiration images, and proposal design.
Using Templates
When planning a new event for a client, choose an appropriate template.
Customize the template for the specific client, making necessary adjustments.
Benefits of Templates
Templates streamline event planning by providing a pre-built foundation.
They save time by eliminating redundant tasks, as basic elements are already included.
Templates allow easy replication of successful designs for different clients.