Event Template editor
The Event Template editor is where you prepare the reusable content that a future event can start with. It looks like an Event Page, but a template is not an event in progress. It has no client relationship, booking status, payment history, or production work to complete.
The editor's summary identifies the record with the TEMPLATE marker. The available tabs are Details, Tasks, Recipes, Taxes, Discounts, & Fees, and Proposal. Order and Build are not available for templates because purchasing and production belong to a real event after its recipes and date-specific needs are known.
This populated template shows reusable recipe sections and the template-specific tab set. The lock control in the summary can help prevent accidental edits after the setup is ready.
Details
Use Details for the reusable name, team organization, notes, Event Flowers, payments, contract, markups, and settings. Template Details intentionally omit clients, professional contacts, timeline entries, and files because those belong to a particular event.
Details explains the reusable team-facing information. The Details tab also owns articles for Event Flowers, payments and contract, and markups and settings.
Tasks, Recipes, Taxes, Discounts, & Fees, and Proposal
These tabs hold the planning content a new event may need at the start:
Tasks holds reusable work, groups, assignments, and relative due dates.
Recipes and costs holds reusable designs, quantities, ingredients, labor, and pricing.
Taxes, Discounts, & Fees holds starting tax, discount, and fee choices.
Proposal holds reusable presentation content that should be reviewed for each client.
The shared Event Page articles explain common editing controls in more detail. The template articles above explain what is reusable, what is omitted, and what must be reviewed after a template is used.
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