Creating templates for tickets, event sessions, and events

Owned by Jessie Tran (Unlicensed)
Last updated: Nov 27, 2023 by Steven Le
4 min read

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MeeteR is set up to allow you to efficiently manage your recurring conferences, training, and events. Rather than having to copy all the same information (e.g. name, description, prerequisites) each time it is scheduled, common information about the event is stored within a ticket, event session, and event template.

The event template can then be used to schedule future instances of the same event quickly and easily. Your MeeteR platform can store multiple event templates for you to use for all of the events you offer.

This option saves a lot of time and helps standardize event management across the platform by not only reducing any unnecessary manual effort, but also helping build and customize ticket, event session, and event template options that have been approved by you!

Select a drop-down below to get step-by-step instructions on how to create your templates.

Only Root Administrators can create and manage templates

 

Creating a ticket template

Create ticket templates that can be quickly added to event templates.

  1. Navigate to your Platform Management dashboard, under Features, click Templates

  2. Click Create Ticket Template

  3. Include a Template Name*

  4. Complete the fields that need to be templatized by selecting the lock button

    Note: after clicking the lock button, when an organizer creates an event from any pre-defined template, they will not be able to edit or change any pre-locked fields. If edits are needed, organizers will need to contact the Root Admin of the platform.

    Unlocked:


    Locked:

     

  5. After you have included the necessary event info and branding materials, click Create

Creating an event session template

Event session templates are like blueprints for your multi-day/multi-session events. Once created, they can be quickly added to the event templates.

  1. Navigate to your Platform Management dashboard, under Features, click Templates

  2. Select + Create Session Template and complete New Event Session Template fields

  3. To add days of event sessions to your event, select +

  4. To add event sessions and event session times to specific days, select + connected to the corresponding day

  5. Confirm the event session template details, then click Create

Creating an event template

When building an event template, ticket templates and event session templates can be added to an event template.

  1. Navigate to your Platform Management dashboard, under Features, click Templates

  2. Click Create Event Template

  3. Complete the fields that need to be templatized by selecting the lock button

    Note: after clicking the lock button, when an organizer creates an event from any pre-defined template, they will not be able to edit or change any pre-locked fields. If edits are needed, organizers will need to contact the Root Admin of the platform.

    Unlocked:


    Locked:

     

  4. On Basic Info tab, include a Template Name and, if applicable for the event template, complete the fields for the tabs Media, Description, and Custom Lists

    1. Media - select the default images you would like to include on your template

      1. In Additional Settings:

        1. Disable uploads: when toggled, users will not be able to upload their own photos. They will only be able to select from the provided list of images.

        2. Disable default options: when toggled, users will be forced to upload their own image

    2. Description - users can add up to 3 description fields. To add a description field, select + Add section

    3. Custom Lists - include event labels, sponsors, registration questions, event sessions, and/or ticket prices

  5. After you have included the necessary event info and branding materials, click Save. The newly created event template can be used for any future events.

 

Event Templates are your organization’s central reference to streamline event planning. These templates provide a consistent framework and essential resources, enabling organizers to efficiently prepare and execute on events.

Using templates eliminates repetitive tasks, ensures events align with organization standards and allowing focus on customization to meet specific needs.

Already have an event template set up? Try creating an event using an event template.

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