How To Save An Event Staffing Template

Note: The Events module is an optional feature. If you do not see Events in your left-side navigation, your organization may not have Event Scheduling enabled. 

Save a Staffing Template

1. From the left-side menu, click Events > View Events.

2. Select the event name from the calendar.

3. On the right side, click View.

4. Click Edit Event Details in the top-right corner.

5. Select the Days & Staff tab.

6. Under Create Staff Template, click Save Staff Template.

7. Enter a Template Name.

8. Check Active.

9. Click Save.
   
   

Your template will be available in Manage Settings.

Notes

• Save templates before assigning staff for best results.

• You can update a template by modifying an event and saving it as a new template.

• Templates can be managed in Manage Settings.