Project Templates let you create events faster, stay consistent, and eliminate repetitive setup. Build a template once and reuse it anytime - no more copying old events or starting from scratch.
Where to Find Project Templates
Go to Account Settings → Scheduling & Timesheet → Project Templates.
Templates are managed per branch, giving you flexibility and full control.
Creating a Template
Creating a template works just like creating a new event.
Fill in any required fields, along with any additional details you want to include in future events, such as:
Shifts and shift times
Client and location
Cost centers
Any other predefined settings
Once saved, your template is ready to use anytime.
Using Templates When Creating Events
When you create a new event, simply choose one of your templates from the dropdown. All the information you pre set will automatically load, letting you move straight into final adjustments.
Managing Your Templates
You can create, edit, duplicate, or delete as many templates as you need. Keep them updated to ensure smooth and consistent event creation across your branches.
Project Templates help you work faster, stay organized, and maintain structured workflows for your team.
Happy scheduling!