There are two ways to create Event Templates: from a blank event form or from a previous event. Event templates are great creating events quickly. Templates can be shared with other admins at your organization creating consistency and speed.
From a Blank Event Form (see video below)
Step 1: In your organization admin dashboard, click on the “Volunteer” tab in the menu and then select “Event Templates” in the dropdown menu
Step 2: This takes you to the Event Templates page. On the top right-hand corner, click the orange button that says “Create Event Template”
Step 3: Start off by naming the event template and then fill out all the information for the event in the template and then click on the orange “Create Template” button at the bottom of the page to save it.
Tip: You can create templates just for yourself or you can share templates you create with all the other admins at your organization! This creates fast and consistent event creation! We recommend sharing templates with other admins to create a strong volunteer system which allows other admins to fill in for you (if you're ever away!).
How to create an event template from Blank Event Form:
*Note: At the bottom, choose to keep the template to yourself of share it with all of the admins in your organization.
You will be able to see event templates that have been created when you select “Event Templates” under the “Volunteer” tab in the menu in your admin dashboard.
From Existing Event (see video below):
Have you created an event in the past you wish you could duplicate or create as a template to be recycled so you don't have to keep typing the same information over and over? You can do both!
Step 1: Under the “Volunteer” tab select “Manage Events”. This will take you to all the events you have in POINT.
Step 2: Select which event you’d like to turn into a template that takes you to the Event’s details. On the right-hand side, click the “Actions” button and then select “Create Template from Event” in the dropdown.
Step 3: A “Create Template from Event” box will appear and you will need to put in a template name and then click on the orange “Create Template” button in the bottom right corner
How to create an event template from an existing event:
Questions? Email us at support@pointapp.org.