¶ Create an Event Template
An event template is a predefined setup that includes event details such as name, location, and structure. It ensures consistency across teams and saves time when creating recurring or similar events.
Note: Only an admin user can create event templates. Approved templates are visible to new calendar users. Existing users without calendar licenses must be granted access to use these templates.
¶ Steps to Create an Event Template
- Log in to app.leadangel.com and go to Calendar Integration.
- Navigate to Event Templates, right-click, and select + New Event Template.
- Enter the template name and description.
- Optional: Enable the option to automatically publish this template for all new calendar integrations.
- Click Save.
- Follow the steps to create an event using the template.
- Once done, go to the Details tab and click Approve to activate the template.
- Admin users can uncheck the option to "automatically publish this event for all the new calendar integrations" whenever they want.
¶ Steps to Use an Event Template
- Navigate to Events and click + New Event.
- On the Create New Event page, you’ll see available Event Templates along with the One-on-One meeting type.
- Click Copy on any template to duplicate and modify it if needed.
- You can directly go to the booking page or copy the link.
- Click Save and Close. The template will now be listed on the Events page.
