Saving an Event as a Template & Reusing It | Planadar Help
Saving an Event as a Template & Reusing It
If you run the same kind of event repeatedly — a monthly meetup, a quarterly workshop, a chapter conference — save one well-built event as a template and start every future event from it.
Template vs. duplicate — which do you want?
Both start a new event from an existing one, and they live in the same menu, but they solve different problems.
| Duplicate | Template | |
|---|---|---|
| Creates | A new draft event, right now | A saved setup you reuse later |
| Reusable | One copy per action | Unlimited events, any time |
| Lives | In My Events as a draft | In Event templates on your Dashboard |
| Best for | "Run this again next year" | "This is how all our workshops are set up" |
If you just want one more event like this one, Duplicate is quicker. If you'll want ten more over the next year, save a template.
Saving an event as a template
- Go to My Dashboard → My Events.
- On the event card, click the Duplicate Event icon (⧉).
- Choose Save as template (the third option, below the divider).
- Give it a name you'll recognise later — the default is "
template". Something like "Monthly Meetup — standard setup" is easier to pick out than a date. - Click Save template.
The source event is untouched. Saving a template never changes, moves, or unpublishes the event you saved it from.
Creating an event from a template
- Go to My Dashboard → My Events.
- Find the Event templates panel near the top of the page.
- Click Use on the template you want.
You land in the new event's guided setup as an unpublished Draft, ready to change the name and dates before publishing.
What a template includes
Everything that describes how the event is set up:
- Event details (description, type, venue, timezone, category, tags, cover image)
- Ticket types and pricing
- Agenda / sessions and speakers
- FAQs, including their categories
- Sponsor packages
- Branding (colors and logo)
- The event website (content and theme)
- Registration and donation settings
What a template never includes
People and money never travel with a template:
- Attendees, registrations, and orders
- Donations and payouts
- Check-ins, waitlist entries, and certificates
- The published web address (subdomain / custom domain) and any connected Zoom meeting — set these up on each new event
Managing your templates
Templates are listed on your Dashboard under Event templates, with the date each was saved. Use the delete icon to remove one you no longer need — deleting a template has no effect on the events you already created from it.
Plan availability
Save as template is available on the Growth, Professional, Scale, and Enterprise plans. On the Free plan the option shows a Growth badge; you can still duplicate an event with the same dates and adjust it by hand.
Tips
- Build one event properly first — tickets, agenda, FAQs, branding, website — then save it. A template is only as good as the event it came from.
- Re-save a fresh template when your standard setup changes; templates are snapshots, so an existing template doesn't update when you edit the event it came from.
- Templates are per organizer. They aren't shared across accounts.