EventPro Planner Manual

Copy Template - Attendee Types

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Copy Template - Attendee Types

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Copy Template - Attendee Types

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If you created Event Category Templates, you can add a set of pre-defined attendee types in one quick step using a template.  To learn how to set up templates, refer to Chapter 16: Event Category Templates, Create Attendee Types.

1.In the Attendee Setup | Attendee Types tab of the Event Setup window, click the Copy Template button to the right of the selection grid.
2.In the Attendee Types Templates dialog, select the template you want to use and click OK.

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3.In the Copy dialog, select a radio button to indicate whether you want to Append to Existing Only, Append to and Update Existing or Overwrite Existing Completely.  Click OK.
4.In the Confirm dialog, click Yes to continue copying the template.
5.The attendee types from the template will appear in the selection grid.  You can now edit and delete these attendee types as required or add more records by following the instructions above.