Event Templates

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Introduction

Odoo Events allows you to create custom event templates to speed up your event setup. Event templates store pre-configured settings, layouts, and options.

By using event templates, you can quickly create new events, while still customizing details if needed. Templates help maintain consistency across multiple events and save time.

Step-by-Step Instructions

  1. Access Event Templates
  • Go to Events → Configuration → Event Templates.
  • Here, you’ll see all existing templates in your database.
  • By default, Odoo provides three templates: Exhibition, Training, and Sport.
  • Rearrange templates in the Template drop-down by dragging them using the draggable icon on the left.

For more on event setup, see Create Events.

  1. Create a New Event Template

You can create an event template in two ways:

  1. From the Event Templates Page:
    • Click New in the upper-left corner.
    • A blank event template form opens.

2. From an Event Form:

    • In the Template field, type a new template name.
    • Select Create and edit… from the drop-down.
    • A Create Template pop-up appears, identical to the full event template form.

Note: Clicking Create “[template name]” adds the template to the database but doesn’t open the pop-up. You can edit it later via Events → Configuration → Event Templates.

 

  1. Configure the Event Template Form

The event template form contains all the standard event fields:

  • Event Template Name: Enter a name at the top of the form.
  • Website Submenu: Enable a submenu on the event website. All related checkboxes are selected by default. You can deselect items if needed.
  • Tracks Menu Item: Shows planned event tracks.
  • Track Proposals Menu Item: Allows visitors to submit proposals.
  • Booth Menu Item: Lets visitors view and purchase event booths.

Important: Booths must be linked to a product with Product Type set to Event Booth.

  • Exhibitors Menu Item: Displays all event exhibitors.
  • Community: Provides access to virtual community rooms.
  • Allow Room Creation: Let attendees create their own community rooms.
  • Register Button: Adds a button to the submenu for event registration.
  • Timezone & Tags: Set a timezone and optional tags for organization.

Limit Registrations: Restrict attendee numbers by ticking the checkbox and entering a limit.

  1. Use the Tabs

At the bottom of the form, you’ll find five tabs:

  • Tickets, Communication, Questions, Notes: Configured the same way as on standard event forms.
  • Booths: Unique to templates.

Configure Booths

  1. Go to the Booths tab and click Add a line.
  2. In the pop-up, enter the Booth Name.
  3. Select a Booth Category from the drop-down.
    • To create a new category: type the name and select Create or Create and edit…
    • Add details, sponsorship options, description, and optionally an image.
  4. Currency, Product, and Price auto-fill based on the category.
  5. Click Save & Close to add the booth or Save & New to create another.

Booths can also be created via Events → Configuration → Booth Categories → New.

 

  1. Apply Event Templates
  1. Open the Events app and click New to start a new event.
  2. In the Template field, select the desired template from the drop-down.
  3. Pre-configured settings automatically populate the event form.
  4. Modify any settings as needed to fit your event.

Tips

  • Use templates to save time and maintain consistency across events.
  • Pre-configure tickets, booths, and communications in templates to streamline setup.
  • Rearrange templates in the drop-down to prioritize frequently used templates.
  • Link booths and products correctly to ensure seamless online registration.

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