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Event Templates

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Odoo Events templates store a pre-configured set of options, so you can create similar events quickly instead of setting up every field from scratch.

Managing templates

Go to Events > Configuration > Event Templates to see existing templates. Drag them by the handle on the left to reorder how they appear in the Template drop-down on an event form.

Creating a template

  1. Click New to open a blank template form, or type a new name in an event’s Template field and choose Create and edit….
  2. Name the template, then choose which submenu items appear on the event website: Website Submenu (ticking this selects all the others by default), Tracks Menu Item, Track Proposals Menu Item, Booth Menu Item, Exhibitors Menu Item, Community (with an optional Allow Room Creation option), and Register Button.
  3. Set a Timezone, optional Tags, and tick Limit Registrations to cap attendee numbers if needed.

Configuring the tabs

The Tickets, Communication, Questions and Notes tabs work the same as on a standard event form. The Booths tab is unique to templates: click Add a line, enter a Name and choose a Booth Category; the currency, product and price fill in automatically from the category and cannot be edited here. Click Save & Close to add the booth, or Save & New to add another.

Booths must be linked to a product with Product Type set to Event Booth; booth categories can also be managed separately under Events > Configuration > Booth Categories.

Using a template

  1. In the Events app, click New to start an event.
  2. Select the desired template from the Template field.
  3. The event form fills in with the template’s configuration, which you can still modify as needed.

Tips

  • Use templates to save time and keep similar events consistent.
  • Pre-configure tickets, booths and communications so they are ready as soon as the template is applied.
  • Reorder templates in the Template drop-down to keep the ones you use most at the top.

Frequently asked questions

What happens if I tick Website Submenu on a template?

All the other submenu checkboxes (Tracks, Track Proposals, Booth, Exhibitors, Community, Register Button) are ticked automatically; deselect any you don’t need.

Can I add booths directly to a template?

Yes, the Booths tab lets you add booths to the template; this tab only exists on templates, not on a standard event form.

Does applying a template stop me from changing anything?

No, once a template fills in the event form, every field can still be edited for that specific event.

Need help?

Need help setting up Odoo Events templates? Contact support@thoughtlogik.com or see our Odoo implementation services.

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