Creating/Using Itinerary Templates

With our Itinerary tool, you can build reusable schedules and timelines for your Events, with unlimited Items and Categories.

A standout feature is the ability to designate how many days before, after or on the event date that each Itinerary Item should be placed.

To Create a New Itinerary Template from Scratch:

  1. Click on "Templates" in the top navigation bar.
  2. Find the "Itineraries" box and click "Manage Templates".
  3. Click on the "Add New Template" button.
  4. Enter the Itinerary name and click "Save".

This brings you to the Itinerary Template Dashboard where you can add unlimited Itinerary Items and Categories to assign them to:

  • Adding Itinerary Line Items
    1. Click on "Add Item" button.
    2. Enter details for the item name; category; venue/space/room; start time; and end time.
    3. Use the dropdown menu to select whether you want to insert the Item, upon import, before the Event date; on the Event date; or after the Event date.
    4. Click "Save" when you are finished.
    5. Repeat until you have added all the Items you need.
  • Adding Itinerary Categories
    1. Find the "Categories" box and click on the "+" symbol.
    2. Type in the first Category name and click "Save".
    3. Repeat until you have added all the Categories you need.

To Create an Itinerary Template from an Existing Itinerary:

  1. Click on the "Itinerary" tool button in the Event Dashboard.
  2. Click on the "Templates" button and select the "Save as Template" option.
  3. Enter the Template name and click "Save".
  4. After clicking "Save", the entire Itinerary has been saved as a new Template, which you can now edit and modify in the Templates area.

To Import an Itinerary Template into a New Itinerary:

  1. Click on the "Itinerary" tool button in the Event Dashboard.
  2. Click on the "Templates" button and select the "Import Template" option.
  3. From the dropdown menu, select the Itinerary Template that you wish to import.
  4. After clicking "Save", the selected Itinerary Template Items and Categories will be imported.

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