Importing an Itinerary Template

You can create Itinerary Templates for any timelimes/schedules that you may reuse, saving you lots of time from having to re-create Itineraries that you use over and over again. Once you import a Itinerary Template into an Event's Itinerary tool, you can modify the imported elements as well as add new ones.

To Import an Itinerary Template:

  1. Click on the "Itinerary" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Itinerary" tool.
  2. Click on the "Import/Export" button and select the "Import Template Into Itinerary" option.
  3. Select the appropriate Itinerary Template from the dropdown menu and click "Save".

This imports all the items from the Template into the Event's Itinerary, and you can start modifying those items as well as adding new ones. You can also use the checkbox feature to make mass changes/modifications to the newly imported items (like move item times forward/backward, attach Vendors to line items, assign Contacts to line items, etc.).

Video Tip - Go to the 5:15 mark of the video to view information on creating and importing an Itinerary Template.

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