Duplicating an event

Like classes and appointments, events can simply be scheduled for new clients to book and attend. To schedule the same event for a different group of clients, see scheduling an event instance. You can also duplicate an event to re-use it as a template for a completely different event. This is useful if you want to keep the original event for future use, but also want a similar event with changes. For example, you might want to offer a similar event in a shorter time frame (i.e. a crash-course), or an alternate course with similar content and format, but for a different target market (i.e. advanced yoga for expecting mothers).

For more details on what an event is, and how it differs from other services, see both events, and services.

To duplicate an event for re-use:

  1. In the top menu, click the Setup tab. Your setup menu is displayed.
  2. In the side menu, click Events. A list of events are displayed.
  3. Find the event you want to duplicate through using the filter, browsing the list, or by using search.
  4. Click on the event. The details of the event are displayed.
  5. Click DUPLICATE in the top right.

Result

The event is duplicated and named Copy of [the name of the original event]. You are returned to the list of events. You can now modify the newly created copy and schedule its instances as a new event.

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