Using an Event as a Template
Hi.Events doesn’t have a dedicated event templates feature, but keeping a template event and duplicating it works just as well for a monthly meetup, a workshop series, an annual conference or a regular club night.
The Template Pattern
- Create an event and set it up exactly how you like: tickets, registration questions, settings, promo codes, page design, check-in lists, lineup and schedule
- Name it clearly as a template, for example [TEMPLATE] Monthly Meetup
- Leave it as a Draft so it’s never visible to the public
- Each time you need a new event, duplicate the template. The dialog asks for the new event’s name before it creates the copy
The duplication dialog lets you choose what to carry over: products, questions, settings, promo codes, capacity, check-in lists, images, email templates, webhooks, affiliates, and the lineup and schedule. The Name field is pre-filled with the template’s name plus “(Copy)” and is required, so you rename the copy right there rather than afterwards. See Duplicating an Event for the full list.
If you only need defaults for new events rather than a full copy, go to the organizer’s Settings → Event Defaults. There you set how attendee details are collected, whether the marketing opt-in checkbox shows and whether attendee self-service is on by default, for every new event under that organizer.
Lineup and Schedule in a Template
Tick Lineup & Schedule when you duplicate, and the copy gets the template’s lineup, stages, rooms and time slots. For a single event, the time slots move with the new start date, so a template agenda that runs 9:00 to 17:00 on its own date runs 9:00 to 17:00 on the new one, as long as the new event starts at the same time of day.
This suits events with the same shape every time:
- A conference template with your rooms set up and the fixed parts of the day already in place: registration, coffee, lunch, closing drinks
- A club night template with your resident DJs on the lineup and your stages ready
- A workshop template with your regular host already added
People on the lineup are saved profiles, so the copy uses the same profiles rather than duplicates. Hide or remove anyone who isn’t on the next one, and add the new names. See Building Your Lineup.
Category-Based Defaults
Every copy keeps the template’s category, and the category decides a few defaults:
- Lineup and schedule names: a Business or Tech event shows Speakers and Agenda, a Music or Festival event shows Lineup and Timetable, and so on (see Building Your Lineup)
- Button text: when Settings isn’t copied, the new event gets the default button text for its category, such as Register and Get Passes for a Business or Tech event, or Book Now for Wellness and Tours (see Customizing the Event Page). When Settings is copied, the template’s own button text comes across instead
- Ticket category name: when Products isn’t copied, the new event starts with an empty ticket category named to suit, such as Passes for Business and Tech or Registration for Workshop and Education
Set the template’s category before you build it, and every copy starts with the right wording.
Why This Works Well
- The template never accumulates orders, attendees, or report data, so every copy starts clean
- You can maintain multiple templates for different event types (e.g. [TEMPLATE] Workshop, [TEMPLATE] Conference)
- Improvements you make to the template carry into every future copy
Tips
- After duplicating, always review the copy’s dates, ticket sale windows, and promo code expiry dates. These usually need updating for the new event
- Keep the [TEMPLATE] prefix and the “(Copy)” suffix out of your live copies’ names. Clear them from the Name field in the duplicate dialog before submitting
- Set the new event’s Start Date in the duplicate dialog. The end date and the time slots in its schedule move to match
- For recurring templates: duplicating copies future dates only, so an older template’s dates may all be in the past. Set up a fresh occurrence schedule on each new copy
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