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EventPro Software User Manual

Breadcrumb Trail: Event Management > Edit Event Window > Attendee Setup > Attendee Registrations

Copy Attendee Registrations from Template

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If you have Event Templates in Setup (EventPro Setup > Events > Event Templates) that contain a set of Attendee Registrations you want to use, you can copy those Attendee Registrations into this Event.

In fact, you may have already copied an Event Template's details into the Event during the Event Creation Wizard or using the Copy Template command in the Event Screen.

If you want to add Attendee Registrations from a Setup Event Template now, you can do so under the Attendee Registrations tab.

1.Click the Copy From Template button just above the Attendee Registrations selection grid.

2.The Copy From Template window opens.

3.Select a Setup Event Template from the drop-down list.  These are the templates you created under EventPro Setup > Events > Event Templates.

4.Select a Copy Type from the drop-down list.

a.Append: Leave existing Attendee Registrations already in the tab, and add the Registrations from the Setup Event Template.

b.Overwrite: Deleting existing Attendee Registrations in the tab, and overwrite with the Registrations from the Setup Event Template.

5.Click OK.

6.The Attendee Registrations from the Setup Event Template will be added to the Attendee Registrations tab.

7.Edit: Once the Attendee Registrations are copied into Edit Event, you can edit them for the specific purposes of this Event.

Double-click an Attendee Registration record to open the edit form and make changes.

The Attendee Registration will be changed in this Edit Event, but not back in the original Setup Event Template.

8.Delete: If you do not want to use all of the Attendee Registrations copied from the template, you can simply delete them from this selection grid.

A deleted Attendee Registration will be removed from this Edit Event, but not from the original Setup Event Template.

9.Add More: You can also add Attendee Registrations to Edit Event individually. See Add New Attendee Registrations.

10.When you are done adding Attendee Registrations, make sure that you click Save at the top of the Edit Event window, as well.

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