Using Event Templates
Last updated August 5, 2026
Objective
This guide explains how to create event templates in Recur so organizations can quickly reuse event settings for recurring events such as conferences, webinars, and meetings.
Key Steps
Step 1: Navigate to Event Settings
Start from the home screen.
Go to Settings.
Click Events.
From this page, you will see options for:
System time zone
Custom data forms
Event templates
Step 2: Understand Custom Data Forms
Custom data forms allow you to collect event-specific information from registrants.
For example, you might ask about dietary restrictions during event registration.
Step 3: Review Existing Event Templates
Scroll to the Event Templates section.
Here you can view templates that have already been created.
Click on any template to edit it.
Step 4: Create a New Event Template
Click New Template.
Enter a name for the template (for example, Quarterly Event Template).
Optionally add a description to explain how the template will be used.
Step 5: Select the Event Mode
Choose the event structure that best fits your event:
Standalone Mode – A single event.
Conference Mode – A large event that contains multiple sessions.
Session Mode – Individual sessions that belong to a conference event.
Select the mode appropriate for your event type.
Step 6: Configure Public Page Settings
Enable the Public Page option if you want the event to appear on your website.
Add default content such as:
Event description
Default event image
Step 7: Set Registration Defaults
Enable Registration if attendees will register for the event.
Configure default registration details such as:
Event capacity
Registration deadline
Step 8: Configure Payments and Discounts
Enable Payments and Discounts if the event requires payment.
Add default pricing information such as:
Event fee
Guest limits
Processing fees
Member discounts
Step 9: Set Optional Automation Features
Enable Automated Messages to automatically send reminders to attendees.
Use Tasks to track internal to-do items related to the event.
Step 10: Save the Event Template
Click Save once your template settings are complete.
You can now use this template when creating new events.
Cautionary Notes
Choose the correct event mode to ensure events and sessions are structured properly.
Review payment and registration settings carefully before saving the template.
Tips for Efficiency
Create templates for recurring events such as annual conferences or quarterly meetings.
Set default pricing and registration details to save time when creating future events.
Use automated messages to remind attendees about upcoming events.