What is it?

The Templates feature under Global Defaults allows the admin to create and manage predefined templates for locations and policies, specifically for events. This feature is exclusive to the Events category and not available for other session types like 1-1 Connect, One-off Connect, or Bundles.

With this feature, users can:

• Save commonly used location details as templates, so they don’t need to repeatedly type the same information while scheduling events.
• Create and save templates for policies, making it easier to reuse standardized policies across events.

Additionally, you or your team members can add new custom locations or policies when needed, bypassing the predefined templates.

Why is it important?

This feature significantly enhances efficiency and consistency:

• Saves Time: By eliminating repetitive tasks, such as typing the same location or policy details for every event, it reduces scheduling effort.
• Ensures Accuracy: Predefined templates minimize errors, ensuring consistent information across all events.
• Flexibility: Users can quickly switch between predefined templates or add new custom inputs when required, making event scheduling seamless and adaptable.

How to use it?

1. Creating a New Template:

• Step 1: Log in to the Tealfeed dashboard as a service provider.
• Step 2: On the left-side panel, navigate to the Admin Panel. Under this, select Global Defaults, and then click on Templates.

• Step 3: On the top-right corner, click the Add New Template button.

• For Location:
  • Select "Location" as the template type.
  • Add the template name and the location details.
  • Click Save Changes to create the location template.