Copy an Event

Permissions needed: Highest Booking Capability that includes the event's status

If you have a client who is returning to your building, you may wish to copy their previous event rather than creating a new one. You could also create a template event, and copy it (rather than booking a new event) to give you a head start on building the event out.

When you copy an event, the date/time range and booked spaces will be copied and some other event details are copied by default. You may also choose to copy other event details if you wish: functions, instructions, item allocations, rental prices, discounts, economic impact, and notes. Please see the very bottom of this article for a tab-by-tab list of which event details are copied.


You may copy an event from the event details page or from the summary slider on the calendar. In either place, click on the more_vert more info menu and select Copy Event.

  • On the event details page:
  • On the calendar summary slider:

Once you've accessed the Copy Event slider:

  1. Rename the new event. We recommend each event have a unique name - maybe include the the year in the name, e.g. "Copy This! Conference 2026".
  2. Update the event type, if needed.
  3. Select which event details you would like to copy. Any details the event has will be automatically selected. If you don't wish to copy a certain details, click the X on its chip to remove it. If the event doesn't have certain details, those options cannot be selected.
    • In order to copy instructions and item allocations, you must copy functions as well.
    • Any items which were removed from your inventory or any items in categories which were made inactive will not be copied.
  4. Update the date range of the event. The availability of each space will be updated as well (for more information about what the color of the status chips means, please see Conflict Checking).
  5. Once you have updated all information, click Save.
  6. Your event will be copied.
    • If you are copying from the event details page, you will be directed to the new event's details page.
    • If you are copying from the calendar, you will see a confirmation message. Your calendar will remain on the time frame you had been viewing.

As stated above, some event details will automatically be copied, and some will never be copied. Below is a list of the information on each tab of the event details page and whether or not it will be copied.

Item Copy?
Probability to Close No
Decision Date No
Estimated and Actual attendance No
Account Yes
Event Type Yes, and can be updated
Business Classification Yes
Genre Yes
Series Yes
Website No
Description Yes
Price Schedule(s) Yes
Visibility settings Yes
Contacts Yes
Contact roles Yes
Staff Assignments No
Item Copy?
Booked Spaces Yes, with all attached information. Dates will update to the new event range. Descriptions will not update
Rental Rates If selected. Dates will update to the new event range.
Item Copy?
Functions If selected. All function information except for attachments/room diagrams will copy. Dates will update to the new event range. The dates for any functions outside the original event range will not update.
Items If selected. Functions must also be selected.
Instructions If selected. Functions must also be selected.
Item Copy?
Finalized status No. If you copy a finalized event, the new event will not be finalized.
Discounts If selected. Discounts will be applied to the same charges if items are copied.
Additional revenue/expenses No
Invoices No
Invoice Schedules No
Payment event association No. Payments "live" with their associated account and thus are not copied. Any payments associated with the original event are not associated with the copy.
Credit event association No. Credits "live" with their associated account and thus are not copied. Any payments associated with the original event are not associated with the copy.
Refund event association No. Refunds "live" with their associated account and thus are not copied. Any payments associated with the original event are not associated with the copy.
Payment schedule No
Revenue estimates No
Economic Impact If selected, all items in the Economic Impact card will copy: economic impact, peak room nights, and total room nights.
Item Copy?
Contract Status No. The contract status of the new event will be No Proposal or Contract.
Proposals No.
Contracts No
Addendums No
Item Copy?
Event Orders No
Item Copy?
Tasks No
Item Copy?
Notes If selected. The date/time of creation for the copied notes will be the date/time they were copied.
Item Copy?
Summaries No
Uploaded Documents No

No information on this tab is copied.

No information on this tab is copied.