Templates
Templates can be created in Cronofy for fast and easy scheduling and are a great way to standardize your invites.
They act as scheduling rules that you can reuse to schedule a high volume of similar events in one go. In addition templates can be used with selection rules and can be converted to customized public links. You can select your templates when creating a requests using the dropdown in the creation interface.
Create a Template
To create a template you need to click you OU one the left hand panel and select Scheduling and then the Templates tab.
- (Name of your OU) Settings > Scheduling > Templates.
From here you can see and edit your already created templates or click on the Create template to get started and name your new template.
Edit - Customize - Delete
A template is set up pretty much the same way a scheduling request is. They also work with our Selection Rules as a host, you need to set them up before hand, more info here.
To edit an already created Template, you can click on View Template and then scroll to the bottom and click Edit Template.
You always need to save so that the changes you've made will apply
You can delete any template by editing and scrolling to the bottom and click "DELETE".
