Save an event as a template and start the next one from it
In PlanMe you can save any event you own as a template. A new event created from it starts with the same functions, schedules, menus, checklist tasks, forms, RSVP design, vendor and budget categories, team roles and registry gifts. Guests, quotes and payments stay behind, so every new event begins clean.
Free during beta. No credit card needed.
Illustration with sample data.
- Save any event you own as a template
- New events start with your functions, schedules, menus and tasks
- Guests and payments never carry over
Save an event as a template, start the next one from it
- 1
Plan one event well
Set up each function, the run of show, menus, tasks and roles the way you like to work.
- 2
Save it as a template
From the event's settings, give the template a name, a short description and an image.
- 3
Start a new event
Create the next event from your template, or from one of the PlanMe templates.
- 4
Make it theirs
Set the new dates, venue, budget and guest list, then adjust anything that's different.
What's included
Functions and schedules
Every function comes across with its schedule items, times, notes and assignees.
Menus
Courses and dishes, with their veg, non-veg and other dietary tags.
Checklist tasks
Tasks and subtasks with priorities and tags. You set fresh due dates.
Roles and permissions
Your team roles come with the template, ready for the next client or family.
Vendor and budget categories
The categories and custom vendor columns you rely on, without last time's quotes.
PlanMe templates
If you haven't planned an event yet, browse PlanMe templates and preview them before you start.
What a template copies, and what it leaves behind
A template keeps the structure of an event and drops anything that belongs to one particular couple. Not sure which functions to include? Browse our wedding event guides.
Copied into the new event
Function names and descriptions, each function's schedule (times, titles, assignees and notes), menu sections and dishes with dietary tags, checklist tasks with their subtasks, priorities and tags, guest and task tag lists, forms and their questions, the look of your RSVP invitation, message drafts, the photo moments list, vendor categories and custom columns, budget category names, team roles with their permissions, and registry gifts.
Not copied
Guests and their RSVPs, vendor quotes, expenses and payments, and task due dates. The new event gets its own dates, location and budget when you create it, so nothing from the last wedding leaks into the next one.
Who it's for
Planners who run a similar weekend for many clients get a head start on every booking. Families planning a second wedding a year or two later can begin from the first one. And if a friend asks how you organized your sangeet, a template is an easy way to start them off. Only the person who created an event can save it as a template.
Event templates questions
Can I reuse a wedding plan for another event?
Yes. Save the event as a template, then create a new event from it. The functions, schedules, menus, tasks, forms and roles come with it.
Does a template copy my guest list?
No. Guests and RSVPs never carry over. Each new event starts with an empty guest list that you import or add yourself.
Are vendor quotes and payments copied?
No. Your vendor categories and custom columns are copied, but the quotes, expenses and payments from the old event are not.
Are there ready-made templates?
Yes. Besides the templates you save, PlanMe has its own templates you can preview and start from when creating an event.
Can a planner use templates for every client?
Yes. Save your usual process once as a template and start each new client's event from it. See our page for wedding planners for how this fits with the Master Calendar and roles.
Works with the rest of your plan
- FestivitiesEvery festivity, planned on its own terms
- Checklist & calendarA checklist that knows your wedding date
- Guest managementA guest list that thinks in families, not rows
- Invitations & RSVPRSVPs that come back organized
- Wedding websiteYour wedding website, built from blocks
- Seating chartA seating chart for every festivity
- Gift registryA gift registry on your own wedding website
- Guest messagingEmail and text your guests from the guest list
- Hotel managementHotel stays without the spreadsheet
- Budget & paymentsA budget that shows what's paid and what's due
- Vendor managementEvery vendor quote in one place
- Team & broadcastsThe right access for everyone involved
Plan every event in one place
PlanMe is free during beta. Set up your first event in minutes.