Copying or moving event types - Zoho Bookings Help

Copying or moving event types

Alert

This page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.


1. In a nutshell

An event type can be copied to create a new one, which copies all the settings you've configured. This reduces the time and effort of replicating the same settings again. Similarly, an event type can be moved to another workspace if it no longer belongs to the old workspace, thereby moving all the settings, appointments and the assigned schedule can be moved along with it.


2. Feature availability 

  • Super admins and admins can perform these actions for all workspaces
  • Workspace admins can perform these actions only for their assigned workspaces
  • Managers and staff cannot perform copy or move actions



3. Overview

NotesNote: Before proceeding, click here to learn about event types.

When a new event type is created, it involves configuring various settings like preferences, availability, notifications, and more. When multiple event types need to be created, it can be time-consuming to configure the same settings repeatedly. To avoid this, an event type can be copied to create new event types with the same set of configurations.


At times, an event type could end up in the wrong workspace or no longer belong to its original workspace due to changes over time. In such cases, you have the option to move them to a different workspace.


4. Steps to copy an event type

A new event type can be created by copying an existing event type, which copies all its settings.

  1. Switch to the required workspace and click Event Types in the left pane. This lists all the event types created under the selected workspace. 
  2. Hover over the required event type, click the options icon , and select Make a copy. 



  3. A pop-up will appear, where you can enter the following details:


  1. Event Type Name: Enter the name of the new event type that will be created.
  2. Workspace: Choose the workspace in which the event type will be added.
  3. Copy along with in-person location: If location is added in the event type, then this option will be shown. You can choose one of the added location. It will be copied to the new event type. It also adds them to the workspace if it is a different workspace.
  4. Assigned Schedules: Choose whether to copy the event type with its assigned schedule or choose the different schedule.

  1. Click Make a Copy. A new event type will be created in the selected workspace. 


5. Steps to move an event type

An event type can be moved from one workspace to another, which moves all its settings. 

  1. Switch to the required workspace and click Event Types on the left pane. This lists all the event types created under the selected workspace. 
  2. Hover over the required event type and click the options icon  and select Move. 



  3. A pop-up will appear. Select the destination workspace and choose whether to move the event type with its assigned schedule or choose the different schedule.



  1. Click Move. The event type will be moved to the selected workspace. 

    Notes
    Note: This applies only to event types that follow schedules and does not apply to event types based on users’ working hours.

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