Skip to main content

Templates & Sticky Notes

Save repetitive event details and commonly used text snippets for quick reuse.

Event Templates​

Event Templates allow you to save repetitive event details and reuse them, eliminating manual data entry. You can create an Event Template by accessing the Command Center with Cmd + K (Mac) or Ctrl + K (PC) and typing "Create event template."

Creation methods:

  • Use the Command Center shortcut
  • Create from existing events by clicking the vertical ellipsis and selecting "Create template from event"

Create template from event

You can also search for "Create event template" in the Command Center.

Command Center event template

You can populate templates with constant details like event title, duration, and location. For example, you could set up an interview template with the office address and directions included in the description.

Event template form

Using Event Templates​

Templates are accessed via Cmd + ; (Mac) or Ctrl + ; (PC). The system intelligently only updates empty fields to preserve any changes you've made if you already have the event form up.

Templates can also be applied when creating Slots bookings by pressing A and using the template shortcut.

Slots template

Sticky Notes​

Sticky Notes function as commonly used text snippets for quick access. They're particularly useful for invitation emails and storing frequently needed information like signatures, URLs, and contact details.

Creating a Sticky Note​

  1. Press Cmd + K or Ctrl + K and type "Create a Sticky"

Create a Sticky Note

  1. Add a title
  2. Input your desired text content

Sticky Note creation form

Accessing and using Sticky Notes​

Access via Cmd + ; or Ctrl + ; shortcut. When focused on a text field, applying a Sticky inserts content directly into that field. Outside focused fields, content copies to the clipboard for use anywhere.