How to create an event using Templates

  • Updated


If you are planning to create a simple event, then our event templates could be a great way to get started. If you are hoping to create larger events, then you may way to look into how to upgrade

Otherwise, you can opt to use a template and a simplified Event Dashboard for easy event hosting.

Go to your Organization Dashboard, select your Organization and click Create.

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Select the kind of event: Virtual, Onsite, or Hybrid (only available Advanced plans).


Next, choose your template! Think about what you want from your event, and which template aligns with your vision. Don't worry, each template is still fully customizable so you will not be limited if you change your mind!

There are 7 templates to choose from:

  • Expos and tradeshows
  • Webinars
  • Courses and workshops
  • Conferences and summits
  • Meet ups
  • Internal company event
  • Recruitment fair
Note: If you choose the "Webinars" template, your event will be published automatically. 

Alternatively, you can choose Start with a blank event to create your event without the use of a template. 

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Each template will take you through a slightly different process depending on what you may need for your event. 

Hover over a template and click Preview to see what each template will look like and what it includes. Alternatively, click Start with... to get started. 

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Using the templates

First, you will need to set up the basics and you will be required to enter the Event name. You can also input the start and end date and some other details, depending on the template type. Click Save and continue.

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You may be asked to add a description for your event. You can use the customizable content area to add links, images, and editable text. You can Skip this section or add in your description and click Save and continue. If you click Skip, your edits will not be saved. Screenshot 2023-11-13 at 2.14.41 PM.png

Depending on the template you choose, you may be asked to create your first Session. This step will be required and cannot be skipped. Enter the Session title and description and click Save and continue. 

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You may be asked to choose how your attendees will access the event, and whether you plan to have paid tickets, make it a free event, or have the option for both free and paid tickets. Whichever you choose can be changed within your Event Dashboard at a later date. Make your selection and Save and continue, or click Skip to move on to the next step.

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I don't want to use a template

If you do not want to use a template, make sure you select Start with a blank event to avoid using a template.

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Alternatively, if you are in the middle of the process of creating an event using a template but have decided that you no longer want to use a template, simply click the "X" in the top right hand corner at any time.

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A small pop-up will ask if you are sure about your decision. Click Leave and you will be taken back to your home page.

Note: Any changes you have made will not be saved and the event will not be created.

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For more information, check out our guide on Creating your first event on RingCentral.


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