Duplicating Events
Duplicating an event creates a copy with all its key details, saving you from re-entering information when you have a similar event to set up. You can choose what to include in the copy and set the starting status for the new event.
Getting There
- Open the event you want to duplicate.
- Click the Duplicate button in the event actions area.
How to Duplicate an Event
- Open the event you want to copy.
- Click the Duplicate button. A modal appears.
- Choose a Status for the new event (required).
- Select what to include in the copy:
- Click Duplicate.
- You're taken to the new event's dashboard.
What Gets Copied
Always Copied
These are always included in the duplicate, regardless of your checkbox selections:
- All event details (name, description, type, account, contact, guests, etc.)
- Manager and salesperson assignments
- All event dates (with the new status applied)
- Related event links (the original and new event become linked to each other)
- Tags, resources, and resource type values
Optionally Copied
These are copied only if you tick the corresponding checkbox:
- Quotes — Each quote is fully duplicated with its line items
- Costs — All costs and cost groups are duplicated
- Notes — All event notes are copied
- Media — All uploaded files and images are duplicated
Reset on Duplication
Certain fields are automatically reset on the new event:
- Event code — Cleared and auto-generated fresh (if auto-codes are enabled)
- Contracted date — Cleared (unless the new status is a contracted status, in which case it's set to the current date)
- Integration IDs — External system references (Harvest, TeamTrack) are cleared
Tips & Best Practices
Tip: Duplicating is especially useful for recurring events. Duplicate last year's event, adjust the dates and any changed details, and you've got a head start.
Tip: If you only need the event structure without the financial detail, untick "Include quotes" and "Include costs" to start with a clean financial slate.
Tip: After duplicating, the original and new events are automatically linked as related events. This makes it easy to cross-reference between them.
Frequently Asked Questions
Q: Does duplicating affect the original event?No. The original event is unchanged. The only addition is a link to the new event in the Related Events section (and vice versa).
Q: Can I duplicate an event and assign it to a different client?The duplicate starts with the same client account. After duplication, edit the new event to change the account and contact.
Q: Will the duplicate have the same event code?No. The code is cleared during duplication. If auto-generated codes are enabled, a new code will be assigned. Otherwise, you can enter one manually.
Q: What permissions do I need to duplicate an event?You need the ability to create events. The Duplicate button is visible to users with create permission.