Navigate to the venue that you wish to add the template to
Navigate to: Venue Setup > Templates
Click “Add Template”
Navigate down to: “Generic Templates” and select the name of the template that you just created above.
It will open the template as an editable version for you to save (copy) to your venue.
If you wish to make changes specific to that venue you can do so before you save the template.
Click save. This template will now be available to your venue.
With this option you are “copying” the template into the venue. If you change the global template, the changes will not update the copy in the venue. You will have to re-add the template to the venues if you wish the global changes to take effect.
If you change the version within the venue, it will not update the global version. It will only change for that individual venue.
Using your template directly from the global section:
If you wish to use the global template rather than copying the template into your event, so any changes that are applied to the global template applies to all of the quotes and bookings: While you are within the booking, when you create a BEO, select standard templates, and the global template will appear here. (As long as its available to that venue from the venue groups)