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Save options for Event Series

Learn the difference between the Save and Save & Apply options for editing an Event Series.

Written by Chris Ramlow

Scenario

As an admin or content owner, you want to understand your options for saving updates to an event series (soon to be called event series) and how your edits can impact scheduled events of that type.

Save options for Event Series

After editing an Event Series, you can Cancel, Save, or Save & Apply your changes.

Save saves all of your changes for the Event Series so that they carry over to any new events of that type created in the future. Additionally, any updates to cascaded settings (Attendance Policies and Notifications) cascade to already-scheduled/upcoming events of that type, unless you have configured those existing events individually not to use the default (or cascaded) setting.

Save & Apply gives you precise control over which changes carry over to events of that type, and which events they apply to (past, future, or already-scheduled/upcoming). Most fields are copied from the Event Series onto the selected events. The dialog also includes a Settings section (Notification Settings and Attendance Policies) that works differently: selecting these resets any per-event customizations for those settings, so the events fall back to inheriting the Event Series values going forward.

Save & Apply

Make your updates to the Event Series, then click the down arrow on the Save button and select Save & Apply. The Apply to Events dialog opens.

How to read each field in the dialog

Every field in the Apply to Events dialog has two parts: a checkbox on the left and a value on the right.

The checkbox controls whether that field is part of the update. Check it to apply the field; leave it unchecked to skip it.

The value on the right is the Event Series' current value for that field. It shows you exactly what will be copied onto the selected events if you check that box.

The value itself doesn't change when you check or uncheck the box — checking a box never edits the value, it only decides whether that value is applied.

To make this clearer, the value appears muted when the field is unchecked and is emphasized once you check it, so you can see at a glance which values will be applied.

  • Checked: the events you select are updated to match the value shown on the right, replacing whatever they had before.

  • Unchecked: that field is left untouched, and the selected events keep their existing value.

For example, checking Cover with Default cover shown means every selected event will have its cover reset to the default. Leaving it unchecked means each event keeps its own cover.

Apply your changes

Once the dialog is open:

  1. Select the fields to update in events of the Event Series.
    For example, if you updated the Presenters for the Event Series, selecting that field in this dialog carries your change over to events.

    The Settings section at the bottom of the dialog contains two options that work differently from content fields — instead of copying a value onto events, they reset any per-event customizations so the events inherit the Event Series' values going forward:

    • Notification Settings — Resets all notification overrides on the selected events (toggles, schedules, custom email/Slack bodies) so they inherit from the Event Series.

    • Attendance Policies — Resets enrollment and check-in policy overrides (cutoffs, self check-in, auto check-in, and Google Calendar guest settings) on the selected events so they inherit from the Event Series.

  2. Choose which events should be updated.

    • All future instances - Updates all future events of this type, including already-scheduled events

    • Past instances - Updates any events of this type that have already occurred AND any new events of this type created in the future

    • Apply changes to all instances - Updates all past and future events of this type, including already-scheduled events

  3. Click Apply.

Please note that any field not present among the fields listed in the dialog (such as resource link, wait list and event capacity) is not currently available for propagation. Hidden and Groups are propagated under the Visibility and Restrict Event to groups selections.

The Visibility selection syncs the Event Series' current state to the selected events — it both hides and unhides them, so it reads Hidden or Visible to show what will be applied.

Apply to Events

If you use the Save option to update an Event Series and then realize you want to apply the updates to already-scheduled/upcoming events of that type, you can use the Apply to Events feature to do so. Here's how it works:

  1. Go to the Event Series whose already-scheduled/upcoming events you want to update.

  2. Open the context menu (button with three dots) and select Apply to Events.

    The Apply to Events dialog opens (as shown in the Save & Apply section above).

  3. Select the fields to update in the existing events and select which events the changes should apply to. (See above.)

  4. Click Apply.

Go deeper

Cascaded settings

Settings that can cascade from system settings to existing content, or via other content dependencies, are called cascaded settings. Content attributes, on the other hand, are set upon creation of a content item and are not impacted by cascaded settings.

These can only be updated by editing individual content items or via the Save & Apply feature described in this article.

Event Series v. Scheduled Events

You create Event Series as a template for individual, scheduled events. For instance, you might create an orientation Event Series as a piece of your standard onboarding. You then schedule this orientation event as an individual occurrence when needed, using the details you set up in the Event Series.

Each scheduled event then has its own timeslot(s) and enrollments, and you can update all the details given in the Event Series when scheduling an event based on it.

Two of these are straightforward and work as you would suspect.

Save & Apply for third-party survey links

Currently, Save & Apply cascades third-party survey links to existing events but not the built-in PlusPlus surveys.

The Survey Link option in the Apply to Events dialog also only applies to third-party surveys. We are currently developing the ability to apply surveys built in PlusPlus to child events.

Calendar and notification considerations

Note: if any calendar specific changes (Location & Time) are made to an event or event eype (event series) calendar updates will go out, but will not cause duplicate entries and should be non intrusive.

Also, unless applicable notifications are disabled in the Event Series/event, notification updates could go out and we advise to review notification settings before making any changes.

See also

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