# What is “Occasion template”?

An occasion template is a saved configuration of features, rules, look and content that an organisation reuses to start a new occasion from a known, tested pattern.

Also called: reusable configuration, event template

SSociana team·19 Oct 2026·2 min read

## Occasion template in detail

Organisers repeat themselves: every year's annual meet, every quarter's partner session, every season's wedding has more in common with the last one than not. An occasion template captures that sameness. It stores which features are on, how rules are set, how the home screen is laid out and the content skeleton, so the next occasion begins from a tested starting point instead of a blank admin panel. This is part of how Sociana's delivery model compresses time: configuration is expected in the first days of a roughly ten-day pattern, and reusable setups are an explicit after-event deliverable. Templates also help agencies keep quality consistent across clients, because the structure of a proven app can be cloned while branding, members and content change. A template is not a finished occasion; it carries structure, not people, so members and attendance records always start clean.

## How Sociana uses it

Templates live at organisation level in the admin panel. Cloning one gives a new occasion with the same Features, Rules and Look & layout, but empty members and no attendance history.

## Example

A recurring programme owner cloned the previous quarter's setup, then updated content and imported a fresh member list.

[Admin panel, roles & feature switchesWhere this term lives in the Sociana app.See how it works](https://sociana.in/features/admin-panel-and-roles/)

## Questions

What does an occasion template include?

Feature switches, rules, look and layout and content structure. It excludes members, attendance records and personal data, which always start empty for the new occasion. An occasion template is a saved configuration of features, rules, look and content that an organisation reuses to start a new occasion from a known, tested pattern.

Why use a template instead of starting fresh?

It reuses a tested configuration, shortens the setup phase and keeps quality consistent across recurring meets or across an agency's clients. An occasion template captures that sameness. A recurring programme owner cloned the previous quarter's setup, then updated content and imported a fresh member list.

Can a template be edited after cloning?

Yes. The new occasion is independent, so changes to its features, rules and content do not alter the template or earlier occasions. Cloning one gives a new occasion with the same Features, Rules and Look & layout, but empty members and no attendance history.

## Keep reading

[Admin panel, roles & feature switches](https://sociana.in/features/admin-panel-and-roles/)[Branding, home tiles & layout](https://sociana.in/features/branding-and-layout/)[Corporate annual & strategy meets](https://sociana.in/event-types/corporate-annual-meets/)[Organisation](https://sociana.in/glossary/organisation/)[Features, Rules and Look & layout](https://sociana.in/glossary/features-rules-look-and-layout/)[Occasion](https://sociana.in/glossary/occasion/)

[Back to Glossary](https://sociana.in/glossary/)

## Want to see it in your own app?

We set up a sample app with your occasion and your groups, so you can see where this sits.

[Book a demo](https://sociana.in/contact/)[Talk on WhatsApp (opens WhatsApp in a new tab)](https://wa.me/919145897433?text=Hi%20Sociana%2C%20I'm%20looking%20at%20Occasion%20template%20%28%2Fglossary%2Foccasion-template%2F%29%20and%20would%20like%20to%20know%20more. "WhatsApp · replies Mon–Sat, 10:00–19:00 IST")

---
Canonical: https://sociana.in/glossary/occasion-template/
Publisher: Sociana by Alien Brains Private Limited (https://sociana.in/)