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New Line Items Experience

Get a better picture of a booking's events and line items

Running world-class events is all about the details! And in Event Temple, so much of those details live in your Events and Line Items.

To help you manage these details, here is an overview of the Line Items section of the Booking Summary page::


What's New

  • Items are now grouped by event (displaying up to 1,000 items per event)

  • Items that are not linked to events will have their own section at the top called "No Event" (displaying up to 100 items)

  • Show All Line Items: Toggle to view all line items across events simultaneously in a single view

  • Advanced Sorting: Reorder line items across the entire tab using enhanced Sort By options

  • Items can be dragged to change their order

  • The order shown here is reflected on the Guest Portal, Documents, and the new Smart Proposals

  • Edit Serving Times: Quickly update serving times directly from the line item list without opening individual item details

  • You can easily identify which items have been invoiced/uninvoiced, and posted/unposted to the PMS

  • Extra item details can be shown using the column icon

  • The sections can be collapsed/expanded to help focus on one or many

What's The Same

  • Items can still be updated directly inline

  • Batch actions

  • Adding an individual item or adding multiple items is the same


Important Info & Details

  • Display Limits: Events display up to 1,000 line items per event. Items not linked to an event (listed under No Event) display up to 100 items.

  • Switchback Period: If you have been migrated to the new Line Items experience, you can still switch back to the legacy view until the early November cutoff date.

  • Document Syncing: Changing or dragging line item order across the tab instantly updates their layout on the Guest Portal, generated Documents, and Smart Proposals.

  • Inline Management: You can sort line items across the entire tab using Sort By, or update serving times directly from the list without opening individual item details.

We’d Love Your Feedback!

Trying out the new line items experience? We’d love to know what you think!

Drop us a message anytime using the chat bubble in the bottom-right corner of your screen—your feedback helps us make Event Temple even better.

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