💡 What This Masterclass Covered
Here’s a quick look at what we explored together:
Where to Find Settings
We reviewed where Settings lives in the platform and how admins use it to control organization-wide preferences and behavior.General Settings
We covered key account-level defaults, including date and time formatting, enabling a secondary language option, and the tax-inclusive pricing toggle (based on how pricing is typically displayed in your region).Booking Conflict Rules (Space Overlaps)
We explained how conflict settings help prevent accidental double-booking of event spaces, including strict conflict prevention versus warning/override options for teams that intentionally layer multiple items in the same space.Calendar Defaults
We walked through calendar default preferences that shape what users see first and how the calendar is displayed for day-to-day scheduling.Document Settings
We reviewed document defaults like paper size to ensure generated documents align with regional printing standards.Email Defaults & Formatting
We covered how to set default email styling (font, size, color, and formatting) so messages sent from Event Temple stay consistent and branded.Room Block Revenue Calculation Preference
We highlighted the setting that impacts how room block revenue is calculated or displayed—using blocked rooms versus contracted rooms—so your system reflects how your team reports revenue.Subscription & Feature Access
We reviewed how to view your active subscription and where to request access to additional features or add-ons (including certain integration-related access).Invoice Settings (If Enabled)
We covered invoice configuration options such as which fields appear, which columns can be shown/hidden for clients, and notes about pre-payment invoice workflows in certain setups (for example, when using Mews).Offerings Setup
We explained how Offerings support faster booking creation by letting you reuse standardized items like spaces, guest rooms, menu items, packages, and templates.Taxes Configuration
We reviewed how to create and manage taxes, including rules for guest rooms and service fees, so totals calculate correctly across proposals, contracts, and invoices.Pipelines
We highlighted how pipelines help teams organize bookings into stages and keep workflows consistent across users and departments.Users Management
We walked through how admins add users, assign access and roles, and activate/deactivate accounts—plus what to consider if your organization has reached its user limit.