💡 What This Masterclass Covered
Here’s a quick look at what we explored together:
1. Getting to Know Your Customer Success Team
We introduced the friendly faces behind our support and success programs:
Rachel – Head of Customer Success, supporting our East Coast clients.
Val and Alex – Customer Success Managers here to help with strategy, setup, and ongoing optimization.
Morgan and Jennifer – Support Advisors who assist you directly in the in-app chat.
You’re never on your own — our team is always just a message away.
2. Help & Support Resources
Event Temple offers multiple ways to get quick answers and ongoing education:
📘 Help Center: Access detailed articles, FAQs, and on-demand masterclass recordings.
💬 In-App Chat: Connect directly with our Support Advisors during business hours.
📅 Your CSMs: Book time with your Customer Success Manager (Val, Alex, or Rachel) for personalized guidance.
3. Navigating General Settings & Dashboards
We walked through how to:
Update company info, logo, currency, and tax settings (important for contracts and proposals).
Use your dashboard to track upcoming events, new bookings, and daily tasks — your snapshot of business activity.
4. Managing Users, Roles & Permissions
Learn how to:
Add and manage team members.
Assign roles (Regular User, Admin, or Chain Admin).
Understand how chain admins can share document templates across all properties — a major time saver for multi-property groups.
5. Email & Calendar Setup
We explored how to:
Connect your email for tracked communications (see when clients open proposals or contracts).
Integrate Google or Outlook calendars to keep your sales and operations teams aligned.
Customize your email look and build templates for faster, branded outreach.
6. Sales Pipelines & Data Organization
Val highlighted the importance of maintaining clean data for accurate reporting and insights:
Customize pipelines by event type or department.
Track referral sources, market segments, and lost reasons to measure ROI and improve conversion strategies.
7. Custom Fields & Event Types
Tailor your system to your property’s needs:
Add custom fields to capture event details like décor, setup notes, or client preferences.
Create event types (setup, teardown, hold, ceremony, etc.) to better manage room usage and setup time.
8. Menus, Pricing & Taxes
Keep your menus organized and up to date:
Clone menus annually (e.g., Food 2026) instead of overwriting — preserve history while applying new pricing.
Use submenus for clarity (Breakfast, Lunch, Dinner, Reception).
Always include descriptions, revenue categories, and taxes for accuracy in reports and kitchen communication.
9. Meeting Spaces & Rentals
Ensure every event space is set up for success:
Assign rental pricing to meeting rooms so charges apply automatically.
Use linked spaces (e.g., “Hall A/B”) to prevent double-bookings.
Create discounted rental menus to simplify rate management.
10. Invoice Terms & PMS Integrations
Add standard invoice terms and payment instructions to save time.
Explore PMS integrations with systems like Opera Cloud, StayNTouch, Mews, Cloudbeds, and Apaleo to automate workflows.
If there’s a topic you’d love us to cover next, let us know — we build these sessions based on your feedback!