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Masterclass: Settings

This masterclass was designed to help Event Temple users build confidence navigating key system settings and discover ways to save time and streamline day-to-day operations.

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💡 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!

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