Purpose of the Account Types Page
This section provides a centralized location to define and maintain various business or client categories relevant to your organization’s operations. Account types can represent different industries, sectors, or client groups that frequently book events with your property.
By organizing accounts into clear types, teams can:
Filter and sort account records efficiently.
Generate targeted reports.
Customize communication or sales strategies by client type.
Page Layout Overview
1. Header and Navigation
The top navigation bar allows access to other key configuration areas, including:
General Settings
Users
Invoices
Taxes and Fees
Pipelines
Fields (like Custom Fields, Revenue Categories, and Booking Types)
Integrations (such as Stripe, Calendar, Zapier, and Webhooks)
2. Main Table – Account Types List
The table displays all existing account types for the organization. Each row represents a specific type and includes:
Value Name – The name of the account type (e.g., Oil and Gas, Banking and Financial Services, Technology and IT, Hospitality and Tourism, Charity).
Organizations – Indicates that the type applies to all organizations within the account.
Action Buttons – Options to Edit, Archive, or Delete an account type.
3. Control Options
New Account Type button – Adds a new category to the list.
Show Archived toggle – Displays account types that have been archived but not deleted.
Search Field – Quickly filters the list by keyword.
How to Add a New Account Type
Click New Account Type at the top of the list.
Enter the Value Name for the new type (e.g., Government, Event Planner, or Corporate).
Save the entry to make it available for assignment in your account and event records.
Editing and Managing Account Types
Edit: Opens the account type for renaming or modification.
Archive: Removes the type from active use while retaining historical data.
Delete: Permanently removes the type from the system (if no active dependencies exist).
Examples of Account Types in Use
Event Temple users often categorize accounts such as:
Corporate sectors: Oil and Gas, Finance, Technology, Manufacturing
Public sectors: Education, Nonprofits, Religious Organizations
Event-based clients: Wedding Planners, Associations, Social Groups
This ensures consistent data and accurate filtering across all venue operations.
Summary
The Account Types settings page is an essential configuration tool that helps structure how your organization classifies and manages its clients. By maintaining a clean, relevant list of account types, teams can improve reporting accuracy and enhance client relationship management within Event Temple.
