1. Prepare Revenue Categories and Taxes
Before creating menu items:
Ensure Revenue Categories are set up correctly (e.g., Food, Beverage, AV, Room Rental, Miscellaneous).
Verify Taxes and Fees are created (e.g., 20% service fee, government tax).
Assign taxes and fees to your menu items and spaces where applicable.
Tip: Taxes and service fees must exist before assigning them to menu items.
2. Create Menus and Submenus
Navigate to Menus in Event Temple.
Create separate menus for each revenue category:
Example:
Food 2026,Beverages 2026,Rental 2026,AV 2026.
Add submenus to make items easier to locate:
Food: Breakfast, Lunch, Dinner, Coffee Break
Beverages: Alcoholic, Non-Alcoholic
Rental and AV may not need submenus if the list is short.
Use year-specific menus if pricing changes annually.
3. Create Spaces and Associate Rental Menu Items
Confirm that Spaces exist (e.g., Canmore Hall, Banth Room, Calgary Room).
Create a menu item for space rental:
Assign it to the Room Rental revenue category.
Add pricing, services, and fees.
When adding a space to a booking, the system will automatically attach the associated rental menu item.
4. Add Menu Items
Create menu items for each submenu:
Assign to correct Revenue Category.
Set Price, Taxes, and Service Fees.
Add Descriptions to display on proposals, BEOs, and guest portal.
Choice Menus:
Create options for items like dinner where clients select their main course.
Set limits and add extra pricing if needed.
Check all items are associated with the correct submenu.
Tip: Always double-check descriptions and categories to ensure seamless integration with documents and portals.
5. Import Menu Items (Optional)
Prepare a spreadsheet with headers:
Name,Description,Price.Do not include dollar signs in the price.
Use the Import function to add multiple menu items at once.
After import, use Batch Actions to update taxes, fees, and revenue categories if needed.
6. Create Event Templates
Event Templates are internal tools to save time when entering recurring events.
Go to Event Templates → Create New Template.
Add:
Name (e.g., Continental Breakfast)
Event Type
Start/End Time
Setup
Average check (optional)
Add menu items to the template.
Templates automatically populate menu items and pricing in new bookings.
Note: Event Templates are not visible to clients.
7. Create Packages
Packages bundle multiple events and menu items together, optionally visible to clients.
Navigate to Packages → Create New Package.
Add events with:
Menu items
Start/End times
Space and setup
Expected attendees
Packages automatically calculate total pricing.
Display packages in documents and guest portals:
Option to show/hide item breakdown for clients.
Only admins can update packages; changes may affect multiple bookings.
8. Booking with Templates and Packages
Event Templates: Select template → adjust expected attendees → menu items populate automatically.
Packages: Select package → adjust attendees and setups → system calculates totals and adds all menu items.
Rentals for spaces are automatically applied if associated in the menu items.
9. Viewing in Guest Portal and Documents
Guest Portal: Clients can view selected items, quantities, and descriptions.
Documents (BEOs):
Group menu items by event or event start date.
Include pricing, descriptions, and selection details.
Packages can be shown as a single total or itemized.
10. Important Considerations
Changes to taxes, fees, or revenue categories do not update existing bookings, only future bookings.
Use separate menus for different years to handle pricing and tax changes efficiently.
Menu items must be created from Organization → Offerings → Menus.
This workflow ensures menu items, packages, and event templates are correctly set up in Event Temple, simplifying bookings, guest portal displays, and document generation.