Event Temple allows you to create, edit, and manage Document Templates for contracts, proposals, Banquet Event Orders (BEOs), and more. Templates save time, ensure consistency, and automatically populate data from Bookings, Accounts, and Contacts.
Why Use Document Templates
Save time: Templates reduce repetitive formatting work.
Maintain consistency: Merge fields automatically pull in accurate data.
Enhance professionalism: Ensure documents follow your branding.
Recommended for frequently used documents: contracts, proposals, BEOs.
Organize templates using the Document Type field for reporting and batch printing.
Template Categories
Organization Templates: Visible to users within your property.
Event Temple Standard Templates: Pre-built examples you can copy and customize.
Hover → Preview → Copy and Use
Drag-and-drop templates to rearrange order for convenience.
Editing a Document Template
Document Templates can only be edited by Admin Users or the template owner.
Steps:
Go to Settings → Templates & Files → Document Templates
Find your template under Organization Templates
Click the Edit (pencil) icon
Make edits:
Add, edit, or delete text
Insert merge fields (
{{booking.event_date}}, etc.)Upload or replace images
Adjust layout, tables, formatting
Preview → confirm layout
Click Save or Apply
💡 Tips:
Clone before editing to preserve the original.
Build templates in sections for easier future edits.
Paste text without formatting:
Mac: Shift + Command + V
Windows: Alt + Shift + V
Cloning a Document Template
Cloning lets you duplicate a template for customization:
Find the template → click Clone
Enter a new name → click Clone
Edit the copy → click Save
Note: The user who clones becomes the owner with editing rights.
Document Permissions
Organization: Visible to users in your property
Chain: Visible across all properties in a multi-property setup
User levels:
Regular users: create/clone, edit/delete own templates
Organization admins: create/edit/delete for property
Chain admins: full access across all connected properties
🔒 Tip: Use chain-level templates for brand consistency.
Best Practices
Use merge fields to automatically populate data.
Build templates in sections.
Keep a consistent style and font.
Use Preview before saving.
Uploaded Word or PDF files can’t be used as templates (attach in email templates instead).
🔒 Tip: Use chain-level templates for brand consistency.
Example Use Cases
Contracts: Auto-populate client names, event dates, payment details
BEOs: Auto-list menus, room setups, event times
Proposals: Pre-fill pricing and package options
Templates can be generated directly from a booking and automatically populate with the correct data.
Navigation
Go to Settings → Templates & Files → Document Templates to access your templates.
