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The Event Temple Sidebar

Learn how to navigate Event Temple using the Sidebar—calendars, bookings, reports, settings, and more explained in one place.

Updated over 2 weeks ago

The Sidebar is how you access everything in Event Temple. It’s divided into two sections:

  • Main – your day-to-day tools

  • Other – settings, help, and extras

You’ll find the Sidebar on the left-hand side of your screen.


Customizing the Sidebar

  • Click the ⚙️ (cog icon) to customize which items appear in your Main Menu

  • Click the ☰ (menu icon) to collapse or expand the Sidebar


Main Section

Here’s a quick overview of each option in the Main section:

📊 Dashboard

Quick snapshot of New Bookings, Upcoming Bookings, and Your Tasks

📅 Calendars

Multiple calendar views to suit your workflow:

  • Calendar – all Groups, Events & Bookings in one calendar

  • Event Diary – view Space availability

  • GRC – (for Groups users) shows group room blocks & revenue

  • Task Calendar – displays Tasks by day, week, or month

📘 Bookings

Foundations that hold your Events:

  • Booking List – customizable list view

  • Booking Pipeline – visual overview of your sales stages

🎉 Events

Individual components of a Booking. This is a customizable list of all Events.

👥 Groups

Track Room Blocks tied to a Booking (only for organizations using Groups)

🧑 Contacts

Your Guests. View, filter, and manage individual Contacts.

🏢 Accounts

Corporate entities your Contacts belong to.

✅ Tasks

Your sales activities or follow-ups (a.k.a. “traces” in hospitality).

📬 Mail

Your inbox within Event Temple. See all sent and received emails.

📄 Documents

Create and manage Proposals, BEOs, Group Resumes, and more.

💳 Invoices

Send detailed invoices, set payment schedules, and take payments via Stripe.

📈 Reports

Run pre-built or custom reports on your data.


Other Section

Settings

Customize your profile, menus, integrations, and account details.

Product Updates

Stay in the loop with new features—notifications appear as updates are released.

Referral Program

Refer Event Temple to others and earn rewards with your personal code.

Learning Center

Access the Help Center and Event Temple University to deepen your skills.


Training Video

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