The Sidebar is how you access everything in Event Temple. It’s divided into two sections:
Main – your day-to-day tools
Settings – organization settings, templates, custom options
You’ll find the Sidebar on the left-hand side of your screen.
Main Section (Your day-to-day tools)
Dashboard: Get a quick snapshot of New Bookings, Upcoming Bookings, and Your Tasks.
Calendars: Multiple calendar views to suit your workflow:
Booking Calendar (all groups, events, and bookings)
Event Diary (space availability)
GRC (for Groups users: group room blocks and revenue)
Task Calendar (tasks by day, week, or month)
Proposals
Bookings:
Bookings: Manage bookings through Booking List and Booking Pipeline (sales stage overview).
Events: View and manage individual event components in a customizable list.
Room Blocks: Track room blocks tied to bookings (Groups users only).
Documents: Create and manage proposals, BEOs, group resumes, and more.
Invoices: Send invoices, manage payment schedules, and accept payments via Stripe.
Contacts: View, filter, and manage individual guest contacts.
Accounts: Manage corporate entities linked to your contacts.
Tasks: Track sales activities and follow-ups.
Mail: Access your inbox within Event Temple for sent and received emails.
Automations: Create and manage workflows that save time by automating repetitive tasks.
Reports: Run pre-built or custom reports to analyze your data.
Settings: Configure your profile, account preferences, integrations, and more.
Add-Ons: Enhance your Event Temple experience with extra tools to boost lead capture and guest management.
Discover the Settings Sidebar
Looking for account preferences, custom setups, or integrations? The Settings sidebar gives you complete control over your workspace:
Personal Settings: Manage your user profile, notification preferences, calendar sync, and password options.
Organization: Configure global company settings, location details, users, roles, and permissions.
Offerings: Set up and edit menu packages, individual items, pricing structures, and taxes.
Fields: Customize standard and custom fields for bookings, contacts, and events to capture data specific to your workflow.
Templates & Files: Build document templates (proposals, BEOs, contracts) and manage your central file library.
Channels: Manage communication channels and incoming lead sources.
Data: Access data import/export tools, bulk updates, and system data logs.
Integrations: Connect Event Temple with external software, including PMS, accounting, and payment processors.
➡️ For step-by-step guides on configuring these options, explore our full Settings Collection.
Tip: Click the 3 lines in the header to hide or show the page names and see the icons only
