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.
Tip: Click the 3 lines in the header to hide or show the page names and see the icons only.
Discover the Settings Sidebar
Customize and control your workspace using the Settings sidebar. From here, you can manage Personal Settings and Organization rules, update Offerings and Fields, build Templates & Files, connect Channels and Integrations, or manage system Data.