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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 a week ago

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:

  • 📘 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.

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