Settings Overview

The Settings section in Event Temple is where administrators can configure how your organization operates within the platform. It’s designed to give you full control over your account setup — from managing users and templates to customizing event types, pricing, and integrations.

You can access the menu on the left-hand side to navigate through different setup areas:

Or directly through the Settings overview buttons located to the right of the sidebar:

Personal Settings

User Profile: Update your name, email, profile logo, password, ET Labs
Email: Connect your email for sending and tracking messages, configure your email signature.

Organization

General Settings: Set your organization name, logo, time zone, primary and secondary languages, and email and notification settings. You can also determine whether to allow space conflicts, among other core details here.
Users: Add or deactivate team members and assign roles or permissions.
Subscription: Review your subscription plan, invoices, and payment details.
Invoice Settings: Configure your invoices, enable prepayment invoices, add invoice terms, customize component labels, and much more.
Taxes & Fees: Define how taxes and service fees are applied to your events and invoices.
Pipelines: Manage your sales and catering pipelines.
Budgets: Add your annual revenue budgets for Catering and for Groups
Translations: Adjust terminology or language preferences across the system.
Workflow Templates: Manage your workflow templates

Offerings

Spaces: Add and manage all spaces available for events, manage space closures
Rooms: Add and manage accommodation, room types.
Menus & Packages: Build catering menus and event packages that can be quoted or added to events.
Event Templates: Manage your reusable event templates

Fields

Custom Fields: Create various type of fields specific to your organization.
Revenue Categories: Manage your revenue categories
Setup Values, Sources and Types: Under Fields you can manage dropdown options for items like event types, referral sources, and payment types.
Market Segments: Categorize and analyze the types of business your venue attracts.
Space Closure Reasons: Create and manage standardized reasons for marking spaces as unavailable.

Templates & Files

Email, Document, and Proposal Templates: Build standardized communication and sales documents.
Automations: Connect with third-party applications like Zapier.
Files: Upload and store shared files for easy access.

Channels

Intake Forms: Create online inquiry forms that feed directly into Event Temple.
Booking Engine: Online reservation tool that allows clients to check availability and submit booking requests directly through your website.
Guest Portal: Manage and customize your Guest Portal
Email Forwarding: Set up a forwarding address to automatically capture inquiries (a part of AI Sales Suite add on)

Data

Imports: Bulk import contacts, accounts, or events.
Transient Room Pickups: update pickup daily or monthly for your Key Account with Volume rates

Integrations

Online Payments (Stripe): Enable online payment processing.
Calendar Integration: Allows you to sync Event Temple bookings with Google, Outlook, or iCloud calendars.
PMS: If your organization is connected to a PMS, the integration settings are accessible through here.
Webhooks & Zapier: Connect Event Temple to other platforms for automation and data flow.

💡Tip: Most setup items only need to be configured once during onboarding. After that, your team can focus on using these settings to streamline workflows and keep data consistent across your organization.