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.
Use the menu on the left-hand side to navigate through different setup areas:
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
Event Templates: Manage your reusable event templates
Offerings
Fields
Custom Fields: Create various type of fields specific to your organization.
Revenue Categories: Manage your revenue categories
Setup Values / Types: Under Fields you can manage dropdown options for items like event types, referral sources, and payment types.
Space Closure Reasons: Create and manage standardized reasons for marking spaces as unavailable
Templates & Files
Files: Upload and store shared files for easy access.
Channels
Intake Forms: Create online inquiry forms that feed directly into Event Temple.
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.
PMS: If your organization is connected to a PMS, the integration settings are accessible through here.
💡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.