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, password, and notification preferences.
Email: Configure your email signature or connect your account for sending and tracking messages.
Organization
General Settings: Set your property name, time zone, and other core details.
Users: Add or remove team members and assign roles or permissions.
Subscription: Review your subscription plan, invoices, and payment details.
Taxes & Fees: Define how taxes and service fees are applied to your events and invoices.
Pipelines & Budgets: Manage your sales pipeline stages and annual revenue budgets.
Translations: Adjust terminology or language preferences across the system.
Offerings
Spaces & Rooms: Add and manage all spaces available for events and accommodation.
Menus & Packages: Build catering menus and event packages that can be quoted or added to events.
Fields
Custom Fields: Create fields specific to your property’s workflow.
Setup Values: Manage dropdown options for items like event types, referral sources, and payment types.
Tools
Imports: Bulk import contacts, accounts, or events.
Intake Forms: Create online inquiry forms that feed directly into Event Temple.
Email Forwarding: Set up a forwarding address to automatically capture inquiries (a part of AI Sales Suite add on)
Guest Portal & Room Pickups: Manage online tools for guest access and room block pickups.
Templates & Files
Email, Document, and Proposal Templates: Build standardized communication and sales documents.
Files: Upload and store shared files for easy access.
Integrations
Online Payments (Stripe): Enable online payment processing.
Calendar Integration: Sync with external calendar tools.
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.