If you are a hotel or venue that hosts events or meetings, this article will explain our core functionality for selling, managing, and planning Events.
In Event Temple you create a Booking first, then add Events to the Booking.
Options When Adding An Event
Field Name | Description | Example |
Event Name | The name of the Function/Event | Nike Breakfast Meeting |
Space | The meeting room in which the Event is taking place | Boardroom 1 |
Start Date | The first day of the Event
The All Day checkbox is unchecked by default. Select it when the event is scheduled for the entire day. | Jul 21, 2026 |
End Date | The last day of the Event
The All Day checkbox is unchecked by default. Select it when the event is scheduled for the entire day. | Jul 21, 2026 |
Status | The Sales status of the Event. This will default to the Status of the Booking | Definite |
Event Setup Style | How the room will be set-up for the Event.
These field values are managed by your Account Administrator | Rounds of 6 |
Event Type | The type of Event that your team is hosting.
These field values are managed by your Account Administrator | Breakfast |
Expected | The number of attendees expected at the event | 25 |
Guaranteed | The number of attendees the Client has committed to paying for | 20 |
Actual | The number of attendees that are confirmed to attend | 20 |
Set | The number of attendees that the Event tables should be set for | 25 |
Notes | Any additional Notes you would like to add to the Event. These can be merged into your Documents/ BEOs. | Allergies |
Event Specific Custom Fields | Be even more specific and add various Custom Fields that are specific to each event but the subject is the same | On site contact |
Many of the fields listed above can be merged into your Documents/BEOs.
How to add an Event
Open the Booking you wish to add an Event to
Scroll down to the Events section of the Booking Summary screen
Click Add Event
Input the Event Information
Click Save and Close
Line items on Events
Adding Line Items to an Event
Open an existing Event you wish to add a Line item to or choose to create from scratch
In the Event editor choose to Add an Existing Item or + New Custom Item
Add Existing Item will open your Menu Items and you can select one or multiple items by adding the quantity and click Save. If you don’t want to add an item to the event, just leave the quantity blank.
New Custom Item will allow you to add a New Custom Item. Click Save
The Items will appear now in your Event Editor Line Items section.
When creating an Event you will have to first save an event to be able to add menu items.
Items added via New Custom Item won't be saved as regular menu items or added to your Settings.
Editing Line Items on an event
Open the event where you wish to edit a line item.
Scroll down to the Line Items section.
Click the pencil icon.
Make the required changes.
Click Save.
ℹ️ All your menu items will be listed under the Booking's Line Items sub-tab.
Use drag-and-drop to rearrange their order as needed. You can perform a wide range of actions directly from the Line Items tab.
Read more about the Line Items tab in this article
Revenue Summary
Events now have a refresh button on the Revenue Summary in the event editor, the same as on the Bookings Summary page, so totals update right after line items are edited.
Batch Actions for Events
This option will allow you to Update, Clone, or Delete a group of events at once.
You will be able to update:
Name
Status
Space
Attendees - Expected
Attendees - Guaranteed
Attendees - Actual
Attendees - Set
Important Considerations about Events
There isn't a specific Event Task, but you can add it to the associated Booking. Simply click on the Task Tab inside the booking to add your Event Tasks. You can also use Workflows to manage your events.
You can also copy Events, to get information on how to do this please check the related article about cloning events.
Clicking on the Events heading in the left-hand sidebar under Bookings will take you to the Events List, which shows a list of all Events.
Clone an Event one by one using the action button, or Clone multiple Events at once using the checkboxes!
Need to add many Events at once? Use Batch creation during Booking setup.