1. The Document Is Dynamic Once Created before being sent
When a document (like a BEO, Contract, or Group Resume) is generated, it uses current booking information
After creation, it will automatically refresh changes — including updates to notes, guest details, or pricing.
Fix:
Double check that information is in the booking
2. Notes Field Not Linked Properly
If the notes section in your document template isn’t connected to the correct merge field (for example,
{{booking.notes}}), new notes in the booking won’t appear.
Fix:
Go to Settings → Document Templates → [Your Template].
Open the notes section and ensure it uses the correct merge field for the type of note you want (e.g., Booking Notes, Event Notes, or Function Notes).
Save the template and test by generating a new document.
OR
Update current document with the required merge field and save the document as a new template
3. Edits Made to Notes After Submission
If you edit booking or event notes after the document has been submitted, Event Temple does not retroactively update the existing file.
The system assumes that once submitted, the document represents a finalized version.
Fix:
4. Document Cached or Not Refreshed
In some cases, the document preview might be cached, showing an outdated version.
Fix:
Try refreshing the browser page.
Reopen the document and check the content under “Web” or “Print” view to confirm the latest data.