What Are Fields?
Fields are data entry points that store information about contacts, accounts, bookings, events, and other records. Every Event Temple account includes a set of default fields (such as “Email,” “Phone Number,” or “Event Date”) that cover common operational needs. However, users can go beyond the defaults by creating custom fields to collect additional, business-specific information.
Types of Fields
Under the Fields section in your settings, you’ll find several categories that define how your organization handles data:
Custom Fields – Create unique fields for contacts, accounts, events, or bookings to capture data not included by default.
Revenue Categories – Define the financial reporting structure by grouping income into categories like Food, Beverage, or Room Rental.
Referral Sources – Track where your leads are coming from (e.g., website, social media, partner referrals).
Lost Reasons – Standardize reasons for lost business opportunities to improve reporting and performance analysis.
Booking, Event, and Task Types – Customize how activities are classified and tracked across the platform.
Event Setup Styles, Account Types, and Market Segments – Help categorize and filter events and clients based on their characteristics and purpose.
Why Fields Matter
Fields make your Event Temple system smarter and more flexible. By tailoring fields to your organization’s processes:
You ensure data consistency across teams.
Reporting becomes more accurate and meaningful.
Automation workflows can trigger actions based on specific field values.
Client and event information becomes easier to locate and manage.
Best Practices for Managing Fields
Plan before you create: Identify the data your team truly needs to capture before adding new fields.
Keep names consistent: Use clear, standardized naming conventions for easy searching and reporting.
Avoid duplication: Check for existing fields before creating new ones to keep your database clean.
Review periodically: Archive outdated or unused fields to maintain system performance and clarity.
Chain-Level Field Management
If you are a Chain Admin, you have the ability to set up fields for all your connected organizations. This ensures consistent data capture and reporting across your entire portfolio, maintaining alignment between properties while still allowing for local customization.
Benefits of Using Fields
Standardize data entry across teams and departments.
Improve reporting accuracy and filtering capabilities.
Customize Event Temple to match your organization’s unique workflow.