What Are Workflows in Event Temple?
Workflows allow you to automate communication and internal tasks based on your bookings — such as automatically sending emails or creating tasks before or after specific booking dates.
You can use them to handle confirmations, reminders, or post-event follow-ups automatically.
⚙️ How to Create or Edit a Workflow
Go to Settings → Workflow Templates.
Click Add Workflow Template (or open an existing one).
Enter your Workflow Name.
Under Workflow Actions, click New Action.
✉️ Send an Automated Email
To send an automatic email (for example, a reminder or invoice notice):
Choose Action Type: Send Email.
Select your Email Template (e.g., Invoice or Thank You).
Choose when it should send:
Before booking start date (e.g., 7 days before, 14 days before)
After booking start date
Before or after booking end date
After previous step complete
After workflow starts
Each action is day and multiple email actions can be added to the same workflow.
✅ Create an Automated Task
You can also automate internal reminders or follow-up tasks.
Choose Action Type: Create Task.
Name the task and assign a Task Type (e.g., Follow-Up, Reminder, Call).
Set when the task should be created:
After workflow starts
Before or after booking start date
Before or after booking end date
After previous step complete
Optionally, set reminders and due dates relative to the creation time.
⏰ Timers and Triggers
Workflows run automatically based on the booking start or end date — not on form submission or creation time.
You can add multiple actions with different offsets (e.g., “send 14 days before” and “send 7 days before”) to create a timed sequence.
🔐 Requirements
Only users with admin or chain admin permissions can create or edit workflows.
📅 How to Schedule an Email in Event Temple
You can compose an email directly from a booking and choose to send it immediately or schedule it for a specific date and time.
✉️ Steps to Schedule an Email
Open the Booking you want to send an email from.
Click the Emails tab.
Select New Email.
Fill in your details:
From: your connected email address (set up under Settings → Personal Settings → Email).
To: your contact(s).
Optionally add CC or BCC.
Choose an Email Template (optional).
Enter a Subject and your message body.
Click the Send Later button.
Choose the date and time in the Schedule Send pop-up.
Click Schedule to confirm.
Your email will now appear as scheduled, and Event Temple will send it automatically at the specified time.
⚠️ Requirements & Notes
You must have an email provider connected under Settings → Personal Settings → Email (Gmail, Outlook, etc.) for scheduling to work.
Scheduled emails are managed per user — only the person who scheduled it can edit or cancel it.
The time zone follows your organization’s settings.