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
Choose what time this action triggers. Defaulting to 9:00 AM in your organization’s configured time zone.
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
Choose what time this action triggers. Defaulting to 9:00 AM in your organization’s configured time zone.
Optionally, set reminders and due dates relative to the creation time.
⏰ Timers and Triggers
Workflows run based on the booking start or end date and selected time — 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.