There are many terms used in Event Temple and you may not be familiar with all of them. Please see the list below for a brief description of each term and click on the term name for more detailed information.
Term | Description |
A company or corporation. Can be linked to Bookings and can have multiple Contacts. | |
An option you have for various items in Event Temple as an alternative to deleting. | |
External files uploaded to the Attachments tab in the Booking Summary | |
Banquet Event Order. This can be created as a Document Template. | |
The Organization a user is billed to. Users can have access to multiple Organizations but are only billed to one. | |
Entity that contains the details of your customers' Events, Groups, Documents, Invoices, and more. | |
The User assigned to a Booking | |
A calendar showing your Groups, Events, and/or Bookings | |
The parent of multiple Organizations | |
Most tables have columns. These are editable for certain users. | |
The person confirming the details of a Booking. Required on Bookings and can be linked to Accounts. | |
Buildable fields you can add to further customize the system. | |
A User who is no longer active but can be reactivated in the future. An alternative to deleting. | |
A shareable, pre-filled document typically created from a Template | |
Pre-built and customizable templates you can use when creating a Document. | |
Pre-built and customizable templates you can use when writing an email in Event Temple. | |
Event Temple University | |
Part of a Booking where you block Space and add Event specific details. | |
An alternate Calendar view which displays your Spaces and their availability. | |
Video lessons created by us to help you learn the system | |
A ticket in our Feedback Portal with feedback on desired features for Event Temple | |
Most tables have filters. These can be added by certain users to better control the information they see. | |
Group Rooms Control. A calendar and report that allows you to see an overview of your Groups. | |
Part of a Booking where you can add a group blocks and track pickup/revenue. | |
Our library of information with articles, how-to's and more. | |
A built-in tool used to import Bookings, Events, Accounts, Contacts, Tasks and Menus. | |
Forms you can add to your website/social media to receive Booking information directly to Event Temple. | |
Built-in Invoices you can send to your Customers | |
Accounts marked as Key Accounts can have Volume Rates | |
Emails sent from Event Temple and replies to emails sent from Event Temple are tracked here. | |
The overarching entity that holds your Menu Items | |
Anything that you want to charge a guest for. | |
Your company/property. | |
Pre-built combinations of Menu Items and Events that can be added to a Booking. | |
Payments that customers make towards a Booking. | |
Central overview screen for the customer journey from start to finish showing all the steps in the process. | |
The date your blocked Group rooms will be released. | |
Built-in, customizable, saveable and exportable Reports based on the various Features and data in your account | |
Customizable system fields. | |
Function rooms or areas in which Events take place. | |
The different stages in your Pipeline which are used to track where your Bookings are in the sales process. | |
Built-in statuses that determine the state of your Booking - Lead, Tentative, Definite & Lost | |
3rd party payment processing software that we integrate with | |
Your Event Temple subscription for your Organization | |
Additional categorization available within Menus. | |
To-do's or activities that you can log. | |
A type of Account. | |
Event Temple users. | |
Saveable versions of your different list pages or Reports that you can access easily. | |
Discounted rates that are offered to companies. | |
Groups of automated actions that you can add to Bookings. | |
3rd party automation software |