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Guest Portal: Features & Settings

Manage and customize Event Temple’s Guest Portal for secure, password-free guest access. Learn setup, features, links, hidden events, images, invoices, and documents to create a professional, personalized guest experience.

Updated this week

The Guest Portal in Event Temple is a secure, personalized online hub that gives your guests a seamless experience. Guests can view and pay invoices, sign documents, and stay informed about their event details—without repeated logins. Each booking generates a unique, secure URL to simplify communication from start to finish.


Key Benefits

Instant Setup

  • Links are automatically generated per booking—no manual setup required.

  • Enable the feature in settings to get started.

Secure, Password-Free Access

  • Only contacts associated with a booking can access the portal.

  • Guests verify identity via email and remain signed in for 30 days.

Invoices & Payments

  • Guests can view and pay invoices directly through the portal.

  • Full payment history available for reference.

Document Sharing & Signing

  • Guests receive and sign proposals, contracts, and other documents online.

  • Due dates and status updates (e.g., Pending, Signed, Completed) are shown in real time.


Guest Portal Settings

The Guest Portal page lets your team manage and customize what guests see:

1. Portal Access

  • Enable or disable Guest Portal access at the top of the page.

  • When enabled, your team can share portal links with clients for real-time event details.

  • Includes a link to official documentation for more in-depth guidance.

2. Links Section

  • Manage external links for each booking’s portal (e.g., hotel website, vendor pages).

  • Editable fields:

    • Label: Name displayed to guests (e.g., “Hotel Website”).

    • URL: Web address (e.g., https://rockymountainresort.com/).

  • Add, edit, or delete links as needed.

3. Hidden Event Types

  • Exclude certain events from the guest portal timeline (e.g., Hold, Flip).

  • Hidden events still appear in revenue reports.

4. Images Section

  • Customize header visuals for each booking’s portal.

  • Features:

    • Upload additional images with Add More.

    • Preview thumbnails for each image.

    • Delete unwanted images.

  • Recommended image ratios:

    • 1 image: panoramic (3:1)

    • Multiple images: first standard (16:9), rest square (1:1)


Guest Portal Setup for Guests

Guests can access the portal in three ways:

  1. Email Templates: Insert merge fields for the Guest Portal URL.

  2. Manual Sharing: Copy the direct link from the booking.

  3. Documents: Include the portal link in proposals or invoices.

Privacy Rules

  • Only contacts listed on the booking can access the portal.

  • Guests verify via a one-hour magic link.

  • Verified guests stay logged in for 30 days.

  • Event Temple users skip authentication when logged in.


Guest Portal Sections

  • Invoices: View, download, and pay invoices; Past Payments appear after payment.

  • Documents: Track proposals and contracts, sign online, with real-time updates.

  • Guestrooms: View blocked guestroom numbers and rates.

  • Events: List events, menu items, packages, amounts, and prices; hidden event types remain invisible.

Pro Tips

  • Include Guest Portal merge fields in documents and invoice templates.

  • Use Hidden Event Types to keep guest timelines clean.

  • Add links and images to enhance your brand presentation.

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