Learn how to add internal descriptions to rooms in Event Temple and how to include them in documents or Smart Proposals for clients.
Adding Descriptions to Rooms (Internal Use)
You can add descriptions to rooms in Settings for internal organization and future use.
Steps:
Click Settings.
Select Offerings → Rooms.
Click the Pencil icon next to the room you want to edit.
Add a Description.
Click Apply.
These internal descriptions do not automatically appear in documents or proposals.
Including Room Descriptions in Documents
Currently, internal room descriptions do not automatically populate in documents.
To include them:
Use the Text Box Document Element in your Document Templates.
Including Room Descriptions in Smart Proposal Templates (External Facing)
Room descriptions can now also be added to Proposal Templates to display externally to clients:
Open your Proposal Template:
Settings → Proposal Templates → Organization Proposal Templates → Select Template
Add a Content Element (text block) to the template.
Enter the room description in the Content Element.
Include amenities, highlights, or other client-facing details.
Format text as needed using available styling options.
Note: These descriptions appear in the proposal sent to clients, providing an externally facing view of the room. Internal Room Block elements still control rates, occupancy, and system-calculated totals.