Event Temple

The Settings section in Event Temple is where administrators can configure how your organization operates within the platform.

Settings Overview

This manual is for Admin users to help you get setup up for success!

Settings

Personal Settings

The User Profile page in Event Temple allows you to view and update your personal account information. From this page, you can edit your contact details, upload a profile image,…

User Profile Overview

Try out new feature ideas before they are officially released!

ET Labs

Only you can update your own Event Temple login email. Admins cannot change it for you. Go to Profile > Edit > Update Email > Save.

How Can I Update My Login Email?

Reset my Password from within Event Temple - Change my password - 
How do I update my password in Event Temple? - Can I update my password?

How Do I Change My Current Password?

Forgot your Event Temple password? No problem! Follow these simple steps to reset it and regain access to your account.

How to Reset Your Event Temple Password

Learn why Event Temple password reset links may not work. Tokens expire after use, 6 hours, or a new request. Ensure notifications@eventtemple.com is whitelisted, check email for typos, and contact…

Why My Event Temple Reset Password Link Isn’t Working

Troubleshoot missing Event Temple emails. Add notifications@eventtemple.com to your safe sender list, check spam folders, and verify flagged messages. Contact support if password resets or notifications still aren’t received.

Why Am I Not Receiving Password or Notification Emails from Event Temple

Can I Turn Off Email Notifications From Event Temple?

User Profile

Connect your own email to send and receive directly in Event Temple. Keep communications synced to Contacts and Bookings.

Connect Your Email

The Email page in Event Temple allows you to manage your connected email account, signature, and related email settings.

Email Settings Overview

Can a User Link Different Emails to Different Oganizations

How Email Integration Works in Event Temple.

Why Are My Email Replies Delayed in Event Temple?

How Can I Adjust my BCC/Forwarding Address?

Learn which email providers are supported by Event Temple for integration and syncing, including Gmail, Outlook, Yahoo, and more.

Which Email Providers does Event Temple Connect with?

Daily email limits in Event Temple are determined by your email provider. Adjust your limit in Personal Settings, but Gmail/Outlook limits may still apply. Scheduled emails send automatically once limits…

What Is My Daily Email Limit?

Email

Organization

General Settings

Why Can't I Add My Organization's Website in The Settings?

Use an alternate Currency- Change the dollar sign- How to change my currency

How Do I Change My Default Currency In Event Temple?

You can edit your organization’s name directly from the General Settings page.

How Can I Change My Organization's Name?

Can I Add a Second Logo to My Organization?

How Do I Get My Logo Showing on Reports?

Why are Events in the Same Booking Booked at the Same Time?

Event Temple allows you to customize the language and regional settings for your organization. These settings control the language displayed throughout your account, as well as date, time, and currency…

How Do I Change the Language of My Account?

Can I add multiple Phone Numbers in Event Temple?

How do I Configure my Calendar Week to Start on a Different Day?

The API Org ID in Event Temple is a unique identifier assigned to your organization’s account.

What is my Event Temple ID?

Event Temple allows you to choose the default paper size used for all printed and PDF-generated documents, such as invoices, proposals, and event orders.

How Can I Change the Default Paper Size for my PDF Downloads?

You can change how time is displayed in your Event Temple account from the General Settings page.

Can I Change Between 12 Hour and 24 Hour Time?

You can define the default font and style for all emails sent from Event Temple. These settings ensure your organization maintains a consistent, professional look across all communication.

How Can I Apply Default Style Settings to my Emails?

Payment declined? “Your card does not support this type of purchase” usually means a bank or card restriction. Here’s what to check.

What Does "Your card does not support this type of purchase" Mean?

The Subscription page in Event Temple provides a clear overview of your organization’s plan and the features currently available to you.

Understanding the Subscription Page in Event Temple

View your Event Temple subscription, pay invoices, update billing info, and download receipts—all in one place.

Manage your Event Temple Subscription

Subscription 

Learn how to add, edit, and remove Users, and understand how different Roles affect access.

Managing Users & Roles

What are the Differences in User Roles?

Enable SSO - Turn on SSO For My Organization - Turn on Single Sign-On for My Chain

Single Sign-On

Multi-Factor Authentication

Learn how to add new users in Event Temple for single properties or chains. Assign roles and permissions, and ensure you have administrative access before creating accounts.

How Do I Add a New User to my Event Temple Account?

Can a Read-Only User Save Views?

Yes—Event Temple allows you to both delete and deactivate Users.

Can I Delete a User in Event Temple?

Can Read Only Users Send Emails?

Updating a user’s Billed Organization ensures that invoices, permissions, and reporting are correctly aligned with the right property or account within your organization.

How Do I Change the Billed Organization for a User?

User Permissions - Assign Chain Admin - Edit Users - Admin Access

How Do I Change a User's Permission Level?

Why Can't I Access The Organization Settings?

Do Deactivated/Deleted Users Contribute to User Limits?

How Can I Change the Organization Order & Set a Default?

Can You Change Our User Permissions?

How Can I Make Someone a Chain Admin?

Where Can I Update a User's Job Title?

Learn how to add a read-only user in Event Temple. Assign view-only permissions, let team members see bookings, reports, and documents, while controlling edits and ensuring seat limits are managed…

How to Add a Read-Only User to Your Event Temple Account

Can Read Only Users Print Reports?

If you need access to more than one organization in Event Temple, your administrator must set this up for you.

How Can I Connect More Than One Organization?

How Do I Reactivate a User?

Learn what happens to workflows when deactivating a user in Event Temple. Incomplete workflows stay assigned to the user, so reassign tasks individually to avoid automation issues. Deleting a user…

What Happens to Workflows When Deactivating a User

Can (chain) admins modify created reports that were saved by others- Is it possible for other users to edit the saved report view in Event Temple

Can I Edit or Modify a Saved Report View from Another User?

Users

Invoice Settings

Can I use a Custom Field on an Invoice?

Event Temple allows you to edit and rename the headings and labels that appear on your invoices — all from within the Invoice Settings page.

How Do I Customize Headings on Invoices?

Where can I see all the Invoices that need to be paid?

Is There a Report That Shows all Overdue Invoices?

Invoices

Learn how taxes & fees work in Event Temple

Taxes & Fees

Tax-inclusive pricing, or TIP, allows users to show the final price of one item rather than the pre-tax price.

Tax-inclusive Pricing

How to change a tax and have this reflected on all future bookings

Handling tax changes

Can I set up Resort Fees- Is there a way to add Resort Fees to Bookings

How do I Set up a Resort Fee?

In Event Temple, you can control whether specific taxes include or exclude certain fees (like gratuities or service charges) in their calculations. To ensure a tax excludes gratuity or service…

How Do I Modify My Tax to Exclude Gratuity or Service Fees?

Taxes and Fees

Managing Pipelines

You can create, edit, reorder, delete, and set default pipelines, as well as link your intake forms to automatically route leads to the correct pipeline stage.

Managing Pipelines & Stages in Event Temple

Pipelines

Budgets

Workflows will allow you to send an automated email and trigger a series of tasks automatically for a Booking.

Workflow Templates

Workflows trigger automated emails and tasks. This article will cover several examples of how you might use them to your advantage.

Example Workflows

How Do I Assign A Workflow Step To Another User?

If I Edit a Workflow That's Been Added to A Booking, Are Those Changes on the Booking As Well?

Event Temple lets you automate follow-ups using Workflow Templates, not through direct “timed” autoresponders.

Can I Send an Automated Response and Set a Timer?

Can Workflow Emails be Sent to Multiple People?

Can I Send an Email to Myself With an Automation or Workflow?

What Triggers Exist for Workflow Automations?

Can I See all the Active Workflows on my Account?

How do I Attach Files to an Email in my Workflow?

Workflow Templates in Event Temple allow you to automate tasks and emails tied to your booking process. You can edit an existing template to update task timing, email content, or…

How Do I Edit a Workflow Template?

Why Doesn't My Invoice URL Work in My Automatic Workflow Email?

Why Aren't Workflow Tasks Being Assigned to me?

How do I Create a New Workflow for a Booking?

Spaces, Rooms, Menus, Packages, Event Templates

Offerings

Learn how to add new event spaces in Event Temple, including meeting rooms or rental spaces. Admin users can create spaces via Settings → Offerings → Spaces.

How Can I Add a Space?

Learn how to charge rental rates for spaces in Event Temple by creating menu items, assigning default items to spaces, and linking charges to events and invoices.

How Do I Charge a Rental Rate for a Space?

Learn how to update event spaces in Event Temple, including names, pricing, and details. Only admin users can edit spaces through the Space Settings menu.

How Can I Update My Spaces?

Learn how to add or edit descriptions for spaces in Event Temple directly through the Spaces settings, making it easier to provide details for bookings and events.

Can We Add a Description to Our Spaces?

Learn how to reorder spaces in Event Temple by dragging and dropping them in the Spaces settings, making it easier to organize rooms in your preferred sequence.

How Do I Change the Order of My Spaces?

How The Blocked Spaces setting allows you to control which spaces are automatically marked as unavailable when one space is booked.to block spaces that combine

Blocked Spaces

How do I Remove a Menu Item From The Space Settings?

What Happens When I Archive/Delete a Space?

Learn how to prevent double-booking of spaces in Event Temple using conflict checks, including strict conflict settings, lead bookings, and shared spaces.

Can I Prevent Spaces From Double Booking?

Spaces

For Organizations that have Accommodation facilities

Rooms

Learn how to add internal descriptions to rooms in Event Temple and how to manually include them in Proposals or other documents using the Text Box Document Element.

Can I Add Descriptions to Rooms?

Compare my pickup and blocked rooms per group

How can I Track Group Pickup and Blocked Rooms?

The Menus section in Event Temple allows organizations to manage all their food, beverage, rental, and package offerings that can be added to events, packages, or bookings. Each menu can…

Menus, Sub-Menus & Menu Items

Choice Group Menu Items

How can I re-arrange the order of Menus in Event Temple?

Why am I getting an Invalid error when adding a Menu Item price?

Can I Export my Menu?

How Can I See All my Menu Items at Once?

Why Can't I Sort The Menu Items in The Menu Items Settings?

This guide explains how to add new taxes in your account, update taxes for individual menu items, and apply tax changes to multiple items at once using batch actions.

How to Add, Change, or Batch Update Taxes on Menu Items in Event Temple

Why Can't I Delete a Menu?

Edit menus and menu items in Event Temple via Settings → Offerings → Menus or directly under the Line Items tab in the new UI. Learn how updates affect bookings…

How Do I Edit a Menu or Menu Items?

Archiving Menu Items helps you keep your menus organized by hiding outdated or inactive items without permanently deleting them. Archived items can be reactivated at any time.

How do I Archive/ Unarchive Menu Items?

Can I Add Multiple Descriptions to a Menu Item?

What Happens When I Change the Price of a Menu Item in Settings?

The Batch Actions tool allows you to update multiple Menu Items at once — saving time when adjusting pricing, taxes, or categorization.

How Do I Batch Update Menu Items?

What Happens if I Delete my Menu Items in our Settings?

What is the External ID on a Menu Item?

How can I Change the Revenue Category on a Menu Item?

Clone individual Menu Items easily in Settings > Organization > Menus. Whole Menus can’t be cloned yet—edit cloned items as needed.

Can I Clone a Menu Item or Menu?

Why do my Menu Items not Have a Quantity Behaviour?

You can identify missing Revenue Categories using the Line Item List (Bookings) or Menu Items report filters.

How Can I Find Which Menu Items Don't Have Revenue Categories?

Menus

Packages let you pre-build Events with linked Menu Items to quickly add consistent setups to your Bookings.

Packages

Override the Package Costs - Change Package Price

Can We Change The Price of a Package?

Impact of Deletion - Delete A Package - Deleting Packages

Does Deleting A Package Impact Existing Bookings?

Speed up event management with reusable templates

Event Templates

Fields allow you to customize your system to fit your organization’s specific workflow — ensuring that the right data is always available when you need it.