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Settings & System Administrator Manual
Settings & System Administrator Manual

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

339 articles
System Administrator Overview
Settings FAQ
How Do I Update My Credit Card For My Event Temple Subscription Payment?
What Are Revenue Categories and How Can I Edit Them?
Can I Export my Menu?
Can I Delete a User in Event Temple?
Can I Move my Document Templates From One Organization to another?
Can we Create Cancellation Conditions as a Selection Field?
Can Read Only Users Send Emails?
Which Embed Code Should I Use on an Intake Form?
How do I Set up a Resort Fee?
Is There a Space Closure Report?
How Do I Assign A Workflow Step To Another User?
Can I Edit a Workflow on a Booking?
Can I Add/Edit/Remove Event Temple Revenue Groups?
How Can I See All my Menu Items at Once?
Can I Add or Change The Revenue Groups?
How Do I Adjust The Custom Picklist on my Intake Form?
Why Can't I Add My Organization's Website in The Settings?
Why Can't I Sort The Menu Items in The Menu Items Settings?
How Do I Change the Billed Organization for a User?
How Can I Delete a Custom Field?
How Do I Change a User's Permission Level?
What Are Contracted Rooms?
How Can I Share an Intake Form With a Guest?
How Can I Update a User's Login Email?
What Does "Email has already been taken" Mean?
How Do I Add a New Referral Source?
Can a User Link Different Emails to Different Oganizations
How Do I Add a Space Closure Reason?
How do I Import "Event Types" And "Rooms"?
What Does "The Provided Billing Address' Country was Invalid," Mean?
Can I add a Logo to the Intake Form?
Can I Change the Number of People on a Package?
How do I Change Gratuity on Only One Invoice?
Does the Revenue Category on Menu Items Within the Settings Automatically Update When Editing the Revenue Category?
How do I Edit Custom Field Answers on a Booking?
How do I Remove a Menu Item From The Space Settings?
How Do I Change the Order of My Spaces?
How Can I Check My Organization's User Limit?
How Long Does Event Temple Store my Information if I Cancel my Subscription?
Can I Make a Field Mandatory on an Intake Form?
Can I Change Which Pipeline and Stage Intake Form Bookings go?
Can I Add a List of My Spaces to an Intake Form?
How do I Add or Change Taxes on Menu Items in the Settings?
Can I Move a Booking Between Properties?
How Do I Change My Default Currency In Event Temple?
How Do I Edit A Tax Or Fee?
Can I Add More Revenue Categories?
How Can I Run an Intake Form Conversion Report?
How Do I Access My Event Temple Subscription Information?
Can We Change The Price of a Package?
How Do I Delete a Sub-Menu?
Where Can I See a Current List of Users and Their Permissions?
If I Edit a Workflow That's Been Added to A Booking, Are Those Changes on the Booking As Well?
How Do I Move an Organization from My Chain into a New Chain?
How Can I Control the Time My Workflow Emails are Sent?
Can I Create a Group In Event Temple From My Intake Form?
Do Intake Form Bookings Still Show on Unavailable Dates?
Why Does My Intake Form Zoom In On Itself?
How Can I Hide Menu Item Prices Within Packages on Documents?
How Can I Close a Space?
How do I Change the Payment Types on my Account?
What are the Differences in User Roles?
How Do I Update Who Gets Notified On an Intake Form?
Why Can't I Delete a Menu?
Why is a Tax on a Line Item Highlighted in Red?
Can I add a Custom Font to an Intake Form?
What are Market Segments?
How Can I Update My Spaces?
Why Can't I Access The Organization Settings?
How to Update Booking or Event Types?
Can we add a Description to our Spaces?
Do Deactivated/Deleted Users Contribute to User Limits?
Can I Add Email Signatures for my Users?
How Do I Add a Floor Plan to an Event?
What Does "Side By Side" Mean on an Intake Form?
Do Bookings Created Through an Intake Form Advise of Space Conflicts?
Can I Send an Automated Response and Set a Timer?
How Can I Set Rooms Out of Service?
How do I Add a Custom Field to my Intake Form?
How Do I Change My Current Password?
Is There a Template For Account Imports?
How Do I Import Information From a Previous Software into Event Temple?
How Do I Add a New User to my Event Temple Account?
How Can I Change the Organization Order & Set a Default?
How Can I Remove a Revenue Category?
Can I Export From the Multi Organization Page?
What is a Custom Field Set?
What Does "Last Name Can't Be Blank" Mean?
Can I Change the Name of My Organization Chain?
Does Deleting A Package Impact Existing Bookings?
Can You Change Our User Permissions?
Can I Stop a Workflow if a Booking Turns to Lost?
Can I Add a Space to a Booking Instead of an Event?
Why Did Non-English Characters Get Skipped in my Import?
How Can I Change My Organization's Name?
How Do I Edit a Custom Field?
How Do I Archive Custom Fields?
How do I Set up Chain Document Templates?
Can I Enter a Field for Time on an Intake Form?
Can Two Users Have the Same Email?
How do I Assign a Document Template From a Chain to an Organization?
Can Notification Emails be Sent to Multiple Users?
What Fields Can be Used in Intake Forms?
How Can I Make Someone a Chain Admin?
What Does "Event Name Can't Be Blank" Mean on Intake Forms?
Why Aren't Contact Fields Updating When an Intake Form is Submitted?
Can Workflow Emails be Sent to Multiple People?
Can I Add a Second Logo to My Organization?
How Can I Add A Multi-Select Custom Field?
Can I Choose The Default Selection For A Custom Field?
What Happens When A Guest Submits an Intake Form?
How Do I Get My Logo Showing on Reports?
Where Can I Find "Other Fields" On An Existing Booking?
How Do I Add or Edit my Organization Logo?
Is it Possible to Save More Than One Space in One Event?
How Do I Edit a Menu or Menu Items?
Where Do The Questions on an Intake Form Come From?
What does "Name is Required" or "Name Cannot be Blank" notification on Intake Forms
What does "Value Must be Less than or Equal to 2147483647" mean?
Can I use a Custom Field on an Invoice?
Can I set up Automated Payment Reminders?
Why are Events in the Same Booking Booked at the Same Time?
What Happens When you Delete a Custom Field?
Can my Contact Form Add a Booking Into Event Temple?
Can I Change What Time Zone my Organization is in?
What Does Placeholder Mean in Custom Fields?
Where Can I Update a User's Job Title?
How Can I Add Secondary Contacts to my Documents?
How Can I Stop Spam Intake Form Replies?
How Do I Change the Image in the Top Corner?
Can I Send an Email to Myself With an Automation or Workflow?
Why Aren't the Taxes Totalling Correctly in the Booking Financials Report?
How do I Stop Workflow Emails from Sending?
What Does "Run Step" Mean on a Workflow?
Can I Clone a Workflow Action?
Can I Disable an Intake Form on my Website?
What is a Booking or Event Type?
How do I Edit an Intake Form?
How Can I Change The Language on an Intake Form?
Can I Add Event Fields Through my Intake Forms?
How can I Receive Intake Form Notifications to Additional Email Addresses?
Can I Invoice Items Within a Bundle Individually?
How Do I add a Read-only User to my Account?
Can an Automated Email Send for New Bookings?
Can Read Only Users Print Reports?
As an Admin How Do I Change My Read-Only Users Views?
What Happens When I Archive/Delete a Space?
How Do I Use Google Analytics with My Intake Forms?
Can I Add a Package to an Event?
How Can I Update the Fields on My Intake Form?
Can I add a Document Link to an Email Template?
How Can I See the Terms of my Event Temple Subscription?
Can I Prevent Spaces From Double Booking?
Does Event Temple have a Mobile App?
Is my Event Temple Data Backed Up?
How Do I Charge a Rental Rate for a Space?
What Languages Does Event Temple Support?
How do I Download a Receipt for my Event Temple Subscription Payment?
Can I Reinstate Something I Deleted?
How Can I Export, Edit, and Re-Import all of my Accounts?
How Do I Add a Menu Item in Settings?
How Do I Export My Information From Event Temple?
How Can I Add a Discount?
How do I Edit Menu Items on a Booking?
How do I Archive/ Unarchive Menu Items?
How do I Add a Sub-Menu?
Can I Batch-Update Menu Items on a Booking?
How Can I Fix the Format in My CSV Export?
Can I Export to an Excel Document?
Can I Add Multiple Descriptions to a Menu Item?
What Happens When I Change the Price of a Menu Item in Settings?
How Do I Change the Order of Menu Items in an Event?
How Do I Batch Update Menu Items?
What Happens if I Delete my Menu Items in our Settings?
Can I Mass Delete Menu Items that Aren't on Invoices?
What is the External ID on a Menu Item?
How Can I Find Which Menu Items Don't Have Revenue Categories?
How can I Change the Revenue Category on a Menu Item?
How Can I Backup my Data?
How Do I Sort Menu Items?
What Triggers Exist for Workflow Automations?
How do I Create a New Workflow for a Booking?
Can I See all the Active Workflows on my Account?
How do I Attach Files to an Email in my Workflow?
How Do I Edit a Workflow Template?
How Do I Reset my Event Temple Password?
How Do I Change the Language of My Account?
How Can I Add a Space?
Can I add multiple Phone Numbers in Event Temple?
Why Aren't my Custom Fields Merging Properly in my Documents?
How Can I Update my Organization's Contact Details?
Can I Pause a Workflow?
How Do I Change the Billing Email on my Event Temple Account?
Can I Turn Off Email Notifications From Event Temple?
How do I Configure my Calendar Week to Start on a Different Day?
What Version of Event Temple Have I Got?
Can I Log in to Event Temple on Different Devices?
What is my Event Temple ID?
How do I Delete a Pipeline Stage?
What Happens If I Delete a Pipeline Stage?
How Can I Modify my Pipeline & Pipeline Stages?
How Can I Create a Contact From a Custom Labeled Email in Gmail?
Can I Automatically Update a Booking Status?
Can I Send an Automatic Survey?
Why Can't I see the "Bundle" Feature on my Account?
Can I Clone a Menu Item or Menu?
How Do I Reorder My Pipeline Stages?
How Do I Make a New Pipeline?
How do I Update the Space on a Menu Item?
How Can I Upload a File to Event Temple?
How Do I Customize Headings on Invoices?
How do I Make a Payment on my Event Temple Subscription?
How Can I Connect More Than One Organization?
How do I Change a Default Pipeline?
How Can I Change the Default Paper Size for my PDF Downloads?
Why Did my Import Have Skipped Records?
How do I Remove Files Saved on my Account?
How do I Rename the Document PDFs That I Download From Event Temple?
Can I Change Between 12 Hour and 24 Hour Time?
What are the Color Codes That I Can Use Across Event Temple?
How Can I Obtain a Copy of Event Temple's W9?
How do I Delete an Existing Menu or Menu Items?
Can I Make Fields Required?
How Can I View my Previous Event Temple Subscription Invoices?
How Can I Change the Name of / Edit my Sub Menus?
How Do I Turn Tax Inclusive Pricing On Or Off?
Can I Add Page Numbers to Documents and Invoices?
How Do I Make my Custom Fields a Default When I Create a New Booking / Contact / Event / Account / Group?
What are the Different Types of Custom Fields I can create?
How Do I Create a Custom Field?
Why do my Menu Items not Have a Quantity Behaviour?
Spam from "Event Temple"
Is Event Temple GDPR compliant?
What is Event Temple's IBAN number?
Is Event Temple a Corporation or LLC in the US?
Can I Re-Instate Deleted Menu Items?
Can I add a Custom Booking Status?
Can I Create a Floorplan in Event Temple?
What Happens When a Menu Item is Edited?
What Does "Your card does not support this type of purchase" Mean?
What Does the Webhook Trigger leads.definite Mean?
Can I Track Item Inventory?
Can I sort Files?
What does "title: is duplicate, merge_field_name: is duplicate" mean?
Why Doesn't My Invoice URL Work in My Automatic Workflow Email?
How Do I Reactivate a User?
How Do I Edit Event Setup Styles?
Can I Edit my Lost Reasons?
What Should I Do if I Can't Login to the Platform?
What Does The Error "Value: Already Exists" Mean?
What Does "Unsupported password error" Mean?
How Can I Import Menus, Sub-Menus, and Menu Items?
How Do I Embed My Intake Form on My Website?
How Do I Find a Users Email?
How Can I See my Subscription Amount?
How Can I View All of My Menu Items?
Event Temple is Getting a New Look!
Can I Hide Certain Custom Fields?
How Do I Modify My Tax to Exclude Gratuity?
Why Aren't Workflow Tasks Being Assigned to me?
Why Can't I Edit my Bundle Quantities?