Event Temple

Organization

Learn how to configure Organization General Settings in Event Temple, including company details, language, region, currency, time settings, calendars, documents, email preferences, and other system-wide defaults.

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?

Event Temple does not currently support multiple phone number fields for Contacts or Accounts. Learn how to use a text-based custom field as a workaround to store additional phone numbers…

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?

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

Event Temple Subscription

How can I update my payment method or contact support for payment issues in Event Temple?

Subscription 

Learn about Event Temple user roles, how to add, edit, deactivate, or delete users, seat limits, and managing users for single properties or chains.

User Roles & User Management

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 deactivate or delete users in Event Temple. Deactivation preserves history and stops access. Deactivate users as soon as they leave your organization to protect data integrity and…

Managing Deactivated and Deleted Users in Event Temple

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?

Learn how to update user permissions in Event Temple. Admin users can change roles, assign Chain Admin access, and control what users can view or edit. Security tips included for…

How to Change User Permissions in Event Temple

Why Can't I Access The Organization Settings?

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

How Can I Make Someone a Chain Admin?

Where Can I Update a User's Job Title?

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?

Submit a request to add users to your Event Temple subscription. After submitting the form, our team will confirm your needs, prepare a tailored quote, and follow up with next…

How Can I Add More Users to My Subscription?

Learn how to view your organization’s user limit in Event Temple, including how many licensed users you’ve used and how many seats remain, for both single organizations and chains.

How Can I Check My Organization's User Limit?

Users

Customize invoice settings in Event Temple, including terms, numbering formats, labels, payment options, and default invoice details. Learn how to configure formatting, Stripe payments, and regional requirements.

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 (TIP) in Event Temple displays final prices including taxes and fees. Learn how Admins and users manage TIP on invoices, menu items, documents, and room rentals while ensuring…

Managing Tax-Inclusive Pricing (TIP) in Event Temple

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

Updating Taxes For Your Organization

Learn how to set up percentage-based or fixed-dollar fees in Event Temple, including resort, amenity, or service fees. Customize names, apply automatically or manually, and manage invoice display.

How Do I Set Up a Fee (Resort, Amenity, or Service Fee) in Event Temple?

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

Learn how to track, manage, and optimize leads in Event Temple. Use bookings or contacts, colour-coded statuses, and best practices to streamline your sales pipeline and never miss an opportunity.

How to Understand and Manage Leads 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

Workflow steps cannot currently be assigned to different users during setup. Learn how task and email ownership works by default, and how to reassign tasks or update assignees after a…

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 set at specific times determined by your team.

Can I Send an Automated Response and Set a Timer?

Emails from Workflows or Automations can only go to the Primary Contact on a Booking. They cannot be sent to multiple recipients, internal users, or yourself unless you are the…

Can Workflow Emails Be Sent to Multiple People or to Myself?

What Triggers Exist for Workflow Automations?

Can I See all the Active Workflows on my Account?

Learn how attachments are handled in Workflow emails. Files must be added to the Email Template first, then they will automatically be included when the template is used in a…

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?

Learn how to create a Workflow in Event Temple to automate booking tasks and emails. Set triggers, add action steps, and streamline communication and task management using Workflow Templates.

How Do I Create a New Workflow for a Booking?

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