Event Temple

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?

Login to Event Temple

Find answers and get help from Intercom Support and Community Experts

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