Event Temple

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.

Fields

Error stating a Type already exists. Examples are Market Segments, Event Type, Booking Type.

Why Am I Getting an Error Stating Event Type, Market Segment or Booking Type Already Exists?

Custom Fields allow you to create & manage additional data for Contacts, Accounts, Bookings, Events, & Groups. Custom Fields apply to all Organizations in a Chain.

Custom Fields

What Does "Add View" and "Detail View" Do in the Custom Fields?

Can I Edit a Custom Field Type?

Custom fields in Event Temple let you collect and track extra information for contacts, accounts, bookings, events, and groups. If a field is no longer needed, you can delete it…

How Can I Delete a Custom Field?

How can I Group Custom Fields- How do I use custom field sets- How can I remove custom field sets from bookings

What is a Custom Field Set?

Multi-select custom fields are not currently supported. Learn how to work around this limitation by using multiple checkbox custom fields to simulate multi-selection options.

How Can I Add a Multi-Select Custom Field?

Can I Choose The Default Selection For A Custom Field?

What does "Value Must be Less than or Equal to 2147483647" mean?

What Does Placeholder Mean in Custom Fields?

How Do I Make my Custom Fields a Default When I Create a New Booking / Contact / Event / Account / Group?

Learn about the different Custom Field types available in Event Temple, including text, number, date, checkbox, picklist, currency, user, and contact fields, and how each can be used to structure…

What Are the Different Types of Custom Fields I Can Create?

Hide Custom Field(s) - Hide Empty Field(s)

Can I Hide Certain Custom Fields?

Custom fields in EventTemple allow you to capture unique information about your bookings, contacts, accounts, events, or groups that aren’t included by default.

Custom Field: HTML Link

Admins can manage Revenue Categories in Event Temple by editing, archiving, or deleting them. Learn best practices, restrictions, and how to maintain accurate reporting across bookings and financial reports.

Managing Revenue Categories in Event Temple

Revenue Groups in Event Temple are predefined and cannot be added, edited, or removed. Learn how they function in reports and documents, and how Revenue Categories can be customized within…

Revenue Groups in Event Temple

What does "title: is duplicate, merge_field_name: is duplicate" mean?

Learn how mandatory Revenue Categories affect line item postings in Event Temple, why "None" is no longer an option, and how to use event cloning to post negative amounts for…

How do Revenue Category changes affect posting line items, and what are the workarounds?

Revenue Category

Add a new Referral Source in Event Temple as an Admin. Choose which organizations can access it, and update your list of referral sources to track how clients found your…

How to Add a New Referral Source

Referral Sources

Can I Edit my Lost Reasons?

How to Add Lost Reasons

Lost Reasons

How to Add Booking Types

Booking Types

The Task Types page in Event Temple allows organizations to define and manage the various kinds of tasks that team members can create and track within the system.

How to Manage Task Types in Event Temple

Task Types

The Event Types page in Event Temple allows organizations to define and manage the different kinds of events they host. This ensures consistency across bookings and helps with accurate reporting,…

How to Add Event Types

Event Types

The Event Setup Styles page in Event Temple allows organizations to define and manage the various ways their event spaces can be configured.

Event Setup Styles in Event Temple

Event Setup Styles

The Account Types page in Event Temple allows users to manage and categorize the types of organizations or clients their venue works with. These classifications help streamline reporting, segmentation, and…

Account Types in Event Temple

Account Types

Market Segments in Event Temple are used to categorize and analyze the types of business your venue attracts. They help you group bookings, events, and accounts by market type, allowing…

What are Market Segments?

Market Segment

The Document Types page in Event Temple is a configuration area where administrators can view and manage the different types of documents used throughout the platform.

Document Types Page Overview

Document Types

Change the methods of payment my clients can use- Can I customize my payment types? - Add a new payment method

How do I Change the Payment Types on my Account?

Payment Types

The Space Closure Reasons page allows you to create and manage standardized reasons for marking spaces as unavailable in Event Temple.

Adding & Editing Space Closure Reasons

Space closures can be viewed in the Event Diary or Settings, but there is no dedicated report or export. Filter and manage closures in-app; external reporting must be done manually.

Is There a Space Closure Report in Event Temple?

Space Closure Reasons

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