Event Temple

Tools

Bulk import / upload CSV spreadsheets of data into Event Temple

Imports

A Detailed List of Fields Available to Import

How to Import Data into Event Temple

Is There a Template For Account Imports?

Import Contacts, Accounts, Bookings, Tasks, Menus, and Groups

How Do I Import Information From a Previous Software into Event Temple?

Special Characters Skipped for my Import - Fix Encoding Issues for Imports - Import Special Characters for an Import

Why Did Non-English Characters Get Skipped in my Import?

Why Did my Import Have Skipped Records?

How can I bulk add Menu Items- Is there a way to import Menu Items

How Can I Import Menus, Sub-Menus, and Menu Items?

Add Forms to websites or social media and receive Bookings directly in Event Temple

Intake Forms

Learn how to share Intake Forms with guests via links or embed them on your website, ensuring submissions create or update Bookings, Contacts, and Accounts in Event Temple.

Sharing and Embedding Intake Forms

Can I add a Logo to the Intake Form?

Learn how to manage required fields on Intake Forms, prevent common submission errors, and ensure Bookings, Contacts, and Accounts are created correctly.

Understanding and Managing Required Fields on Intake Forms

Can I Add a List of My Spaces to an Intake Form?

How Can I Run an Intake Form Conversion Report?

Learn how to set and manage who receives notifications from Intake Forms, including adding multiple users and configuring submission alerts for Bookings, Documents, and payments.

Managing Notification Emails for Intake Forms

Understand why Intake Form bookings don’t trigger Space Conflict notifications and may appear on unavailable dates, as conflicts only apply to bookings linked to Events.

Handling Booking Conflicts on Intake Forms

Can I Enter a Field for Time on an Intake Form?

Why Aren't Contact Fields Updating When an Intake Form is Submitted?

Control what happens after a form is submitted: assign Users, send auto-responses, redirect guests, and manage notifications.

What Happens When Someone Submits an Intake Form?

How Can I Stop Spam Intake Form Replies?

Disabling an intake form prevents new submissions from being accepted, while keeping the form saved for future use or editing.

Can I Disable an Intake Form on my Website?

How Can I Change The Language on an Intake Form?

Learn how to customize and edit Intake Forms in Event Temple, including adding Booking, Contact, and Account fields, setting required fields, capturing Event info via workarounds, and avoiding duplicate Contacts.

Customizing and Editing Intake Forms

Track traffic or conversions from your Intake Forms using UTM data or by redirecting users to a custom thank-you page with GA enabled.

How Do I Use Google Analytics with My Intake Forms?

How Can I Update the Fields on My Intake Form?

It outlines how to set up and use Event Temple’s AI email forwarding system to streamline inquiry management.

AI Email Forwarding

Email Forwarding

The Guest Portal page in EventTemple is where organizations can manage and customize the portal that guests use to access their event information. This feature is currently labeled as BETA,…

Guest Portal Settings

Guest Portal

Room Pickups

Login to Event Temple

Find answers and get help from Intercom Support and Community Experts

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