Event Temple

Bookings, Events & Room Blocks

Learn how to add a Booking in Event Temple

How To Add a Booking

Get a full overview of your Booking in Event Temple, including events, documents, payments, tasks, and more—all in one place.

Booking Summary

Deal Value

Learn what happens & how to merge/combine Bookings together.

Merge Bookings

How to clone bookings in Event Temple to repeat events and manage recurring schedules manually.

How to Clone a Booking to Multiple Dates

Choice Menu Items & Bookings

Packages allow you to pre-build Events & Menu Items together, for use on Bookings.

Packages & Bookings

Give guests secure access to view & pay invoices, sign documents, and stay on track—all through your branded Guest Portal.

Guest Portal

Food and Beverage Minimum

See a history of changes to your Bookings, Contacts and Accounts

Change Log

Learn how to archive bookings in Event Temple to declutter your workspace while keeping past records easily accessible.

How Can I Archive Bookings in Event Temple?

Track your sales process more accurately with Booking Statuses and Pipeline Stages. Here's how they differ and when to use each.

Booking Status & Pipeline Stages

How can I toggle my Bookings between a Pipeline and List view ?

Can I Have Too Many Leads / Bookings in my Account?

Can I Move a Booking Between Properties?

Why is a Tax on a Line Item Highlighted in Red?

Bookings

How Do I Change A Booking's Status?

Set the Primary Contact for a Booking in Event Temple to control which contact’s details appear on Invoices and Documents. The Primary Contact is managed at the Booking level and…

How to Make a Booking Contact the Primary Contact in Event Temple

Will My Cloned Booking Be Connected to the Original One?

Update existing Deal Value- See the current Value of a Deal- View possible revenue from a Deal- How do you add a Deal Value once a Booking & Event is…

How Do I Add or Change The Deal Value of a Booking?

You can’t link a booking to multiple groups or date options—each booking can only be tied to one group with one set of dates.

Can I Connect My Booking To Multiple Groups?

Add Single Menu Item, Charges, Fees to a Booking

How Do I Add a Menu Item To a Booking or Event?

What Happens When I Delete a Booking?

Can I Delete Multiple Bookings At Once?

How Do I Make Bundled Menu Items Appear Individually In The Booking Menu Tab?

What are the Event ID and Booking ID Necessary for?

What Does "Start Date Can't Be Blank and End Date Can't Be Blank" Error Mean?

How Many Contacts Can I Add Under One Booking?

Is it Possible to Automatically Change the Booking Status from Tentative to Definite When a Customer Signs a Document?

How do I Unarchive a Booking?

When a Booking is marked Lost in Event Temple, the Stage isn’t automatically changed. Archive it to keep the current Stage or manually record it in a Custom Field or…

How to Record the Stage of a Booking When It Is Lost in Event Temple

Can I Change the Bookings so They Don't Begin With BK-?

What Does Merging Bookings do?

Do I Need to Have a Booking to Create a Document?

Learn how to manage canceled bookings in Event Temple by marking them as lost, archiving, updating pipeline stages, and handling payments or refunds appropriately.

How Should I Handle Canceled Bookings?

What triggers the Updated field to update on a Document?

What's the Difference Between a Booking & Event?

How can I stop "Job class is not included in the list" error from showing?

What triggers the Updated Date on a Booking to Change?

Where Do I Put The Lost Reason When I Move a Booking's Pipeline Stage?

Can I Add a Link into a Booking?

How Do I Change Which User is Assigned to a Booking?

Copy one of my Bookings - Copy one of my Leads - Duplicate my Booking - Can you build a group with multiple dates without it showing as one continuous…

How Do I Clone a Booking?

Move my Booking to a different pipeline- Change Pipelines from the Booking Summary Screen- I need to move a Booking to another Pipeline- How do I update a bookings pipeline-…

How do I Change a Booking's Pipeline?

What Do the Different Colored Arrows Next To Bookings mean?

How do I sort my Pipeline by Booking Date?

What Is the Pipeline and How Do I Find It?

How Do I Add Projected Income to my Pipeline?

What Happens When I Change the Owner of a Booking?

How do I Arrange my Pipeline by Booking Date?

How Do I Save my Pipeline View?

How Does the Booking Search Work?

How do I Automate Tasks & Emails on Bookings?

Is There a Way to Export the Booking Origin?

Is There Any Way to See or Set the Booking External ID in the Booking Entry?

Can I Mass Update the Number of Guests?

Add secondary contacts to a Booking in Event Temple. Manage up to 35 Contacts, set the Primary Contact for documents and invoices, and use custom fields to include additional Contacts…

How to Add a Secondary Contact to a Booking

Why isn't an Account showing when adding a Booking?

Why does the Text Box close when I am highlighting or editing?

How Can I Change my Booking to a Different Pipeline?

How do I change a Booking Time?

What does a "Email Transferred to new Booking" notification mean?

Track Referral Sources in Event Temple to see where your bookings originate. Use booking details, reports, and custom views to measure marketing effectiveness and optimize your sales strategies.

How to Track Referral Sources

Can I change the Columns of the Events on my Booking Summary?

How can I change a Booking to an unspecified date?

Need to find archived bookings? Here's how to filter your list in Event Temple to quickly view lost leads or specific archived records.

How can I see all my Archived Bookings?

Can I assign multiple Users to a Booking?

How do I carry over information between Bookings? - What information carries over between Bookings when Cloning?

What Copies Over When I Clone a Booking?

Why Does Event Temple say That my Booking Status is Different Than my Event/Group Status?

Learn how to select and update the Market Segment in Event Temple. This account-specific field helps categorize accounts for reporting. Use Booking Custom Fields if you need it visible on…

Where to Select the Market Segment When Creating a Booking

Update start date - Why isn't my Booking date correct?

How Do I Change a Booking Date?

How do I add an attachment to a Booking, Contact or Account?

Event Temple doesn’t have a built-in waitlist feature. Use a custom Pipeline Stage for waitlisted bookings, then filter, view, or report on them to manage reservations efficiently.

How to Add a Waitlist Booking in Event Temple

Trouble updating booking/event time in Event Temple? Midnight (12:00am) needs the next day as the end date. Here’s how to fix it.

Why Won't the Booking or Event Time Update?

Why Does "Attendance cannot change because one or more line items have been posted and locked" Mean?

What are the Customization Options for the Booking Colors in Event Temple?

Can A Booking be Active in Multiple Pipelines?

How Do I Manage Multiple Bookings & Contacts Under One Account?

How Can I Reduce the Package Price as a One-off?

What Are The Values at The Top of Every Pipeline Stage?

How Do I Update the Time/Date for Packages on Bookings?

How Do I Change a Booking Name?

How Do I Change a Booking Status to Lost?

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

How can I track changes made to bookings in Event Temple?

Guests using restricted domains (like .org or .edu) may have trouble accessing the Event Temple Guest Portal due to network filters. Learn how to resolve it by whitelisting Event Temple’s…

Troubleshooting Guest Portal Access for Guests with Restricted Domains

What are Attachments?

Can I Edit a Workflow on a Booking?

Bookings FAQ

Events

Linked & Primary Events

Speed up event management with reusable templates

Event Templates

Can I Change the Number of People on a Package?

How Can I Update an Event Name, Quantity, Space or Attendees in Bulk?

Learn how to update Event Temple event statuses individually or in batches. For changes affecting all events in a booking, update the Booking Status to apply changes at once.

How Do I Change an Event Status?

Create a copy of an Event - Copy an existing Event - Add Events to a Multi-Day Booking  - Add multiple Events - Can an Event be recurring?

How Can I Clone an Event?

Batch copy the Events on my Booking - Repeat multiple Events -Clone multiple Events over more than one day

How Can I Bulk Clone Events?

Can I Batch Update Spaces on Events?

Can I move Menu Items to another Event?

How do I Assign a Space to an Existing Event?

Can I Select Multiple Spaces For One Event?

Add Multiple Event Details into an Email Template - Which Event Pulls into a Merge Field for Email Templates?

Can We Put Multiple Event Details Inside an Email Template?

How do I Print a List of Events for a Specific Booking?

How Do I Link My Menu Items to an Event?

Why is the Total Less Than Subtotal?

Can I see the date/time that an Event was added to a Booking?

How do I create an Event?

Why don't I see a Bulk Clone option for my Events?

Can I find an Event based on the Event number?

Change event date/time individually—batch updates don’t support it. Use batch creation to set correct times for multiple events.

How do I Change an Event Date or Time?

Change what Booking an Event is assigned to - Can I Copy an Event to another Booking?

Can I Move an Event to a Different Booking?

Learn why Event Temple warns you about space conflicts and how conflict checking helps prevent double-booking of spaces.

Why am I getting a Space Conflict Notification?

Find unlinked items in Event Temple using the Line Items tab or the Line Item List (events) report for a full booking overview.

How Can I Identify Items Not Linked to Events in Event Temple?

Events FAQ

This article will help you understand how to manage Groups and group blocks.

Groups

How do I Show Guestroom Revenue and Taxes on a Document?

Learn how to track Contracted Rooms in Event Temple for groups, including reporting on room counts and contracted revenue alongside Blocked and Pickup rooms.

What Are Contracted Rooms?

Room Blocks

How can I charge a higher rate on one night? - How do I change group rates for seasons - Override Group Rate - Load two different group rates on…

How Can I Add a Group With Multiple Rates?

Edit group blocks, add nights or rooms, update pickup, extend stays, or adjust rates easily from the Group Details tab.

How Do I Edit a Group Block?

What does room_rate_codeid invalid id mean?

Can I re-instate a Lost Group?

Why Is There a Night Missing In My Room Block Document Element?

Batch add group room blocks by type/night in Event Temple. Plus pro tips for large blocks (50+ rooms). Save time on room allocations.

Can I Add Group Room Blocks in Bulk?

How do i add Guestrooms to a Booking that was originally just a day Group - How can I change a Booking from 1 day to multiple days?

How do I add a Group to a Booking That Was One Day?

Can I create an invoice for guest rooms? - How do I charge for Room Revenue? - Is there a way to schedule a payment on a Guestrooms Invoice?

Can I Add Guest Rooms to an Invoice?

Edit or update Contracted Rooms from the Group Details—adjust counts, copy blocks, or show/hide rooms as needed.

How do I Edit Contracted Rooms?

My PMS is integrated with Event Temple, why isn't my Group pick up automatically updating?

Why are the fields in the Groups Section of my Booking locked for Editing?

Where can I check my Group arrivals?

Is there a way of adding a rooming list under group bookings?

You can only add one group block per booking—adding multiple groups to the same booking is not currently supported.

Can I Add Multiple Groups to One Booking?

Should I Re-Issue a Contract if I Edit a Group?

Is there an easy way to add blocks for long stays? Can I clone blocks each night?

How Can I Batch Add Room Blocks?

Group FAQ

Documents allow you to generate & share pre-filled proposals, BEO's and more

Introduction to Documents

Use e-signatures in Event Temple to sign and submit proposals, contracts, and documents securely. Streamline bookings, reduce paperwork, and send signed PDFs automatically to clients and staff for faster, efficient…

Signing and Submitting a Document

Sending and Tracking Documents

Incognito/Private Browser Window

Documents

Attach Invoices to emails or directly to Documents in Event Temple. Link multiple items in emails or nest a single Invoice within a Document URL for easy client sharing and…