Event Temple

Event Temple allows you to easily export your data for reporting, sharing, or record-keeping purposes. You can export information from most modules — including Bookings, Events, Room Blocks, Documents, and…

How Do I Export Booking, Event, Room Block or Invoice lists?

You can save customized filters and column layouts as a View, then set one as your default so it opens automatically every time you visit that page.

How Can I Set a Default View?

Filters allow you to narrow down the information displayed in your tables — whether you’re viewing Bookings, Events, Invoices, Documents, etc. By applying filters, you can quickly focus on specific…

How do I Filter Views?

Is There a Way to Mark a Booking as Group or Catering- Can I see a list of Bookings without Groups- How can I see all my Bookings with Groups

Can I Report on Bookings With /Without a Room Block or With/Without an Event

Learn how to add, collect, and manage rooming list details for group bookings in Event Temple.

Managing Rooming Lists

Bookings, Events & Room Blocks

Filter my Bookings- Is there a way to filter the pipeline so that I see only my own bookings and not the entire sales team's bookings- See only my Bookings-…

How can I View Only my Assigned Bookings?

What Happens When I Delete a Booking?

Can I assign multiple Users to a Booking?

Bookings

Toggle my Bookings between a Pipeline and List view

Booking statuses can't be customized, but you can use custom Pipeline Stages or Lost Reasons to reflect your workflow.

Can I Add or Customize Booking Statuses?

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

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

Archive Bookings

Pipeline and Booking Status

The Booking Page in Event Temple is the central hub for managing all details related to an individual booking. It provides a complete overview of client information, revenue breakdowns, room…

Booking Summary

Merging bookings allows you to combine duplicate or related bookings into one, ensuring your data remains accurate and organized.

Merge Bookings

See a history of changes to Bookings, Contacts, and Accounts in Event Temple. Tracks updates, additions, and deletions made within ET; changes from your PMS are not reflected.

Change Logs

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

The Inquiry Time represents the moment a customer first reaches out to ask about a potential Booking, Event, or Stay. It helps your team track when initial interest was received.

What Does Inquiry Time Do?

Booking Overview

Learn how to add a Booking in Event Temple

How To Add a Booking

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

Clone a Booking to Multiple Dates

Deal Value

Food and Beverage Minimum

Learn how to select and update the Market Segment in Event Temple.

Where to Select the Market Segment When Creating a Booking

Managing deleted bookings or events in Event Temple requires understanding the platform's deletion policies and the tools available for tracking such actions. Below is a comprehensive guide to help you…

How Can I Manage Deleted Bookings or Events in Event Temple?

Managing Bookings

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

Guest Portal

Workflows in EventTemple help you automate routine actions such as task creation and email reminders.

How to Add a Workflow in EventTemple

How do I Stop Workflow Emails from Sending?

What Does "Run Step" Mean on a Workflow?

Can I Pause a Workflow?

Can I Stop a Workflow if a Booking Turns to Lost?

Can I Edit a Workflow on a Booking?

Booking Workflow and Tasks

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?

Customizing columns in the Event section of a booking allows users to control which event details are displayed and how they’re organized. This feature helps tailor the event view to…

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

Events

Learn all the ways to edit Menu Items on a Booking, Event, or Invoice in Event Temple—batch updates, inline edits, and more.

How Do I Edit Menu Items that is already added to an Event / Booking?

Learn how Menu Items are ordered in Event Temple Documents and how to reorder them within events. Control display in BEOs, Proposals, and Invoices for clear, organized presentations.

How Menu Items Are Ordered and Reordered in Event Documents

Can I Batch Update Spaces on Events?

Easily clone an Event or multiple Events to save time when adding multi-day or repeated setups. Edit names, dates, spaces, and attendees as needed.

How Can I Clone an Event?

Event Basics

How Do I Update the Time/Date for Packages?

Packages can’t be added to individual Events, but you can add Events to a Package. Learn how Packages let you pre-build event and menu item combinations that can be applied…

Can I Add a Package to an Event?

If you have multiple events under a booking and need to update their attendee counts all at once, you can use the Update Events feature.

Can I Mass Update the Number of Attendees?

Can I move Menu Items to another Event?

Managing Events

The Room Blocks page in Event Temple provides a centralized view of all group room blocks associated with your property’s bookings.

Room Blocks

This article will help you understand how to manage Room Blocks.

Adding a Room Block

Updating Room Block Dates

Net Factor

Update Room Block Rates

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 Room Block to a Booking That Was One Day?

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 the same room…

How Can I Add a Room Block With Multiple Rates?

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?

Can I re-instate a Lost Room Block?

What does room_rate_codeid invalid id mean?

How is ADR calculated?

A Hotel Tour Series refers to a recurring block of rooms reserved for a tour operator. These arrangements typically involve pre-packaged, standardized group travel for leisure guests, often secured at…

Managing Tour Series in Event Temple

In Event Temple, users may encounter specific restrictions and permission requirements when managing room blocks. Below is a detailed explanation to help you better understand these aspects of the system.

Understanding Room Block Limitations and Permissions in Event Temple

Learn how to add, edit, and report on Contracted Rooms within Room Blocks, including how they work alongside Blocked and Pickup Rooms.

Managing Contracted Rooms in Room Blocks

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