Event Temple

Learn about managing companies in Event Temple

Introduction To Accounts

Learn about managing guests in Event Temple

Introduction To Contacts

Can I Save the View in an Account or Contact Booking Summary?

Track production against your negotiated rates for your Key Accounts

Volume Rates and Room Pickup Tracking for Key Accounts

How Can I Create a Contact and an Account at the same time?

Reduce duplicate Accounts & Contacts using the Merge feature

Merging Accounts or Contacts

Key Accounts in Event Temple allow you to identify and manage your most important clients, giving you visibility into negotiated rates, room pickups, and overall account performance.

Key Accounts Overview

Learn how discrepancies can occur in Contact and Account associations and actionable steps to prevent and resolve such issues.

How Can Contact and Account Associations Impact Bookings and How to Handle Discrepancies?

Accounts & Contacts

What is a Registration Number?

Learn how to customize and filter your Accounts list view in Event Temple. Step-by-step instructions for adding columns like Organization and Amount Paid, filtering by account criteria, and saving views…

Customizing & Filtering Your Accounts List

Organizing accounts into parent and child relationships allows you to track complex organization structures—such as corporate headquarters, franchises, or regional subsidiaries—while keeping bookings, invoices, and contacts properly linked.

Account Hierarchy: Parent & Child Accounts

How Can I Recover a Deleted Account?

Learn how to create and manage Travel Agent accounts in Event Temple. Step-by-step guide on adding IATA numbers, linking travel agents to bookings, resolving assignment conflicts, and filtering travel agent…

Managing Travel Agents: Setup, IATA Numbers & Bookings

Managing Accounts

Learn how to export contacts in Event Temple to CSV files. Step-by-step instructions for calculating total contact counts, gathering email lists for external marketing tools, and using Excel or Google…

How to Export, Count, and Gather Contact Lists

Learn how to manage Contact details in Event Temple, including setting primary contacts for accounts and bookings, updating associated accounts, and adding salutations for document merge fields.

Managing Contacts: Roles, Accounts & Salutations

Essential system rules and guidelines for managing Contacts in Event Temple, including email uniqueness requirements, account-wide contact visibility and privacy, and best practices for emailing team members without adding internal…

Contact System Rules & Guidelines

Learn how to manage contact records, update roles and associations, export contact lists, and navigate account-wide visibility rules.

Managing Contacts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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