Event Temple

How is tax information presented in the Booking Financial Report

Does The Booking Financials Report Include Taxes?

Does the group pace show results based on the day I'm running the report

Is The Group Pace Based On A Full Month?

Run a Booking List Report with revenue excluding tax/VAT—Group totals show as entered, and Menu Items exclude taxes & service fees.

Can I run the Booking List Report excluding Tax?

How Can I Remove a Saved View?

You can change the Sort Order on any list view in Event Temple to organize your data in the way that’s most useful to you

How can I change the sort order on a List?

Learn how to group / ungroup bundled menu items in Event Temple reports. Use the “Group Bundled Items” filter to display individual menu items in Booking, Event, or Invoice reports,…

How to Show Bundles in Line Items List Reports

How can I see the Group Codes of upcoming Groups- Does the Group List show Group Codes

Is There a Way to Print a Report Showing Group Codes in the System?

Learn how to sort BEOs by Event Date instead of Booking Date in Event Temple. Use filters and columns to customize your document list for easy access and better event…

How to View BEOs by Event Date Instead of Booking Date

Split the values in a cell from a CSV export

How do I separate First and Last names into separate cells in my Bookings Export?

How does the revenue distribution work for bookings spanning multiple months

If a Booking is Split Across Two Months, How Will The Revenue Appear on The Catering Pace Report?

Track booking progress and status updates in Event Temple using 'Bookings with Status Dates' and 'Booking Status Change' reports. Learn tips, filters, and export options to analyze trends and manage…

How to Track Booking Changes and Status Updates Using Event Temple Reports

Learn how to calculate booking conversion rates in Event Temple, including overall sales conversion and Intake Form conversion.

How to Run a Conversion Report

Reports FAQ

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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