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Initial Set up of Event Temple connectivity
Initial Set up of Event Temple connectivity
Updated over a week ago

Before starting to work with the Event Temple connectivity there are some initial set up needed to be done in the account. Follow this list.

  1. Proposales sets up the connectivity with the hotels Event Temple.
    Go to Settings - Connect - Event Temple and klick the ⚙️. Link here.

    Recommended set up is like the image below: Room Rental.
    1. Exclude this menu from Event Resource and
    2. Menu Item for Spaces.

  2. Also in the same Settings page in Proposales you can set what the pipeline in Event Temple should be updated to once the proposal is accepted.


  3. Import Event Temple products.
    Go to Content library. A new button is now available named Import Products.
    Click the button to automatically import the hotel room categories, meeting rooms and packages. The synced products are shown with the Event Temple logo.

  4. What will sync automatically is: name of product, description of packages and VAT.
    What will be needed to set up manually is: Photos and any updates of description.
    Note: You are able to change the name of the product if so needed, the connection to Event Temple will remain to the original name of the product in Event Temple.

  5. Templates.
    The templates will no longer need the non connected products so these can be removed for the templates. All other settings such as VAT, Attachments, Invoice information etc. should be set up to your preference.
    The smart Text {period} and {number_of_people} are neccesary in every template. This video shows how you set these up in the Template.

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