Event Temple Reviews & Product Details

User friendly, customizable, reliable access and isn't down often or at least we don't notice any necessary shut downs for maintenance or upgrades. Customer support has always been great and quick to respond. We utilize this across several users daily all day. Document share is seamless from our side as our clients end. Review collected by and hosted on G2.com.

The New look has some features that appear to have coding errors as I get messages that don't make sense and require a field entry that isn't present. One example is adding payments currently and it requires a field for entry that isn't an option. Review collected by and hosted on G2.com.

Their team always provides me support within minutes. Whether it's a general question about the program, or if there is something that needs fixing- they are always there. Even their AI bot is helpful and can provide support within seconds. Review collected by and hosted on G2.com.

There is nothing I dislike about the program Review collected by and hosted on G2.com.

The ability to manage event bookings from space reservations to food menus and invoicing, proposals, etc in one system. The system also has task management, emailing integrated within. Decent customization options via custom fields. Overall it's a good system, but there are some really big shortfalls that I wish I'd known before signing up as it may have changed my mind. I still recommend Event Temple for some use cases, but for organizations with many users, research the limitations of user access levels. As we are fully invested in the system at this time, we will continue to hope for feature updates!

Customer service team is helpful. Review collected by and hosted on G2.com.

-Accounting & Invoice controls don't exist- any user can edit an invoice/apply a discount without notification to anyone, invoices can be deleted, and there's no way to get it back.

-No past-due payment reminders.

-No ability to limit what users can do - it's either full or view-only access, nothing in between.

-Documents, Bookings, etc. can be deleted with no way of restoring them. No history of document changes - let's say you create a proposal for a prospect. They ask for changes and you make those changes. Unless you make a new proposal, there is no way to reference the old one. Further, the system sends links to documents not attachments, so if you or a staff member accidentally edit a proposal instead of creating a new one, you cannot look back at what you previously did.

-Electronic signature function is not legally compliant in the US.

-Reporting is limited. No ability to create a custom report; you're at the mercy of the limited filters within the provided reports. A lot of data is non-reportable, including custom fields

-No reminders for a client to sign a document; we have to manually check and email the client to say, "Your contract (or any doc) is not yet signed."

-No expiration of documents - if you send a contract, for example, you can set a due date, but the system will allow the client to sign it past the due date.

-No ability to void a document, contract, proposal, etc.

-"CRM" leaves much to be desired. One example - No alerts for duplicate contacts unless they share the same email address. Review collected by and hosted on G2.com.

- Almost everything is customizable and be adapted for your needs

- Simple to keep tracking of business relations with the clients

- Support team responds fast

- University for training is helpful for new employee Review collected by and hosted on G2.com.

- Missing the day of the week in the Event diary (calendar) organized by day

- Text style in a formatted document is not always kept Review collected by and hosted on G2.com.

It's very user-friendly. The custom fields allow you to tailor it to your business. The team at Event Temple is the best - with quick responses to support questions, live chat and a can-do attitude, they make it simple to love the system. It's streamlined a lot of our process for not just individual retreats but for us as a chain with multiple retreats. Review collected by and hosted on G2.com.

Like with any system, you will always find a cap somewhere, but the team from Event Temple has worked with us and continue to work with us to provide solutions. Review collected by and hosted on G2.com.

Is easy to organized all of our drops. I love how friendly the software is and how simplifies my day by day at work. Review collected by and hosted on G2.com.

I partoculary dislike something is just that probably there are some opportunity areas to make the process easiest. Review collected by and hosted on G2.com.

A very flexible system allows for custom fields that help us customize the system to match our workflow. The support staff are amazing and always follow through with comprehensive and helpful suggestions. The system is also very responsive compared to other systems we've worked with. Review collected by and hosted on G2.com.

Accounting integration is a bit of a challenge if you're using QBO instead of the built-in ET invoicing system. Workarounds are possible with Zappier. Feature requests are well managed and incorporated regularly, keeping ET fresh and always trying to bridge any shortcomings. Review collected by and hosted on G2.com.

Event Temple has been a game-changer for our small nonprofit venue. We use it to track our sales and production pipelines, create invoices, and keep client forms, contracts, and client notes on one platform. Review collected by and hosted on G2.com.

There aren't any downsides to using Event Temple; my only wish on the wishlist would be to have a client portal and a phone app version. Review collected by and hosted on G2.com.

Event Temple has really helped me streamline my processes. I am able to stay much more organized. I can't thank Event Temple and Katie enough. Everytime I need assistance, she is happy to walk me through it step by step! Review collected by and hosted on G2.com.

I use Event Temple for a different purpose than it was originally created for but Katie has helped me find ways to make it work for me. Sometimes I get a bit confused but she is always there to guide me! Review collected by and hosted on G2.com.

Event Temple is one of the innovative and efficient platforms I have used since I started in the events industry. It provides accessible features that allow the user to be as creative and professional in the best possible way. Review collected by and hosted on G2.com.

There is no specific dislike or downside, but I think some features can be improved. For example, the Invoice Feature and Payment Schedule which can be added to the document. Review collected by and hosted on G2.com.