Event Temple
By Event Temple
Event Temple typical implementation process:
Initial setup and configuration: Event Temple’s team oversees system setup, user roles, and security and network preferences, ensuring the platform fits the organization’s scale and structure.
Data migration: Existing sales, events, and client data are imported, validated, and mapped to match Event Temple’s data structure, with necessary transformations handled during onboarding.
Customizing workflows and integrations: Features, workflow automations, event types, and integrations (like PMS, CRM, or accounting tools) are configured to reflect each hotel or venue’s operations.
Testing and quality assurance: The platform is thoroughly tested for data accuracy, integration consistency, system performance, and user scenario validation to ensure a smooth go-live.
User training and onboarding: All users receive guided training and resource access, including Event Temple University, with short lessons and admin-focused modules for deeper setup.
Go-live: When all testing benchmarks are met, Event Temple is officially launched, with staff and managers supported by the onboarding team.
Event Temple can be customized extensively to fit specific business needs, offering flexibility for venues, hotels, and multi-property groups.
Configurable workflows: During setup, Event Temple is tailored to each operation’s sales, event, and catering workflows—including event types, pricing, menus, resources, and approval processes.
Custom fields: Users can create custom fields for deals, events, and contacts, allowing each organization to personalize its CRM, reporting, and segmentation to match operational or sales process requirements.
Document customization: Proposals, contracts, invoices, and BEOs (Banquet Event Orders) can be edited for layout, colors, branding, and required information, with the flexibility to present a professional image in client-facing documents.
Flexible modules and integrations: Select only the modules or user seats needed (from single-location to enterprise), and integrate with major PMSs, CRMs, accounting platforms, and other tools for a seamless environment.
Role and permission settings: Access and editing rights can be assigned based on job function, ensuring the system matches team hierarchies and compliance rules.
Automation rules: Automated alerts, follow-ups, reminders, and workflow triggers are configurable for optimal sales cadence, reducing manual admin and missed opportunities.
Reporting and analytics: Dashboards and reports can be personalized, drawing on both standard and custom field data, so operators can track the KPIs that matter most to them.
Event Temple offers training and support for new users to ensure successful onboarding and efficient day-to-day operations.
Personalized onboarding: Every new client receives guided onboarding, including system setup tailored to the hotel or venue’s workflows and team structure.
User training sessions: Interactive training is provided for staff, covering all major modules such as sales pipeline, event management, e-proposals, reporting, and integrations.
Event Temple University: Users have access to an online learning portal with self-paced lessons, tutorials, admin training, and refresher resources.
Help Center and Documentation: An extensive help center contains FAQs, troubleshooting guides, and best practice articles, supporting continual learning.
Multi-channel support: Users can reach Event Temple’s responsive support team via email, help desk, or in-app chat for timely help with technical or operational issues.
Consultants and partners: Additional support is available through Event Temple-certified consultants and a services marketplace for hands-on assistance, advanced integrations, or custom configuration.
Event Temple implements a set of security measures to protect customer and event data, aligning with industry standards and data privacy regulations.
Commercially reasonable security protocols: The platform maintains technical and organizational safeguards to prevent unauthorized access, modification, or disclosure of customer data.
GDPR compliance: Event Temple’s Data Processing Agreement includes obligations to follow GDPR Article 32(1), implementing appropriate data security in storing and processing EU and UK personal data.
Access controls: Only authorized users with valid credentials may access the platform, with customers responsible for managing passwords and restricting system access.
Confidentiality: Event Temple ensures that its personnel are contractually bound to safeguard the confidentiality and security of all customer data.
Security incident notification: Should a data breach or security incident occur, Event Temple will notify affected customers within 72 hours and assist with the investigation and required regulatory cooperation.
Data separation and sub-processor controls: Customer data may be processed in various jurisdictions, but all transfers and processing abide by data protection laws, with sub-processors contractually obligated to similarly strict security measures.
Customer role: Customers are responsible for keeping account credentials secure, managing user access, and ensuring their own systems are free from malicious code.
Data retrieval and deletion: Upon contract termination, customers have a 90-day window to export their data or request guaranteed deletion of all personal data, barring legal obligations for retention.
Event Temple releases updates frequently, often several times a month, to deliver new features, bug fixes, and performance improvements, ensuring that users always benefit from the latest advancements.
Regular feature releases: News articles, product blog updates, and customer communications indicate recent launches of AI tools, integrations, security features (like SSO and MFA), and user experience enhancements occurring every few weeks.
Cloud-based deployment: As a cloud-native platform, all updates are managed centrally and rolled out automatically—there is no need for local software installation or manual updates by clients.
Immediate access to enhancements: Users receive new tools, improvements, and fixes instantly across all properties and users upon release, ensuring consistency and reducing system downtime.
Proactive communication: Product updates are shared via in-app notifications, emails, newsletters, and knowledge base posts to keep users informed about changes, new features, and best practices.
Event Temple’s policy on data ownership and portability ensures that customers retain control of their business data and have the tools and rights to export or manage it as required.
Customer data ownership: All data entered or managed within the Event Temple platform belongs to the customer—not to Event Temple itself. Event Temple only processes and stores data according to customer instructions and the service agreement, with no right to use or access that data except as required for support, improvement, or legal compliance.
Sole rights and control: The customer is responsible for the accuracy, integrity, legality, and quality of their data and must ensure all necessary rights and permissions have been obtained to process it on Event Temple.
Privacy and confidentiality: Event Temple personnel are contractually obligated to keep all customer data confidential and secure, in line with privacy laws and strict internal procedures.
Export capability: Customers can download or export their data at any time using built-in platform features during the subscription term, supporting both business continuity and regulatory requirements.
Data retrieval post-cancellation: Upon contract termination, customers generally have a 90-day window to retrieve/export their data or request deletion, except where retention is required by law.
Event Temple provides flexible terms for scaling up or down as organizational needs change, with specific policies on adding or reducing users, modules, and services.
Adding users or modules: Customers can add additional user seats, properties, or modules at any point during their subscription by executing an updated order form or contacting Event Temple’s support or sales team. These additions will increase the recurring subscription charges on a pro-rata basis for the remainder of the term.
Mid-term upgrades: Increases in quantity (seats/modules/features) can be done mid-term, and the resulting charges become immediately due for the new items through the end of the current term.
No disruptions: All new services or users added are activated promptly—with no impact on ongoing usage or workflows.
Reducing users or modules: Decreases in contracted seat quantity, properties, or modules cannot take effect before the renewal of the contract term. Mid-term reductions are not permitted, even if user requirements drop.
Contract renewal period: Any reductions requested will be applicable at the next renewal term. Customers must provide written notice before the renewal (typically at least 90 days in advance) to have these changes reflected on the next contract cycle.
Event Temple’s contract renewal and cancellation terms are designed for clarity and operational reliability, following standard SaaS industry practices and including specific provisions to protect both the customer and the provider.
Automatic renewal: Subscriptions automatically renew for consecutive 12-month terms unless otherwise specified or unless either party provides written non-renewal notice at least 90 days before the end of the current term.
Advance notice of renewal pricing changes: Event Temple may increase fees at the start of any renewal term, but will provide advance notice; increases related to added services or expiring discounts do not count as "price increases" for renewal.
Continuous service: Subscriptions continue without interruption as long as terms are met and payment is received as per the invoicing schedule in the order form.
Payment terms: Renewal invoices are typically due net 30 days from receipt, with payment required even if actual usage is lower than anticipated.
Written notice required: Either party may terminate at the end of the current subscription by providing written notice at least 90 days in advance.
Termination for cause: Either party may terminate the agreement for material breach if the breach is not remedied within 30 days of written notice. Event Temple may terminate immediately for repeated violations, non-payment, or customer actions that threaten the integrity or security of the platform.
Non-refundable fees: All fees are non-cancellable and non-refundable unless otherwise agreed, and quantities (seats/users/modules) cannot be reduced mid-term.
Data access and deletion: After cancellation or expiry, customers can download/export their data during the term, and have a 90-day window post-termination to retrieve it, after which Event Temple may delete all customer data unless legally mandated to retain it.
Event Temple meets key compliance standards relevant for hospitality, event management, and international data protection—including GDPR, CCPA, and PCI DSS requirements.
GDPR (General Data Protection Regulation): Event Temple fully complies with GDPR, implementing the technical and organizational security measures required under Article 32(1) and allowing data processing, transfer, and sub-processing according to EU law.
CCPA (California Consumer Privacy Act): Event Temple’s privacy controls and transparency features also align with CCPA standards for data subject rights, access, and deletion, critical for US-based and global clients.
PCI DSS (Payment Card Industry Data Security Standard): The platform is designed to avoid direct storage or processing of credit card data, relying on PCI-compliant third-party payment processors for secure transactions; this ensures no sensitive financial data is exposed within Event Temple’s ecosystem.
Sub-processor transparency: All data processors and sub-processors must meet stringent security obligations, and customers are notified and have veto rights if data protection concerns arise.
Security incident reporting: Event Temple commits to notifying customers within 72 hours of a data breach or incident and provides all required assistance for investigation and regulatory compliance.
