EventSync Settings and Configuration

EventSync Settings has four tabs. Each one removes repeated typing from a different part of the workflow, and none of them are required to start — you can log inquiries on day one and come back to these as patterns emerge.

Accessing EventSync Settings

Go to EventSync in the sidebar, then Settings in the sub-navigation. Settings requires manage access to EventSync.

Event Types

Event Types are the categories your events are filed under. They appear as a colored badge on every event, drive the Event Types report, and filter the Events list.

CeremonySync ships a set of system defaults — Corporate Event, Gala, Prom, Birthday Party, Quinceañera, Bar/Bat Mitzvah and others — so this tab is useful on day one without you adding anything. System types are listed first and marked as defaults.

Each type carries:

• Name — what it is called (system defaults cannot be renamed)
• Color — the badge color, used on the event, in the calendar, and in the Event Types report
• Default duration — hours, pre-filled when an event of this type is created
• Default capacity — expected head count, pre-filled the same way

You can adjust the duration, capacity and color of a system default for your venue without affecting anyone else, and you can add your own types for anything the defaults do not cover.

Packages

Packages are priced line items you drop into an event proposal instead of retyping them. Each has a name, an optional description and a price.

Good packages are the ones you quote repeatedly: a per-head catering rate, a room hire fee, an AV bundle. When you build a proposal on an event, your packages are offered as ready-made lines and you adjust from there.

Packages are starting points, not fixed prices — editing a line on a proposal changes only that proposal.

Templates

A template is a saved snapshot of an event's timeline, tasks, vendors and budget items. Applying one to a new event recreates all of it in a single step.

Templates are created from a real event, not from scratch — set one event up the way you want it, then save it as a template. That way a template is always something you have actually run, rather than a guess at how a day should go.

Each template in the list shows how many timeline items, tasks and budget items it carries, so you can tell them apart at a glance.

This is the single biggest time saver in EventSync for venues that host the same shape of event repeatedly. If you run corporate lunches most weeks, one template turns an afternoon of setup into a couple of minutes.

Lead Capture

This tab configures the public inquiry form that non-wedding clients fill in — the EventSync counterpart to your wedding inquiry form. Choose which fields appear, and set how incoming inquiries are assigned.

Save this tab at least once before you rely on it. Until it has been saved, there is nothing to embed on your website, and the Getting Started checklist will keep this step open.

Inquiries submitted through the form arrive in your pipeline at the New stage.

What is not here

A few things people look for in Settings live elsewhere, or do not exist:

• Pipeline stages are fixed — New, Contacted, Proposal Sent, Booked, Completed and Lost. They cannot be renamed, reordered or added to.
• There are no custom fields on event inquiries. Use the Notes tab on an event for anything the standard fields do not cover.
• Notification settings are venue-wide, in the main CeremonySync Settings, not per-module.
• Task and staffing templates are not separate features — both are carried inside an event Template, above.

Related articles

• Getting Started with EventSync — what the module does and how it differs from the wedding pipeline
• Creating and Sending EventSync Proposals — where Packages get used
• Managing the Event Pipeline — the fixed stages and how to move between them