Adding Menu Items into Event Temple allows users to select them easily on a Booking or Event. If Menu Items are not pre-built & managed, users will have to manually add them each time, which can be extremely time-consuming.
Menus are the overarching entity that holds your Menu Items to easily manage them. Examples of a Menu include: Food, Beverage & AV, or Winter 2024, Weddings.
Within Menus, there is the option to add Sub-Menus to easier categorize & manage Menu Items. Sub-Menu examples are wine, beer, non-alcoholic beverages
Within Menus & Sub-Menus are Menu Items. Menu Items are any Revenue Generating Items that you provide. (Some examples are: Scrambled Eggs, Beer, LCD Screen) Menu Items are broken down into two different types:
Individual Menu Items
Choice Group Menu Items
Using a spreadsheet will give you the ability to import Sub-Menus & Single Menu Items, rather than adding them one by one.
How to Manage Menus
How to Manage Menus
Add a Menu
Click Settings
Click Organization
Click Menus
Click + New Menu
Add Menu Name & (optional) description
Click Save
Edit a Menu Name
From within the Menu, click on the Edit Pencil to override it
Delete a Menu
From the Menu Main Page, click the trash icon.
Note: If you have Menu Items within a Menu, it cannot be deleted. You must move any Menu Items to another Menu first (see below, managing Menu Items).
How to Manage Sub-Menus
How to Manage Sub-Menus
Add a Sub-Menu
Click Settings
Click Organization
Click Menus
Click on the Menu
Click +Menu Item
Click +Add Sub-Menu & (optional) description
Click Save
Click Close
Note: Repeat steps 6 & 7 for as many Sub-Menus Required - you can always add more later, too! Modify, delete & add more Sub-Menus by following the same steps
How to Manage Menu Items
How to Manage Menu Items
Add a Menu Item
Click Settings
Click Organization
Click Menus
Click on the Menu
Click +Menu Item
Select the Sub-Menu (if applicable)
Select the Menu Item Type
Add the Menu Item Details (see below)
Click Save
When adding or editing a Menu Item, there are the following fields to fill in:
Menu - This defaults to the Menu the Item is being added/edited in. By clicking on the dropdown box, this can be edited if needed.
Sub-Menu - Select the relevant sub-menu if applicable.
Type - Choose what type of Menu Item to add. Note: due to the large differences in Menu Item Types, this cannot be edited once the Menu Item is Saved. If the wrong type is saved, a brand new Menu Item will need to be created.
Name - Enter the name of the Menu Item. This information is guest-facing
Description - Enter the description of the Menu Item. This information is guest-facing
Price - Enter the price of the Menu Item. Note: if you are using Tax Inclusive Pricing, an option will appear for Tax-inclusive price
Taxes - Select any applicable Taxes and/or Service Fee Taxes.
Revenue Category - Select the relevant Revenue Category for this item. Consult your finance controller if you are unsure which one to select.
For detailed information on Choice Group Menu Items click here
Menu Item Actions
Using the Action Button (down arrow) on the right-hand side, you can choose additional actions.
Edit - make changes to the existing Menu Item
Clone - make a copy of the Menu Item
Archive- When Menu Items are no longer in use, they can be archived so they are hidden from being used on any future Bookings/Events
By default, Archived Menu Items will also be hidden from the Menu Item list. Using the "Include Archived" filter, this can be adjusted as needed.
Delete - remove the menu item entirely
How to Import Sub-Menus & Menu Items
How to Import Sub-Menus & Menu Items
Build a Menu
An alternative way to build a Menu is to add the information in a CSV spreadsheet and then import it into Event Temple.
Note: There must be a different spreadsheet for each Menu.
1. Create a spreadsheet for each Menu. Each spreadsheet should have the following columns with the relevant information entered for each Item. See this article for further details on importing requirements.
2. Enter the Menu Item data into the spreadsheets
3. Import each spreadsheet
Click Settings
Click Tools
Click Import
Click +New Import
Click Menu Items Import
Select an existing Menu To Import Your Menu Items Under
Decide How you want to deal with duplicate records
Attach the spreadsheet with your Menu Items
Select the matched Event Temple Field to your spreadsheet Fields
Select Start Import
The Menu Items are now imported!
Menu Item Batch Actions
Menu Item Batch Actions
Each Menu Item has a checkbox next to it which allows users to perform the same action on multiple items at the same time:
Once a checkbox/s is selected, the following batch action tasks are available:
Change Revenue Category
Change Menu or Sub-Menu
Change Taxes
Archive
Unarchive
Delete
Important Considerations about Menus & Menu Items
Important Considerations about Menus & Menu Items
Changes made to Menu Items will not affect previously used Menu Items. The changes will only affect any time it's used moving forward. This is the same for deleting or archiving a Menu Item, it'll remain as it was on the Booking/Invoice, but will no longer be available to use in the future.