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FREQUENTLY ASKED QUESTIONS


EVENTS

 * How do I adjust my Food and Beverage Minimum?
 * How do I Apply a Discount to my Event?
 * How do I Close Out My Event?
 * How do I create an Event?
 * How do I create Documents on my Event?
 * How do I Edit Dropdown Fields?

See all 14 articles


PAYMENTS FOR EVENTS

 * How do I Adjust or Remove my Deposit?
 * How do I Create Payments and Mark them as Paid?
 * How do I Enable ACH payments?
 * How to Add A Credit/Refund When Not Utilizing a Stripe or CardConnect
   Integration
 * Missing Payment in the Payments Tab
 * Payment Receipts

See all 7 articles


CREDIT CARD PROCESSING

 * Credit Card Refunds With Stripe or CardConnect
 * How do I set up my Stripe or CardConnect Integration?
 * Process Credit Card Payments and Holds using Stripe or CardConnect


DOCUMENTS

 * How can I change the Terms and Conditions on my contract?
 * How do I adjust my Picklists?
 * How do I adjust the Font Style and Size of my Layouts (i.e. BEO, Kitchen
   Sheet etc)?
 * How do I Batch Print my Document Layouts?
 * How do I download and Print Multiple Documents?
 * How do I make Edits to my Document Template and Layout?

See all 9 articles


DISCUSSION EMAILS

 * How do I add a Discussion Email Template?
 * How do I Edit And Enable My Email Signature?
 * How do My Customers Add Tripleseat As A Safe Sender?
 * How to Add a Hyperlink to my Discussion Email Template?
 * I have made a change to a document I already sent to a guest, how can I
   re-send it to them?
 * Include Discussion Template In Reply


LOCATION EDITS

 * How can I adjust my Logo or Banner Image?
 * How can I update my venue's listing on the Tripleseat website?
 * How do I add users to receive web lead notification emails?


CALENDAR

 * How do I add a Note to my Calendar?
 * How do I adjust what information appears on my Calendar?
 * How do I Export The Tripleseat Calendar To Outlook On Mac?
 * How do I Export The Tripleseat Calendar To Outlook.com?


TASKS

 * How do I set up a Manual Task?
 * How do I set up an Automatic Task?


REPORTS

 * Contacts By Location
 * Event Details Report
 * General Reports


USERS & USER ROLES

 * How do I add a User to my Site?
 * How do I Create or Edit a User Role?
 * How do I Delete or Suspend a User?
 * How do I Reinstate a Suspended User?
 * Why Do I Always Need A Security Code To Log In?


GUEST PORTAL

 * Guest Portal Tips & Tricks


LEADS & LEAD FORMS

 * Adding a Lead Form to your Facebook Business Page
 * Can I customize my Lead Form?
 * How do I create a Lead form for Marketing Campaigns?
 * How do I edit my Lead Response Message?
 * How do I update who Receives our Web Lead Notification Emails?
 * Lead Conversion

See all 8 articles


MOBILE DEVICES

 * Can I get my Tripleseat Calendar to show up on my iPhone or Google Calendar?
 * How do I add the Tripleseat App to my Phone or Tablet?


CONTACTS & ACCOUNTS

 * How do I add additional Contacts to my Event?
 * What is the Difference Between a Contact and Account?


SALES GOALS

 * How do I set up Fiscal Periods on my Account?
 * How do I set up Sales Goals for my Team?


IMPORT

 * How do I Import Data into my Tripleseat account?


INTEGRATIONS

 * Check out our Marketplace!
 * Floor Plan Integrations
 * I have a Constant Contact, MailChimp, or Personica account: How can I link
   that to Tripleseat and How often will it sync my Contacts?
 * Learn all about our Integrations!


MY PROFILE

 * How do I Remove my Verification Code?
 * How do I update my Tripleseat Password?
 * How do I add an Out of Office?
 * How do I set up my Digest Emails?
 * How do I adjust my Notifications?


ACCOUNT & BILLING

 * How do I add another location to my account?
 * How do I cancel my account?
 * How do I get started with a Tripleseat Account?
 * How do I Pay my Tripleseat Subscription and What Forms of Payment are
   Accepted?
 * I have a question about my Subscription or Invoice!


SETTINGS

 * How do I adjust my Billing Detail rate?


NEW FEATURES!

 * What is TripleseatDirect and How can I Start Using it?


ADDITIONAL SUPPORT AND RESOURCES

 * Didn't Find What You're Looking For? Check Out TSU or Our YouTube Page!
 * Reach our Support Team!


TECHNICAL INQUIRIES


SECURITY, RELIABILITY & BACKUPS

 * How often do you backup my data?
 * Is my data safe and secure?
 * Status updates when things go wrong


GENERAL TROUBLESHOOTING

 * Clearing Cookies and Cache or Trying another Browser


SAML

 * Details for SAML using Google
 * Details for SAML using OneLogin
 * How To Set Up SSO SAML in Azure AD
 * Setting up SAML on Tripleseat


SETTING UP THE LEAD FORM ON YOUR WEBSITE

 * Adding a Tripleseat Embedded Lead form to Wordpress
 * Embedding a Tripleseat Lead Form into your Website
 * Lead Form API endpoint
 * Types of Tripleseat Lead Forms
 * Using the API Lead Form with Gravity Forms in Wordpress


TRIPLESEAT API

 * Accounts API
 * API Authentication
 * API Overview / Getting Started
 * Bookings API
 * Contacts API
 * Events API

See all 12 articles