A booking in Tripleseat can be thought of as a folder that may contain one or more related events. A booking can span one or multiple days, and if you have the New Booking button in the upper right of your Tripleseat, you will create all documents and record all payments on the booking level. By fashioning Masterdocs, you can contract on multiple related events together from the booking level. That way your guest can sign off on one set of terms and make payments against a single contract rather than signing off and paying for each event separately. This article explains how to create Masterdocs on bookings in Tripleseat.
To create Masterdocs for a booking in Tripleseat, you should:
- Go to the booking details page.
- Click on the Masterdocs tab.
- Use the dropdown, Add documents to this booking. Select Booking Contract & Event Order or the document set your venue utilizes. That will open a popup window where you can select which events you’d like to include in the masterdocs.
- Check off the events you want to be included in the masterdocs and select Continue.
- You will arrive at the document template. This is the form where you can detail out the specifics that you’d like to flow onto the docs.
DETAILING OUT THE BOOKING TAB - In the upper portion of the page will be a set of tabs. The first tab will say Booking. It will contain fields that apply to the booking as a whole. This is where your Terms and Conditions will live, Billing Notes, and the booking level Billing Widget.
The Billing Widget will add up the financials from each event to quote the total sum to your guest.
Fill out these text fields as needed and click Save and Continue.
DETAILING OUT THE EVENTS TABS - The other tabs at the top of the page represent any event added to the Masterdocs. Clicking on any of these tabs will navigate you to the page where you can record event-specific information such as notes and picklist items. Click onto the first event.
- Detail out Event specific notes.
- Add picklist items. Picklist items represent goods and services that you are charging your guest, and should be the primary way you add cost to your bookings. You can either select from pre-established picklists by selecting Add from Picklist, or else you can create a charge freehand.
- Click Save and Continue.
- Repeat steps 7 - 10 for all events in the Masterdocs.
- When you've finished detailing the last event, you may click back to the Booking Tab. If you scroll to the Billing Widget, you will find it tallies up the cost from all events within the docs. You may adjust the deposit amount if needed, or else simply click Save.
When you are finished, you will return to the Masterdocs tab on the booking. Where you see Booking Contract & Event Order, that is where you can click to return to the document template. The document template where you can go to edit the information, notes, and picklist items that appear on the booking docs. Underneath where you see Contract, BEO, Invoice, Kitchen Sheet, etc., those are called the document layouts. The layouts pull data from the template and display those for your guest or team internally.