Event documents matter because they allow you to detail out notes and picklist items for you to share with your guest. This article explains how to create documents for events in Tripleseat.
- Go to the Event in question.
- Click on the Docs tab.
- Use the dropdown, Add documents to this Event. Select Contract & Event Order or the document set your venue utilizes.
This will open the document template, which is the form where you can detail out the specific notes and charges that you’d like to flow onto the docs.
- In the text fields, record any notes.
- Add picklist items, the goods and services you are charging your guest.
A) Add from picklist button." When you do this, you will see a list of items created in Settings.
B) Add Freehand. This will allow you to create a custom item on the fly. When adding items freehand, be sure to: set the Category using the dropdown and use the +Add button to push that item up on the page.
- Check the Billing Widget.
The Billing Widget will add up the cost of items to quote the total sum to your guest. If you have a Deposit payment, you can define the due date in this section.
- Terms and Conditions.
Most folks have their Terms so they appear automatically when they create docs. If your venue uses Content Templates however, use the Templates field to select which version of the Terms you need.
- Save.
When you are finished, you will return to the Docs tab on the event.
Where you see 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 event 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 that for your guest or team internally.