Dropdowns are pre-set choices used in Bookings and Events.
They also play a crucial role in reporting. For example, you can review lost business, revenue from different types of Bookings, or completed sales prospecting calls.
| Admin users can access dropdowns and add options like Lost Reasons, Event Types, Task Types, and more. *NOTE that these dropdown lists are shared across all venues in your Tripleseat account. |
To add to the dropdowns:
- Go to Settings → Preferences → Dropdowns
- Click Add Another to create a new one and type in the desired text
- Dropdowns can also be rearranged by dragging and dropping the + next to the
text box - Be sure to click Update to save the changes
To delete dropdowns:
- Go to Settings → Preferences → Dropdowns
- Click on the red trash can next to the option you’d like to remove
- You will then need to reassign the existing values to another field, by using the dropdown
- Click Delete and Re-assign
- Click Update to save
Once the dropdowns are built out in settings, they will be selectable and reportable options throughout your site.