Ready to dive into Tripleseat to create your first event? This guide is here to make sure you start your event journey with confidence, offering a detailed roadmap to set up your event seamlessly.
Please note that some organizations could have their own best practices or additional steps when it comes to creating events. We suggest connecting with your team to understand the organization's specific workflow to ensure no steps are being missed.
CREATING THE EVENT
There are two easy ways to start building your first event. This can be done by converting a previously submitted Lead or clicking the New Event Button.
Converting a Lead
Go to the Leads page and locate the lead that is ready to be converted to an event.
- Hover your mouse over Actions > Convert
- Click Convert to Event
- Choose Search for Existing Account or create a new Account
- Ensure the Contact details are added > Create
New Event Button
If no Lead was created and one is not needed for reporting purposes, click directly on the New Event button in the top right corner of Tripleseat. When going this route, an Account and Contact will need to be added manually on the Event Details page before the event can be created.
ADD EVENT DETAILS
Now that your lead has been converted, you are currently editing the Event Details page. Adjust any information would like from the lead, and be sure to select an Area and a Status for your event. If starting from scratch, enter a name, date, time, and contact.
If your venue utilizes event minimums or room rental fees, be sure to add those within the Event Financials section, then click "Create" at the bottom of the page.
Congratulations, the event has been created!
SENDING A DISCUSSION
In the Discussions tab of the event, you can send emails to your Guests or Staff. Toggle between the Guest and Staff discussions as needed, and choose an existing thread to reply to or create a new message, which will create a new thread. Use the composer to write and customize your email as needed. You also have the option of clicking on the Email Template dropdown to send a Discussion Email Template. This article has more instructions on how to create and send Discussion Email Templates.
ADDING DOCUMENTS
In the Docs tab, select "Add a document to this event" and choose a document template.
Your event document is now in edit mode! Here, you will add any notes and charges for the event. Once finished, several PDF layouts will be available to choose from, including a Contract and BEO. These can be sent to both guests and staff.
Any section that has an “Add from Picklists” button will allow you to add chargeable items. Click the button and select the appropriate menus and items for this event. Then, click "Add selected items," and those items will be added!
Be sure to put a quantity wherever there is a price. Tripleseat will calculate the total!