Tripleseat allows you to customize the Event Grid to display the information that is most relevant to you. Follow the steps below to adjust what appears in the table for each booking.
What types of information can I display on the Event Grid?
You can choose from a variety of fields to display in the Event Grid. Some of the most commonly used columns include:
- Event Name: The name or title of the event.
- Event Date: The date the event is scheduled to take place.
- Event Status: Current status of the event (e.g., Pending, Confirmed, Completed).
- Guest Count: The number of guests expected at the event.
- Revenue: The grand total and actual total from the event.
- Assigned Staff: The team members responsible for managing the event.
- Event Type: The category of the event (e.g., Wedding, Corporate Meeting).
- Location: The venue or room where the event will occur.
Customizing the Event Grid: Columns vs. Filters
In Tripleseat, you can adjust what information appears on the Event Grid by customizing the columns and applying filters. These two options give you the flexibility to focus on the data most important to you.
CUSTOMIZING COLUMNS
Columns in the Event Summary table represent different types of information about each event. You can adjust which columns are shown and the order in which they appear.
Enable/Disable Columns: Choose which columns to display based on your needs.
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Navigate to the Booking
- Open the specific booking you want to customize in Tripleseat.
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Click the “Events” Tab
- Once you're inside the booking, go to the Events tab where the Event Grid is displayed.
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Select the Column Icon
- Look for the Column Icon located at the top of the Event Grid, which is represented by a two-column table.
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Choose an Item from “Hidden Columns”
- A modal (popup window) will appear with two lists: Hidden Columns and Displayed Columns.
- Under the Hidden Columns section, scroll through the available columns and select the one you want to add to your Event Grid.
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Move the Column to “Displayed Columns”
- After selecting the column, click the right arrow button to move it from Hidden Columns to Displayed Columns. This will make it visible in your Event Summary Table.
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Remove an Item from Displayed Columns
- If you want to remove a column, simply select the column from the Displayed Columns list.
- Click the left arrow button to move it back to the Hidden Columns section.
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Click “Apply Changes”
- Once you've made all your adjustments, click Apply Changes to save your customizations. The Event Grid will now display the columns you've selected.
Reorder Columns: You can drag and drop columns to rearrange their order in the table.
Watch the full video on Customizing Columns here.
APPLYING FILTERS
Filters allow you to narrow down the data in the Event Summary table based on specific criteria, making it easier to view the events that meet your needs.
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Filter by Event Status
- Use filters to show only events that match a specific status, such as Pending, Confirmed, or Completed.
- This is useful for tracking the progress of events at different stages.
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Filter by Date Range
- Apply date filters to display events within a specific time frame (e.g., This Week, Next Month, Custom Range).
- This helps you focus on upcoming events or past events within a particular period.
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Filter by Location
- You can filter events by location (e.g., specific rooms or venues), helping you track events by where they will take place.
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Additional Filtering Options
- Depending on your setup, you may also be able to filter by Event Type, Assigned Staff, Meal Periods, and Rooms.
- Filters make it easier to manage large volumes of events by displaying only the most relevant ones for a given time or purpose.
Watch the full video on filtering the Event Grid here.