My Profile
- How can I automatically include my email in every guest response?
- How Do I Set Up Push Notifications?
- How to update your password
- How to set up Digest Emails
- How to adjust email notifications
- How to set the Out of Office responder
Calendar
- How can I see if filters are applied to the Calendar?
- Hide Events from Public Calendars
- How to filter the calendar
- How to add a calendar note
- How to adjust what information previews on calendar events
- How to make group-wide adjustments to the calendar
Contacts & Accounts
Settings
- How to Receive Discussions and Notifications for Signed Documents
- How to verify the correct Billing Details are applied to Menu Item Categories and Picklists
- Custom Fields - What they are and how to use them?
- Preventing Guests from Paying the Full Amount
- How to collapse and expand the left sidebar in Tripleseat
- How to edit the options under "Lead Source" dropdown
Tasks
Discussion Emails
- What is the 'Include this Email in Guest(s) Response' option?
- What is Threaded Messaging in Discussions?
- Discussion Groups - What are they and how to use them
- Can I send Mass Emails?
- How to edit and enable an Email Signature
- How to create Discussion Email Templates
Sales Goals
Documents
- How to add a signature field to documents
- Merge Field Glossary
- How to Adjust the Text Color in Picklists
- How to Adjust the Text Color in Documents
- How to add the Food & Beverage Minimum to the Billing Widget
- How to set the default configuration of the Food & Beverage Minimum
Online Payments
- How to Reconcile a Payment Dispute In Tripleseat (Stripe, Fiserv, Square)
- Authorizing Credit Cards for Event Payments & Final Balance
- Contact info for Stripe, Square, and Fiserv
- What is an online payment processor?
- How to integrate with an online payment processor
- Refunds With Tripleseat Payments, Stripe, Square, or Fiserv
Picklists
Users & User Roles
Leads & Lead Forms
- How to adjust what Event Styles appear on a Lead Form
- How to Create and Customize a Dynamic Lead Form
- How to Create a Custom Field and Add It to a Dynamic Lead Form
- Can I block days on the standard Lead Forms?
- Troubleshooting Missing Leads
- How to filter Leads by their Event Date