- 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
- How to export the Tripleseat calendar
- How to export the Tripleseat calendar to Outlook.com
Contacts & Accounts
- How to change Event Status Rules
- How to add or edit rooms within your Location
- How to adjust the logo or banner image for my location
- How to edit Type of Event and other dropdowns
- How to enable the Waitlist status
- What are Content Templates?
- How to edit and enable an Email Signature
- How to create Discussion Email Templates
- How to add a hyperlink to a Discussion Email Template
- How to send Discussion Email Templates
- Why can't I see my Discussion Email Templates?
- Include this Email in Guest(s) Response
- How to add the Food & Beverage Minimum to the Billing Widget
- How to set the default configuration of the Food & Beverage Minimum
- How to adjust the font choice and font size on my Layouts (i.e. BEO, Kitchen Sheet etc)?
- How to enable the Long Description so it appears on documents
- How to add an invoice number to my documents
- How to create an Internal BEO
Users & User Roles
Leads & Lead Forms
- How to adjust which users receive lead notification emails
- How to edit the on screen confirmation message when a lead submits to the Lead Form
- How to edit the auto-reply email that sends to leads when they submit the Lead Form
- How to add a redirect link to the hosted lead form
- How to create a lead form for a marketing campaign
- Can I customize my Lead Form?