March - April 2018 Updates
Email templates included in guest replies
When using email templates to send discussions, the template message can now be included in your guest’s response. This can be turned on for specific discussion email templates in
Settings > Discussion Email Templates > Edit > Check off the box to include the email in the guest response.
To learn more, please watch a video on this feature:
Lost reason drop down
When an event is lost, it defaults to a free hand text box. But now you can change that to a dropdown list. This will allow you to have set responses if your business chooses. Go to Settings > Preferences> Dropdowns> Event Lost Reasons > Add your custom responses.
To learn more and find out how to turn the feature on, watch the video:
Guest portal links
The guest portal links allow you to send direct links to your customers that give them access to the guest portal (similar to the direct link for documents). This is the same link as view this event at the bottom of the discussion. This is helpful if you want to share the guest portal with a client without going through discussions.
Booking layout update on event page
This update is a huge timesaver! When you create a new event, your event details will automatically populate from the booking information. If you need to make an adjustment, click Edit right under the event name.
Bookings page financial rollup
When reviewing a booking (not an event) all the financials will now roll onto the details page of the booking! So what does this mean? If you have one booking with three events detailed separately, you can see the total worth of the booking on the booking details page. There’s no need to look at each event individually.
Bookings page discussion rollup
More and more of our customers have multiple events on a booking, so we’re working towards a more comprehensive booking page. The booking page is becoming more elaborate and now will wrap up discussions for each individual event. This allows event managers to see the big picture on those large events.
This is focused on our new hotel product. When events are planned so far in the distance, the exact room is impossible to plan for and we have accounted for that! You are now able to turn on un-assigned rooms as an option to book in.
Learn more about unassigned rooms in the video below:
We’ve created an optional waitlist status for events. Users can add an event to a previously booked room, and if that previous event is marked as lost, the waitlist booking will be added automatically as a prospect status event. If there is more then one waitlisted event, the first event put on the waitlist is moved to prospect. Your admin can turn on this feature under Settings > Preferences.
Check out this video for more information on the waitlist status:
Event sales summary report
We’ve added a new report called the Event Sales Summary Report under the Reports tab. The report will show event sales by location or manager for the entire year. The information can be grouped by month, quarter, weekly, or — if fiscal periods are set up — by fiscal period. The month view allows you to compare sales to sales goals. An event sale is the actual amount (before taxes and fees) for a definite or closed event.
Find out more about this report in our video:
Our webhooks feature has been released and available for customers now. If you’re not familiar with webhooks, they deliver data to applications with real-time information. Webhooks provide an easy and low impact way to build integrations that need certain events and updates made in Tripleseat. This includes when a lead is created or converted, and when an event is created, updated, deleted, or has a change in status, guest counts, or date and times. To learn more about webhooks and Tripleseat, read our knowledge base article.
User role improvements and control
You have even more control over user roles now. We’ve increased the capability of customizing event access restrictions. This includes being able to create a power user who does not have full administrative privileges.
Disabled auto tasks on lost bookings
This update helps clean up automated tasks for events marked as lost. When the event’s status is changed to lost, the automatic tasks will no longer appear.
Added support for multiple new currencies
We are expanding, and with that so are our currencies. We make sure to support everyone everywhere!
January 2018 Updates
PDF Export to a Single Document
The PDF download is now available in two ways, the way it always has where you receive a zip file of all the PDF separate or now you can have one long PDF. The default has been changed for a single PDF of all the documents to download.
Email Template Included in Guest Reply
When using email templates to send discussions, the template message can now be included in your guests response. This can be turned on for specific discussion email templates in
settings → discussion email templates → edit the template → check off the box include email in guest response.
To learn more please watch the video
Lost Reason Drop Down
When an event is lost, it defaults to a free hand text box, now that can be changed to a drop down list. This will allow you to have set responses if your business chooses.
To learn more and how to turn the feature on watch the video here
Guest Portal Links
The guest portal links allow one to send direct links to their customers to allow them to log into the guest portal (similar to the direct link for documents). This is the same link as the view this event at the bottom of the discussion. This is helpful if you have a client you want to share the guest portal without going through discussions.
F&B Minimum to have Fee’s Added if Included in the Bill
When the food and beverage minimum is not met and the remaining amount is added to the final bill, additional fee’s such as gratuity, sales tax or administration fee can be applied. When the f&b minimum is not hit it should easily allow the event to have all the correct financials.
Booking Layout Update
Saving clicks. No longer is there a need to type in the booking information and event information. Now your booking details will automatically populate from the event and if you need to adjust it click edit right under the event name.
Billing Widget Improvements
We restructured how billings are calculated. Most of these improvements are under the hood and won’t be visible in daily operations but they will make it easier for us to improve the billing widget in the future, allow us to more thoroughly test the billing rules, and give us the ability to recalculate the billings for an event on the fly. One improvement that some users may notice is certain financial changes will no longer require editing and saving a document to update the billing totals.