Features and Updates, Tips and Resources

Tripleseat Updates for March 2019

March was a busy time for us at Tripleseat. We’ve released four updates that will make your job as a sales and event manager easier and help you grow your business. Now you can copy your bookings with all your events (one or many) and the documents associated with those events! We’re also introducing custom subject lines for our email templates. You can have merge fields on your subject line too! Download all your master documents from a booking just like event documents. And finally, our hotel customers can now embed their Tripleseat lead form directly into their own marketing website.

Let’s take a look at what’s new in your Tripleseat account:

1. Copy bookings
Now you can copy any bookings over to a new date. This will copy the booking and all of the events related to that booking. There is an option to copy all documents that are associated with the booking, and this includes event documents like BEOs or contracts.

To copy a booking:

  • Go to the booking you want to copy
  • Click Actions on the top right

  • Select Copy
  • Choose the new start date and end date of the new booking

  • On the new booking page, choose if you want to include all documents
  • Make any adjustments to the booking
  • Click Create

2. Custom subject lines for shared documents and comments
Tripleseat users now have the ability to customize the subject line of discussions on a template basis, and you won’t have to re-customize the subject line on each new discussion. This feature will set the default subject line, but you can customize the subject for each email in the email editor.

This default subject line will appear under each template → Settings → Discussion Email Templates and under My Profile → Email Templates.

3. Bundle PDF download of master documents
This new feature will allow you to mass print the PDFs of any master documents that you make with a booking, and it works exactly like an event document export. Simply go to the bottom of the booking page, and then click the Download Master Documents button and select Master Document Export.

 

4. Embeddable lead form for hotels
Our hotel customers can embed their Tripleseat lead form on their hotel marketing website. Simply cut and paste the embed code from your lead page settings and use the code to embed your lead form.

Get started now
If you’re a Tripleseat user, log in and use these features. Need help? Contact Tripleseat’s Support team by submitting a request onlinesending an email, or calling our Help Desk at 978-716-2862 between 9 am and 5 pm EST Monday through Friday.

If you’re not a Tripleseat customer and you’re interested in learning more about Tripleseat’s features, schedule a demo at your convenience to take a closer look.

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