Tripleseat’s DirectBook feature has become one of our most popular and well-received product updates. Many of our customers jumped at the opportunity to start utilizing DirectBook when we released it six months ago, and many more have adopted it since. Whether you’re a DirectBook pro, a brand new adopter, or are juggling with implementing DirectBook, it’s essential to understand a few best practices to ensure you’re getting the most out of this groundbreaking product.

First, let’s start with the basics: What is DirectBook?

DirectBook is Tripleseat’s latest product release that will simplify how you and your staff book and execute private events and catering orders while saving you precious time. The DirectBook booking form works similarly to Tripleseat’s “OG” lead form, except for one big difference. Once your customers finish filling out the DirectBook booking form, they have created an entire private event booking or catering order. From choosing a date and time to a location, whether onsite or offsite, selecting a menu, and authorizing their credit card for payment, the DirectBook form allows your customers to build their event or catering order independently and 100 percent online.

Once the customer’s booking is created, it flows into your Tripleseat dashboard the same way leads do. You have the final say as to whether the booking gets accepted or denied. If accepted, Tripleseat will automatically set up the event for you, including payments and documents. If denied, the customer will receive an email letting them know, and from there, you can communicate with them through the discussion tab like you would any other lead.

Ensure your DirectBook booking form is set up precisely how you want it

You need to remember that you have complete control over your customer’s journey on the DirectBook booking form. To start, you decide which locations have an active DirectBook form. You choose which booking types are available at which locations. The DirectBook available options are on-premise, full-service catering, pick-up catering, and drop-off catering.

Next, you choose which menus your customers can select from for each location and each booking option. You have complete control over the minimum and maximum guest counts, minimum menu selection totals, available booking hours for each booking type, event duration limits, lead time limits, and, of course, blackout dates. For full-service and drop-off catering, you can set up a delivery radius to ensure you’re not approving events outside your market area.

To get the most out of DirectBook, it is vital to confirm your booking forms are set up accurately.

For help setting your DirectBook forms up, reach out to our support team. You can also check out the TSU videos below for more information.


Where should I link my DirectBook booking form?

Often the first question we’re asked once a customer implements DirectBook is, “Where should I put the form?” My answer is simple: anywhere and everywhere you can.

Just like with Tripleseat’s lead form, you can have multiple DirectBook booking forms. Create specific DirectBook forms for holidays and promotions and add the form links to your email marketing campaigns, social media accounts, and website. Have two separate form links on your website: one for your classic Tripleseat lead form and one for the DirectBook booking form so, if they’re ready, prospects can book the event directly from your website. If you offer both catering and private events, it might make sense to have two separate DirectBook links, one for on-site private events and one for catering.

Make sure to call attention to all of your DirectBook booking forms wherever makes sense throughout your website. For example, if you have a page with menu links, make sure when a customer clicks to view your catering menu, there’s a call to action for your DirectBook booking form for catering orders. You want to proactively push the DirectBook booking process with each step of your customer’s journey. This will help you get the most out of your DirectBook forms.

What can I use DirectBook for?

Private events, pick-up catering orders, drop-off catering orders, virtual group experiences like wine tastings or chef demonstrations, holiday baskets, and gifts – the possibilities are endless and completely up to you. Once you become a DirectBook user, it doesn’t cost you anything to create a new DirectBook form so my advice is to experiment to see what works.

Market each of your DirectBook forms like their own entity and then track the bookings that come in to see what’s working and what’s not. Simple marketing efforts like basic email campaigns and social media pushes do not cost you a penny. Yes, it may sound time-consuming, but it truly isn’t with DirectBook. The end result will not only generate revenue but will also save you time in the process.

Make sure to utilize DirectBook reporting

Reporting is a key factor in making sure you’re getting a bang for your buck when it comes to DirectBook. Start with a custom Event Details report. You can choose to group the report by Source to find out how many bookings DirectBook gave you compared to other sources. This way you can adjust your marketing outreach accordingly.

Furthermore, you’re able to pull a report to find out what your best-selling items were in the last month for events booked through the DirectBook form. This way you’re able to change up your catering and private event menus to better please guests.

You can also use DirectBook reports to plan for upcoming DirectBook events by pulling the menu items that your guests selected so you know exactly what the kitchen needs to order for each event.

For more information on how to pull DirectBook reports, read our post on the DirectBook reporting feature release.

Get started with DirectBook

If your venue isn’t using our DirectBook feature yet, head on over to our DirectBook page for instructions on how to get set up. You can also check our DirectBook playlist on YouTube for more information on how this exciting new product works.


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