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The Tripleseat Features That Will Help Your Restaurant Enterprise Stay Organized

event-speaker

Dec 9, 2021

Kate Kennedy

Dec 9, 2021

The Tripleseat Features That Will Help Your Restaurant Enterprise Stay Organized

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Managing events is one thing, but managing events across multiple locations and even multiple groups with dozens of locations in each group is an entirely different beast. The only event management software on the market that can handle this type of insanity is Tripleseat. No matter how many locations and groups your hospitality company has, and no matter how different each one’s needs may be, Tripleseat has the features to get the job done.

The dashboard

Let’s begin with Tripleseat’s dashboard page. Here you can filter to view all locations or just one or two or more specific locations within a group at once. Once you’ve chosen your view, you’ll get a high-level view of incoming leads, event forecasts, and sales goals.

 If you want to check on another group’s location, you can switch by selecting a different group from the toggle at the top left-hand corner of the screen.

This way, you can quickly check on one, multiple, or all locations at a glance to make sure goals are being hit and the work is getting done. It’s important to note that you will only see the groups and locations that your Tripleseat user account has access to.

The calendar

Of course, event managers and their staff live in their event calendars. With Tripleseat’s intuitive calendar feature, you can filter by location to see events at just one venue, or you can leave all areas present but color by location so you can differentiate between all of them.

Online payments

Online payments are another big win for enterprise hospitality companies. You can set up multiple locations under one online payment system or link different payment systems to each location. This allows you the convenience of grouping credit card revenue by group or by location. The choice is yours, and once it’s set up through one of our third-party payment processors, your customers will appreciate the convenience and ease of submitting payments right through the Guest Portal or directly from an online invoice.

Location-based settings

If you head to Settings >Locations, you’ll notice there are many options available to you for organizing and differentiating each of your unique locations. For starters, you can select each location’s lead notifications, branding, public listings, and offered event styles (on-premise, full-service catering, pick-up catering, and drop-off catering). General information can also be adjusted here, like address and contact information, in addition to room details; from the same place, you can select which locations have access to which document layouts. And which locations have access to specific billing details, picklists, menu item categories, custom fields, email templates, lead forms, users, auto-tasks, and file library folders. So, as you can see, Tripleseat admins have complete control over what each of their locations can and cannot access within the platform.

Sales performance goals

Still in Settings, if you select sales performance goals and reporting, you can set sales goals for each staff member based on location and month. You can also see a quick high-level view of the progress report of all users at a specific area or group-wide.

Lead forms

Diving a bit more into lead form capability, each location can have branded lead forms with specific staff members chosen for notification. One location may have multiple lead forms for holiday promotions, catering, and on-premise private events, while your cafe location may only have one lead form for catering. All are entirely customizable and embeddable.

TripleseatDirect

Of course, if your enterprise business also uses TripleseatDirect, you can build direct booking forms for all or specific locations based on which event styles each one offers. You may have a location that only offers on-premise events while another offers on-premise, full off-site catering, and pick-up catering. You can set blackout dates and time restrictions based on each location in addition to menu selection and minimums.

Reporting

Last but certainly not least is Tripleseat’s reporting capabilities. You can customize any report in Tripleseat to show only the groups or locations you choose. You can pull detailed reporting on leads, financials, events, bookings, contacts, tasks, and a myriad of other things on each of your locations separately or all at once. The reporting options are endless and offer up a countless number of ways to report on anything that lives in your Tripleseat platform.

Tripleseat has everything you need to manage events

All of these tips, features, and tools are here to provide our customers with all they need to book, plan, and execute successful private events and catering, no matter how large or small their business is. If you are not a Tripleseat customer but want to increase sales and drive business to your enterprise hospitality group, click here to schedule a demo to learn about how Tripleseat can help you.