Tripleseat Release Notes: A Year in Review – Top 10 of 2019


As we enter a new year, we thought it was only fitting to take a look back at our top ten feature releases of 2019. Buckle up folks, we’re about to blow your mind.

1. MasterDocs

Tripleseat is the first and only web application that allows you to have as many events, and details of those events on a single document like a Banquet Event Order (BEO) or proposal. With Tripleseat’s MasterDocs you don’t have to have your events siloed on different BEOs. All events, their details, and the financials can be on one single document. Everything rolls up to the booking level, and you can also see each event and document separately if you like. This update was a total game-changer in 2019. It has saved our customers hours of time creating events and making changes to the details of each event.

2. “How did you hear about us?” addition to the lead form

For those of you who are new to Tripleseat, the Tripleseat lead form is an inquiry form that captures potential client and event information. The specific fields on the lead form are meant to reduce the number of initial emails and calls between the event planner and clients. The required fields on your lead form, along with exact verbiage and branding, are all customizable.

This past summer we added a new field option to the form that asks, “How did you hear about us?” This new field adds yet another layer of lead data for our customers. Understanding where your business is coming from is crucial. We have always had a section for the lead source, which tells our customers if the client emailed, called or stopped by the venue. With the addition of this new field option, our customers can now not only track how the lead came in, but also how they came upon their venue in the first place.

What’s more, this new field is reportable! To run reports in Tripleseat you do need access to the settings tab. From settings simply choose “Preferences” and then “Dropdowns.” Everything in the Dropdowns section is reportable.

3. TARP – Tripleseat’s Advanced Reporting Platform

The data from TARP’s event reports, booking reports, and sales reports provide the information your venue needs to make more informed decisions about your events business. You’ll be able to focus on what’s driving revenue, easily spot outliers, mitigate variability, and expose trends across your historical data. The planning and analysis for your venue will become more data-driven, and you’ll be able to produce persuasive reports and forecast that your leadership can trust, which results in more informed business decisions. If you’re a Tripleseat customer that would like more information regarding TARP and the benefits it can bring your venue, please contact Marcus Craigwell at, or visit the TARP page on the Tripleseat Marketplace.

4. Multiple Venue GRC

The new filter for our Guest Room Control (GRC) feature will enable you to add and see all of the locations within your group when booking hotel guests. These locations may not associate with guest rooms, but the meeting spaces or event rooms and areas can be added to complete the total booking experience of your guests. Check out the video below for a quick clip on how it works.

5. Calendar Updates

We made several helpful updates to the Tripleseat calendar in 2019. The Booking name is now available to view on the calendar. To change what information is shown on your calendar view, simply click on My Profile and scroll down to Calendar Display Options.  Another new calendar feature is that notes are now part of the calendar export. To export your calendar click export below the calendar and choose which calendar(s) you want to export to your personal calendar. And last but certainly not least was a release that our customers have been asking for, for quite a while — holidays are now listed on your Tripleseat calendar!

6. PDF Converter

The new PDF converter allows for more flexibility, including adjustable margins, various paper size defaults, and the ability to create headers and footers using merge fields. The new converter is automatically enabled for all new layouts. If you’d like to use it on your existing document layouts, you can implement it in Layout Properties. Watch the video below for a quick tutorial on how this new feature works.

7. 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.

8. Setup & teardown times extended

Event setup and teardown times can now expand greater than one day and have way more flexibility. Adding setup and teardown times is just like adding an event. First, you will select the date of setup, then the setup start time, a teardown date, and finally the end time of teardown.

9. VENUES by Tripleseat Sponsored Listings

All Tripleseat customers have the opportunity to be part of the VENUES by Tripleseat directory by creating their free venue listing. But, new in 2019 is the option to invest further with sponsored listings packages. By purchasing either the Premium Listing or the Premium PLUS Listing, your venue will receive benefits over other competitors, pushing your listing to the top of a search for venues like your own. Premium listing users will have listings larger than non-premium listings, making them prominent on the search page. The premium listings will appear first on the page, making them the spotlight of the page to increase visibility and drive traffic to the specific venue.

Customers who subscribe to premium listings also receive other added benefits that will help market their venues. VENUES by Tripleseat has its own Venues blog that showcases all of the features that make your venue unique in professionally written posts. To find all of the benefits associated with premium listings, contact Marcus Craigwell with any questions at

10. Market segment

Market segment is now a fully customizable field in Tripleseat! You can add, and edit your market segments by going into SettingsPreferencesDropdowns. Tailor the dropdown options for this field to the types of groups your venue hosts like weddings, corporate, social, and so on. Each event, booking, contact, and account can be labeled as a specific market segment.

You can filter your booking searches by market segment.

And run reports broken down by segment!

Want more information regarding our top ten new releases from 2019? Ask questions in real-time by joining this month’s fireside chat on Facebook Live. We’ll talk about all of our top releases from 2019, and go into depth about why we made these updates and how they’ll benefit our users. We may even give a sneak peek as to what’s to come in 2020! As active participants, you’ll be able to ask questions by typing in the comments section and get immediate answers from our panel of experts. Tune in this Tuesday, January 21st at 3:00 pm Eastern Standard Time. You can join us at Hope to see you all there!

Tripleseat resources

If you have any questions about these or any other Tripleseat features, contact our amazing support team by clicking the Help/Question button at the top, right-hand corner of your Tripleseat page. From there you’ll be able to enter a support ticket, chat in real-time with a support team member, and find links to training resources like Tripleseat University, FAQs, and our Knowledge Base.