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General TPP Information
General overview of TPP and how to navigate.
Welcome
Creating An Event Walkthrough
Red Navigation Menus
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Getting Started With TPP
New to TPP? Here are the guides for new subscribers and for new team members at existing TPP companies.
Getting Started Guide: Part One
Getting Started Guide: Part Two
Data Import Templates
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Recent Software Updates
September 2024 – Updates
August 2024 – Updates
July 2024 – Updates
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TPP Pay
TPP's integrated credit card processing option.
How To Process A Payment Directly in TPP
Sending a Payment Link for TPP Pay
Sharing a Payment Link Outside of TPP
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TPPsales
Our integrated CRM solution.
Adding a Lead in TPPsales
Editing a Lead in TPPsales
Managing Your Leads View in TPPsales
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Administration
Customizing TPP for your business.
Administration Menu – Admin User
Administration Menu – Standard User
Navigation Bar (First Row)
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Calendar
Calendar View: Month
Calendar View: Week
Calendar View: Day
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Contacts
The people you do business with.
Contact Full Search
Add New Contact
Contact Merge
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Companies
Data Import Templates
TPPsales – Add File To Company
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Venues
Venue Full Search
Add New Venue
Room Manager
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Event
Creating An Event Walkthrough
Event View – Grid Guide
Event Full Search
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Menu Items
Menu Items
Menu Item Full Search
Menu Item Recipes
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Inventory
Inventory includes beverages, rental items, ingredients for recipes, and equipment for event pack lists.
Adding New Inventory Items to Your Database
Searching Inventory Items in your Database
Editing an Inventory Item in your Database
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Pack List University
Pack List University is where you can learn about all things Pack List related!
Pack List University Welcome Page
PLU 101: Database Inventory Items
PLU 102: Manual Pack Lists
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Misc
Miscellaneous
Discontinuing and Inactivating Items
Vendors
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Staff
Managing Staff Information
Staff Members
Staff Hiring Manager (New Version)
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Reports
Reports Overview
Combining Invoices
Combining Proposals
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Task & Notes
Task & Notes Manager
Task Templates
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Financial
Combining Invoices
Combining Proposals
Taxing Rules
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Integrations
Third party apps that TPP connects with.
Integration Options
eSign Integration
Web To Lead Forms
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Videos
Training Videos
2020 Software Update Video Guides
Login to TPP
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Troubleshooting
TPP FAQs
How to Clear Your Browser’s Cache
Email Setup
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TPP Tips and Tricks
Tips and Tricks
Troubleshooting
TPP FAQs
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