TPP Onboarding FAQ

What are my options for onboarding with TPP?

We offer two different types of onboarding support:

• Family Style: This is included in your setup fee.
• Premium: This is a one on one training option that is available for an additional cost* where you will be assigned a dedicated Onboarding Specialist.
  • * Please reach out to us to inquire about pricing for this service.

What are the steps to onboarding?

That depends on which option you chose.

Family Style:

• Look out for your welcome email from your main point of contact at TPP during onboarding.
  • This will contain your new TPP username and temporary password.
  • Log in as soon as possible to make sure you are ready for your training sessions!
• Click the link in the welcome email and choose from 6 different onboarding sessions offered each week that will cover how to use TPP for all aspects of your event sales and production.
• Use your time between sessions practicing by building your events in your TPP account and writing down questions to bring to your next session!
• Use TPP’s Help Center, email, and chat support to help with any questions between sessions.

Premium:

• Look out for your welcome email from your dedicated TPP Onboarding Specialist with your login information.
• Click the link in the welcome email to set up your kick-off call with your trainer.

Kick Off Call (Premium onboarding only)

• This is your chance to meet your dedicated TPP Onboarding Specialist and go over what you want to accomplish during your transition to TPP.
• You will gain access to your onboarding hub to keep track of your onboarding progress.
• During the meeting you will work with your trainer to set a date to go live in TPP and schedule your first four one on one training sessions.
• Use your time between sessions practicing by building your events in your TPP account and writing down questions to bring to your next session!
• Use TPP’s Help Center, email, and chat support to help with any questions between sessions.

It’s been 24 business hours and I have not received my logins. Who do I contact?

Many times the welcome email that your Onboarding specialist sends will end up in your Spam folder.

Please check your Spam folder for the email and, if you still have not received within 24 hours, please reach out to clientcare@totalpartyplanner.com and one of our Client Care Success Managers will look into it for you and get you sorted.

How do I get my data into TPP?

Most clients will use our Data Import Templates but how data is entered usually differs from company to company.

If you are migrating from a different catering software (Caterease for example) you can often find exportable reports that are in Excel or CSV formats

These reports would allow you to cut & paste the information directly into our Import Templates somewhat easily.

If you have purchased our Data Entry Package then you can work directly with your dedicated TPP Onboarding specialist and provide your data in digital formats (PDFs, Webpages, Word, Excel, etc.) and our experienced Data Admin will do their absolute best to convert it from its current format into a TPP Importable format.

NOTE: There is not a way to upload recipes into TPP. These must be created directly in TPP manually using the inventory items that you can upload. 

After I’ve graduated from onboarding, who do I contact for additional support?

Our Onboarding specialist are part of the Client Care team here at TPP and work closely with our Client Care Success Managers, who provide day to day support to all of our TPP users.

After you are finished with onboarding, you would reach out to them for any support by email, in-app chat, or phone.