CALENDAR FAQS
Why is my event not showing on the Calendar?
If you’re not able to see an event on the calendar, you most likely have a filter in place that is preventing the event from being displayed.
See this article for more details on Calendar filters.
EMAIL FAQS
Why are my clients not receiving my emails?
Sending email from a third party program instead of directly from your email client can sometimes be marked as potential SPAM by the recipients security settings.
There are two way to combat this:
- SPF Record: Having whomever handles your IT or website management enter SPF record information on the backend can greatly reduce the frequency of your outgoing emails being sent to SPAM.
- Email Setup: This option authenticate your email directly with TPP so that outgoing emails are sent from your email client. This is the best option, if you are able to do so.
Click the links above for more info about your preferred option.
Am I able to recover an event if it has been deleted?
Yes, however you must be an admin to recover an event. An admin will need to click the Administration drop-down, then click Recycle Bin.
What does Publish to Portal mean?
This refers to our client portal where you can share a live version of your client’s proposal and they can make comments to submit back to you.
See this article on the Client Portal for more details.
CUSTOM LISTS FAQ
I created a new option in one of my dropdowns. How do I edit this information?
Many of the drop-downs in TPP have the option to “Add New …”. You can always edit this information through Custom Lists, which is found under the Administration drop-down.
How do I edit preset email messages?
You will want to click the Administration drop-down, then click Custom Lists.
Next, click the List to Update drop-down on the next screen and select Email Body Messages.
See this article on Custom Lists for more details.
DATA FAQS
Can I bulk update menu items and inventory items?
Yes! Hover over either the Menu Items or Inventory drop-down in the main toolbar, then select one of the Bulk Update options.
Make sure to click Save Changes at the bottom of every page prior to moving on to the next.
How do I build a recipe in TPP?
There are multiple steps to building a recipe in TPP. See both articles on recipe building below for more details:
Part 1: Recipes
Part 2: Building a Recipe
EVENT FINANCIALS FAQs
Can I make an event tax exempt?
Yes! There is a checkbox that says Tax Exempt on the info tab of your event. Check this box to remove tax from your event.
Can I set a default Service Charge, Gratuity, and Deposit for my event?
Yes! Click the Administration drop-down and select Profile & Preferences. Click the tab that says Event Financial Defaults and you will see an option to set a default for each of these fields.
Can I add a discount to my event?
Yes! Navigate to the Financials section of your event. You will notice a blue button in the bottom right corner that says Edit Discount. Use the different options here to apply a percentage discount or flat rate discount to your event.
INTEGRATION FAQs
I set up credit card processing through TPP, but my client is not able to see their event. How do I fix this?
Please contact Client Care for assistance.
MOBILE APP FAQS
Why does the mobile app say that my “session has expired”?
This simply means that your username or password is incorrect. An admin can reset your password through the Administration > Manage Users section of TPP.