Training Videos

Building an Event

Part 1 – Create an Event Window

Part 2 – Info Tab – Event and Venue Details

Part 3 – Info Tab – Financial Details

Part 4 – Info Tab – Reporting Details and Administration

Part 5 – Times Tab 

Part 6 – Notes Tab

Part 7 – Misc Tab

Menu Items

Recipe Building

How to measure your food costs by building recipes for your menu packages.

Menu Item Tags

Adding tags to menu items for easy searching when building a menu.

Adding Pictures

Add pictures to Menu Items, Inventory Items, and Miscellaneous Items and print them on the Proposal report.

Packages

Menu Item Packages

Building menu packages, then adding them to events.

Events

Copy, Delete, & Restore Events

How to copy events, delete events, and restore them from the recycle bin.

Calendar

Holiday Manager

Add local and custom holidays to your calendar.

Appointments

Add appointments to your calendar.

Reports

Proposals

Attaching Contracts to Proposals

Combining your Proposal and Contract into one document.

Contracts

Contract Building

Creating and editing contracts.

Attaching Contracts to Proposals

Combining your Proposal and Contract into one file.

Invoices

Combining Invoices for Emailing

Combine multiple invoices for one client into a single file to email.

Combining Invoices, Proposals, and Event Worksheets 

Combining various reports into one file.

Bulk Emailing Invoices

Bulk email invoices across a date range to multiple clients.

Other

View Recent Activity within TPP

Overview of retrieving and selecting database items that have recently been viewed.

Financial

Event – Financial Essentials

Overview of the Essentials tab in the Financial area of an event.

Taxing Rules

How to update the tax without changing the value on past events.

Payment Portal

Quick overview of the Client Payment Portal.

Integrations

Google

Google Login

Link your Google account to TPP for easy login and password resets.

Marketing

MailChimp

Setting up your integration with MailChimp.

Quickbooks

Set up QuickBooks Online

Setting up the integration with QuickBooks Online and exporting full invoice detail.

Disconnecting Quickbooks Online

Disconnecting your TPP account from QuickBooks Online.

Event Planning

AllSeated

Integrate TPP with AllSeated.

Updated on September 24, 2020
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