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Welcome to the Tripletake Help Center

Check out some frequently asked questions

What is Tripletake?
Tripletake is an innovative event management platform designed to simplify the process of planning, organizing, and managing events. Whether you're a vendor, venue, or event planner, Tripletake has you covered.
Who is Tripletake designed for?
Tripletake serves vendors, venues, and event planners. If you're involved in creating, organizing, or hosting events, Tripletake is your ultimate solution.
How can I create an event using Tripletake?
Creating an event with Tripletake is easy. Just register, sign in, and follow the simple steps to create and manage your event. Our user-friendly interface makes the process a breeze.
Can I trust the vendors I find on Tripletake?
Absolutely. Tripletake carefully vets all vendors to ensure they meet high standards of trust and reliability. We connect you with the best in the industry.
What types of events can I plan with Tripletake?
Tripletake accommodates a wide range of events, from weddings and corporate functions to parties and conferences. If it's an event, we've got you covered.
How do I pay for services using Tripletake?
Tripletake offers secure and convenient payment options. You can easily pay for vendor services and event expenses through our platform.
What is the pricing structure for using Tripletake?
Tripletake offers flexible pricing options to suit your needs. Our transparent pricing ensures you'll only pay for the features and services you use.
Can I cancel or reschedule an event using Tripletake?
Yes, you can. Tripletake provides tools to help you manage your events, including rescheduling or canceling when necessary.
How do I contact customer support if I have questions or issues?
We're here for you. Contact our dedicated customer support team through our platform, and we'll promptly assist you with any inquiries or concerns.
How does Tripletake ensure the success of my event?
Tripletake is built on the experience of event planning experts. Our platform provides valuable insights, recommendations, and tools to make your event a success.
Is my personal and payment information safe with Tripletake?
We take security seriously. Tripletake employs top-tier encryption and security measures to protect your personal and payment data.
Can I request a demo or a walkthrough of the Tripletake platform?
Yes, we offer demos to showcase the features and capabilities of Tripletake. Contact our support team to schedule a demo that suits your schedule.
Can I collaborate with team members or colleagues on event planning using Tripletake?
Certainly. Tripletake allows you to invite team members and colleagues to collaborate on event planning, making the process seamless and efficient.
What makes Tripletake stand out from other event management platforms?
Tripletake is created by industry professionals who understand the challenges of event planning. We offer a unique blend of reliability, simplicity, and success.
How can I stay updated with the latest features and improvements on Tripletake?
We regularly update Tripletake with new features and enhancements. Follow our blog and subscribe to our newsletter to stay informed.
What is the Tripletake dashboard used for?
The dashboard is your central hub to track upcoming events, recent activity, and quick links to manage your business efficiently.
Can I customize my dashboard view?
At this stage, the layout is fixed for consistency, but your dashboard will dynamically update based on your recent activity.
I don’t see any data in my dashboard. Why?
If you're new, your dashboard will populate as you begin setting up your profile, adding products, and booking clients.
How do I return to the dashboard from other pages?
Click on the Business Studio tab in the top navigation bar, then select Dashboard from the sidebar.
Can I add events manually to my schedule?
Yes! You can create your own events directly in the schedule. This is useful if you want to set up an event on behalf of a client and later give them access to manage it from the planner side.
How can I see more details about a specific event?
Click on the event card in your schedule to open the full details, including location, time, and client info.
Can my team see the schedule too?
Yes, if they have the appropriate permissions, workers and teammates can view their assigned shifts and event info.
What if an event is missing from my calendar?
Make sure the event is confirmed in your Opportunities tab. Only accepted and booked events will show in your schedule.
Can I manually add a new contact?
Yes. Just click + Add Contact at the top of your Contacts tab to create a new record with name, email, and phone info.
How are contacts created automatically?
Contacts are created when someone fills out your Web Form or submits an inquiry through your profile.
Can I delete a contact?
Yes. To delete a contact, click into their profile, open the options menu (···), and select Delete Contact. Keep in mind this will also remove any associated opportunities or history.
Where can I see my message history with a contact?
Click on any contact, then scroll to the Conversations or Emails section to view your past communication.
Who can I message through Conversations?
You can message clients, workers, team members, and internal collaborators — all from a single tab.
Are messages sent via email or just in-app?
Messages are delivered via both in-app chat and email, ensuring your recipients are notified even if they’re not logged in.
Can I rename a conversation thread?
Yes. Click the gear icon in the top-right of the conversation and give your thread a custom name for easier tracking.
Can I organize messages by topic or project?
You can filter conversations using Channels (e.g. Leads, Team, Internal) to help keep related messages grouped together.
What kind of files can I upload?
You can upload most standard file types including PDFs, Word docs, Excel files, and images.
Can I create folders to organize files?
Yes. Click + Add File or Folder and select “New Folder” to organize your files by client, event type, or document type.
Are these documents visible to my clients?
No. The Documents tab is for internal use only. You can choose which files to share via quotes or event communication.
Is there a file size or storage limit?
Yes. Vendors have a 200 MB storage limit by default. You can track your usage at the bottom of the Documents page.
Do I need to complete everything before submitting my profile?
Yes. Your profile must meet all required fields and quality standards before you can submit it for approval.
Can I change my profile after it’s live?
Absolutely. You can edit your profile anytime — just navigate to Marketing → Edit Your Profile and make changes as needed.
Can I preview how my profile looks to clients?
Yes. Click the View Profile button in the top right corner of the Edit screen to see your public-facing profile.
What types of media should I upload?
Use a mix of action shots, customer interaction photos, and polished images that represent your brand and services clearly.
How many manual reviews can I add?
You can add up to 3 manual reviews. These are ideal for early testimonials from past clients or past platforms.
Can I request reviews from clients directly through Tripletake?
Yes. Use the Request Review button to send a review request via email. Clients can submit directly through the link provided.
Can I edit or remove a review after it’s submitted?
Only manual reviews can be edited or deleted. Reviews submitted through the platform (via email or booking) are locked to protect authenticity.
What if a review is unfair or inaccurate?
You can submit a dispute request. Our team will review the situation and follow up accordingly.
What’s the difference between Documents and Media Storage?
Documents is for files like contracts and PDFs. Media Storage is specifically for images and visuals used in your profile, services, and packages.
Can I delete files from Media Storage?
Yes. Click the menu (···) on any file to rename or delete it. Just note: deleting a file will remove it from any place it’s currently used.
Is there a limit to how much I can upload?
Yes. Vendors start with a 200 MB limit. You can track your usage at the bottom of the Media Storage page.
Can I organize files into folders?
Not yet. All media files appear in a flat library view, but you can use clear file names to keep things organized.

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