Booking a Private Event

Follow these general steps to book an event at a Threes Brewing Location.

• In Tripleseat, enter or respond to Lead Inquiry (ensure there is a "lead source") using canned responses or custom message.

• When client is ready to see a contract/proposal, convert to an Event

  • Create Account/Contact, select contact category (Social/Corporate)

  • Select location/room, status, event type (occasion), and event category (social/corp)

  • Name the event using this naming convention: [Occasion] | Client Name, for example "Birthday Party | Jeff Smith"

• Save the event (this puts it on the calendar and will show as a conflict if you try to book another event at that location)

• Draft a contract

  • Using information from client convo, general a contract:

    1. Rental fee/bar minimum: reference the document

    2. Catering Minimums apply only to Main Bar, Yard, and FAK MB rentals. Either enter the minimum from this doc or suggest a package from the menus.

• If you are sending a proposal for the purposes of outlining costs, send the Proposal [LINK] to the customer to review.

  • Just click on the [LINK] button next to the contract and share that

• When the client is ready to sign and confirm the event, [SHARE] the contract.

  • Click on the [SHARE] button, then click [SHARE WITHOUT EMAILING]. Then, scroll up, click on [ACTIONS] then click on [GUEST PORTAL LINKS]. Share that link and instruct the client how to complete their contract and apply a deposit.

Then follow these steps to confirming an event...