Account Data Migration
Questionnaire

Three parties — three simple forms. Completed independently, then combined into a summary and notification for your Account Manager.

🔒 This section was completed by the Account Manager and is locked.

🔧

Account Manager Section

Internal setup details — complete this first, then generate the shareable link for customers.

Your Contact Info

Your name *

Please enter your name.

Your email *

Please enter your email.

Preferred notification method

Email Slack Both

Slack handle

Account Classification

Is the receiving account new to Tripleseat, or an existing customer? *

New to Tripleseat Existing Tripleseat Customer

Please select one.

Moving into a new or existing Group? *

New Group Existing Group

Please select one.

Does the original customer currently use Bookings? *

Yes No

Please select one.

Does the original customer use Floorplans by Tripleseat? *

Yes No

Please select one.

How many locations have Floorplans by Tripleseat?

Source Account

Original Customer / Group / Location name(s) *

This field is required.

Source Admin Link

Destination Account

New Customer / Group / Location name(s) *

This field is required.

Destination Admin Link (if applicable)

Step 1 of 3

✓ This section has been marked as complete.

🔑

Original Customer Section

Completed by the original account owner. Your answers determine what data is authorized for transfer.

Contact Information

Your name (person completing this form) *

Please enter your name.

Point of contact for the original account Name, email, and phone number

Reason & Timeline

Reason for the account migration *

Please provide a reason.

Desired timeline / hard end date on original account Note: Tripleseat cannot guarantee specific timelines.

Data Authorization

ℹ️ As the data owner, you control exactly what is transferred. Please review each item carefully.

Events to migrate *

All events for these locations Specific date range only

Specify date range:

Please select one.

Contacts to migrate *

All contacts in the group's database Only contacts associated with the migrated events

Please select one.

Leads to migrate *

All leads Active leads only No leads

Please select one.

Custom fields to migrate Don't worry if you're not sure — we can confirm these during the migration.

All custom fields Match original location None Only these specific fields Unsure

List the specific fields to migrate:

Option 1: Retain the Floorplans by Tripleseat account in its entirety — all events, templates, and floorplan designs Option 2: Retain floorplan designs only — a new Floorplans by Tripleseat account will be created using pre-existing designs. Events and templates are not included. Option 3: No Floorplans by Tripleseat account data will be retained

Please select one.

Go to: Account Manager · New Customer

✓ This section has been marked as complete.

🏨

New Customer Section

Completed by the receiving account. Your answers configure the new site's setup and structure.

Your Information

Your name (person completing this form) *

Please enter your name.

Contact & Billing

Point of contact for the new account Name, email, and phone number

Who will pay for the data migration? *

Name

Please enter billing name and email.

Who should future subscription invoices be sent to? Not sure? Type "Unsure" — we can work through this together.

Account Structure

Not sure which structure fits your account? Before selecting below, these resources can help:
▶ Watch the grouping overview video · 📄 Read the Customer & Group-Wide Settings guide

The location(s) will be migrating into… *

A brand new Parent account (not currently using Tripleseat) An existing Tripleseat Parent account A new Group within the current Parent account Unsure — I've reviewed both references above and need help deciding

Please select one.

New account name Not sure? Type "Unsure" — we can work through this together.

Main point of contact / Customer Admin Not sure? Type "Unsure" — we can work through this together.

Name of existing customer Not sure? Type "Unsure" — we can work through this together.

New Group name Not sure? Type "Unsure" — we can work through this together.

Grouping preference

Shared Group New separate Group

No problem — your Account Manager will reach out to help determine the right structure before the migration begins. You can continue filling out the rest of this form.

Build Type

Standard or Standard+ Build? * The Standard+ option incurs an additional $150/hour fee. Your Account Manager can provide a quote.

Standard Build — included at no extra charge Standard+ Build — additional $150/hour

Please select one.

Select all Standard+ items you'd like included:

Custom Discussion Email Templates File Library Additional Dropdowns Auto-Tasks in Settings Fiscal Periods TripleseatDirect Configuration TripleseatDirect Forms, Menus, Items & Packages Discussion Groups

Standard — Included

Location info & logo
Rooms (recreated identically)
Location documents
Billing & item categories
Default email templates
Picklists & content templates
Lead forms & custom fields
Users & user roles
Site preferences
Standard dropdowns
EventUp listing

Standard+ — Extra fee

Custom discussion templates
File library
Auto-tasks in settings
Fiscal periods
Additional dropdowns
TripleseatDirect config
TS Direct forms & menus
Discussion groups

Default Owners

💡 We recommend creating a user called "TS Import" as default owner for historical data, and a room called "TS Import" for events with no assigned room.

Default Event Owner Not sure? Type "Unsure."

Default Lead Owner Not sure? Type "Unsure."

Default Contact Owner Not sure? Type "Unsure."

Default Room (no room assigned) Not sure? Type "Unsure."

Users & Menus

Users to recreate in the new account

All users from the original account Specific users only No users from the original account will be moved to this new account

List users (name, email, title):

Menus to recreate

All menus Specific menus only

Which menus?

Training

Will any team members require training on the basic events planning process in Tripleseat after the migration? Not recommended for existing users or users with Tripleseat experience.

Yes No

How many team members, and what are their names?

Go to: Account Manager · Original Customer

✓

All sections complete

Both customer sections have been marked complete. Your Account Manager has been notified automatically. Print or save the full summary below for your records.

Full Summary

🔧 Account Manager Details

🔑 Original Customer Authorizations

🏨 New Customer Preferences

Shareable link generated

Unlock AM section?

Account Data MigrationQuestionnaire

Account Manager Section

Original Customer Section

New Customer Section

Standard — Included

Standard+ — Extra fee

All sections complete

Account Data Migration
Questionnaire