Step 1
Scope the move
We map your current Tripleseat setup — spaces, menus, lead form, integrations, must-keep workflows. No generic checklist.
Switching from Tripleseat
Move from Tripleseat with the data and workflow mapped first.
Use the built-in importer for supported records, validate the results with our team, and choose the cutover date that fits your operation.
Personalized migration · Parallel setup · Monthly billing available
Coming from Perfect Venue instead? See the Perfect Venue switch guide →
Your migration plan
Four clear steps from export review to launch.
Record volume, export quality, and workflow complexity determine timing. We confirm the scope before the team changes systems.
Step 2
Guided import
Reunion's Tripleseat importer brings in supported accounts, contacts, events, and available history for review.
Step 3
Configure the workflow
Set up spaces, menus, branded proposal templates, lead-form fields, and integrations around the way your team will work in Reunion.
Step 4
Validate and launch
Review record counts and a sample of active events, train the team, and switch the inquiry form when you are ready.
What we move for you
Your Tripleseat history comes with you.
The team isn't rebuilding from scratch. Active records, relationships, and history get imported through Reunion's guided Tripleseat importer.
- Supported events in the selected import window, with dates, times, and guest counts
- Contacts and accounts — names, emails, phones, and the companies they belong to
- Available notes and document summaries attached to event records
- Event totals and deposit fields when provided by the source data
Switching, without the switching risk
No forced cutover. No annual lock-in.
Your existing Tripleseat account
You decide how long to keep it available during validation, subject to your Tripleseat agreement and account settings.
A coordinated inquiry cutover
Keep the existing form live during setup, then coordinate the switch after records and workflows have been validated.
Month-to-month, not a year
Platform plans can be billed month to month, so you can evaluate the new workflow without a required annual Reunion contract.
Migration FAQ
Common questions
How long does the actual migration take?
Timing depends on record volume, source-data quality, and workflow complexity. Reunion has a built-in Tripleseat importer for supported records, and we confirm the import and configuration scope before your team changes systems.
What gets moved over from Tripleseat?
Supported accounts, contacts, and events within the selected import window, plus available notes, document summaries, event totals, and deposit fields when Tripleseat provides them. Branding, lead-form fields, spaces, packages, and integrations are configured during onboarding rather than assumed to import automatically.
Will there be downtime or lost inquiries while we switch?
You can keep Tripleseat and the existing inquiry form live during setup. After the imported records and Reunion workflow are validated, we coordinate the form cutover with your team. No migration can guarantee that an external form or vendor will never fail, so we verify the new path before launch.
Are we locked into a contract after we migrate?
Reunion Platform plans can be billed month to month and cancelled without a required annual Reunion contract. Discounted annual billing is optional.
What happens to our Tripleseat-specific integrations?
We map them during onboarding. Reunion has direct integrations with Stripe, GoTab, PodPlay, CourtReserve, and email/SMS providers, and supports webhooks for custom flows. If you have a specific Tripleseat integration that's load-bearing, mention it on the migration call and we'll confirm a Reunion equivalent before you sign.
Will my team need to be retrained?
We train the team on the day-to-day flow for leads, proposals, signatures, payments, and client communication. Session length depends on each role and the workflows being configured.
How does the cost compare once we've moved?
Reunion Essential starts at $99/month and Pro is $199/month, with a one-time $199 onboarding fee. Pro includes unlimited team members. Ask Tripleseat for a current quote and compare the full plan, user, onboarding, payment, and contract terms directly.
Can we keep our current Tripleseat data accessible?
Your access to Tripleseat is controlled by your Tripleseat agreement and account settings. Many teams choose to keep the source system available while they validate Reunion, but you should confirm access and cancellation terms directly with Tripleseat.
Want the full feature-by-feature breakdown? See Reunion vs Tripleseat →
Plan the move
Bring your Tripleseat workflow. We'll map the cleanest way into Reunion.
A short migration call to review your export, active events, must-keep workflows, and the right cutover sequence.
15 minutes
Real event flow
Operator-led
Prefer to explore first? See pricing