Review the event record, confirm departments, publish a revision and distribute it from the same workflow.
Learn the system before show day.
Explore workflow guides, role-based tutorials and the operating model behind TandemOS. Signed-in customers get the full searchable Help Center plus permission-aware TandemOS AI inside the platform.
Signed-in teams can ask how to complete a workflow or query venue data their role is authorized to access without leaving TandemOS.
Guides written around the job, not software menus.
TandemOS documentation follows how venue teams actually work: create the event, advance departments, staff the building, run access, reconcile revenue and close the event.
Create an event from Sales & Booking
Start with the booking inquiry, build the commercial shell, then convert the confirmed booking into the shared event record.
- 1Open Sales & Booking and create or open the opportunity.
- 2Confirm the client, event concept, attendance, preferred dates, venue and space.
- 3Move the opportunity through qualification, holds and proposal as the booking develops.
- 4Build the commercial terms and attach the current proposal / contract documents.
Move a sales lead from inquiry to live event
Track the opportunity, holds and commercial terms before handing a booked event into operations.
- 1Open TandemOS Sales and review the pipeline dashboard.
- 2Select Add Lead only when a new inquiry or opportunity needs to be created.
- 3Enter the client, event concept, attendance and preferred venue/date information.
- 4Create date or space holds as the opportunity becomes qualified.
Build and publish the event memo
Turn the shared event record into an operational event memo.
- 1Open the event and verify Overview, schedule, contacts, staffing and department advances.
- 2Open Documents.
- 3Review the Event Memo preview.
- 4Confirm the venue, space, event timing, contacts and department sections are accurate.
Build an event staffing plan
Create staffing requirements and publish them to Scheduling.
- 1Open the event and choose Staffing.
- 2Review Needed, Scheduled, Checked In and Published Shifts.
- 3Select Add Staffing Line.
- 4Choose a department and preset position or enter a custom role/post.
Issue a complimentary ticket
Issue a $0 event ticket and keep it connected to scans and settlement counts.
- 1Open the event and choose Box Office.
- 2Select Issue Comp.
- 3Choose the ticket type/admission details.
- 4Enter the guest or recipient information.
Register and configure a scanner device
Turn a phone or tablet into a registered TandemOS scanner.
- 1Open Settings → Scanners & Access.
- 2Create a scanner device and choose allowed modes.
- 3Set the default mode and checkpoint.
- 4Open the generated setup link on the physical device.
Build and post an event settlement
Reconcile ticketing, parking, concessions, merch, labor and chargebacks.
- 1Open the event and choose Settlement.
- 2Review the top settlement KPIs and System Reconciliation sources.
- 3Confirm contract/deal terms inherited from Sales/Booking.
- 4Review ticket face gross, parking, concessions, merch, labor and deposits.
Close and reconcile event merchandise
Reconcile event merch inventory, sales and settlement commission.
- 1Open Merch and select the event.
- 2Review assigned products and starting counts.
- 3Confirm POS orders and gross sales.
- 4Enter closing inventory counts.
Launch and manage a TandemOS venue website
Connect a public venue website to TandemOS events, guest information and website inquiries.
- 1Open TandemOS Suite → Sites and complete Sites onboarding if the product has not been configured.
- 2Open the Website Builder and choose the site design/template, logo, hero image and brand color.
- 3Complete About Us, Plan Your Visit, routing emails and other evergreen venue content.
- 4Use Custom Pages for rental information, premium spaces, venue history, policies or other venue-specific pages.
Create and manage a work order
Turn maintenance issues into trackable venue work.
- 1Open Maintenance or Maintenance Request.
- 2Create a work order with location, asset, priority and description.
- 3Assign the work order when ownership is known.
- 4Update status as work begins.
Open and resolve a guest service case
Track guest assistance, accessibility, complaints and follow-up against the event and guest history.
- 1Open TandemOS Guest Services.
- 2Review the case dashboard and choose New Case when a guest issue needs follow-up.
- 3Link the event when the issue is event-specific and add the guest/contact information available to you.
- 4Choose the case type and record the issue, accessibility need, service recovery or requested follow-up.
Find anything with Global Search
Search the organization’s operating data from anywhere in TandemOS.
- 1Press Command-K on Mac or Control-K on Windows, or select Search in the sidebar.
- 2Type at least two characters.
- 3Optionally filter to Events, Contacts, Tasks, Incidents, Documents, Tickets, Parking, Employees or Work Orders.
- 4Select a result to open the correct TandemOS record.
Build a training library your staff can actually use.
Every workflow has a complete written operating guide now. Training videos can sit beside the same steps as venues build their own standards and onboarding library.
Documentation grows with the suite.
Current guides already span the core event workflow and the connected TandemOS products.
See how the workflows connect end to end.
Walk through TandemOS from inquiry and event advance through show day, settlement and recap.