Help and Support Guide for Occasion

Create & Modify

Boxed

Offer pick-up, delivery and shipment of physical products

2 articles

Rooms & Venues

Organize the different locations of your business

4 articles

Virtual Experiences

Sell at-home kits and offer experiences your customers can do from home!

2 articles

Service Templates

Learn about and use templates to create your listings (events)

4 articles

Types of Events

The different types of events you can set up on Occasion

5 articles

Listings (Events)

Learn about the specifics of creating and managing your listings

15 articles

Pricing

Learn about the different pricing options available to you

5 articles

Notes

Adding notes to events, orders and customers

1 article

Order Emails

Automatic emails associated with orders

4 articles

Backend Calendar

The backend calendar you use to manage your events

3 articles

Time Slots

Manage the dates and times of your events

2 articles

Showcase

Website

Add your Occasion calendar to your website

3 articles

Public Calendar

Your public calendar which appears on your website

7 articles

Market

Facebook

Learn about Occasion's Facebook integrations

6 articles

Google

Learn about Occasion's Google integrations

4 articles

Automatic Emails

Take advantage of smart automatic email campaigns to generate more repeat business

5 articles

Coupons & Promotions

Give discounts to your customers through coupons and daily deals.

10 articles

Gift Cards

Generate more revenue using Occasion's digital gift card capability

8 articles

Manage

Orders

Manage your orders

14 articles

Reports

Find out more about the different types of reports available to you

10 articles

CRM

Learn about your Customers and Attendees

5 articles

Account

Manage your Occasion account

17 articles

Staff

Add and remove staff members

2 articles

Billing

2 articles

Data

See and manage your Occasion data

8 articles

Integrations

Payment processor and other 3rd party integrations

7 articles

Best Practices

Branding

2 articles

Payments

Giving your customers different payment options

2 articles

Increase Sales

Tips on growing your sales

3 articles

Newsletter

How to be more effective with your newsletters

1 article

Event/Class

The best way to set-up your events

1 article