Navigate your Occasion account

Let's quickly see how well organized your Occasion account is and where to look for the right information.

When you first log-in you will be taken to the Dashboard -  this page is home to analytics and a quick way for you to see how you are doing with your sales and bookings.

Top Left Panel

  1. Calendar - view and manage your calendar(s).
  2. Orders - view and manage existing orders; create order reports.
  3. CRM - view and manage customers and attendees.
  4. Marketing - publish your calendar (to your website or Facebook page) and use promotional tools (coupons, gift cards)
  5. Manage - place a Quick Order and manage listings.
  6. Insights - view reports and analytics.

Top Right Panel

  1. My Account - edit your account settings and manage team members.
  2. Help - access our help site and get support.
  3. Logout - log out of your account.

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