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.