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
- Calendar - view and manage your calendar(s).
- Orders - view and manage existing orders; create order reports.
- CRM - view and manage customers and attendees.
- Marketing - publish your calendar (to your website or Facebook page) and use promotional tools (coupons, gift cards)
- Manage - place a Quick Order and manage listings.
- Insights - view reports and analytics.
Top Right Panel
- My Account - edit your account settings and manage team members.
- Help - access our help site and get support.
- Logout - log out of your account.