Take an order in person or over the phone (video)

Whether you have walk-in customers wanting to join today's class or someone calling to purchase a gift card, Occasion makes it easy to process orders directly from your workspace. These in-person and phone order capabilities, called Quickorders and Issue Gift Cards, help you capture sales that might otherwise be lost and provide flexible service to your customers.

In this article, you will cover

• Quickorder for Events
• Issue Gift Cards

Quickorder for Events

Learn how to submit an order on behalf of a customer for events and experiences.

When you can use this:

• Up until the end of the event you are registering a customer for, but not after the event has finished
• For late registration on session-based events (if your listing is set up for it)
• Prorated pricing will automatically apply when configured

How to create an event quickorder

1. From your Workspace Dashboard click on "Quick order", alternatively click on "Calendar" from the sidebar menu.
2. Click on the event you'd like to register a customer for.
3. Complete the form on the right with your customer's information.
4. From the "Payment Type" section at the bottom of the form

• Choose "In-store" if your customer is paying cash
• Select "Credit Card" to enter their credit card information

Issue a Gift Card

Learn how to issue gift cards for customers in-person or over the phone using the Issue Gift Card functionality.

1. From the sidebar menu click on "Gift cards"
2. Click "Issue Gift Card" on the top right hand corner
3. Fill out the simple form with:
   • Amount: Set the gift card value
   • Expiration Date: Choose when the card expires
   • Type: Select "Store Issued" or "Customer Gift"
   • Delivery Details: Enter recipient information
4. From the "Payment " section at the bottom of the form
   • Choose "In-store" if your customer is paying cash
   • Select "Credit Card" to enter their credit card information
5. Complete the form by clicking on "Purchase gift card" and issue the card

Submitting the order will generate a gift card code for the customer to use on any future purchase.