Update your business information

In this article, you will learn how to update all business information such as:

Business Logo and Team Image

Go to Settings > My Account > Business Information.

You only need to upload your Business Logo once to update and display on every booking page.

Your Team Image will display on every confirmation page after a customer books.

Business Name and Type

Go to Settings > My Account > Business Information.

Only your Business Name will display publicly on every booking page and website calendar.

The Business Type is only for internal purposes, for Occasion to track.

Customer Service

Go to Settings > My Account > Business Information.

When your customers need help, they will contact you here. This email and phone number will appear on every automated email to your customers unless overridden on each individual venue.

How to override this information at the Venue Setting:

1. Go to Listings in your top navigational bar.
2. On the top left corner of your screen, click on "All Venues" and it will create a drop down menu
   If you don't already have a venue set up, you can click on " Add New Venue"
   If you have set up a venue, you can click on the pencil icon to edit the venue

   

3. Once you are editing the venue, you will be able to update your business location name, address, website, and the customer service contact information.
4. To override the customer service contact information section, simply de-select the checkbox that says "This venue uses the same customer service information as the main account."
5. You will then view two fields to enter a customized email and phone number.
   

   

Business Preferences (Country, Currency, Time Zone, Language)

Go to Settings > My Account > Business Information.

All of this information is important to set your account up properly. Especially Time Zone, which will display on every booking page and confirmation email, anywhere a time slot will be displayed to the customer.

Advanced Settings

(Set Default Tax Rate, Avg Monthly Sales, Fee Mark-Up, Calendar Collision)

Go to Settings > My Account > Business Information.

For each item on this page, there is a help article linked. If you have any further questions, please reach out to help@getoccasion.com

Credits Management

Go to Settings > My Account > Business Information.

Here, you will set up when your Gift Card, Account Credit, and Referral Rewards (if applicable) expire automatically upon creation. You can also manually set an expiration date.