Setup & Migration Support

This article covers:

New Partners

When you sign up for Occasion, you'll automatically be assigned a Dedicated Partner Lead who will:

  1. Schedule your onboarding call within 24 hours of signup
  2. Complete your setup including data migration and integrations
  3. Provide comprehensive training for you and your team
  4. Ensure you're fully operational before your first booking

Existing Partners

Current Occasion users can access Account Management services by:

  • Contacting support at help@getoccasion.com or +1 872-362-3910
  • Requesting an account review to identify optimization opportunities
  • Upgrading to enterprise services if you qualify for custom solutions

Support Hours

Our Account Management team is available:

  • 7 days a week: Monday through Sunday
  • 8am to 5pm Central Time
  • Multiple contact methods: Phone, email, and text support

Ready to Get Started?

Schedule a demo to meet your potential Account Management partner and learn how our personalized approach can help your business thrive.

Contact us:


Your success is our mission, let us show you the difference dedicated support makes.

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