Search results for "(video)"

23 articles found

  • Offer coupons (video)

    In this video you'll learn how to set-up coupons and make them redeemable. From the top navigation go to "Settings" > "Coupons". Click on "Create New Coupon" on the top right. Fill out the form,

  • Accept online payments (video)

    In this video you'll learn the steps necessary to link your Occasion account to a payment gateway so you can accept online payments! We'll also show you how to do a test transaction and issue a

  • Sell gift cards (video)

    In this video you'll learn how to start offering gift cards to your customers. From the top navigation select "Listings". Find the "Gift Card" listing and click on "Edit Listing" Make any necessary

  • Redeem gift cards (video)

    In this video you'll learn how to manually redeem a gift card on behalf of a customer. From the top navigation go to "Reports" > "Gift Cards". Find the gift card you'd like to redeem and click on the

  • Duplicate an Existing Listing (Video)

    In this video you'll learn how you can duplicate an existing listing. Reasons you may want to duplicate a listing include creating a new listing that is nearly identical to an existing listing on

  • Update your business information (video)

    In this video you'll learn how to update all information associated with your business, such as location, phone number, website address and more. Click on "Listing" from the top navigation Click on

  • Export your customer list (video)

    In this video you'll learn how to export your customer.

  • Selling discounted gift cards (video)

    With Occasion, you can now sell gift cards at a discount. You can use this functionality to offer Daily deals, just like Groupon or LivingSocial where customers buy $100 in value for $50. Seasonal

  • Learn About the Listing Editor (Video)

    The Listing Editor is what you would use to create or modify your listings. To access the Listing Editor, go to "Listings", and click on "Edit Listing" for any of the listings on your account. You

  • Walkthrough of the Backend Calendar (Video)

    In this video you'll see an overview of the functions of your Occasion backend calendar. To access your backend calendar, click on the "Calendars" link on the top left of your Occasion account. From

  • Add and update account info (video)

    In this video you'll learn how to add or update your account information. These changes are done from the My Account page. To get to that page: Click on the "Settings" from the top navigation Choose

  • Create and Customize a Service Template (Video)

    In this video you'll learn how to create and customize a service template. Please note that only legacy Occasion accounts have the ability to create and edit services. If you have a new Occasion

  • Create a Listing/Event From a Service Template (Video)

    In this video you'll learn how to create a listing from a service template. This is the process you will use to add your events after you have customized your service templates. To create a listing

  • See, Manage, Print and Email Your Roster (Video)

    An event Roster is a list of everyone who is registered to attend the event. Your roster includes the following information: Customer Name: The name of the customer who booked the event. Guest Names:

  • Add Your Occasion Calendar to Your Website (Video)

    We have made it easy for your to add your Occasion calendar to your website. Simply copy the appropriate embed code from the Marketing > Views page and paste it at the right place within the Calendar

  • Integrate with Facebook Events and Google Events (Video)

    In this video you will learn how you can integrate with Facebook Events and Google Events:

  • Cancel an order and issue a refund (video)

    In this video you'll learn how to cancel an order and/or issue a full or partial refund. From the top navigation click on "Orders". Find the order you'd like to cancel/refund and click on "Edit

  • Create and Customize Your Occasion Views / Public Calendars (Video)

    In this video you'll learn how to create a new public view from the Settings > Public Views page. Creating a new View (a new Public Calendar) for your listings is fast and easy. From the top

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

    In this video you'll learn how to submit an order on behalf of a customer. This can be done up until the end of the event you are registering a customer for, but not after the event has finished.

  • Video tutorials

    We've created a number of video tutorials to help you learn important features of your Occasion account. Access a list of all video tutorials here.

  • Offer At-Home Experiences

    You can now offer your customers At-Home Experiences - classes/workshops that your customers can sign-up for but instead of coming to your studio, they would attend over video conference. At-Home

  • Account set-up and your onboarding checklist

    To set-up your account and get started with your onboarding please head over to our onboarding page at https://www.getoccasion.com/onboarding/. We have have created a number of video tutorials with

  • Offer At-Home Kits

    You can now offer your customers At-Home Kits - listings they can use to purchase materials ahead of time and do an activity on their own time and at their own location. Your At-Home Kit listing will