Business manager

Roster Management

Manage your bookings and schedule from one central place. Also easily accessible while you’re on the phone.

  • Manage and print rosters
  • Receive a daily overview of your attendees
  • Reschedule or cancel bookings
  • Issue refunds to CC or account credits

We saved dozens of hours per employee per week.

“It’s unbelievable how 90% of our sales have shifted online. We now spend a lot less time on the phone and save dozens of hours per employee per week just from that. And because students now pre-pay, we never end up with an empty class that was supposed to be fully booked.”

Event Management

Save time when creating and publishing new classes or events.

  • Automatically publish a new class/event in multiple places
  • Duplicate events

CRM

All the details and booking history of your customers in one central place.

  • Build your customer database
  • Individual customer profiles, with complete history
  • Take notes on each customer

Process payments

Collect payments upfront and never again worry about whether someone will show up to a class or not.

  • Preferred partnership with Square
  • Other payment processors available
  • Offline & online redemption of gift cards
  • Create invoices for any booking

Reports & insights

Reporting and analytics tools to get a grip on your business and get the insights you need to grow.

  • A plan of revenue growth opportunities through an automatic analysis of your booking data
  • Revenue, sales & tax reporting
  • Ad Tracking ROI

Staff accounts

Control who on your team has access to Occasion and the things they can see and do.

  • Invite staff members to have their own accounts
  • Assign permissions to access the accounts

Integrations

Connect Occasion and your booking data to any other tool you want.

  • Integrate with other marketing tools
  • Integrates with your accounting software

Discover How Occasion Helps You Get More Bookings

Watch an instant demo of Occasion

Get started
USACanadaEnglishFrenchIrelandGermanItalySpainAustralia