Reports & data
How to Add Marketing Preferences
You can collect marketing preferences from your customers by setting up questions on your website. Follow these steps to add marketing preferences. Step 1: Access Legal & Marketing Settings 1. Go to the Website section in the left-hand menu. 2. Click ...
Viewing invoices
This article outlines how to access and review invoices in the Admin portal. Steps to view Invoices: Log in to the Admin portal. From the left-hand menu, click on System. Select Invoices - this section displays both paid and pending (unpaid) ...
Paying pending invoices
This article explains how to settle any pending (outstanding) invoices directly from the Admin portal, either individually or in bulk. Steps to pay outstanding invoices: Navigate to System > Invoices. Pending invoices will be highlighted in red, ...
Collect additional customer data
Data capture (DC) questions allow you to gather valuable information from customers throughout the booking process. These questions can be tailored to specific events and customer touchpoints, helping you collect details like preferences, ...
Pre-made and custom reports
The reports section features numerous pre-made reports which you can use just as they are. However, everyone has different needs and it is expected that these pre-made reports will not meet all your requirements. This is why all these reports can be ...