Advice and answers from the Adventure Bucket List Team

AGENDA

Agenda tutorials are broken down into 3 sections; Getting Started, User Guide, and FAQ's

+2
27 articles in this collection
Written by Blake Pridham, Ryan Stobie, and Rita LeBlanc and 2 others
AGENDA: Getting Started

Create an Account

This tutorial shows you how to create an account and sign up for a free 7-day trial.
Written by Blake Pridham
Updated over a week ago

Update My Profile

This tutorial shows you how to edit your profile. Be sure to add your company logo and social media links if you have not done so already.
Written by Blake Pridham
Updated over a week ago

Connect Social Media & Trip Advisor Links

This tutorial shows you how to connect your Facebook, Instagram, Twitter & Trip Advisor links to your dashboard.
Written by Ryan Stobie
Updated over a week ago

Activate Features: Booking Questions, Coupons & Guides

This tutorial shows you how to enable optional features including: Booking Questions, Coupons (Discounts), and Guides (Staff Management).
Written by Ryan Stobie
Updated over a week ago

Setup Pricing Levels (Categories)

This tutorial shows you how to create pricing levels/categories for your offerings. Examples include: Adult, Student, Senior, Military, etc.
Written by Ryan Stobie
Updated over a week ago

Activate Payments

This tutorial shows you how to enable payments and connect your bank account to your dashboard.
Written by Blake Pridham
Updated over a week ago

Customize Your Booking Window

This tutorial shows you how to customize the customer booking window on your website (a.k.a Widget).
Written by Rita LeBlanc
Updated over a week ago

Set Booking Cut-Off Time(s)

This tutorial shows you how to set cut-off times for your offerings. Set how late someone can book an offering before an event takes place.
Written by Rita LeBlanc
Updated over a week ago

Create Coupons (Discounts)

This tutorial shows you how to create discount codes (coupons) for your offerings.
Written by Ryan Stobie
Updated over a week ago

Setup Booking Questions

This tutorial shows you how to create booking questions that your customers will answer during checkout.
Written by Ryan Stobie
Updated over a week ago

Create Activities

This tutorial shows you how to add service offerings (activities) to your dashboard.
Written by Rita LeBlanc
Updated over a week ago

Create Timeslots

This tutorial shows you how to create timeslots and schedule events for activities on your calendar.
Written by Rita LeBlanc
Updated this week

Switch Between Calendar Views

This tutorial shows you how to switch between daily, weekly, and monthly calendar views. Note: there are two types of Daily views.
Written by Phil Burgess
Updated over a week ago
AGENDA: User Guide

Login To Agenda

This tutorial shows you how to login to your Agenda dashboard.
Written by Phil Burgess
Updated over a week ago

Find & Edit Events

This tutorial shows you how to find events and make changes to an event's title, description and min/max occupancy.
Written by Adrian Bertrand
Updated over a week ago

Add an Internal Booking

This tutorial shows you how to add an internal booking within the dashboard (a.k.a. Back-End Bookings).
Written by Phil Burgess
Updated over a week ago

Add a "Pay Later" Booking

This tutorial shows you how to create a booking without immediately collecting payment (differ payment).
Written by Adrian Bertrand
Updated over a week ago

Manage Bookings

This tutorial shows you how you to manage, access, and view bookings on your dashboard.
Written by Phil Burgess
Updated over a week ago

Move Bookings to a Different Event

This tutorial shows you how to move an existing booking to a different event by using the "Move" function.
Written by Adrian Bertrand
Updated over a week ago

Issue Refunds

This tutorial shows you how to issue refunds to existing customers in the form of a full or partial refund.
Written by Adrian Bertrand
Updated over a week ago

Cancel Events

This tutorial shows you how to cancel an event.
Written by Adrian Bertrand
Updated over a week ago

Edit An Activity/Tour (Confirmation Emails)

This tutorial shows you how to edit activity fields including description, meeting address, requirements, charges and more.
Written by Blake Pridham
Updated over a week ago

Edit a Timeslot

This tutorial shows you how to edit the end date, end times, occupancies, and price(s) for events contained within a timeslot.
Written by Blake Pridham
Updated over a week ago

Track Reference Numbers

This tutorial shows you how to find the reference number and customer details associated to a booking.
Written by Phil Burgess
Updated over a week ago

Track Revenue, Transactions & Transfers (Metrics)

This tutorial shows you how to track revenue, transactions and bank transfers.
Written by Blake Pridham
Updated over a week ago

Guide & Staff Management

This tutorial shows you how to use the Guides feature. This tab allows you to assign staff members to events and track their work history.
Written by Rita LeBlanc
Updated over a week ago