AGENDA

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

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27 articles in this collection
Written by Blake Pridham, Rita LeBlanc, and Phil and 1 other
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 information: Your company logo, social media links, contact details, email, etc.
Written by Blake Pridham
Updated over a week ago

Connect Social Media & TripAdvisor Links

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

Setup Pricing Levels (Categories)

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

Activate Payments

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

Customize Your Booking Window

How to customize the design & info displayed in the customer booking window/widget on your site. Hide start/end times & available occupency.
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 Blake Pridham
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 Blake Pridham
Updated over a week ago

Create Activities

This tutorial shows you how to add service offerings (activities and tours) to your account.
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 over a week ago

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
Updated over a week ago
AGENDA: User Guide

Login To Agenda

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

Find & Edit Events

This tutorial shows you how to find events, make changes and update 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 create a new booking/add a customer through the back-end.
Written by Phil
Updated over a week ago

Add a "Pay Later" Reservation

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

Manage Bookings

This tutorial shows how to view & update bookings & reservations. Edit customer contact details, give refunds & move bookigns to new events.
Written by Phil
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

Give Refunds

This tutorial shows you how to issue a full or partial refund to existing customers who paid online with a credit card.
Written by Adrian Bertrand
Updated over a week ago

Cancel Events

This tutorial shows you how to cancel or blackout an event or date.
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 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
Updated over a week ago

Track Revenue, Transactions, Transfers & Financials (Metrics)

This tutorial shows you how to track sales, transactions & bank transfers/deposits. View taxes, credit card fees, & customer bookings.
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