Occasion consultants

Q: Is Occasion suitable for businesses with multiple locations or event types?

Yes. Occasion supports multiple event categories, locations, and instructors within a single account. You can manage distinct schedules and capacity limits for each, which works well for businesses running different types of experiences across several venues.

Q: Can Occasion handle recurring classes and multi-session packages?

Occasion supports recurring events with flexible scheduling patterns and multi-session passes where customers purchase a package of sessions. This covers common use cases like weekly fitness classes, term-based courses, and punch-card style packages.

Q: How does Occasion handle payments and refunds?

Occasion processes payments through integrated payment gateways at the time of booking. It supports full and partial refunds, cancellation policies, and promo codes. Payment data can be synced to your accounting system through API integration to keep financial records current.

Q: Can booking data from Occasion flow into our CRM and email marketing tools?

With the right integration, every new booking can create or update a CRM contact, trigger a welcome email sequence, or add the customer to a segmented marketing list. Our integration team connects Occasion to your existing tools so booking data works harder for your business.

Q: Does Occasion support digital waivers and consent forms?

Yes. Occasion includes digital waiver functionality that customers complete as part of the booking process. This eliminates paper forms and ensures you have signed waivers on file before participants arrive, which is important for businesses running physical activities.

Q: Can we automate post-event follow-ups like review requests or rebooking reminders?

Occasion sends basic confirmation and reminder emails natively. For more sophisticated follow-up sequences — review requests, rebooking incentives, loyalty updates — we connect Occasion events to your email marketing platform via workflow automation so each follow-up is personalised and well-timed.

We can help you automate your business with Occasion and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Occasion.

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About Occasion

Occasion is an online booking and scheduling platform designed for businesses that sell experiences, classes, tours, and activities. If your business runs events that customers book and pay for — cooking classes, guided tours, fitness sessions, workshops — Occasion handles the booking flow from start to finish including scheduling, payments, waivers, and attendee management.

What sets Occasion apart from simpler booking tools is its support for complex scheduling: recurring events, multi-session packages, capacity limits, waitlists, and add-on purchases. The embeddable booking widget sits on your existing website so customers never leave your domain to complete a reservation.

Where Occasion fits into a broader automation strategy is in the data it generates. Every booking creates customer contact information, payment records, and attendance data that can feed into your CRM, email marketing, and sales automation workflows. Without integration, that data sits isolated. With proper connections, each booking triggers personalised follow-ups, review requests, and loyalty programme updates automatically.

Our team at Osher helps experience-based businesses connect Occasion to the rest of their tech stack. We have seen businesses manually exporting booking data into spreadsheets every week — that is exactly the kind of repetitive process our business automation work eliminates. When bookings, payments, and customer communications flow together automatically, your team focuses on delivering great experiences instead of admin.

Occasion FAQs

Frequently Asked Questions

Common questions about how Occasion consultants can help with integration and implementation

Is Occasion suitable for businesses with multiple locations or event types?

Can Occasion handle recurring classes and multi-session packages?

How does Occasion handle payments and refunds?

Can booking data from Occasion flow into our CRM and email marketing tools?

Does Occasion support digital waivers and consent forms?

Can we automate post-event follow-ups like review requests or rebooking reminders?

How it works

We work hand-in-hand with you to implement Occasion

As Occasion consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Occasion with integrate and automate 800+ tools.

Step 1

Map your booking workflow and customer journey

We document how customers currently discover, book, pay for, and attend your experiences. This covers every touchpoint from initial enquiry through post-event follow-up, identifying manual steps and missed opportunities for automation.

Step 2

Configure Occasion for your event types and schedule

Set up your event categories, schedules, pricing, capacity limits, and booking policies in Occasion. We configure the platform to match your specific business rules including cancellation terms, waitlist behaviour, and add-on options.

Step 3

Embed the booking widget on your website

Install the Occasion booking widget on your website so customers can browse, select, and pay for experiences without leaving your domain. We ensure the widget matches your branding and works smoothly on both desktop and mobile devices.

Step 4

Connect Occasion to your CRM and marketing tools

Integrate Occasion with your CRM, email marketing platform, and accounting software so booking data flows into your business systems automatically. Each new booking creates a contact record, triggers welcome emails, and logs the transaction.

Step 5

Build automated follow-up sequences

Set up post-booking and post-event automation — confirmation emails, reminder messages, review requests, and rebooking incentives. These sequences run automatically based on booking events so your team does not need to manage them manually.

Step 6

Launch and monitor booking performance

Go live with the new booking system and track conversion rates, booking volume, and revenue per event type. We review performance data after the first month and adjust pricing, availability, and follow-up sequences based on what the numbers show.

Transform your business with Occasion

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Occasion consultation.

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Book a call