Best Practices

Learn industry best practices, or tips and tricks using our software.

12 articles in this category

Best Practices

Tracking Revenue via Dashboards

The Purchases data source provides a unified view of all revenue-generating line items. Instead of checking bookings, gift cards, and merchandise sales separately, managers can configure dashboards to reveal total revenue and transaction counts in a single dashboard widget.

2 min read
Best Practices

Strategies for Template Design

Your email template is a direct extension of your business. A clean, professional, and well-structured email acts as a reliable digital receipt, a helpful assistant, and a brand ambassador all at once.

1 min read
Best Practices

Test Your Advanced Email Templates

Testing is critical to ensure your automations run reliably and your customers have a professional experience.

1 min read
Best Practices

Automated Email Timing

Effective timing is the key to converting interest into reliable attendance and positive reviews.

2 min read
Best Practices

Consistency through checklists

Here's an example of how checklists can be used to train new staff members or maintaining a certain level of quality.

1 min read
Best Practices

Booking Page Efficiency

Some quick tips on handling certain situations quickly within the Booking page.

1 min read
Best Practices

Troubleshooting Bookings

Here are some best practices when initially triaging bookings exhibiting unusual behavior.

1 min read
Best Practices

Bookings and Daily Operations

A few things that should typically be done at the start, in the middle, and end of the day from a booking page perspective.

1 min read
Best Practices

DNS Mapping

DNS mapping, or setting up your Domain Name System records, is the critical process that connects your domain name to the IP address of your web hosting server. This is essential for your website and professional email to work.

2 min read
Best Practices

Post-Game Practices

This is a quick write-up on some guidelines to follow when using the Photos feature during an outro.

1 min read