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Knowledge Base

  1. Booking Operations 

    1. Bookings Tags
    2. Cancelling a Booking
    3. Copying a Booking
    4. Switching Product Option (Package) or Product on an existing booking
    5. Common cancellation/amendment procedures and transactions
  2. Corporate Customers 

    1. Setting up the Corporate Customer Portal
  3. Customer Portal 

    1. Collecting additional information from Attendees
    2. Customer Portal Authentication
  4. Document Templates 

    1. Document Templates
  5. Email Campaign Tools 

    1. Exporting from Intellibook to MailChimp
  6. Integrations 

    1. ActiveCampaign Integration
    2. eWAY Integration
    3. Intercom Integration
    4. Pipedrive Integration
    5. POLi Integration
  7. Product Imagery 

    1. Adding images for use on an event information page
    2. Adding images to an event
  8. Product Operations 

    1. Copying a Product
  9. Product Setup 

    1. Custom Fields
    2. Custom Instalments
    3. Product content templates
    4. Product documentation
  10. Promotion 

    1. Customer referral
  11. Registration and Website Integration 

    1. Integrating with WooCommerce
  12. Sales Agents 

    1. How Agency Commission is Applied
    2. Sales Agent Registration
    3. Setting up the (wholesale) Agency Portal
  13. Subscription 

    1. Updating your Intellibook Payment Method
  14. Transactions & Payments 

    1. Booking Financial Figures
    2. Online payments
    3. Paypal integration
    4. Stripe integration
    5. Stripe integration - Failed Instalment email template
  15. All articles 

    1. Adding images for use on an event information page
    2. Custom Fields
    3. Document Templates
    4. Cancellation Credits
    5. Using Transaction Categories

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