# Manage customer occasions

To manage customer occasions, start with the intended branch, brand, channel, order, partner, or storefront and the relevant plan feature. In Admin, list occasions, create occasion, edit occasion, and deactivate occasion. Verify the channel, brand, branch, price, promise time, and customer fulfilment details before publishing or dispatching.

Canonical URL: https://admin.tajergo.ae/help/articles/admin/occasions/
Article ID: occasions
Surface: Admin
Category: Channels and fulfilment
Last reviewed: 2026-09-06

## Before you start

- The intended branch, brand, channel, order, partner, or storefront and the relevant plan feature
- Verify external identifiers, customer promise times, and order status before accepting, assigning, or publishing

## Steps

1. Open /settings/occasions and review the existing occasion list before creating another entry.
2. Choose create or edit, enter the displayed name, date or schedule, and message settings, then save once.
3. Verify the saved occasion and its active status in the list.
4. Deactivate only the selected occasion; confirm related WhatsApp occasion messaging separately in its branch settings.

## Expected result

The occasion list shows the saved name, schedule, message settings, and active state. Deactivation affects only the selected occasion; WhatsApp delivery remains controlled by separate branch messaging settings.

## Permissions

- Occasions requires occasions.read; create, edit, and deactivate operations require their stronger write authorization.

## Troubleshooting

### An occasion cannot be created or updated.

Search the existing list, correct the displayed name, schedule, message, or duplicate validation, and submit once. Reopen the saved entry before creating another.

### Deactivation or message behavior is unclear.

Verify the occasion’s active state and branch WhatsApp occasion toggle separately. Do not assume saving an occasion proves message delivery; report the occasion reference, schedule, branch, and both settings states.

## Related articles

- [Manage delivery channels and incoming orders](https://admin.tajergo.ae/help/articles/admin/channel-integrations-orders.md)
- [Manage virtual brands and channel pricing](https://admin.tajergo.ae/help/articles/admin/virtual-brands.md)
- [Use the pickup and delivery order book](https://admin.tajergo.ae/help/articles/admin/order-book.md)