Manage customer occasions

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

Open in TajerGo

Sign in with the appropriate role and confirm your Business Account and branch before continuing.

/settings/occasions

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