Setup
Reports
Marketing Suite
Sales Channels
Settings
100

This feature allows partner to create discounts for anything they offer.

What are promo codes.

100

This report shows all of the bookings, check-ins, views etc. for their customer list.

What is the Client Attendance report.

100

This feature allows a partner to send a bulk push notification.

What are broadcasts.

100

This tab is where partners find all of their widget embed snippets.

What is Website Integration.

100

This company name is our integration for door access control.

Who is Kisi.

200

This feature allows for a customer to send $ to another customer on a specific date of their choosing.

What are gift cards.

200

This report details the revenue collected based on the team member who made the sale.

What is the Payments by Seller report.

200

This feature allows a customer to fill out unique information via a link or website embed.

What are forms.

200

This marketing feature allows for a partner to collect information in a 'back and forth' way via their website and can now advise based on preset FAQs.

What is Embeddable Chat.

200

This Settings tab allows for partners to enable (multiple - not one) additional sign-ups when a customer is making a booking.

What is Guest List Bookings.

300

This type of pricing option can include multiple packages and products.

What are bundles.

300
This report shows all sales but only those that have been completed.

What is the Successful Payments report.

300

This feature is the name for a 'pipeline stage' within Arketa's lead management.

What is a lifecycle stage.

300

This mobile app feature allows a partner to highlight something and even send them to a deep link.

What are promo cards.

300

This 'member perk' tab allows partners to set up priority registration access for certain membership tiers.

What are Early Booking Privledges.

400

In addition to a liability waiver, this is another signature that is potentially required for when a customer purchases a pricing option.

What are agreement terms.

400

This report details revenue made from specific 'options' of a retail product.

What is the Sales by Retail Product Variant report.

400

This trigger name is used for contacting customers or creating tasks for when customers hit a certain amount of bookings.

What is Milestone Reached.

400

This widget (name) is used for appointment booking.

What is Calendar Availability

400

This Settings tab allows a partner to set start/end parameters for their calendar view.

What is General Schedule Settings.

500

This feature/tab houses all the 'punches' for clock in + out for team members.

What are time cards.

500

This report details 'customer loyalty' - showing trends on how customers become repeat customers over time.

What is the Retention report.

500

These pieces of 'documentation' allow for a partner to successfully verify their domain provider with AWS.

What are DNS records.

500

This mobile app (in-app) tab needs to be turned on to display Communities to customers.

What is Programs.

500

This Settings tab is where to enable receipts for customer purchases.

What is Payments.

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