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Use Conversaa well · 6 steps

Use bookings, offers and creatives

Publish accurate information and check the complete customer journey before promoting it.

Start with the business facts. An attractive poster is useful only when its price, validity and booking details are correct.

  1. Set up bookings

    Create the booking form, required questions, hours and capacity. If payment is needed, complete Payments settings and check the amount. Test the form, payment result and confirmation before sharing it.

    Booking forms
  2. Add a standalone offer

    In Offers & promotions > Offers, add the deal, its terms and dates. Each offer card then shows where it is sent — choose Use in follow-ups, or set it as the return offer. An offer that is not sent anywhere reaches no customer. Keep these distinct from event records in the Events tab.

    Open Offers
  3. Create an event

    In Offers & promotions > Events, enter the title, date, time, timezone, price, conditions and booking details. Attach a poster. Preview the information and publish only when it is correct.

    Open Events
  4. Add featured people or products

    Use Showcase, labelled Artists, Doctors, Stylists, Trainers or Products for your business. Enter factual details and upload photos. Confirm permission to share photos of people; deactivate entries that should stop appearing.

    Open Showcase
  5. Create and refine a poster

    Set your logo and brand colours in Brand kit. In Creatives, select the event, describe the look and optionally add reference media. Generate options, select one, ask for changes and preview the result before publishing.

    Open Creatives
  6. Check it on the customer's phone

    Ask about the published event and follow Book Now. Verify the correct poster, information and booking destination. Archive outdated material. Deleting a creative is permanent; archived-event deletion retains booking and creative history.

You are ready when…

The published event and poster agree, and the customer can complete the intended booking journey.