Industries

Trades

Photo boothsDJs and entertainmentCatering and mobile barsPhotographersEvent plannersFlorists and stylistsEquipment and tent rentalVenuesSalons and barbersBridal hair and makeupCleaning businesses

How you work

On your ownWith a teamMore than one brandWeddingsCorporate eventsWith partners
Platform

Sales and customers

Leads and inquiriesOnline bookingProposals and quotesAgreementsCustomer booking page

Running the job

Calendar and schedulingStaff managementInventory and logisticsAutomationsAfter the event

Money and growth

Invoices and paymentsReportsReferrals and partnersBrands and locationsYour data and security
Resources

Help yourself

GuidesPricing calculatorWatch the tourTry a live bookingIntegrations

Choosing Occanovo

Moving from another toolHow Occanovo comparesBook a demo
PricingSign inStart free trial

Home / Platform / Your data and security

Your data and security

Your data stays yours, and only the right people see it

Two-step sign-in, roles with the access you choose, and a full export of your data on every plan.

3 months free for our first 100 businesses. No card needed.

The problem

Customer details, prices and payment records are the heart of the business. They should be protected, and you should be able to take them with you.

The import preview showing what will happen to each row
Demo workspace with invented customers and figures.

What it does

Two-step sign-in

A code from an authenticator app, with recovery codes and trusted devices. You can require it for your whole team.

Roles and permissions

Decide exactly what managers, staff and drivers can see and change.

Full export on any plan

Download everything as spreadsheets whenever you like.

Import with undo

Bring in customers and leads from a spreadsheet, and undo the import within seven days.

API keys

Connect your own systems with keys that can only read, or can read and write.

Audit log

A record of changes made by managers, on the Enterprise plan.

Where your data is kept, how it is protected and our GDPR terms

Works hand in hand with

See the whole platform

The first 100 businesses get 3 months free.

No card to start. We help you bring your customers and bookings across, and in return we ask for your honest feedback. Your workspace is set up for your country and your kind of business as soon as you sign up.

Start free trial