Knowledge Base

An often updated source of expertise for all things Periodic

Get Started with Periodic in 3 Steps

For a quick rundown of relevant terms checkout out the Cheat Sheet. Step 1: Creating A Provider Remember, a provider can be an individual, or an entity offering one or more services. Meaning a provider might be a host (eg. Airbnb), a department (eg. Astronomy...

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Creating the Your First Booking Site

Click on the green plus sign in the Providers section of the dashboard to create a new Provider. Under General Information, enter in, at least, a provider name and a subdomain. Click the Green check mark in the upper right hand corner of the screen to save the...

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Cheat Sheet: Bookables, Providers, and Resources

Provider An individual or entity offering one or more services (eg. workout center, eye clinic, property manager).   Resource People, spaces, or equipment essential to a particular service (eg. basketball court, eye specialist, bedroom).   Bookable A...

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User Roles

Periodic allows you to easily restrict access to features and data by offering different user roles. Each role allows users to access different areas of the system. The roles are: Admin Admin users have access to everything in a marketplace. They can create and edit...

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Zapier Integration

Periodic uses Webhooks to connect with Zapier so you can setup Zaps with a single line of code using the following instructions: 1. Go to your Zapier Dashboard 2. Make a new Zap > Choose Webhooks > Catch Hook > [skip the unrequired step] > Copy & Paste…

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Dashboard Vocabulary

Navigate to Marketplace Settings With the Periodic Dashboard Vocabulary settings, your dashboard can be changed in such a way to best convey the specific verbiage used by each and every one of your providers. To find the Vocabulary settings, you’ll need to…

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Provider Signup

Navigate to the Marketplace Settings Page To find the Provider Signup settings, you’ll need to navigate to the marketplace settings page. To do this, click on the options button on the upper right-hand corner of the dashboard, which is represented by three…

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Download Reservation Data

Downloading reservation data is easy! This article explains in 3 simple steps how a user can download any and all reservation data. Navigate to Reservations Page First head towards the reservations page. You can do this by clicking on the “Options Menu”…

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Changing Provider Subdomains

Go to Provider Edit Screen When creating a Provider, you are prompted to enter in a subdomain. This subdomain can be changed at any time by heading to the Provider edit screen. First, click on the provider in question to reveal the edit button in the upper right-hand…

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Default Country Code

Default Country Code in Customer Form Field The Default Country code option is directly connected to the international form question on the Customer Form Field. If you’d like to include an international number question on any one of your bookables, you should…

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Multiple Reservations

Multiple Reservations Option With the Multiple Reservations option enabled, all Booking sites will have the ability to allow your end users to select multiple reservations before checking out. This is extremely useful for Marketplace that assumes that a percentage of…

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Periodic Language

Periodic Language To make understanding our system easier, we have established a nomenclature specific to the Periodic system. Knowing this specific language will help you follow along with other knowledge base articles, and navigate the dashboard more quickly. We...

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