Get a complete view of key details to research accounts and prepare for client and prospect interactions.

Feature availability may vary.

Access Accounts

1. Login to the Knowland Platform.
2. You have two ways to access an account page:
   • Click an account name: If the account name is hyperlinked, simply click it to view the details.
   • Search for an account: Type the account name into the search bar, and select it from the suggestions.

Navigate Account Pages

Past Bookings

The past booking tab shows details about past bookings, such as:

• Booking name
• Date
• Length
• Property used
• Market visited

If available, you'll also see additional details like square footage used and estimated attendee numbers.

Booking Trends

The booking analysis tab shows key metrics like:

• Most active months
• Preferred markets
• Brand loyalty
• Preferred location type
• Chain scale

These insights help you predict future bookings and identify opportunities for engagement.

Revenue Estimator

Use the estimated revenue calculator tab to estimate potential revenue for specific events. You can adjust room rates and ancillary spending to fit your needs. Keep in mind that these are estimates and not guaranteed revenue outcomes.

Contacts

Access the contacts tab to find account-level contact information, including:

• Names
• Phone numbers
• Emails
• LinkedIn profiles

Note: Some accounts may not have contact details available.

Account Summary

The overview tab provides a summary of the account, market, and useful account management tools to keep you organized such as:

• Assign an Account: Click the Person and Three Stack button to assign owners. You can assign one or more owners, and all assigned accounts will appear in your Account Loyalty Widget on the dashboard for easy tracking.
• Add Notes: Use the Note icon to add important details for the account.
• Set Alerts: Click the Bell icon to create alerts for new bookings in your specified location. You’ll receive email notifications to help you stay proactive.

Note: To manage all your account assignments, account sets and alerts, navigate to your Knowland profile.

Need Help?

Contact clientcare@knowland.com for assistance.