Skip to main content

Turning on Insights for your account

The four steps to get Insights enabled on your account and what you can do on day one.

Insights is a paid add-on, so it is not self-serve — enablement runs through Bookboost. There is no integration work for you to do, and most accounts can be set live directly after pricing has been agreed.

Prerequisites

  • An active Bookboost account.

  • Commercial terms agreed with your Bookboost contact.

The four steps

  1. Talk to your Account Manager or Support team. Tell them you want to add Insights. They will walk you through the pricing options and confirm what applies to your account.

  2. Agree commercial terms. A short conversation about scope, seat count, and price.

  3. Bookboost enables the feature. Typically directly after pricing has been agreed. Insights uses the data already in your Bookboost account.

  4. Onboarding call. A short session covering the three dashboards, the Insights Agent, scheduled reports, and alerts.

What you will see

Once enabled, a new Bookboost Insights section appears in your navigation. Clicking it reveals the Insights menu with all available dashboards.

What you can do on day one

  • View the three pre-built dashboards

  • Use the Insights Agent (Creator Seats)

  • Build custom dashboards (Creator Seats)

  • Schedule reports to Email, SFTP, or Webhooks

  • Set alerts on metric changes

For who can do what, see Seats and access: Creator vs Viewer.

Need help?

Contact us through the Talk to Us option on the left menu in the platform, or email support@bookboost.io.

Did this answer your question?