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Bookings & Attendee Management
Bookings & Attendee Management
How to collect, access, and use information about your customers and their bookings
+1
30 articles in this collection
Written by
Jo Potts,
Jen,
Eloise
and 1 other
Bookings
Booking statuses explained
Definition of complete booking, checkout booking and cancelled booking
Written by
Jen
Updated over a week ago
Cancelling or transferring a single date within a course
Learn a workaround on how to cancel or transfer a single date within a course entry
Written by
Anni
Updated over a week ago
Adding bookers manually
How to add attendees to your events
Written by
Jen
Updated over a week ago
Checkout reservation periods
Why your event may temporarily show as sold out even if there is a space available
Written by
Jen
Updated over a week ago
Reminder emails
How to set up reminders emails, so they work best for you and your bookers
Written by
Jen
Updated over a week ago
Resending confirmation emails
Useful if the customer deleted the email, their email address was incorrect or your event has changed.
Written by
Jen
Updated over a week ago
Flagged bookings
Written by
Eloise
Updated over a week ago
Transferring old pass bookings to Bookwhen
This article will help you manually set up your bookers' passes from your original booking software.
Written by
Jen
Updated over a week ago
Booking Forms
Booking forms
Gather consent, dietary requirements and other information about your bookers with customisable booking form fields
Written by
Jen
Updated over a week ago
Understanding booking form fields
An explanation of the available field data types and how you should use them
Written by
Jen
Updated over a week ago
Special fields
Understanding special booking form fields
Written by
Anni
Updated over a week ago
Using 'validated format' fields
Ensure that you receive booking form field answers in your required format by using regex
Written by
Jen
Updated over a week ago
Setting up booking forms for children's activities
How to protect a child's data and conform to regulations such as the GDPR
Written by
Jo Potts
Updated over a week ago
Adding an attachment to your booking form
How to add a waiver, T&C's, privacy policy or any other document that requires consenting to during booking
Written by
Jen
Updated over a week ago
PAR-Q and health questionnaires
This article covers adding a health questionnaire to your booking form, so you have a record before class.
Written by
Jen
Updated over a week ago
Adding GDPR consent fields to your booking forms
How to ask your bookers whether they consent to your privacy policy or marketing emails
Written by
Jen
Updated over a week ago
Customers & Attendees
Attendee List
Learn how to edit the list, monitor attendees and mark no shows within Bookwhen
Written by
Jen
Updated over a week ago
Send a welcome email to new bookers
Learn how to send a welcome email to your new bookers
Written by
Anni
Updated over a week ago
Customer profile page
How to access booker details, including booking history and pass information.
Written by
Jen
Updated over a week ago
Manage bookers and attendees with the Customer List
How to navigate, run searches and export from the customer list
Written by
Jen
Updated over a week ago
Editing and exporting the Attendee List
How to edit what data is displayed and export data from the Attendee list
Written by
Anni
Updated over a week ago
Editing Attendee details
How to amend the information provided by bookers
Written by
Jen
Updated over a week ago
Changing a booker's email address
What to do if you need to modify an email address that was entered incorrectly or needs to be changed
Written by
Jen
Updated over a week ago
Fixing an invalid email
How to update a booker's email address when marked as invalid
Written by
Jen
Updated over a week ago
Exporting email addresses to an email marketing service
How to gather email information when you plan to use it in an external email marketing service (Mailchimp, Constant Contact, etc.)
Written by
Jen
Updated over a week ago
Unique attendee emails
Why unique attendee emails are asked per ticket booked and how to avoid this
Written by
Anni
Updated over a week ago
Reporting
Search, view and export booking or attendance information
Access booking information and export booking and attendance reporting
Written by
Jen
Updated over a week ago
Slow loading exports
What to do when you experience slowness when exporting reports
Written by
Anni
Updated over a week ago
Sending a follow-up email to bookers with expired or used-up passes
Learn how to send a nudge email to bookers holding an expired or used-up pass
Written by
Anni
Updated over a week ago
Exporting data to .csv files
Feed data from Bookwhen into other systems using .csv files
Written by
Jen
Updated over a week ago