Group 65
Go to Bookwhen
All Collections
Bookings & Attendee Management
Bookings & Attendee Management
How to collect, access, and use information about your customers and their bookings
+2
22 articles in this collection
Written by
Jo Potts,
Luke,
Simon Worlding
and 2 others
Bookings
Reminder emails
How to set up reminders emails so they work best for you and your bookers
Written by
Jennifer Z
Updated over a week ago
Booking statuses explained
Definition of complete booking, checkout booking and cancelled booking
Written by
Luke
Updated over a week ago
Search, view and export booking and attendance information
Access booking information and export booking and attendance reporting
Written by
Simon Worlding
Updated over a week ago
Adding attendees manually
How to add attendees to events on their behalf if taking bookings in person, on the phone, or adding customers from another system
Written by
Luke
Updated over a week ago
Re-sending a confirmation email
Useful if the customer deleted the email, their email address was incorrect or your event has changed.
Written by
Jennifer Z
Updated over a week ago
Exporting data to .csv files
Feed data from Bookwhen into other systems using .csv files
Written by
Simon Worlding
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
Simon Worlding
Updated over a week ago
Booking Forms
Booking forms
Gather consent, dietary requirements and other information about your bookers and attendees with customisable form fields
Written by
Simon Worlding
Updated over a week ago
Understanding booking form fields
An explanation of the three booking form fields (attendee, booking and ticket), field data types, and how they should be used
Written by
Luke
Updated over a week ago
Adding GDPR consent fields to your booking forms
How to ask your customers whether they consent to your privacy policy or marketing emails.
Written by
Luke
Updated over a week ago
Setting up booking forms for children's activities
How to protect a child's personal 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
Jennifer Z
Updated over a week ago
PAR-Q and health questionnaires
This article covers how to add a health questionnaire to your booking form so you have a record before class.
Written by
Jennifer Z
Updated over a week ago
Using 'validated format' fields
Ensure that booking form field answers are received in your required format by using regex
Written by
Simon Worlding
Updated this week
Customers & Attendees
Transferring old class pass bookings to Bookwhen
This article will help you manually set up your clients' class passes from your original booking software.
Written by
Jen B
Updated over a week ago
Record attendance of events with the Attendee List
Monitor attendees and mark no shows within Bookwhen
Written by
Simon Worlding
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
Luke
Updated over a week ago
Customer profile page
How to access details on your customers, including booking history and class pass information.
Written by
Luke
Updated over a week ago
Editing Attendee details
How to amend the information provided by customers when booking online
Written by
Simon Worlding
Updated over a week ago
Fixing an invalid email
How to update a customer's email address when marked as invalid
Written by
Luke
Updated over a week ago
Changing a booker's email address
What to do if you need to modify an email address which was entered incorrectly, or needs to be changed
Written by
Simon Worlding
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
Simon Worlding
Updated over a week ago