Bookwhen

Learn how to search, access, and export booking and attendance information

Booking and attendance reports

Learn what each statistic means and how it’s calculated

Dashboard statistics

Learn how to nudge customers whose passes have expired or been fully used

How to send follow-up emails for expired or used-up passes

Learn what to do if your reports take longer to export

Slow loading exports

Learn how to export data from your Bookwhen account to use in other systems

How to export data to CSV files

Learn how to access and use membership reporting

Membership reporting

Learn how to download and use reports for purchased passes

Pass reporting

Learn how to track and analyse discount code usage

Discount code reporting

Learn what each column means in your customer, booking, and attendance reports

CSV export fields

Learn how to access and use reporting for your customer groups

Customer Group reporting

Learn how to track bookings and use the dashboard effectively

Understanding the Dashboard: Latest booking activity

Anni

Gemma

Access insights on your sessions and attendees.

Reporting tools

For more help, please contact the support team via live chat on our <a href="https://www.bookwhen.com/contact" target="_blank" rel="nofollow noopener noreferrer">homepage</a> or from your <a href="https://admin.bookwhen.com/dashboard" target="_blank" rel="nofollow noopener noreferrer">account</a>.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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