A booking can be created for any customer with an email, including:
An existing customer
A new customer
You can use this to request a payment, offer a free space, or book retrospectively.
You can create a booking to:
Add walk-ins after the session has happened
Create sessions outside your usual dates and times
Set up special arrangements in terms of pricing and age range
Offer a taster or one-to-one session
Create bookings for a private block of dates
Bill for missed payments
Add a learner to a fully booked session
How to create a booking with a customer email?
You have 3 options:
Option 1: Create a booking for an existing customer
Option 2: Create a booking for a new attendee for an existing customer
Option 3: Create a booking for a new attendee with a new email
For all options, start by going to MENU > Create a booking
Then select the listing and dates you would like to create a booking for and select NEXT
Option 1: Create a booking for an existing customer
Select the Listing and dates, then:
1. Search for the attendee's name or account holder's name
2. Ensure you've selected the correct profile and confirm the attendee by selecting the circle
3. Select a ticket
4. Select CHANGE PRICE if you would like to set up a custom price for the booking, otherwise select NEXT
To change the price, enter the new total and select SAVE, then NEXT
5. Select populate answers from previous booking. As it is an existing and previous booker, the checkout questions can be populated from previous bookings.
6. Select SAVE
7. Double check the booking looks right then select NEXT
8. Add a message if you need to and review your bookings, then select CONFIRM BOOKINGS
9. You will get a confirmation message, which gives you the option to create another booking or view your bookings on your bookings page
Option 2: Create a booking for a new attendee for an existing customer
Select the Listing and dates, then:
1. Select create a new attendee
2. Enter the account holders details which include: email address, phone number, first name and surname
3. A message will appear letting you know that this customer is new to Eequ and they will be invited to claim their account.
4. Enter the attendee first name and surname (or select same as account holder if the attendee is the account holder)
5. Select CONTINUE
6. Select a ticket
7. Select CHANGE PRICE if you would like to set up a custom price for the booking, otherwise select NEXT
To change the price, enter the new total and select SAVE, then NEXT
8. Complete required checkout questions:
Date of birth
Confirm eligibility if the child is eligble for benefit related free school meals
Tick any other statements that apply to the child
9. Select SAVE
10. Double check the booking looks right then select NEXT
11. Add a message if you need to and review your bookings, then select CONFIRM BOOKINGS
The booking status will say it's an invited customer and show their email, as they will be invited to claim their account.
12. You will get a confirmation message, which gives you the option to create another booking or view your bookings on your bookings page
13. The account holder will receive an email confirming their booking details and asking them to claim their Eequ account.
Option 3: Create a booking for a new attendee with a new email
Select the Listing and dates, then:
1. Select create new attendee
2. Select 'Search for and add existing an customer'
3. Type the account holders name and select their name
4.This will automatically fill in the account holder's details. If there are any linked profiles, you'll be able to select one. Otherwise, choose 'Add new attendee'.
5. Add the attendee details in 'Who is the attendee?' section
6. Select CONTINUE
7. Select a ticket
8. Complete required checkout questions:
Date of birth
Confirm eligibility if the child is eligble for benefit related free school meals
Tick any other statements that apply to the child
9. Select SAVE
10. Double check the booking looks right then select NEXT
10. Add a message if you need to and review your bookings, then select CONFIRM BOOKINGS
11. You will get a confirmation message, which gives you the option to create another booking or view your bookings on your bookings page
12. The account holder will receive an email confirming their booking details and asking them to check and pay if it's a paid booking, or complete the checkout questions.
FAQs
How can I track the invoices I have sent?
The attendees you have created Mentor bookings for, will automatically appear in your register as this action approves them instantly.
If there is an outstanding payment we will display UNPAID INVOICE next to the learners name on the register.
You can track the status of all your invoices on your bookings page by using the filters and labels.
How should I handle a new customer who has attended a session without an email?
If a new Booker or Attendee has joined a session that does not have an email, you can create a Registration Record.
If you have any questions about Registration Records or Bespoke Invoices, please go to MENU > Message support!