A registration record is created when a Mentor booking is created for an attendee with no email.
How to add an email to an existing registration record to create a customer profile
š Step-by-step guide
Start by going to MENU > Create a booking
2. Then select the listing and dates you would like to create a booking for and select NEXT
3. In the search bar, enter the attendeeās name from the registration record you previously created. The result will be labeled "Guest attendee", indicating that it is a registration record.
4. Select it and edit the learner details by adding an email address, phone number, first name and surname for the account holder.
5. Select CONTINUE
6. Select the ticket then select NEXT
7. Select populate answers from last booking as you have booked them on before.
8. Then select SAVE
9. The account holder email will appear as Invited
10. Select NEXT
11. Select CONFIRM BOOKINGS
The booker will receive this email, which will also ask them to answer checkout questions they haven't answered.
On your Bookings page, youāll notice that the attendeeās future bookings have updated. The booking type will now appear as Mentor booking instead of Registration record, and the Booker will be listed as the account holder rather than you, the mentor.
