Mentors
Help and tips for Providers and HAF
By Ugne and 7 others8 authors79 articles
Getting started
Everything you need to know to get started with Eequ
- Eequ pricing structureThis article explains how our pricing works and how Eequ’s bundled fees often save club owners money overall.
- Getting ready for an event
- How to Conduct a Risk AssessmentFrom bouncy castles to campfires: Create professional risk assessments that protect your staff, your customers and your business.
- Safeguarding Advice for Mentors
- How to create your first Eequ ListingAll you need to know to create your first Listing!
Listings
Everything you need to know about setting up and managing your listings
- Embed Eequ listings and collections on your websiteThis article explains how to embed an individual Eequ listing or a collection of listings directly onto your website using an iframe.
- How Providers Can Set Up a CRF Listing For October-Half TermIf your council has asked you to prepare your listings for Crisis Resilience Fund, this help article will walk you through the steps.
- My ListingsArticles to help you manage your Listings5 articles
- Create a ListingShowcase your event with rich descriptive text, add beautiful images, add team members3 articles
- Listing DatesAdd and manage dates and times, edit group size and control what tickets are available to book10 articles
- Listing TicketsSet up and manage your tickets4 articles
- Listing SettingsControl how your Listing behaves1 article
- Waiting lists and Register interest2 articles
- WorkflowsAdd extra modules to enhance your you Listings capabilities 5 articles
Bookings
Managing, cancelling and messaging customers
- Bookings FAQs
- What happens when I receive a booking?
- How can I see my Ticket Availability?
- How to partially decline a booking
- What happens when I reach my maximum group size?I want to know what happens when the maximum group size is reached.
- How can I see a child's date of birth?
- Mentors: Cancellation/Refund FAQs
- How a Mentor Cancels a Booking or a SessionIn this article, we’ll guide you through the cancellation process from a mentor’s perspective.
- Video Tutorial for Mentors: How do I cancel an upcoming workshop or course?
- How to instantly approve bookingsSwitch on Instant Book in your settings
- How to add booking notesQuick guide on how a mentor can add notes to a booking
- How to Handle Refund Requests
- How do I make a booking?A step-by-step guide to finding activities, choosing a session and completing your booking on Eequ.
Create Bookings for Customers
Create bookings on behalf of a customer
- How Mentors can create a bookingLearn how to create bookings for new or existing customers
- How to create a booking for a new customer with a new emailCreate a booking on behalf of an existing or new customer with an email
- How to create a booking for a customer with no emailCreate a booking on behalf of a customer that has no email
- Create a booking for a new customer with an existing Eequ accountCreate bookings for people who already are on Eequ, but have never booked with you before
- Create a booking for an existing customerHow to create a booking for an existing customer that booked with you before
- Create a booking for a new attendee with an existing customerCreate a new attendee for an existing customers profile
- How to create a booking for siblingsCreate a booking for multiple children under the same account holder.
- How to add an email to an existing registration recordAdd an email to a registration record by creating a booking for them.
- How to add attendees to the register retrospectivelyAdd attendees to the register retrospectively for past sessions.
- How to add a past activity and take the register3 part guide for creating a listing for an activity that has already happened and recording attendance retrospectively, by creating bookings.
Schedules and Registers
View and manage up coming events
- How to take a RegisterIn this article you will find out how to get the most out of your Registers.
- How to add a second checkbox for collection on the Register
- How to send a group messageIn this article, you will find how to send a group message to the bookers of any session
- How to customise and print your register
- How to export your registers in bulkHow to run a report to see your attendees over a range of dates
Collections
The place to collate listings, share with the public or your community
Administration
Manage your team, data, bank/Stripe accounts
- How to grant Admin Access to your account
- How to Access an Account When You Have Been Granted Admin Rights
- How to give someone access to your accountHow can I give a member of staff permissions?
- Exporting or Downloading Data
- How can I email my bookers?Follow these steps to download an email list
- How to add a Mentor Collaborator to your ListingGive team members limited access to your Listings so they can take registers, view notes, send messages, and view emergency contact details.
- How bank transfers work on EequCustomers without a payment card (such as schools and local authorities) can now make bookings on Eequ and pay via bank transfer.
- How do Eequ payouts work?Everything you need to know about how Eequ gets your earnings to you.
Reflections
Understand how Eequ's review system works