Mentors
Help and tips for Providers and HAF
By Avida and 3 others4 authors77 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.
Payment FAQs
Getting ready for an event
How to Conduct a Risk Assessment
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
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 interest3 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 find my Mentors childcare detailsEasily access your Mentor's childcare information in just a few clicks from your Booking page.
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
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
How to share your Listing or Collection pageSharing your listing or organisation page is a great way to attract more bookings and make it easy for learners to find your sessions.
How to create a Collection of ListingsCreate your own all-in-one marketing page on Eequ.
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?
How do I get paid?
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.
Reflections
Understand how Eequ's review system works
How do I view my Reflections?
How do I prompt my learners to give a review?