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Mentors
Help and tips for Providers and HAF
Getting started
Everything you need to know to get started with Eequ
Who can be a Mentor on Eequ?Got something to offer but not sure if you qualify? Find out here.
How do I join to become a Mentor?Want to create an account and become a Mentor? Here's how.
Eequ pricing structureWhat Eequ charges and why we charge.
Payment FAQsEverything we're asked about pricing, payments and platform charges
Getting ready for an eventHow to check your bookings and schedule
Listings
Everything you need to know about setting up and managing your listings
My Listings PageThe page to create, edit and manage your Listings on Eequ
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 book6 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 FAQsEverything we're asked by mentors about bookings
What happens when I receive a booking?Find out what you need to do if somebody books your course or workshop.
How can I see a child's date of birth?Where can I find the date of birth for children booking with me?
Mentors: Cancellation/Refund FAQsEverything we're asked by mentors about cancellations
How a Mentor Cancels a Booking or sessionLearn how to cancel a booking or session step by step
How to cancel one attendee and keep others in placeIf you receive a booking that can only be partially approved you can cancel one attendee
Video Tutorial for Mentors: How do I cancel an upcoming workshop or course?A quick video tutorial on how to cancel a workshop or course.
How to partially decline a bookingFind out how you can partially decline and partially approve a booking
Invoices and Registration Records
Flexible management for your customers
How to create a Bespoke InvoiceHow to create a booking for a customer using a Bespoke Invoice.
What can I use a bespoke invoice for?How to get the best out of the bespoke invoice
How to create a Registration RecordA Registration Record is a booking that a Mentor creates on behalf of the Booker.
Schedules and Registers
View and manage up coming events
How to take a RegisterLearn how to mark attendance or download a Register
Find out how to create bookings or add walk-ins, as a MentorFind out how to add someone to book a learner in before or after the session
How to add a second checkbox for collection on the RegisterLearn how to record learners arrival & collection times
How to send a group messageFind out how to send a bulk message to a group of bookers
How to customise and print your registerFind out how to organise, edit columns, sort and print off different views of your register.
Organisation page
The place to collate listings, share with the public or your community
Create an Organisation PageWhat it is, what to use it for and how to set it up
Administration
Manage your team, data, bank/Stripe accounts
How to grant Admin Access to your accountGrant full access to a trusted adminstrator
How do I get paid?Understanding Eequ payout process
Exporting or Downloading DataHow to extract a spreadsheet of information about your sessions, listings or customers.
How to download an email listQuickly download emails for any listing with marketing consent information.
Reflections
Understand how Eequ's review system works
How do I view my Reflections?
How do I prompt my learners to give a review?We call reviews - Reflections. Find out how they work in this article.