A Registration Record is a booking that a Mentor creates on behalf of the Booker. It is useful for many reasons:
The attendee does not have a device or cannot manage to book themselves.
The attendee turned up without a booking and you want to record the attendee retrospectively.
The Registration Record is an important tool for HAF Providers who want to ensure that the data about drop-in attendees are sent back to their Council.
How to Create a Registration Record
Find Bespoke Invoice in your menu.
Select Registration Record.
Select the Listing for the attendee.
Select from your blocks of dates. You can select dates in the past or future.
Add as many attendees as you like. Type their first and last names, add their email and phone number (if know). You can also send a confirmation email to the booker by ticking a checkbox if the dates are in the future.
Choose the correct ticket for each person.
Optionally, click ANSWER QUESTIONS to complete any of the checkout questions on their behalf
Save the answers to the questions
Click SAVE RECORD
That's it! Your record will appear on your:
Registers
Data downloads
What does the confirmation email look like?
Who can create a Registration Record?
✅ The Listing Account Holder
✅ A HAF Council Member
✅ A Mentor Collaborator (added to the listing)
A few things to remember about Registration Records 🐘
Your attendees will only get an email if you tick the box (the email is only sent for future dates)
A Registration Record for a HAF listing will not automatically be considered HAF ELIGIBLE - it can still be declined by your council if they are responsible for eligibility decisions. Once they have approved the eligibility status the record with display as approved.
How should I handle an existing customer who has attended an extra session without booking?
If the Booker or Attendee has booked or even messaged you previously, you can create a Bespoke Invoice instead of creating a Registration Record. This is a superior process as your customer will have access to all the information they need on Eequ.
Here's a quick reminder of how to send a Bespoke Invoice to an existing Eequ customer:
If you have any questions about Registration Records or Bespoke Invoices, please use the chatbot on the right or email hello@eequ.org for some excellent personal support.