How to create a Registration Record

A Registration Record is a booking that a Mentor creates on behalf of the Booker.

Avida Hancock avatar
Written by Avida Hancock
Updated over a week ago

A Registration Record is a booking that a Mentor creates on behalf of the Booker. It is useful for many reasons:

  1. The attendee does not have a device or cannot manage to book themselves.

  2. 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

  • Add as many attendees as you like. Type their first and last names

  • Select from your blocks of dates. You can select dates in the past or 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


That's it! Your record will appear in your:

  1. Registers

  2. Data downloads

Who can create a Registration Record?

βœ… The Listing Account Holder

βœ… A HAF Council Member

βœ… A Mentor Collaborator (added to the listing)

A few things to remember about Registration Records 🐘

  • Your attendees will not get any emails or have access to an Eequ account

  • 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 that 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 for some excellent personal support.

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