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 the person attended.
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
Click SAVE RECORD
That's it! Your record will appear in your:
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 not get any emails or have access to an Eequ account
A Registration Record will be immediately considered APPROVED
A Registration Record for a HAF listing will be considered HAF ELIGIBLE - so check with your Council before you create HAF Registration Records.
If the Booker or Attendee has booked, or even messaged you previously, you can send a Bespoke Invoice. 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 firstname.lastname@example.org for some excellent personal support.